Configuring web forms in Mister James CRM

In this article, you'll learn how to configure web forms in Mister James to automatically create deals in your sales pipeline. You'll learn how to send data to the WebForm endpoint via HTTP POST and how to create mappings to correctly allocate the received data in Mister James.

Create and configure WebForms

1. Create a WebForm:
   • In Mister James, navigate to “Assets”, web forms
   • Click on “+ New.”
   • Give your web form a name and click “Ok.”
2. Enter title:
   • Give the web form a title. This is only used for identification within Mister James so that you can find the web form again.
3. Select a goal stage.
   • To do this, click in the field and select campaign first and then campaign phase. Deals are created in this phase when a request is sent to the web form.

Configure field mappings

Field mappings are required to correctly transfer the received data to the corresponding fields in Mister James. The following describes how to create the mappings:

1. Field assignments:
   • Below the target phase, you'll find the “Field Assignment” table.
   • You'll see a table with two columns: “Field” and “Form Field Name.”
2. Assign column names:
   • In the first column (“Field”), you can see the fields that can be filled in Mister James (such as “First Name”, “Last Name”, etc.).
3. Assigning variables:
   • In the second column (“Form Field Name”), enter the name of the variable that is sent in your HTTP POST request.

Example 1: Simple JSON data

• JSON object: {"firstname”: “Max”, “lastname”: “Sample man"}
• Mapping:
  • “First name” → “firstname”
  • “name” → “lastname”

Example 2: Complex JSON data (e.g. from Google Ads lead form)

• JSON object:
• {
“user_column_data”: [
{“column_name”: “firstname”,
“string_value”: “MAX”,
“column_id”: “FIRST_NAME”
},
{“column_name”: “lastname”,
“string_value”: “Sample man”,
“column_id”: “LAST_NAME”
}]
}
• Mapping:
  • “First name” → user_column_data.column_id = first_name? string_value
  • “Name” → user_column_data.column_id=last_name? string_value

Detailed explanation of mapping syntax

For simple JSON data, it is sufficient to specify the exact name of the JSON keys. For complex JSON structures, such as in the second example, you'll need to use a more specific syntax:

• structure path: Enter the path to the desired data structure (e.g. user_column_data).
• condition: Use column_id=first_nameto find the right element in the data structure.
• value selection: Use ? string_valueto select the actual value.

WebForm testing

After you've configured the mappings, you can test the WebForm by sending an HTTP POST request to the endpoint. Make sure that the data is displayed correctly in Mister James and that a new deal has been created in the sales pipeline.

synopsis

By creating and configuring WebForms in Mister James, you can efficiently integrate incoming data into your sales pipeline. Configuring the mappings correctly is critical to ensure that the data is correctly mapped. With the steps described above, you can ensure that your WebForms are working optimally.

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