Embeddable Lead Form Documentation

Recording of embeddable lead form creation with Brittany

ELF creation for exec ed with Eleni

Steps to build the embeddable form:

  1. Navigate to the appropriate program in Taxi
  2. Open the original form you will be cloning and clone the form

  1. On the cloned form, update the Form name to [ELF] PROG-ABR and save.
  2. Save and Publish the Form
  3. Navigate to the “Embeddable Form Data” section at the bottom, and fill in all fields as provided in the ticket.
  4. For the Thank You URL, we use the organic thank you page (ex. /thank-you-PROGRAM/) and add the parameters ?lsrc=confirmation-school-referral. Save again.
  1. Click the “Generate HTML Snippet” button and copy the code. 
  2. Scroll back up to the top, then Save and Publish the Form again.
  3. Paste the HTML code into the instructions doc using the example format below

NOTE: If you need to update fields in the Embeddable Form (either changes to the form itself, or to the embeddable form data section, you do NOT need to re-generate the embed snippet. Just make your changes, save, and republish. A hard refresh on the page with the embed should display your changes.

Instructions to paste in for Embed request doc provided by Brand: 

Embeddable Lead Form Code

  1. For every page, you will need to add a CSS sheet reference:
    If possible, this should be added to the <head> of your page, but can also be added to body, immediately before the embed code. This file is the same for every form
    <link rel=”stylesheet” href=”https://prospect-form-plugin.2u.com/assets/embed-form-styles.css”/>
  1. Form Embed Code:
    The embed code is unique based on the form. You can use the same embed code when placing the form on multiple pages (with one form per page). If you will be placing the same form multiple times on a page, please let us know and we can provide additional embed codes.

    <div id=”twou-form-2256-prkttv” class=”self-mount-plugin” data-template-type=”embed-inline” data-package-type=”fetch” data-package-id=”2256″ data-grouping=”uta-umt”></div><script src=”https://prospect-form-plugin.2u.com/cask-latest/lead.form.plugin.js”></script>
  1. The anchor (Jumplink) reference for the form is:
    <a href=”#twou-form-2256-prkttv”>Link text here</a>

Quarantined Embedded Form

To ensure all leads from a specific form are quarantined from all comms in salesforce (email, sms, calls) the following 4 fields need to be added as hidden fields within the form.

  1. Do Not Call = yes
  2. Email Opt Out = True
  3. SMS Opt In = False
  4. Quarantine_status_c = quarantined