How to configure synchronization settings for each module (e.g., field mapping, marketing lists, CRM labels)

This guide explains how to configure field mapping, assignment to marketing lists, and CRM tagging for lead capture forms coming from TikTok.

Procedure

1. Accessing TikTok Forms

1. Log in to the main control panel.

2. In the side menu, search for and click on the TikTok Leads plugin entry.

3. The list of lead capture forms available in your TikTok account will be displayed.

2. Editing Form Settings

1. Locate the form you want to configure in the list.

2. Click on the edit icon (usually a pencil or gear) related to that form to access its settings.

3. Configuring Field Mapping

Field mapping tells the system where to save information collected from TikTok (source field) within your database (destination field).

1. In the form configuration section, locate the area dedicated to Field Mapping.

2. For each destination field in your system (e.g., Email, Name, Mobile), select from the dropdown menu the corresponding field provided by the TikTok form.

Mapping Examples (Destination Fields in your CRM):

Your CRM Field (Destination)TikTok Form Field (Source)
emailSelect the field containing the email
cellulareSelect the field containing the phone number
nome_completoSelect the field containing the full name
ragione_socialeSelect the ragione_sociale field (if available)
partita_ivaSelect the partita_iva field (if available)
indirizzo, citta, cap, statoMap corresponding geographic fields

> Note on First/Last Name Mapping: If the TikTok form only provides a Full Name (nome_completo) field, the system will automatically attempt to split it into nome and cognome during import.

4. Assigning to Marketing Lists and CRM Tags

These settings define how new contacts should be managed after import.

1. Marketing Status (Subscription):

  • Ensure that the subscription status option is active if you want leads to be automatically marked as subscribed to marketing communications. (This setting corresponds to $r['marketing_status']).

2. Marketing List (marketing_list):

  • Select from the dropdown menu the specific Marketing List where you want new contacts added after synchronization.

3. CRM Tag (crm_label):

  • Select the CRM Tag that should be automatically assigned to the customer profile in your system. This helps segment contacts coming specifically from this TikTok form.

4. UTM Code (Optional):

  • If needed, enter a tracking code (utm_code) that will be associated with all contacts imported via this form.

5. Saving

1. After configuring field mapping, marketing list, and CRM tag, make sure that the is_active option is selected to enable synchronization.

2. Click on the Save or Apply Changes button to make settings effective.

The system will perform synchronization automatically according to a scheduled cron job. You can also force manual import if supported by the plugin (look for a Force Sync or Import Now button).