Website Integration: Unbounce Forms

This document will describes the steps that a web master will have to take to integrate Unbounce Forms with a MyMedLeads account.

Intended Audience
This document is targeting Technical Resources, such as: webmasters, developers and very internet savvy marketers.

Please Note: If your team possesses a zapier account (this is a premium third-party service), then you may integrate Unbounce Forms using zapier.

To perform the necessary steps one must have access to the below resources.  Depending on the integration details, some of these requirements can be made optional.  The MyMedLeads staff will instruct you on anything that may not be necessarily required for your integration, but it is safe to presume that the below resources are required for most Unbounce Form Integrations.

Required Access

• Unbounce Account Access
• FTP Access to your website
• MyMedLeads Integration Files (will be provided by our staff)

To integrate Unbounce Forms with MyMedLeads, our team will need to write the integration source code and share it with your team. To initiate this process, your team must send us an email requesting the integration of the forms.

Typically, during the integration of your website, our staff will ask the webmaster(s) if there are additional websites that require integration. Unbounce is one of those websites that will need to be integrated separately from your primary website(s).

When you submit your request, kindly provide the following information:

1. The URLs for each Unbounce Form that needs to be integrated.
2. The technology used by the website that will host our integration files (e.g., PHP, WordPress, .NET, etc.).

Additionally, please ensure that your website can accommodate the integration files produced by MyMedLeads.

Once a request is made to integrate an Unbounce Form with your MyMedLeads account, our team will begin preparing the necessary files to complete the integration.  We will share these files with your team and expect the team to configure your Unbounce Account to include Webhooks (see below) and then upload the files to your website.

It is required (in most cases) for our team to produce an ‘end point’ or file per form.  If the forms keep the same structure and naming conventions then it is possible for the Unbounce Forms to share a single ‘end point’ or file (that is produced by the MyMedLeads Technical Team).  Our team will produce the files and create a naming convention (normally adding form_one, form_two at the end our integration code files) to identify what files should be referenced by the individual Unbounce Forms.   Our team will advertise this information to you and will try to be thorough on which Unbounce  Forms should point to which Integration File(s).

Uploading the Integration Files

Once our team communicates teh integration files to your team, you will need to perform the following actions:

1. Open your favorite FTP client
2. Locate an acceptable directory to store the integration files in.  It is normally okay to place all of the integration files within the root directory of the website, but it is not required.  Unless told otherwise, all files must be in the same directory.
3. Note the location of the uploaded files and the URL of the integration files.  You are required to upload the MMLClient.php and/or MMLUnbounceClient.php files, however it is not necessary to know the URL or location of these files for the below steps (these files are referenced by the other files).

Configuring Unbounce WebHooks

1. Login to your Unbounce Account
2. Locate the Form(s) to integrate
3. Click on the WebHook button (see Diagram 1.1)
4. In the next screen you will need to enter in a Url for the Forms to POST to.
   1. your team should have noted the URLs of each file that was uploaded in the previous section.  MyMedLeads should have advertised to you the naming convention or what Unbounce Forms should point to which Integration Files.
5. After entering the Urlto POST to, you will need to click on the ‘Configure Field Mapping’ button.
6. Another screen will appear with the variable names within the screen.  Please do not adjust these values, unless instructed to do so.
7. Click on DONE
8. Advertise to MyMedLeads that this has been completed and we will assist with testing the integration

Once all steps are done, please advertise to MyMedLeads that the files have been uploaded and Unbounce Forms are configured properly.  Our team will then assist with testing and make any necessary adjustments to the Integration Files.  At that time (if it is necessary to update the files), we will share the updates and have you upload them to the same directory essentially overwriting the original integration file(s).

Diagrams

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