BookIt For Forms - Unbounce Implementation - Display Calendar on the Form Page

Content:

• Overview and Things to Note
• Configuring Your Form
• Adding Your Hidden Field
• Adding LeanData's Code to Your Form
• Creating Your Router Graph
• Setting Your Trigger Node Name
• Adding Your Field Mappings
• Configuring Your Router Graph

Overview and Things to Note

• This tutorial will configure a calendar to display as a pop-up on the form page after submission of an Unbounce Form.

Configuring Your Form

Adding Your Hidden Field

To start, please follow the instructions in Adding a Hidden Field in Unbounce to add a hidden field to your form to capture the log id to send over to your created leads/contacts.

Adding LeanData's Code to Your Form

First, you should make sure that you are using a “Confirmation” type of “Open URL in lightbox”. If you are not and you have a “Confirmation” that redirects to a different URL, you will need to implement the calendar to display on that page (which is covered in a different implementation guide). If you are using any of the other “Confirmation” types, please reach out to LeanData professional services for support.

Be sure to leave the URL field blank.

On the page containing your form, add a “Custom HTML” block 

Then insert the following code:

<script>
 var _ld_scriptEl = document.createElement('script');
 _ld_scriptEl.src = 'https://cdn.leandata.com/js-snippet/ld-book-v2.js';
 _ld_scriptEl.addEventListener('load', function () {
   LDBookItV2.initialize('<Org Id>', '<Trigger Node Name>', '<Hidden Field Name>', { autoSubmit: true });
   LDBookItV2.setFormProvider('unbounce');
 });
 document.body.appendChild(_ld_scriptEl);
</script>

You’ll need to configure this snippet by changing the parts of this code to the following (remember to remove the ‘<>’ brackets):

• <Org Id> - Your 18 digit Salesforce Org ID. This will be for the Salesforce Org that has your live BookIt router graph or the one you would like to test on.
• <Trigger Node Name> - The name of the trigger node on your live BookIt router graph that you would like to enter the graph through. There will be instructions for the configuration of this in a later step, so for now just enter a name that describes the purpose of your form, like “Demo Request”.
• <Hidden Field Label> - The value you specified for the name of the hidden field you created in an earlier step.

Creating Your Router Graph

Setting Your Trigger Node Name

In your LeanData BookIt For Forms routing graph, double click on your trigger node.

Update the “Node Name” to the <Trigger Node Name> you defined in an earlier step.

Adding Your Field Mappings

You will be able to define field mappings in the trigger node of your BookIt For Forms graph as shown below. This will allow you to map values from entries in your form to variables that can be used in logic in your graph.

Here, the “Form Field API Names” we should use are the “Field Name and ID” values defined in your Unbounce Form.

In each mapping you can either select a mapping to one of our default variable options if available, or define your own variable name and type otherwise.

Configuring Your Router Graph

From here you can configure your routing graph and the rest of your LeanData BookIt instance with the help of LeanData's professional services team!