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. 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).
2. 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.

Clearbit Forms users can also automatically track web activity for visitors that submit a Clearbit-enriched form. 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.

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 be able to enrich any 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 or subdomain, 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 enrich forms across the entire website.
   All pages on primary domain only	yoursite.com/*	Enriches forms on all pages of the primary domain. Does not enrich forms on any subdomains.
   All pages on one subdomain	subdomain.yoursite.com/*	Only enriches forms on pages of a specific subdomain. Typically used for teams who host lead generation forms on a website subdomain.
   All pages within a subdirectory	yoursite.com/subdirectory/*	Enriches forms on all pages within the subdirectory.
   Single page	yoursite.com/page	Commonly used when deploying forms enrichment in a test environment.
   Unsecured page	http://yoursite.com/	Clearbit assumes that all pages are secure and appends https:// to the URL. To enrich forms on unsecured pages, you must explicitly set the http protocol.

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
   • Track web activity -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.

📝  Please note: In order for the track web activity feature to work, tracking must be enabled in the the Clearbit Tag configuration, as displayed 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.