Troubleshoot Third-Party Form Data Not Making it to Marketing 360

Troubleshoot Third-Party Form Data Not Making it to Marketing 360

All data flowing into Marketing 360® starts with a source - whether it's a Contact Form submission or a phone call. If you find that your third-party leads are not automatically appearing in your CRM or other Marketing 360® apps, then we always suggest starting by going to the source in question to discover where the issue is occurring. 

Step 1: Check the Contact Sources

Navigate to CRM > Settings > Contact Sources

This is how a contact enters Marketing 360®. Start by looking at the contact source in question.
  1. Take note of the contact type and tag rules this specific source have set up.
  2. Send a test email to the BCC email that is attached to that specific source.

Step 2: Check your Contacts tab

Navigate to CRM > Contacts
  1. Filter the Contacts by the Source you're currently troubleshooting.
  2. At this point, you don't necessarily know who or what should be appearing here.
  3. You might notice a large gap from the last time someone was added with this tag. 

Step 3: Check the CRM History

Navigate to CRM > History

  • Do you see contacts that show up in the history view with the specific source that you're trying to troubleshoot?
    • If yes, click into the most recent entry with that source and see if the appropriate tags are added.
    • If you're seeing contact in history but not within the CRM you've identified a break down. 
Issue 1: While the lead IS making it into the CRM, it's not making it into the contact view
*** If you've identified the issue above you will want to make sure that the appropriate tags were added to the lead. Chances are they were not. 
Issue 2: Tags are not being added to the 3rd party source which then prevents the email automations from triggering. This is what customers mostly care about. 

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