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Form mapping tells Octanist which fields in a submitted website form should become lead data. Use this after Octanist detects a form submission and uses AI to suggest how that form should be handled. You review the suggestion, then choose whether the form should create leads or be denied.

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How it works

  1. Submit a lead form on the website once.
  2. Octanist detects the form submission.
  3. Octanist uses AI to suggest the field mapping, or recommends denying the form when it does not look like a lead form.
  4. The form appears in Settings > Forms.
  5. You review the suggestion and adjust it if needed.
  6. You either activate the form or deny it.
  7. Active forms create future leads with attribution.

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Submit an example form

Start by submitting the form that should create leads. This example is a lead form on the Octanist website that needs to be mapped.
Example lead form on the Octanist website that needs to be mapped

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Open form mapping

  1. Open Octanist.
  2. Go to Settings > Forms.
  3. Open a form marked Needs mapping.
  4. Review the suggested mapping and the sample fields.
Review the suggested form mapping before saving

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Map fields

Octanist suggests a target for each detected field. Check the suggestion before saving. Each field can be mapped to one of these targets:
Choose what each detected form field maps to
External lead ID, email, and phone should normally only be mapped once. If Octanist shows a duplicate warning, choose the best field and set the other one to Custom or Ignore. External lead IDs are trimmed, can contain up to 255 characters, and must be unique within your organization. Do not map click IDs, session IDs, form IDs, analytics IDs, or other technical tracking values to External lead ID. Octanist’s AI only suggests this mapping when a field clearly looks like a customer-owned business record identifier.

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Save and activate

When the suggested mapping is correct:
  1. Give the form a recognizable label.
  2. Click Save & Activate.
  3. If there are pending submissions, choose whether to convert them using the new mapping.
Pending submissions are form submissions Octanist stored before the form was mapped. Converting them can create leads from earlier submissions.

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Ignore a form

Use Deny Form when Octanist recommends denying a form, or when you decide that a detected form should never create leads. Examples:
  • Search forms
  • Login forms
  • Newsletter forms that should not enter the lead workflow
  • Internal or test forms
When a form is denied, existing stored submissions for that form are deleted and future submissions are dropped.
Deny a detected form that should not create leads

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Troubleshooting

  • Confirm the pixel is installed on the page.
  • Confirm form capture is enabled for the setup you use.
  • Submit the form once with test data.
  • Check the Octanist Debugger Forms tab.
  • Open Settings > Forms.
  • Check whether the form is mapped.
  • Confirm the missing field is mapped to External lead ID, Email, Phone, Name, Note, or Custom.
  • Submit a new test form after saving changes.
  • Open the detected form.
  • Use Deny Form for forms that should not create leads.
  • Search, login, checkout, and account forms should usually be ignored.