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Adding a State or Country Field

AUDIENCE: Administrators, Marketing Users
OBJECTIVES: 

  • Learn how to create a drop-down list in a form
  • Learn how to customize and validate a Drop List field

 

Including a state or country dropdown in your form allows you to get some useful information about your customers. However, if you are syncing this data to your CRM there are a few important steps to follow.

Like standard field names, the state or country field must exactly match your CRM's version, or else the data will not transfer.

  1. Navigate to Content > Catalog and go to the Content Fragments tab
  2. Choose State and/or Country fields, either with abbreviations or full names
    Important: These fields must match your CRM

    You can go to the configuration settings of your CRM and open the State and/or Country fields there – if the values for those fields are set to abbreviations you must use abbreviations, or vice versa for full names.
  3. Download these fragments
  4. In the form builder, drag a Saved Fragment into the form, then choose the field you downloaded above

 

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