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 actions 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 add a new action 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 using actions to assign admission templates if you want to automatically assign an admission template to prospects from a specific lead provider, you can do this by creating an action click new action , set the action type to create admission record , and then choose the appropriate admission template from the dropdown list you can also apply filters—such as country, program interest, or desired start date—so that only prospects who meet specific criteria are assigned that template this is useful when one lead provider handles a variety of prospect types and you want to direct them through different admission processes field mapping 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 updating field mapping 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 submissions 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 viewing submission details and error logs 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