Getting Started with Clearbit Forms

Last Updated: November 8, 2022

For pricing information, please fill out the demo-request form on our pricing page to get in touch with a sales representative.

Clearbit Forms helps you increase conversion rates by shortening and/or auto-filling your forms, without sacrificing the data you need to qualify, route, and sell. You can currently use Clearbit Forms with Marketo, Hubspot, and Pardot.

Skip Ahead to: 

• How To Use Clearbit Forms
• Set Up Clearbit Form Shortening and Autofill

How To Use Clearbit Forms

Clearbit Forms can be used in two ways:

1. Form Shortening is the most commonly used option, and is recommended for companies who want to maximize conversion rates, and do not need to give users the ability to edit or update enriched field values. Form Shortening works by hiding the fields you want to autofill to reduce the length of your form and encourage more visitors to initiate a form submission. After entering their email, Clearbit enriches the hidden fields in the form and dynamically un-hides any fields that cannot be enriched. This ensures your forms are shortened without sacrificing the data you need to qualify, route, and sell effectively.
2. Autofill automatically populates fields in a form with Clearbit data based on your Field Mapping settings when a user types their email, but does not hide and reveal fields. Autofill is recommended for companies that want to give their users the ability to edit or update enriched field values (e.g. when a user is creating and configuring a new account).

Clearbit Forms users can also enable Identify on Submit. This feature automatically identifies users in the Clearbit platform, associating individual People (i.e. email addresses) to website activity. We will automatically match email addresses submitted through Forms to identify calls. This feature is only available for Hubspot forms.

Set Up Clearbit Form Shortening and Autofill

1. Install the Clearbit Tag
   
2. In Clearbit, click the Forms tab, then the Configure button on any of the integrations.
   
3. To define your Allowed Sites, click the Add domain button, type in your site, and click Save.
   
   Allowed Sites defines which pages of your website will activate Autofill or Form Shortening, and which pages to ignore, directly in the configuration interface. Allowed Sites are required. If Allowed Sites are not defined, Clearbit will not activate Forms on your website.
   
   To autofill or shorten forms at a specific address, enter the specific URL (e.g. example.com or example.com/blog). To allow autofill & shortening for all forms on a specific domain, enter a wildcard (e.g. example.com/* or *.example.com/*). Here are some examples:
   

   Example	URL Structure	Notes
   All Pages on All Subdomains	*yoursite.com/*	Typically used for teams who want to activate Forms across the entire website.
   All Pages on Primary Domain Only	yoursite.com/*	Activates Forms on all pages on the primary domain. Does not activate forms on any subdomains. Clearbit assumes domains begin with “www” unless specified.
   All Pages on One Subdomain	subdomain.yoursite.com/*	Only activates on pages on a specific subdomain. Typically used for teams who host lead gen forms on a website subdomain.
   All Pages in Subpage Directory	yoursite.com/subpage/*	Activates Forms on all pages within the subdirectory.
   One Page	yoursite.com/page/	Commonly used when deploying Form Shortening in a test environment.
   Unsecured Page	http://www.yoursite.com/	Clearbit assumes that all pages are secure, and appends https:// to the URL. To activate Forms on unsecured pages, you must define the http URL.

4. Under the Form Settings section, choose whether you'd like to enable:
   • Form field Autofill - All fields will be visible when enriched
   • Form Shortening - Fields will be hidden by default, and only show if Clearbit cannot enrich the field
   • Identify on Submit -Identify calls allow you to match individual People (ie, email addresses) to website activity. We will automatically match email addresses submitted through Forms to identify calls. This is only available for Hubspot forms.

📝  Please note: In order for the Identify on Submit feature to work, click the Connections tab (aka the lightening bolt icon on the left side of the screen), and confirm that Tracking is enabled, just as it is in the screenshot below: 

If Form Shortening is off, then all form fields will remain visible at all times. Once toggled on, form fields (other than the Email field) will remain hidden, only appearing if Clearbit does not have data available.