When a contact submits a form as part of a Privy display, you have the option to collect information beyond their email address. These additional options are considered custom form fields. Privy allows you to map these fields to various third-party platforms.
What is field mapping?
Field mapping is the process of determining what data you want to move into a particular field. For example, you could map a custom Privy field like Coupon Code (coupon_code) or Favorite Color (favorite_color) to a corresponding field in a third-party provider like HubSpot.
Why is field mapping important?
A field mapping ensures that all of the data points you collect via your Privy displays are associated correctly with your contacts in your third-party provider. This data sharing allows the information to be leveraged on both platforms and makes your marketing efforts more consistent and impactful.
What does field mapping look like?
Field mapping is a common practice and fundamentally breaks down to matching a Privy field with a field in an external provider. The easiest way to ensure compatibility is to configure your fields so that they share the same label and the same internal name across each platform.
In the comparison below, you can see that the Privy form field has Favorite Color as the label and favorite_color as the property name. Similarly, the field that this information is being mapped to in HubSpot has Favorite Color as the name and favorite_color as the internal name.
This example also underscores how the terminology concerning field management is not universal. That said, the concept of a public-facing label and an internal value is typically the standard. Depending on your platform, you may only be able to access and customize one of these values.
Which platforms are supported?
Below is a list of third-party providers that support custom field mapping with Privy. Each option links to the platform's most relevant supporting documentation on managing custom fields.
When is the information shared?
To sync the form field information collected by a display:
- Connect one of the supported platforms via the Linked Accounts section of Privy.
- Ensure that the desired fields are available in Privy and the selected third-party platform.
- Select the desired display and navigate to the Follow-up step of the display builder.
- Click the Sync signups button, select the desired platform from the dropdown menu, configure the presented options, and Save.
The information collected by this display in the appropriately mapped fields will now sync to the selected external provider while also being stored in Privy.