How to set up field mapping for third-party integrations

How to set up field mapping for third-party integrations

Field mapping is the process of matching the fields of your Getsitecontrol form to the corresponding fields in the connected third-party service.

When new data is collected through the widget, Getsitecontrol will automatically send it to the mapped fields in your integration. The most common integration examples are email marketing apps, Google Sheets, CRMs, Invoice apps, and other cloud business services.

Apart from the data collected directly by the form fields, you can also send the data collected from the user’s browser by Getsitecontrol. For example, the user’s location, or the language from their browser settings.

Use the shortcut menu to navigate the content of this article.

Setting up field mapping

Let’s take email marketing software integration as an example.

In the widget editor, open the Integrations tab and select the third-party app you want to connect.

Next, select the necessary mailing list from the drop-down menu and click Map fields… to start mapping fields.

The ‘Map fields...’ button in the Integrations tab

On the left, you’ll see source fields that need setting up. On the right, you’ll find the list of fields supported by your integrated service.

To map a field, click the {var} icon next to it and select a variable from the menu:

The {var} icon and variable menu

The email field — if there is one — will be already mapped by default:

Example of mapping settings with mapped email field

You’ll find more information about variables and how to use them for field mapping in the dedicated paragraph.

Required fields

An asterisk marks all required fields in the integrated service. You need to map them with corresponding fields in your widget. Otherwise, your subscribers’ data won’t be sent to your app.

The asterisk next to a required field

💡 If you don't want to send data collected by Getsitecontrol to these fields, you can set them as optional instead of required in your third-party service settings.

Variables

The data in the source fields are expressed in the form of variables:

The variable menu in the mapping settings

There are 6 variable subsets in Getsitecontrol:

  • Form
  • Geo
  • Device
  • Date
  • Developer
  • UTM

Let’s take a closer look at each one of them.

Form

The variables in the Form subset include the fields in your widget, e.g. “Email”, “Name”, etc.

The Form subset of variables

Pair the variable for each of your form fields with the corresponding field in your third-party integration.

Mapping email and name fields

For many of the apps available for direct integration, it’s possible to add and map new fields that will be automatically created in the third-party service.

To add a new field, click the +Add field button. Proceed to enter a label for the field and set up the mapping:

Adding an extra field to the mapping settings

Let’s now move on to the variable subsets that collect data from the visitor’s browser.

Geo

This variable subset allows you to pass along data about the visitor’s location, namely:

  • Country
  • Country code
  • Region
  • State code
  • City
  • Postal code

The Geo subset of variables

Device

The Device subset of variables allows you to collect data about the type of device the visitor is using and its characteristics:

  • Browser
  • OS
  • Device type (Desktop, Mobile, Tablet, Other)
  • Language from the browser settings

The Device subset of variables

Date

The Date subset allows you to send data about the visitor’s current date to your third-party app.

  • Date sends the current date in full, e.g. 5/20/2023.
  • Month sends the current month, e.g. May.
  • Weekday sends the current day of the week, e.g. Saturday.
  • Day sends the day of the month, e.g. 20.

The Date subset of variables

Developer

The Developer subset allows you to send specifics about the widget and custom API parameters to your integrated app. This subset features the following variables:

  • Widget ID
  • Widget name
  • API parameter

The Developer subset of variables

UTM

The UTM variable subset allows you to send UTM tags you use for campaigns on your website. There is a variable for each UTM tag:

  • UTM campaign
  • UTM content
  • UTM medium
  • UTM source
  • UTM term

The UTM subset of variables

That concludes the overview of the variable subsets.

💡 It’s also possible to use variables in JavaScript expressions to send processed data to your third-party integration. To learn more about JS expressions, read our guide on Dynamic Text Replacement.

Text values

In addition to variables, you can send any text value to your integrated app. This value will be passed along with all submissions made via this particular widget.

For example, you can use text values to tag the contacts collected via Getsitecontrol:

Sending a text value to an integrated service

In the upcoming paragraphs, we’ll discuss specifics for some of the services available for integration.

Shopify

Getsitecontrol accounts connected to Shopify are integrated with the Shopify Customers list.

The following two fields are mapped by default in the field mapping settings, and you shouldn’t edit them in any way:

The ‘Accept marketing’ and ‘Send invite email’ fields in the mapping settings

The Accept marketing field will be marked with ‘Yes’ so that the contacts collected by the widget are considered subscribed to your marketing emails.

The Send invite email field will be marked with ‘No’ so that the contacts do not get an additional email invitation to subscribe to your newsletter.

Google Sheets

Field mapping works differently for the integration with Google Sheets.

Instead of having a list of preset target fields to match with source data, you’ll have to create the fields yourself.

To create a new field, click the +Add field button:

The +Add field button in the Google Sheets mapping settings

Proceed to select a variable from the menu and enter a label for the spreadsheet column. Repeat this process for all the fields you want to map:

Mapped fields in the Google Sheets mapping settings

When data is sent to the spreadsheet from the widget, it’ll automatically create the columns you have set up in the mapping.

If you change the field names in the mapping, the spreadsheet won't be updated automatically. To update the column names in the spreadsheet, you’ll need to manually edit them.

Webhooks

Webhooks also require field mapping. By default, you won’t find any fields in the field mapping settings:

Default webhooks mapping settings

Add the fields that you’d like to send data from by selecting the corresponding variables from the menu. Then proceed to map them with the key values in the POST requests (on the right):

Mapped fields in the webhooks mapping settings

This concludes the tutorial on field mapping for third-party integrations. If you have any questions or need help with field mapping, feel free to reach out to our tech Support team.

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