Circuit supports form integrations with Slate forms. Slate forms will allow you to make changes to your forms over time, receive visitor submissions directly, and embed seamlessly into your virtual tour.
Not using Slate CRM?
Visit the CRM Form Integration Overview page for other CRMs.
Integration Steps
1. Customer identifies the form that you wish to include in your virtual tour
Select or build the form that you want to include in your virtual tour, and let us know that you'd like to add a form.
2. Customer sends the embed code to Circuit
Slate has two options for embeds:
Simple
Dynamic
We support both options, but recommend Dynamic Embeds.
Dynamic Embed code
Locate your form, and click "Edit Form." From the editing screen, look for "Embed Form" and select the "Dynamic Embed" form option. Copy the embed code and send that to us.
Confirmation - Thank You Page Approach
3. Customer sends a Thank You message
Instead of setting a confirmation message in your form's configuration ("Message"), we'll redirect to Circuit after form submission where a "thank you" message will display.
Provide us a "thank you" message that you'd like to display to the visitor after they submit the form. It can contain text, formatting, and links.
Example:
Thank you for signing up for more information! We'll be in touch shortly. In the meantime, feel free to visit our website.
4. Circuit installs the embed and a Thank You page
Circuit's developers will:
install the embed in your CMS and make it available for use with Calls to Action buttons and popups
configure the Thank You page and analytics tracking
generate a redirect code for use in the next step
5. Customer adds the Thank You redirect
We'll send you a custom redirect code to be added to your form configuration.
Example code:
<script type="text/javascript">/*<![CDATA[*/
document.location = 'https://customer.madewithcircuit.com/thank-you';
/*]]>*/</script>
You can add this to your form under Edit Communications > Edit Mailing > Edit Message and then click the Source button. For detailed steps, follow the instructions at Slate's knowledge base page "Redirecting Form Pages". The code should be inserted into the <head>...</head> section of the message Source.
Example result:
<html>
<head>
<title></title>
<script type="text/javascript">/*<![CDATA[*/
document.location = 'https://customer.madewithcircuit.com/thank-you';
/*]]>*/</script>
</head>
<body>
</body>
</html>
Confirmation - Script Approach
3. Circuit provides the confirmation script
Instead of following the Thank You page steps to redirect to a Thank You page on Circuit's CMS, you can install a confirmation script into your Slate Message.
<script src="https://{customer}.madewithcircuit.com/forms/confirmation.js" type="text/javascript"></script>Where {customer} is replaced by the name used to access your CMS, using the subdomain that you would normally see at https://{customer}.madewithcircuit.com.
4. Customer installs the confirmation script and updates Thank You message
Navigate to your form, and find Edit Communications > Edit Mailing > Edit Message. There is a "Source" button that will display the HTML for the message. Inside your form's confirmation HTML, add the script above on a line before the closing "</body>" tag.
Scripts should only be added to Messages that are marked as "Online Submission Confirmation Page." If the Message is part of a Thank You Message mailing, the script tag may affect mail delivery, and so this approach is not recommended for Messages that are also used for emails.
Slate may display a pre-flight warning about script tags which can be safely ignored so long as the Message is not used for emails.
You can also add or update your exact thank you message provided in step 2 from this Edit Message screen.
5. Customer and Circuit review and test
Test the form as an end user to make sure it's working as expected, and clean up any test data from your submissions.
And now we're done! 🎉
Not what you need?
Contact support@madewithcircuit.com for more options and support to get your Slate CRM integration up and running.
Additional resources