Tourial Forms | Navless Product Documentation
Tourial Forms allow users to create customizable lead generation forms within their account by configuring fields and styles, which can be integrated with marketing automation platforms or set to submit lead information via email for capturing demo requests, event signups, and other buyer contact details.
Most often, forms are used as a lead generation mechanism so that your buyers can opt to share their contact information with your business for demo requests, more information, event signups, etc.
To create a Tourial form, click the "Forms" tab in your account.
You can then configure the form fields and style of your form to reflect the information you're trying to capture and the form's look and feel.
If you are integrated with a marketing automation platform and connecting your forms for lead capture, refer to the integrations page for specific form setups.
If you are not using a marketing automation integration but still wish to collect lead information, you can enter an email address for lead info to be submitted to.
Related
Lead Forms in Pardot | Navless Product Documentation
The documentation explains how to create and connect a custom Pardot Form Handler to a Tourial form by mapping fields (including UTMs), styling the form, configuring confirmation settings, and testing the integration to ensure leads are successfully sent to Pardot.
Tour Engagement Data | Navless Product Documentation
After setting up the HubSpot Integration, Tourial engagement data—including detailed metrics like time spent, clicks, form interactions, and metadata such as Tourial name, URL, and visitor IDs—is sent via HubSpot cookies to populate contact record activity feeds, enabling users to create targeted lists, workflows, and reports based on visitor interactions with Tourials within HubSpot.
Lead Forms with HubSpot | Navless Product Documentation
The documentation explains how to integrate Tourial forms with HubSpot by creating or selecting a HubSpot form, importing and mapping fields (including hidden UTM parameters) into Tourial, styling the form, configuring confirmation modals, and testing lead submission to ensure data flows correctly, while also addressing FAQs about blocking free email providers and UTM parameter passing.
Lead Forms with Marketo
This guide explains how to create and customize a Tourial form integrated with an existing Marketo form by importing fields (including hidden UTM parameters), styling the form and confirmation modal, ensuring field matching to avoid data issues, and testing lead submission to confirm successful data transfer into Marketo, with additional tips on using Tourial engagement data for advanced Marketo features.
HubSpot Integration with Tourial
The HubSpot integration with Tourial involves connecting your HubSpot account to Tourial, enabling engagement activity to capture and send demo interaction data, and configuring a custom subdomain via a CNAME DNS record to white-label demos, thereby enhancing lead and prospect insights within your marketing automation platform.
Form Fails | Navless Product Documentation
Navless' Tourial sends email alerts to admins only for three specific form submission failures—Blocked Email, CAPTCHA enabled on HubSpot forms, and missing required fields—when using the HubSpot integration, while Marketo and Pardot users do not receive such alerts, and issues with field mismatches between Tourial and HubSpot forms can cause submission failures with internal notifications handled differently across integrations.