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How to Create and Embed Dazos Webforms with Custom Tracking Fields (CRM)

Overview This guide shows you how to replace JotForm with Dazos webforms that automatically generate CRM leads with proper field mapping and custom tracking.

Overview

This guide shows you how to replace JotForm with Dazos webforms that automatically generate CRM leads with proper field mapping and custom tracking.


Before You Begin

  • Administrative access to your Dazos CRM instance

  • List of fields you want to map from your existing forms

  • Access to your website for HTML embedding

  • Understanding of any custom tracking requirements (e.g., hidden fields for campaign variables)

Steps

  1. Log in to your Dazos CRM instance and contact your Dazos Support team to request the creation of a webform tailored to your specific requirements.

  2. When requesting your webform, provide the following:

    • Type of form (contact, insurance verification, etc.)

    • Required fields to map to the CRM Leads module

    • Any hidden fields needed for tracking (such as campaignTrail)

    • Design preferences to match your existing forms

  3. Dazos will provide custom HTML form code that includes all required field mappings, hidden tracking fields, proper form action endpoints, and built-in validation.

html

<form id="__vtigerWebForm" name="Contact Us"    action="https://yourinstance.dazoshealth.com/crm/modules/Webforms/capture.php"    method="post">   <input type="hidden" name="campaignTrail" value="">   <input type="text" name="firstname" required>   <input type="text" name="lastname" required>   <input type="email" name="email">   <textarea name="description"></textarea>   <input type="submit" value="Submit"> </form>

  1. Before going live, deploy the HTML to your staging environment:

    • Style the form to match your website design

    • Test form submissions to confirm data flows correctly

    • Verify hidden fields like campaignTrail can be populated with your tracking code

  2. If you need to populate the campaignTrail hidden field with tracking variables:

    • Use JavaScript to dynamically populate the hidden field value

    • Pull tracking data from URL parameters, cookies, or other sources

    • Ensure the field is populated before form submission

  1. Once testing is complete, deploy to your live website and monitor initial submissions to confirm proper lead creation and field mapping.

Verification / Expected Result

After successful implementation:

  • Form submissions automatically create new leads in Dazos CRM

  • All mapped fields populate correctly in the Leads module

  • Hidden tracking fields like campaignTrail capture the intended data

  • The form integrates seamlessly with your website design

Troubleshooting / Common Errors

Leads not creating:

  • Check that the form action URL points to your correct CRM instance

Fields not mapping correctly:

  • Verify field names in the HTML match exactly with CRM field names

Tracking field empty:

  • Ensure JavaScript runs before form submission to populate hidden fields

Styling issues:

  • Test CSS compatibility between your website and the form HTML structure

Related Resources

  • Contact Dazos support for webform creation requests and technical assistance

  • Use staging environments for testing before production deployment

  • Consider webhook integrations for more advanced form processing needs

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