Including a state or country dropdown in your Form gives you useful information about your visitors - but if you're syncing that data to your CRM, there are a few important steps to follow first, or the values simply won't transfer.
Why this matters: Like any standard field name, the state or country field must exactly match your CRM's version, or the data will not transfer.
Instructions
- Navigate to Content > Catalog > Content Fragments tab.
- Choose State and/or Country fields, either with abbreviations or full names:
- Note: These fields must match your CRM.
- You can go to the configuration settings of your CRM and open the State and/or Country fields there – if the values for those fields are set to abbreviations you must use abbreviations (and vice versa for full names).
- Download your chosen fragments from the catalog library.
- In the Form composer, drag a Saved Fragment into the Form.
- Choose the field you downloaded above.
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