Integration Field Mappings
Once you have connected your Scorecard to a third party tool via the ScoreApp integrations section, you will be able to map ScoreApp fields to your integrated tools fields. For example if you have created a phone number field on your lead form, you'll likely want to map that to the phone number field in your CRM. Almost all of the ScoreApp integrations share the same available field and formatting settings detailed in this article. If you have not yet connected to your chosen platform please click here for more information about setting up an integration
Lead Form Fields
The data that you map in this section will be pushed into your chosen platform within a few minutes of a person filling in your lead form whether the lead form is set to before or after the quiz questions. For more information on how this works and how to set it up please see the integrations article
| Field | Description | Additional Settings |
|---|---|---|
| First Name | The first name submitted by a lead via your lead form | None |
| Last Name | The last name submitted by a lead via your lead form | None |
| Full Name | For convenience for some integrations, the First Name and Last Name from the lead form joined together | None |
| The email address submitted by a lead via your lead form | None | |
| Answer | The answer to any additional field you may have added to your lead form | Once selected an additional option will appear allowing you to choose from any of the additional fields added to your lead form. If only one option is available it will be preselected. Click save to confirm |
| All Lead Form Answers | A formatted list of First Name, Last Name, Email and any custom fields added to your lead form | None |
| Opt In | The opt in status submitted by a lead via your lead form | Value Type: String or Date - If set to String you're able to type specifically what word is used when the user opt in is true and when it's false. Generally this would also be the words True / False however Yes / No or On / Off are also sometimes required by platforms. - If set to Date, the date at the point of lead form submission will be passed to your integrated platform |
| Tracking | The UTM parameter values. If a lead followed a link to your Scorecard which included UTM parameters, these will be stored against the lead and can be passed to your integrated platform here | Field Options: Use this field to select the specific UTM parameter to map |
| Key | The unique key assigned to a lead once they submit the lead form. This key will remain fixed for this lead and also makes up part of the result page URL or PDF url | None |
| Abandon Email Url | A unique URL that can be sent to a lead if they have started but not finished your Scorecard. When a user follows this URL they will be taken directly to the question where they previously abandoned | None |
| Landing Page Name | The name of the landing page upon which the lead submitted the lead form. | None |
| IP Address | The IP address of the lead at the point they submitted the lead form. | None |
| IP Address Country | The country of the lead as deduced from the IP address that was in use at the point of submitting the lead form. Can be inaccurate due to VPN's and out of date IP location databases. | None |
| Started At | The date and time at which a lead started your Scorecard. If your lead form is set before your quiz questions this will be the time they submitted your lead form. If the lead form is set after your quiz questions this will be the time they answered the first quiz question | None |
| Static Value | Allows you to send a static value to your integrated platform, linked to the lead when they submit your lead form. This will be the same for all leads. An example might be the Scorecard name so you can identify which Scorecard the lead came from. | Field Options: This should be set to the static value you'd like sent. |
Result Fields
The data that you map in this section will typically be pushed into your chosen platform as an update within a few minutes of a person finishing your Scorecard and receiving their results and after the Lead form data has been pushed. For more information on how this works and how to set it up please see the integrations article.
| Field | Description | Additional Settings |
|---|---|---|
| Category Score | The score received by a lead for a specific category when they complete your Scorecard | Field Options: Select the specific category you want to map Format: - Percent: The calculated score as a percentage based on your scoring logic - Actual Score: The sum of 'points' based on your scoring logic - Denominator of 10: Essentially the percentage divided by 10 Precision: - Used to control the number of decimal places of the score number sent to your integrated platform |
| Category Score Tier | The name of the score tier received by a lead for a particular category when they complete your Scorecard. e.g. High / Medium / Low | Field Options: Select the specific category you want to map |
| Lowest Category | The name of the lowest scoring category received by a lead when they complete your Scorecard | None |
| Lowest Category Score | The score of the lowest scoring category received by a lead when they complete your Scorecard | Format: - Percent: The calculated score as a percentage based on your scoring logic - Actual Score: The sum of 'points' based on your scoring logic - Denominator of 10: Essentially the percentage divided by 10 Precision: - Used to control the number of decimal places of the score number sent to your integrated platform |
| Highest Category | The name of the highest scoring category received by a lead when they complete your Scorecard. | None |
| Highest Category Score | The score of the highest scoring category received by a lead when they complete your Scorecard | Format: - Percent: The calculated score as a percentage based on your scoring logic - Actual Score: The sum of 'points' based on your scoring logic - Denominator of 10: Essentially the percentage divided by 10 Precision: - Used to control the number of decimal places of the score number sent to your integrated platform |
| Total Score | The overall score received by a lead when they complete your Scorecard. | Format: - Percent: The calculated score as a percentage based on your scoring logic - Actual Score: The sum of 'points' based on your scoring logic - Denominator of 10: Essentially the percentage divided by 10 Precision: - Used to control the number of decimal places of the score number sent to your integrated platform |
| Total Score Tier | The score tier name received by a lead for their overall score when they complete your Scorecard. e.g. High / Medium / Low | None |
| Answer | The answer provided to a specific question by a lead when completing your Scorecard | Field Options: Select the specific question you want to map the answer to |
| Answer Value | The value linked to the answer provided to a specific question by a lead when completing your Scorecard. The value linked to an answer can be set within the question builder | Field Options: Select the specific question you want to map the answer value to |
| Answer Score | The score link to the answer provided to a specific question by a lead when completing your Scorecard. If the answer is has multiple scoring categories, this score will be the sum of those scores | Field Options: Select the specific question you want to map the answer score to |
| All Lead Form Answers | A formatted list of First Name, Last Name, Email and any custom fields added to your lead form | None |
| All Scorecard Answers | A formatted list of all quiz questions and the answers provided by a lead when completing your Scorecard | None |
| Opt In | The opt in status submitted by a lead via your lead form | Value Type: String or Date - If set to String you're able to type specifically what word is used when the user opt in is true and when it's false. Generally this would also be the words True / False however Yes / No or On / Off are also sometimes required by platforms. - If set to Date, the date at the point of lead form submission will be passed to your integrated platform |
| Result Url | The unique URL of the result page that a lead was sent to when they completed your Scorecard | None |
| Report | The unique URL of the PDF report associated with a lead when they complete your Scorecard | None |
| All Audiences | A comma separated list of audience names for all of the audiences that a lead is associate with when they complete your Scorecard | None |
| Landing Page Name | The name of the landing page upon which the lead submitted the lead form. | None |
| IP Address | The IP address of the lead at the point they submitted the lead form. | None |
| IP Address Country | The country of the lead as deduced from the IP address that was in use at the point of submitting the lead form. Can be inaccurate due to VPN's and out of date IP location databases. | None |
| Started At | The date and time at which a lead started your Scorecard. If your lead form is set before your quiz questions this will be the time they submitted your lead form. If the lead form is set after your quiz questions this will be the time they answered the first quiz question | None |
| Finished At | The date and time at which a lead answered the last quiz question within your Scorecard. | None |
| Static Value | Allows you to send a static value to your integrated platform, linked to the lead when they submit your lead form. This will be the same for all leads. An example might be the Scorecard name so you can identify which Scorecard the lead came from. | Field Options: This should be set to the static value you'd like sent. |