1. Create ‘Form Setting’ in CRS
• We will need the ‘Form Setting ID’ value to connect the form to the Form Setting.
2. Create JotForm
• Make sure to add all necessary fields (First Name, Last Name, Phone Number, Email, Location [situational], Treatment Type/Division [situational], New/Existing [situational].
3. Add ‘Liine GUID Injector’ Widget to JotForm
• From the ‘Build’ tab in JotForm, select ‘Add Form Element’ option (left). Select ‘Widgets’ tab and then locate the ‘Liine GUID Injector’ widget. Drag to very bottom of form.
4. Add ‘Webhook’ integration in JotForm
• Navigate to the form (in JotForm) and enter the ‘Settings’ tab (top), then select ‘Integrations’ from the sidebar (left). Input ‘WebHooks’ into the search bar and select the only option that appears.
• WebHook Format: https://alice.liine.com/api/form/{form_setting_ID}/lead
• Replace ‘{form_setting_ID}’ in the above URL with the Form Setting ID from CRS.
5. Submit test to generate Raw Lead
• Preview the JotForm and submit a test submission.
• Navigate to Raw Leads in Alice Admin (https://alice.liine.com/admin/main/rawlead/) and locate test submission to see how fields are being sent. We will use these field names/labels later, when setting up remappings in Form Settings.
6. Set up ‘Input Name Remapping’ and ‘Value Remapping’ in Form Setting.
• Always add ‘tos_accepted’ input name remapping.
• Key: tos_accepted
• Value [Custom]: true
• Add ‘Liine GUID Injector’ input name remapping.
• Key: __liine_session_guid
• Input: Reference Alice Raw Leads to see how this is being sent. May look something like this: q35_liinewidget
• Add additional input name remapping and value remapping to Form Settings
• Format of ‘Value’ in Form Setting: qID_UNIQUENAME
• ID = Number from Field Details>Field ID in JotForm
• UNIQUENAME = Unique Name from Field Details>Unique Name in JotForm