Actions, Field Mapping & Submissions
Whether you're using an Embedded Form, Form Post, HTTP, JSON, or Meta (Facebook) as your Lead Provider type, the Actions, Field Mapping, and Submissions tabs all work the same way. This article walks through how each of these sections functions so you can streamline follow-ups, correctly route incoming leads, and monitor submissions without repeating steps across different guides.
The Actions tab allows you to automate what happens immediately after a prospect submits a form. You can send a confirmation email or SMS, assign a tag, schedule a follow-up event, or even send the prospect a form to complete.
To create a new action click the green New Action button. This opens the New Lead Provider Action modal.
Select what you want to happen after submission:
- Send Email – Automatically email the prospect using a saved template.
- Send SMS – Send an automated text message.
- Create Form – Send a custom form to the prospect to collect more details.
You can also choose to apply filters so the action only applies to certain prospects — for example, based on country, program interest, or any other mapped field.
When filters are selected, more options will appear so you can narrow down who the action applies to.
Click Add to save. You can set up multiple actions if needed — each one will run automatically when its conditions are met.
The Field Mapping tab is where you connect the fields from your form to the appropriate fields in ampEducator. This ensures that when someone fills out your form, the data is saved in the right place.
Each row includes:
- Name – The label for the field in ampEducator (e.g. First Name, Email).
- Field – The internal system name of that field.
- Format – For certain fields like Date of Birth, you can specify the format your form uses (e.g. MM/DD/YYYY). If your form uses a different format than ampEducator expects, you can adjust it here.
- Mapped From – The name of the field from your form. This must match the name attribute in your HTML form or the key in your JSON/HTTP post.
- Fixed – If selected, ampEducator will use the value you enter manually.
- Value – If Fixed is checked, the default value will be shown here.
For Embedded Forms, these field names are pre-configured. For Form Post, HTTP, and JSON types, you must manually match your custom field names to ampEducator fields. For example, if your website form includes <input name="firstName">, enter firstName in the Mapped From column next to First Name.
Note: The Name field is the only one that is always required. You don't need to fill in every row - just the ones that match what your form collects.
To update a specific field, click the pencil icon next to the field you want to change.
This opens the Edit Field Mapping modal.
Inside the modal, you can:
- Enter or update the Mapped From value — this should match the name attribute used in your form.
- If you want to override what’s submitted, check the box labeled Use Fixed Value.
- When selected, a new field will appear allowing you to either type or choose the Fixed Value you want to use for every submission.
- If the field has a set of Possible Values, they’ll be listed at the bottom of the modal so you know what’s accepted.
When you’re done, click Save. Your fixed value will now appear in the Value column on the main Field Mapping table, and ampEducator will apply that value to every lead submitted through this form.
The Submissions tab lets you review all incoming leads that have been submitted through this specific lead provider. It’s a great way to test your setup, confirm data is coming through correctly, and troubleshoot any issues.
Each submission appears in a list with the following details:
- Date – When the form was submitted.
- Status – Shows whether the submission was Completed (green), Error (red), or another status.
- Duplicate – Indicates whether the submission matches an existing lead.
- Preview – Displays the name and email of the prospect who submitted the form.
- Student – If the system matched the lead to an existing Student or Lead profile, their name will appear here. You can click it to go directly to their profile.
To test your setup, fill out your form manually and check this page to make sure your test appears. You can refresh the page using the refresh icon in the top right corner of the table.
This list allows you to monitor activity and troubleshoot issues. For example, if you see an ERROR status, clicking the View Submission icon will take you directly to that Student or Lead record in ampEducator.
The View Lead Provider Submission window shows:
- The submission time, IP address, and basic info
- The form’s Request Query and Request Body
- A detailed Log showing how ampEducator processed the submission
The Log is especially useful for troubleshooting. It can tell you:
- If the lead provider matched
- If required fields were missing
- If the submission was blocked for being too soon (e.g. within 10 seconds of the last)
Use this screen to quickly identify issues and correct field mapping, spacing between submissions, or form formatting.