Getting started with Clearbit forms

Last Updated: December 12, 2023

With Clearbit forms, you can increase conversion rates by shortening and auto-filling your forms without sacrificing the data you need to qualify, route, and sell.

Skip Ahead to: 

• Understanding Clearbit forms
• Set up allowed sites
• Set up your form settings

Understanding Clearbit forms

Clearbit Forms can be used in two ways:

Clearbit forms can be used in two ways:

• Autofill: automatically populate fields in a form with Clearbit data based on your Field Mapping settings when a user types their email.
  • This feature 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. For example, when a user is creating and configuring a new account.
• Form Shortening: hide the fields you want to autofill to reduce the length of your form and encourage more visitors to initiate a form submission.
  • After a visitor enters 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 important data.
  • This is the most commonly used option. It's recommended for companies who want to maximize conversion rates and don’t need to give users the ability to edit or update enriched field values.

Clearbit forms users can also automatically track web activity for visitors who submit a Clearbit-enriched form. This feature automatically identifies users in the Clearbit platform, associating individual people (i.e. email addresses) to website activity. Clearbit will automatically match email addresses submitted through forms to identify calls.

Set up allowed sites

1. Install the Clearbit tag
2. In your Clearbit account, in the left sidebar menu, navigate to Form Complete.
3. Click Configuration.
4. To define your allowed sites, click Add domain and type in your site
5. Click Save.
6. 
   
   

   Allowed sites define 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 won't 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 and 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	What the wildcard means
   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.

   Set up your form settings

   In the Form settings section, you can choose whether you'd like to have Clearbit autofill form fields, keep form fields hidden if Clearbit has data for them, and leverage form submissions to track website activity.

   • To allow Clearbit to enrich an email address and autofill HubSpot forms with data in mapped form fields, toggle the Form field autofill switch on.
   • To hide fields that Clearbit can autofill, keeping forms to just fields without data, toggle the Form shortening switch on.
   • To match people (i.e. email addresses) to website activity and calls, toggle the Track web activity switch on.

📝  Please note: In order for the track web activity feature to work, you must turn the tracking switch on in the Clearbit tag configuration. To access the switch, in the left sidebar menu, navigate to Integrations. Then, In the Analytics & Alerts section, next to Clearbit JavaScript click Manage.