Set Up Demandbase Forms Enrichment

Forms Enrichment automatically adds company and firmographic data to form submissions, reducing the information visitors must enter.

Demandbase Forms supports common marketing automation systems and form managers, including Marketo and Eloqua.

Important: The standard setup supports one form and one enrichment configuration. A custom implementation is required for webpages with multiple forms, different enrichment configurations, or custom form behavior. See Enrich Multiple Forms on One Page.

Prerequisites for Configuring Forms Enrichment

• You must have a license for Personalization.
• Deploy the Demandbase Tag on your website.
• Create a Test Form with the Email field listed before the Company field.
  
• Ask your web developer to add hidden fields for any Demandbase attributes that should not appear to visitors.
  
• Select the Demandbase firmographic attributes you want to collect.
• Determine which fields Demandbase should populate, hide, or display when enrichment data is unavailable.
• Identify the HTML ID or Name for:
  • The email and company fields visitors complete.
  • Each field that Demandbase populates.

Configure and Activate Forms Enrichment

1. From the left navigation bar, go to Personalization > Forms Enrichment.
2. Click Create New and enter an Enrichment Name.
3. In the Configuration tab, configure the General section:
   • Test Form URL: Enter the URL of your test form. Demandbase uses this page to verify the configuration. After successful testing, you can deploy the code to other pages.
   • Email Field I.D.: Enter the HTML ID or Name of the email field. The Demandbase Tag uses this identifier to detect a valid email address and call the Domain API.
   • API Priority: Select how Demandbase identifies the visitor’s company. See Understanding Forms Enrichment.
     • Email: Uses the visitor’s email domain.
     • IP address: Uses the visitor’s IP address.
4. In the Attributes section, select the Demandbase attributes to capture. Common attributes include:
   • Demandbase SID
   • Company Name
   • State
   • City
   • Country Name
   • Industry
   • Sub Industry
   • Revenue Range
   • Employee Range
   • Data Source
   • Web Site
5. Go to the Review and Activate tab, review the configuration, and click Activate.

Outcome of Activating Forms Enrichment

Forms Enrichment adds the mapped Demandbase attributes to each form submission:

• Attributes mapped to visible fields appear in the form.
• Attributes mapped to hidden fields are available in the submitted form data and HTML console.

Review or Update Forms Enrichment

After activation, you can review or modify the Forms Enrichment configuration:

• Open the Change History tab to review the change date, description, and user associated with each change. 
• To update the configuration, open it from the Forms Enrichment page, make your changes, and click Activate again. Demandbase Support is notified of the update.