Provisioning Demandbase Forms

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Overview

Demandbase Forms can be configured to work with any Marketing Automation System or web form manager, including Marketo, Eloqua, and Pardot. The prerequisites and steps to complete the integration can be found below.

 Requirements 

  1. Demandbase Tag
  2. Demandbase attributes to be collected on the form
  3. Test form with Demandbase specific fields
  4. HTML ID or Name for each of the Demandbase specific fields
  5. HTML ID or Name for the user facing company and email field

How to Deploy Demandbase Forms

  1. Deploy the Demandbase Tag globally across your site.
  2. Determine the Demandbase attributes you want to collect on the form.
  3. Create a test form with hidden fields for the Demandbase attributes to feed into.
  4. Enable the forms product and map the HTML ID or Name of the form fields to Demandbase attributes. Mapping should be completed using the Demandbase Platform
    • Add the HTML ID or Name for the user facing company and email fields.
      • In order for Demandbase to properly connect to a form and call the Email Domain & Company AutoComplete APIs, it needs to know the HTML ID or Name of the user facing Email and Company fields.
    • Add the HTML ID or Name for the Demandbase specific fields.DBS_Forms.png
  5. Design requirements are delivered to an engineer on the Services team who will provision the necessary code for your team to QA the form.
  6. Test the integration and submissions to ensure the data is reaching the appropriate systems.
  7. Go Live!

 

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