Jess installation is simplified if you are using a popular website platform or WordPress and commonly used contact form plugins. In this case, you can use the quick form setup. If you are unable to successfully submit a contact form using the quick form setup, you need to use the standard setup which follows.
First, make sure you have enabled the Forms as a paid add on in your Customer screen.
Next click on Setup, Forms. If you do not see the Forms menu, you haven’t successfully enabled the form tracking add on. Copy the form integration code, which looks like the following code snippet but with have your site’s integration key information, and paste it before </body> on every page of your website. If you tried using the quick setup process, you’ve already completed this step.
<script type=“text/javascript” src=“https://app.getjess.com/fi.js”></script><script type=“text/javascript”> new JessCRMForm({integration_key: ‘313d11e5-a553-493e-af63-2320acd4b0bb’}) </script>
Next, configure and add the manual configuration code for each form underneath the automatic integration code.
Configuration Parameters
You’ll have to substitute the following variables so they match those of your own form.
integration_key – replace this with your own integration key which you can find by clicking Integration from the Jess menu. If you copy the code from the Integration menu, your integration key will already be correct.
form_submit_button_id – replace my_existing_form_submit_id with the ID attribute of the form’s submit button. To find the ID, right click the button (or Ctrl+Click if you are using a Mac) and click Inspect. You’ll see a code block come up. Look for the code snippet that contains “id=”. What follows the = sign is your ID. For example, the form_submit_button_id should be set to form-submit if you see “id=form-submit”.
All field_map variables, e.g. last_name_field_id, work_email_field_id, etc. – replace variables with the ID or name attribute for each of your form’s fields. Please note the last name and work email fields are required. Right click the fields and follow the instructions in the section above to identify the ID of each field.
Important note: if you can’t find an ID for any element, you can use the “name” attribute instead. Names will be in this format: “name=email_address”. If you can’t find the ID or name attribute, you will need some help reprogramming your form or using jQuery to create the IDs. Contact us if you get stuck.
After you are done mapping all of your fields, delete all field mapping parameters that aren’t required. For example, if you aren’t capturing a middle name, delete the line middle_name: ‘middle_name_field_id’,
The code below is for illustrative purposes and includes all fields that are available to map using the name attribute. If you were using IDs, you would substitute id: where you see name:. Keep in mind, integration key in the same code below needs to be replaced with own key. You can copy your own code block with your integration_key already in place from the Jess Integration menu.
Troubleshooting Form Setup
The form configuration has to be configured and installed exactly in order to work. If your form isn’t working, here are some things to check before contacting us.
Did you install your code above the </body? tag? Click Tools, Developer Tools, View Source (or View, Developer, View Source in Chrome) and search for “Jess” to check.
Is a comma after every item in the field map except the last line? There need to be commas after every item in your field map except the final one.
Do you have extra spaces in your parameters? zip: ‘zip-code’, is correct. ‘ zip-code’, and ‘zip-code’ , are not.
Do you have any extra fields in your field map? Remove any extra fields.
Do you have the correct field IDs? If you aren’t sure, copy the ID rather than rekey it.
Did you map the IDs to name:? In this case, change name to id.
