- jamiecoxgroupAsked on January 05, 2017 at 05:38 PMThis is from my support team at Boom town. Is this possible?Thanks,"Hello JT,
Thank you for taking the time to speak with me today! I hope your interviews went well!
Attached is the Metadata documentation you would need to provide Jot, to ultimately have your leads auto-import to BoomTown. The Metadata format, which consists of hidden HTML code, is becoming a standard for transporting lead information from one lead generating Source to another. Part of what makes this process so successful is it standardizes any new lead email, regardless of the formatting, making the lead’s information easily detectable. This allows our system to parse emails automatically, without the need for human review, which means the lead gets auto-imported to BoomTown faster.
If Jot is willing to add the Metadata formatting to their new lead emails, please do the following so we can close the loop on this setup!
Ask Jot how they entered their Source name in the code (this will help us ensure these leads don’t get auto-imported with the source “UNKNOWN”)
Reach back out to our Support team so we can assist you in completing the setup to have these leads auto-imported into BoomTown!
Thanks, JT, I look forward to speaking to you!
(843) 300-3307Page URL:
- JotForm SupportKevin_GAnswered on January 05, 2017 at 09:14 PM
Unfortunately, it is not possible to modify the data from the source code, based on what you are requesting you will need to get the source code of your form to easily make the changes that you need to your form, this guide will help you to get the source code: How-to-get-the-Full-Source-Code-of-your-Form
You can then customize the metadata in the header section of your form, as shown in the link you provided:
<meta name="lead_information_version" content="1.0" />
<meta name="lead_source" content="Realtor.com" />
<meta name="lead_type" content="Buyer" />
<meta name="lead_name" content="John Smith" />
<meta name="lead_email" content="firstname.lastname@example.org" />
<meta name="lead_phone" content="703-555-1212" />
Also, what you could also do is to generate your own document where you will have the info you will need and only capture the info submitted in a form, to do this in the back-end you could use Webhooks, here is the guide: How-to-Setup-a-Webhook-with-JotForm
Hope this helps.