Connect to ParcVu using a form

Enter ParcVu data into CMS site settings

The first step is to make the technical connection between the two systems. If your CMS sales module is active, there are four ParcVu fields in your site settings that need to be filled. Ask your BEX onboarding specialist to help you get the correct IDs and tokens from ParcVu, or send an email to Customer Success.

Create a ParcVu form with form action

Go to your 'Forms' menu, under 'Content'. Click the 'New form' button and select the 'Send contact to ParcVu' template. This template already contains settings and fields based on the information that ParcVu needs to create a prospect. However, everything is still editable.
Read more: Using fields in forms

After you have checked and finalized your form fields, click the 'Actions' tab. You’ll see that the template already contains the form action 'Send to ParcVu'. If there is a red notification bubble, this means that the site settings mentioned above are not yet set up correctly.

Click the name of the action to edit it. Select the right park ID and source ID. For each field you have created in your form, you have to select a corresponding ParcVu field. This will ensure that the information will end up in the right places in your ParcVu prospects. Don’t forget to save your settings and check that the action is actually enabled.

The last step is to publish the form on your website.
Read more: Showing a form on the website