Client profiles and projects have a handful of fields where you can save information. The information can be manually typed into a field, or it can be brought in automatically from somewhere else, like a form filled out by the client, using mapping.
Mapping creates a relationship between a field on a form and a field inside a project, or on a client's profile. It's also the first step toward setting up your account to use smart fields to automatically personalize your templates!
In this article
Form field vs. mapped field vs. smart field
The term field is used in a variety of ways throughout Dubsado. Here's a quick breakdown:
Form field - an element on a Dubsado form where clients can type in or select a response. Short answer and date select fields can be mapped to a mapped field!
Mapped field - the location within a client profile or project where specific information gets stored, for example, the Client First Name field stores the client's first name.
Smart field - a text placeholder you can use in your email and form templates that will autofill with the information stored in its corresponding mapped field.
Whatever the client enters in the form field that's been mapped to a mapped field can be autofilled as text using a smart field.
Map a form field
Add a short answer or date select field to your form.
Click on the form field element to edit it.
Under Maps to in the form field settings, use the dropdown to select a field to map to.
Now when a client submits the form, the response the client typed in the field will automatically be stored in the location where you've mapped it. In the example above, we mapped a short answer form field to the Client First Name, so whatever the client enters for that question will be saved as their first name in their client profile!
👋 Here's a tip... only short answer or date select form fields can be mapped. No other type of form field (free response, dropdown, checkboxes, etc.) is able to be mapped at this time.
View and use information in mapped fields
The easiest place to view mapped fields at a glance is in the project sidebar. The diagram below shows all the places in the sidebar where you will find mapped fields:
👋 Here's a tip... not all client mapped fields will appear in the project sidebar. Click on the pencil icon next to Client to pull up the client profile and see all the fields.
If you want to autofill the information stored in a mapped field into another form or canned email, use a smart field. The Smart Field menu in the text editor tool bar lets you add smart fields to a canned email or text box on a form.
Check out these articles for more info on using smart fields:
👋 Here's a tip... if you have many forms or emails in your process, remember that you need to collect information before you can autofill it with a smart field. Plan out which forms will need mapped form fields accordingly.
Do I have to map every form field?
Nope! Only map the form fields where you are collecting info that you'll want to see in the project sidebar or autofill with a smart field later. Basic client contact information is a good place to start!
Which fields can I map to?
Can my client update information they entered into a mapped field?
Yes! If you have already collected information using a mapped field, and then ask the same question again on another form, also mapped, the client's original response will be visible when they open the second form. If a client erases the answer and types in something new, it will overwrite the answer in Dubsado and save the most recent information entered in.
⚠️ Heads up! The exception to this is lead capture forms. Filling out a lead capture form will never update the mapped fields in a client's profile. This is for security purposes, because lead captures are meant to be publicly posted where anyone can fill them out. Existing information in mapped fields can only be updated via a contract, sub-agreement, questionnaire, or proposal sent directly to the client through a project in Dubsado.