Smart Form Fill (SFF) empowers your website forms and increases form conversion rates by auto-filling your forms. Smart Form Fill can be configured with popular Marketing Automation Platforms like Marketo, Hubspot, Eloqua, and Pardot.
Form Enrichment means that the people and/or company data is auto-filled in your website form when a user has provided their email or is using their IP address.
Prerequisites
Before you start with Smart Form Fill, ensure that your environment meets the following requirements:
Requires the 6sense Platform.
Migration to WebTag 2.0 if you are using the legacy WebTag. While putting WebTag 2.0 code on your websites, please make sure you have removed legacy WebTag code. Refer to these instructions:
Requires the Company Identification API or People Enrichment API credits. Depending on the type of enrichment you plan on deploying with Smart Form Fill, it determines which API credit will be used.
You must have access to the 6sense ABM platform.
Smart form fill features
Company Data Enrichment: Uses account data via the Company Identification API to enrich forms with account-level data. You can MAP these fields with your form fields while configuring Smart Form Fill. No additional API call is made for accounts/company data as it reuses the same cached account information available in WebTag 2.0
People Data Enrichment: Leveraging the People Enrichment API to enrich the form with people-specific data in Smart Form Fill. Fields from the People Enrichment API can be used to map to your MAP form fields while configuring Smart Form Fill. You will be charged one API credit when a form is enriched with people data, regardless of whether the user submitted form data to your CRM/MAPs or not. Within one calendar month, if People EnrichmentAPI is used, 1 credit is consumed for each unique person who fills out a form. If the same person fills out multiple forms connected to Smart Form Fill in one calendar month, only one credit is used. This starts over after each calendar month.
Form Auto-fill configurations:
IP-based form enrichment: This is a default method for form enrichment and works when “Form Enrichment using Email” is disabled. Form data is auto-filled on the page load of the website as Company Identification API requires an IP address (ipv4) to identify account information.
Email-based form enrichment: This method requires “Form Enrichment using Email” to be enabled. Form data is auto-filled as soon as a user provides their email in the field as People Enrichment API requires email as input. IP-based form enrichment is used as fallback when there is no match found for Email-based form enrichment.
Auto-deployment using WebTag 2.0: If you are already using WebTag 2.0 on your preferred domain then you don’t need any development effort. Once configured, Smart Form Fill will be auto-deployed using WebTag 2.0 on your selected form.
Form-shortening: Research says that you could increase form conversions by 20% just by reducing the size of the form. Use the form-shortening feature to drive more submissions by reducing the form size by hiding the fields already enriched. This option is available for each of your form fields and by selecting this option, those fields will be hidden on your website and made visible only when 6sense doesn’t have data for them.
Supported MAPs:
Marketo
HubSpot
Pardot
Eloqua
Set up smart form fill
To set up Smart Form Fill:
Go to ABM > Smart Form Fill.
Click New Form Configurations.
Enter a Name to help you easily search for SFF later.
Select Allowed Domains you want to configure.
All the Domains configured in WebTag are listed.
You can also add a New Domain.
You will not be able to add any subdomains as WebTag works on all your domains and their subdomains.
Select WebTags that are deployed on the above selected domain, then click Save & Next.
The selected WebTag can’t be disabled or deleted.
You won’t be able to disable Company Identification API calls for this WebTag as that is required for Smart Form Fill.
Select your connected MAP.
Other options will be disabled and you will be able to select the one that is already configured in Settings > Integrations.
Selecting an MAP will pull all the forms available in that MAP. Depending upon the list of forms, it might take few seconds to load all the forms.
Once all the forms are available to select, please select the form that you want to enrich with 6sense data.
Click Configure Form Fields to see options for Form Field settings.
If you have People Enrichment API access:
Enable the toggle for Form Enrichment using Email.
Now select your Primary Email Field from the list of your form fields.
From the first column, select the fields that you want to enrich using Smart Form Fill.
Now select the 6sense fields that you want to map with that form field.
Then select the checkbox for Shorten the fields. By selecting this option, those fields will be hidden on your website and made visible only when 6sense doesn’t have data for them.
If you do not have People Enrichment API access:
You will not be able to enable the toggle for Form Enrichment using Email as that is available only if you have People Enrichment API access.
From the first column, select the fields that you want to enrich using Smart Form Fill.
Now select the 6sense fields that you want to map with that form field.
Then select the checkbox for Shorten the fields. By selecting this option, those fields will be hidden on your website and made visible only when 6sense doesn’t have data for them.
Click Save to confirm form field configurations.
Now, click Finish to publish the Smart Form Fill.
Wait for 5 minutes, and then you can test your website form for Data Enrichment.
Important Note:
You can always edit any Form Configurations.
Only one form configuration is allowed per MAP form ID.
You can deactivate any Active Form Configurations. If you want to activate them, make sure you don’t have any other active configurations for that MAP form ID.
You can also delete any active/inactive form configurations. This action can’t be reversed.
List of API fields available in Smart Form Fill
Smart form fill will use Company Identification API or People Enrichment API as per your form configurations.
“Form Enrichment using Email” is disabled
Form data on your website is auto-filled using the account information available through Company Identification API. Company Identification API uses the visitors’ IP address to deanonymize the account details. In this option, you can use the below fields and map them in your form.
6sense API Field Name | Definition |
|---|---|
Company Name | Name of the company |
Company Id | 6sense Id of the company |
Company Industry (Legacy) | Industry of the company (Legacy) |
Company Industry | Primary Industry of the company (v2) |
Company Subindustry | Primary Subindustry of the company (v2) |
Company Domain | Website of the company |
Company Address | Address |
Company City | City or Location |
Company State | State |
Company Country | Country of the company’s Headquarter |
Company State Code | State Code |
Company Postal Code | Postal Code |
Company Country ISO Code | Country ISO code |
Company Region | Geographic Region of the Headquarter |
Company Phone | Company Phone Number |
Company Employee Range | Employee Range |
Company Employee Count (Est.) | Approximate Employee count |
Company Revenue Range | Annual Revenue Range |
Company Annual Revenue (Est.) | Approximate Annual Revenue |
Company Is On Exclude List | Excluded in your 6sense Platform settings. Response could be True or False. |
Company SIC Code | Standard Industrial Classification Codes (SIC Codes) of the company |
Company SIC Description | Additional details provided by SIC |
Company NAICS Code | North American Industry Classification System (NAICS) |
Company NAICS Description | Additional details provided by NAICS |
Company Is 6QA | Account level 6QA (true when this account is considered as hot account by 6sense) |
segment IDs | ID for single or multiple segments. |
Segment Names | This gives out the Segment Name. Visibility of Segment Name can be controlled in API Settings. To control these settings within the 6sense platform review the instructions here. |
GeoIP Country | geographical country of the visitor IP address |
GeoIP State | geographical state of the visitor IP address |
GeoIP City | geographical city of the visitor IP address |
Company Match Indicator | Identifies if 6sense has matched an IP to an Account. |
Company Match Description | Provides details into the “Company Match Indicator” status and match reasons. |
Company Match Confidence | The 6sense’s confidence in the accuracy of the identity of the account. Response could be Very High, High, Moderate, & Low. |
Raw Data (JSON) | Entire API response is also available in JSON format. You can further process the same if required. |
Text: “6sense – IP Match” | This is an additional field which you can use in your hidden field to identify how the form data is fill. When mapped, it will fill that field with text “6sense – IP Match” |
“Form Enrichment using Email” is enabled
Form data is auto-filled as soon as a user provides their email in the form. People Enrichment API is used to enrich people’s data using email. In this option, you can use the below fields and map them in your form.
6sense API Field Name | Definition |
|---|---|
First Name | First Name of the Contact |
Last Name | Last Name of the Contact |
Full Name | Full Name of the Contact |
Job Title | Job Title of the Contact |
Job Function | Function of the Contact in the organization |
Job Level | Role/level of the Contact |
Job Division | Division of the Contact |
Education | Education details of the Contact. |
Skills | Professional skills of the Contact |
Lead City | City of the Postal Address |
Lead State | State of the Postal Address |
Lead Country | Country of the Postal Address |
Lead Postal Code | Postal code of the Postal Address |
Lead LinkedIn URL | LinkedIn profile link of the Contact |
Lead Twitter URL | Twitter profile link of the Contact |
Lead Facebook URL | Facebook profile link of the Contact |
Company Name | Name of the company |
Company Id | 6sense Id of the company |
Company Industry (Legacy) | Industry of the company (Legacy) |
Company Industry | Primary Industry of the company (v2) |
Company Subindustry | Primary Subindustry of the company (v2) |
Company Domain | Website of the company |
Company Address | Address |
Company City | City or Location |
Company State | State |
Company Country | Country of the company’s Headquarter |
Company State Code | State Code |
Company Postal Code | Postal Code |
Company Country ISO Code | Country ISO code |
Company Region | Geographic Region of the Headquarter |
Company Phone | Company Phone Number |
Company Employee Range | Employee Range |
Company Employee Count (Est.) | Approximate Employee count |
Company Revenue Range | Annual Revenue Range |
Company Annual Revenue (Est.) | Approximate Annual Revenue |
Company Is On Exclude List | Excluded in your 6sense Platform settings. Response could be True or False. |
Company SIC Code | Standard Industrial Classification Codes (SIC Codes) of the company |
Company SIC Description | Additional details provided by SIC |
Company NAICS Code | North American Industry Classification System (NAICS) |
Company NAICS Description | Additional details provided by NAICS |
Company Is 6QA | Account level 6QA (true when this account is considered as hot account by 6sense) |
Segment IDs | ID for single or multiple segments. |
Segment Names | This gives out the Segment Name. Visibility of Segment Name can be controlled in API Settings. To control these settings within the 6sense platform review the instructions here. |
Email Confidence | The 6sense’s confidence in the accuracy of the identity of the account. Response could be Very High, High, Moderate, & Low. |
Raw Data (JSON) | Entire API response is also available in JSON format. You can further process the same if required. |
Text: “6sense – Email Address Match” | This is an additional field which you can use in your hidden field to identify how the form data is fill. When mapped, it will fill that field with text “6sense – Email Address Match” |
Troubleshoot smart form fill issues
As per your use case, refer to the list below for important instructions that you must verify and resolve to ensure the smooth functioning of Smart Form Fill.
If you have completed the migration from Legacy WebTag to 2.0 then you must also remove the Legacy WebTag code from all your websites. Only WebTag 2.0 should be present.
For the Pardot form to work with SFF, please make sure you placed WebTag 2.0 inside the Pardot iFrame.
If you have a cookie policy on your website and the user has disabled all the cookies then there is no impact on the Smart Form Fill but you might have low match rate for IP-based form enrichment as it will now only use IP address.
For Eloqua form to work with SFF after configuration, please make sure you are not changing the “HTML Name” of the form in Eloqua Portal because this breaks the identifier we store for the form enrichment. In case, you have changed the “HTML Name” then you need to reconfigure that form in the SFF.
“HTML Name” is available in your Eloqua forms > General Settings.
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For any other issues, contact your 6sense representative.
FAQ
Q: How do API credits get deducted?
A: Form enrichment using an IP address consumes 1 Credit from Company Identification API allowances whereas form enrichment using an email address consumes 1 Credit from Enrichment API Credits purchased by the Customer. Enrichment API Credits for each unique person start over after each calendar month.
Q: Does API credits are deducted for same email?
A: Form enrichment using an email address consumes 1 Credit from Enrichment API Credits for every unique email every month. So, same email can be enriched multiple times in a month but you will be charged only for Unique emails enrichment per month.
Q: Who will set up my Smart Form Fill?
A: By providing your Marketing Ops Team with a 6sense login, they can configure Smart Form Fill for all desired forms, no code needed!
Q: The Smart Form Fill I just configured is still showing as ‘Draft’. Why is that?
A: Your Smart Form Fill will only become active once the Form Fields are configured and saved and the Finish button is clicked.
Q: What are some Best Practices for Email-based form enrichment?
A: Below are the best practices we suggest:
It is suggested to always keep your “Primary email field” at the top of your form on your website.
While configuring your form fields in SFF, please make sure you have selected the right “Primary email field”.
While configuring your form fields in SFF, please make sure you have mapped your form fields correctly with 6sense API Fields.
Q: What all fields are returned in Email-based enrichment?
A: Please refer to the above section “List of API fields available in Smart form fill”.
Q: What all fields are returned in IP-based enrichment?
A: Please refer to the above section “List of API fields available in Smart form fill”.
Q: Does Smart Form Fill return Email IDs?
A: Email ID is used as input to enrich your form and Smart Form Fill doesn’t enrich any of the email IDs in your form.
Q: Does Smart Form Fill support IP-based enrichment as a Fallback when there is no match for an Email?
A: Yes, IP-based enrichment is available as a fallback when there is no match for an Email. But Email as a fallback is not available when Form enrichment using Email is disabled.
Q: Does Smart Form Fill work with custom HTML forms?
A: No, custom HTML forms are not supported currently.