Skip to main content

ClickPro

Freeform's POST Forwarding feature allows you to integrate your forms with Click for Microsoft Dynamics.

This guide assumes you are familiar with Click. We cannot provide any assistance with setting this up, aside from the basics.

​Setup Instructions

1

​Configure Post Forwarding integration

  • Go to the Integrations section in Freeform Settings (Freeform → Integrations).
  • Find Post Forwarding in the list of service providers.
  • If you'd like POST Forwarding to be enabled for all forms by default, toggle on the Enabled by default setting.
  • Enter the default URL where the POST request should be sent to in the URL field. This can be overwritten per form inside the form builder.
  • Provide a default keyword or phrase Freeform should check for in the output of the external POST URL to know if and when there's an error to log, e.g. error or an error occurred, etc.
  • Save the page. This can be overwritten per form inside the form builder.
2

​Enable per Form inside the Builder

To use this integration on your form(s), you'll need to configure each form individually. If you toggled on the Enabled by default setting in the Freeform Settings, it will automatically be ON for all forms. You can disable them for each form as necessary.

  • Visit the form inside the form builder.
  • Click on the Integrations tab.
  • Click on POST Forwarding in the list of available integrations.
  • On the right side of the page:
    • Enable (or disable) the integration.
    • Adjust any of the settings as needed.
  • Save the form.
3

​Add & Adjust Fields

Include any additional fields as hidden fields inside Freeform, such as:

  • A field with handle cd_visitorkey and the key as the value.
  • A field with handle form_friendly_id and an applicable value, e.g. ContactUs.

Be sure to name/rename all Freeform field handles to match the Click field names, e.g. txtFirstName, etc.

4

​Add Click Scripts

In your template, add the Click script, and then add this AFTER it:

var match = document.cookie.match(new RegExp('(^| )cuvid=([^;]+)'));
if (match) {
  var cuvid = match[2];
  document.querySelector('input[name=cd_visitorkey]').value = cuvid;
}
Page Feedback