Introduction
The Convertr platform offers robust capabilities for capturing, validating, and managing leads and user data. By integrating with Adestra, Convertr enhances these capabilities by utilising existing data from Adestra to streamline the form-filling process. This not only improves the user experience by reducing redundant data entry but also ensures data consistency and accuracy across both platforms.
Our Adestra lookup works alongside our forms and landing pages. By setting up your Adestra API connection via one of our form fields, you can embed your forms or landing pages into Adestra and the API can fill out selected fields according to your setup.
Prerequisites
To build out this connection in Convertr, you will need:
- Your Adestra Username
- Your Adestra Password
- The API fieldnames you would like to pull from Adestra
- Your Convertr contract must include the Smart Forms Add-On
The prepopulation will only work if the link is accessed via Adestra, as Adestra will populate their placeholders in your Convertr URL. This means the link used for your activity will need to be embedded in Adestra (for example as an email CTA).
Setup Process
1. The Adestra Lookup is configured within your form, which you can either edit via a Campaign (Creatives > Forms), or via the Forms tab on the left hand side of the platform.
Once you have your chosen form, in the Field Page tab, add a new field and select Adestra Lookup as the type:
Can't find the AdestraLookup option? You may need to reach out to Convertr Support to get this enabled!
2. Select the Options icon:
3. You will now see the Adestra configuration window. The top section of this window is the mapping section, where you will need to input the Adestra fields you would like to pull through to the form, and which Convertr field you want to populate with that data.
In this section, the Adestra fieldnames are on the left (this is typically populated with Adestra's default field names). The Convertr form fields are on the right.
There are no required fields here, you can add or remove any fields that you would like to prepopulate.
You may notice that the Convertr fields are prefixed with form_. This is required in order for the Adestra API to populate correctly.
4. The bottom section will ask for your Adestra credentials. You will not typically need to update the Adestra URL, but you will need to populate your username and password.
Your form is now ready to pull through Adestra lead data!
Final Steps
Whether you are embedding your form into Adestra or connecting your form to a landing page and then embedding your landing page in Adestra, you will need to make sure that your Convertr URL is updated to pull this through correctly.
We do this via a URL parameter called msgid. This value is populated using two parameters from Adestra called AMF_contact_id and AMF_contact_guid. These values are tied to individual contacts in Adestra, and can be passed to Convertr via the URL when embedding our links into your Adestra workflows.
In order to embed your Convertr link to Adestra, you will need to add the parameter in bold like the examples below:
Landing Page URL:
https://convertrsupport.cvtr.io/lp/landingpageslug?msgid=$AMF_contact_id$-$AMF_contact_guid$
Form URL:
https://convertrsupport.cvtr.io/forms/44000/formslug?msgid=$AMF_contact_id$-$AMF_contact_guid$
You can also choose to append this to a Tracking Link if you are using them. This changes the format slightly.
Tracking Link URL:
https://convertrsupporttrk.cvtr.io/click?lid=10001&sid=&lpp_msgid=$AMF_contact_id$-$AMF_contact_guid$
This will now complete your implementation. Once the msgid is passed into your Convertr form, the unique Adestra parameters from the URL will be used by the Adestra lookup to pull the contact data from the Adestra database, and any matching mapped fields will be prepopulated once the form loads.
The form will not auto-submit, meaning that users can choose to edit the field values before submitting the form.