Forwarding your web form

How to send enquiries from your own website form into the 2care CRM with one script tag, keeping your marketing attribution intact.

3 min read

Terms

Forwarded form. Your practice's own enquiry form, unchanged in look, that sends each submission to 2care as well.
Topic. The pipeline a forwarded enquiry lands in.
First touch. The campaign that first brought a visitor to your site.
Last touch. The campaign behind the visit on which they submitted the form.

When to use it

Use a forwarded form when you want to keep the enquiry form already on your website rather than add the chat widget. Each submission lands as a lead in your 2care CRM, ready for follow-up. You can run both on the same site.

Adding the snippet

Get your token. Your 2care team gives you a form token and the topic for the pipeline your enquiries should land in.
Mark your form. Add the class care-forward to your form.
Paste the script. Place the 2care script tag directly after the form.
Send a test. Submit the form once and check the lead appears in your 2care CRM.

<form class="care-forward">
  <input name="name" placeholder="Your name">
  <input name="email" type="email" placeholder="Email">
  <input name="phone" placeholder="Phone">
  <textarea name="message" placeholder="How can we help?"></textarea>
  <label><input type="checkbox" name="consent" value="true"> I agree to be contacted about my enquiry</label>
  <input type="text" name="_hp" style="display:none" tabindex="-1" autocomplete="off">
  <p class="care-status"></p>
  <button type="submit">Send</button>
</form>
<script src="https://app.2care.ai/forward.js"
        data-origin="https://app.2care.ai"
        data-token="FORM_TOKEN"
        data-topic="your-topic"></script>

Replace FORM_TOKEN and your-topic with the values your 2care team gives you. Keep data-origin as shown, so the form still works if a website plugin re-hosts the script on your own domain.

Fields the CRM recognises

Field	What it holds
`name`, or `first_name` and `last_name`	The enquirer's name
`email`	Their email address
`phone`	Their phone number, checked against your practice's region
`message`	Their enquiry, plus anything else you want staff to see
`location`	The site they asked about, matched to your sites
`offer`	The promotion the enquiry came from
`referred_by`	Who referred them, which starts the lead in your referral stage
`consent`	Whether they ticked your consent box

What is captured automatically

The script adds marketing details to each submission, so you can see which campaigns bring enquiries:

Campaign tags. UTM tags from the page address: source, medium, campaign, term and content.
Ad click IDs. The click identifiers added by search and social ad platforms.
First and last touch. The campaign that first brought the visitor, and the one behind this visit.
Page and referrer. The page the form was on and the site the visitor came from.

Stored page addresses keep only the site and path. Query strings are stripped, so nothing in a page address, such as an email or a patient reference, is ever stored.

Consent is collected by your own form. Add a consent checkbox named consent, and 2care records the visitor's answer on the lead.

Keep the snippet's hidden field exactly as it is, because it filters out automated spam. Submissions with no valid email or phone go to a separate spam pipeline, where your team can still check them.

Questions

Will the form look different?

No. Your form keeps its design. The script sends each submission to 2care in the background and shows a short thank-you message in the care-status element.

Can we send visitors to a thank-you page?

Yes. Ask your 2care team for the redirect setting, and the visitor is taken to your thank-you page after a successful submission.

Can we have more than one form on a page?

Yes. Give each form its own script tag directly after it.

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