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How to Track the Source of Leads

If you use online forms for lead generation, you will want to know the source of form submissions: from which page of your site a form was submitted, which social network or site the visitor came from, or which marketing campaign led the prospect to you.

Where was the form submitted from?

You can track the source of leads received via form submissions with the fs_ctxval context parameter, giving it a unique value for each source or campaign you wish to track. In this article, we show you how. If you need help setting this up, let us know.

Example 1: Form Accessed by Its FormSmarts URL

The simplest way to publish a form online is to allow your customers to directly access the form by its FormSmarts URL. To track the source of form responses, create a unique URL for each source or campaign:

  • http://formsmarts.com/form/lqh?fs_ctxval=Facebook-May-2013
  • http://formsmarts.com/form/lqh?fs_ctxval=Newsletter-May-12-2013
  • http://formsmarts.com/form/lqh?fs_ctxval=ABC+Conference+2013 (tip: create a QR code with this URL and print it on posters, flyers and stickers)

As you would expect, context values are collected by FormSmarts and shown in notification emails, online & PDF reports, exports to Excel and web API callbacks.

Example 2: Form Embedded into Your Site

If you manually inserted the code snippet for the same form into multiple pages of you site, follow instructions in this section to track leads. If you added the form to your site template, skip to the next section (for WordPress sites) or the one after (for other template-based sites).

Edit each web page where you embedded the form and locate the code snippet in the HTML source. Add the context value after lay=1 (or lay=2), as in the code highlighted below:


<iframe width="540" height="481" src="https://formsmarts.com/form/lqh?mode=embed&lay=1&fs_ctxval=Summer+2013+Conference+Registration+Page" scrolling="auto" marginwidth="0" marginheight="0" vspace="0" hspace="0" allowtransparency="true" frameborder="0" style="overflow-x:hidden"><a href="https://formsmarts.com/form/lqh">Can't see the form? Click here</a>.</iframe>

Alternatively, grab a fresh copy of the code snippet from the form builder, edit the code as described, then add it to your site in the usual way.

Example 3: Tracking Leads on a WordPress Site

If you added a form to the template of your WordPress site, you can track the URL of the page a form was submitted from with PHP.

  • In your WordPress template, replace the form’s HTML snippet by the PHP code below
  • Paste the form’s code snipped given by the form builder between the single quotes as shown.

<?php
$snip = ''; // Paste form embedding code between single quotes
$url = get_permalink();
$re = "/[^\w\s,()\[\]*\/:\-.?]+/";
$ctx = urlencode(substr(preg_replace($re, "", $url), 0, 150));
print(str_replace("mode=h5embed", "mode=h5embed&fs_ctxval=".$ctx, $snip));
?>

Example 4: Tracking Leads on Any Site with JavaScript

You can do the same on any other sites with JavaScript:

<script>
var snip = ''; // Paste embed code here
var pth = document.location.pathname;
var re = /[^\w\s,()\[\]*\/:\-.?]+/g;
var ctx = encodeURIComponent(pth.replace(re, '').substring(0, 150));
document.write(snip.replace("mode=h5embed", "mode=h5embed&fs_ctxval=" + ctx));
</script>

Notes

This feature is included with all Business plans. Context data may not contains non-alphanumeric characters other than “()[]*/:-.? ” and may not exceed 150 characters.

Posted on May 27th, 2013 in form builder.
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Get Online Forms as HTML Email or PDF

The email format we use to send form responses is flexible and supported by all desktop, web-based, and mobile email clients. Plain-text emails however become tedious to read and process for long forms and when form results must be printed for processing, e.g. for mortgage application forms, quote request forms, and many types of forms in the insurance and real estate industries.

Get Form Responses in Rich-Text Format

FormSmarts users now have the option to have form submissions sent formatted as a table in a rich text (HTML) email.

Form in HTML Email

The main advantages of HTML emails are:

  • Form reports are shorter
  • Look is more appealing online and printed
  • Email addresses, web links, and callto links (e.g for Skype) will launch the relevant application when clicked, as long as the field type as been set correctly.

To start receiving form results in HTML, change the Email Format to HTML Email in the Settings tab of your account.

Customize the Subject of Form Response Emails

With Business accounts, the subject line of form response emails can be customized on a form-by-form basis via the API Console as explained in the API documentation. The subject line template may include parameters that will be replaced with the form’s name, its ID, the FormSmarts reference number of the form submission, or the value of a particular input field.

Parameter Description
$form_name Form name
$form_id Form ID, e.g. 196x for form http://f8s.co/196x
$fs_ref_num The FormSmarts reference number of the form submission
$1, $2,… $n The value of the nth input field. The data type of the field must be one of Letters Only, Letters+Numbers, Positive Integer, Number, Country, Date, or the value of a drop-down list, radio buttons or checkbox.

Email subjects can’t be customized via the form builder at this time.

View Form Responses Online or Get a PDF Report

Business-level customers may also view form data online and download a PDF report using the link located at the bottom of email notifications. In addition to form data, the online and PDF reports contain additional information about the transaction that is not accessible by other means. Additional information is currently limited to the IP address from where the form was submitted.

Note: This feature requires that data storage be enabled for each of the forms for which you would like to be able to access form responses online. For privacy reasons, data storage is disabled by default.

Form Response in PDF

We welcome your feedback about the ability to get form submissions in HTML format.

Posted on June 4th, 2009 in form handler.
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Date Type & Datepicker

Datepicker

Anyone using a standard text field for dates should upgrade to the new date type.

Fields with the date type show as a text box, with a datepicker poping up when the field is selected. A datepicker allows users to input dates in an intuitive and interactive way, therefore reducing the risk of errors.

Date Format

Another reason for using a datepicker is to alleviate the date format problem. Because of date formatting differences, 12/07/2008 means December 7th in the U.S., but July 12th in Europe. Although we initially thought of adopting the ISO/W3C date format “yyyy-mm-dd”, we eventually preferred the U.S. format “mm/dd/yyyy”. That is, until we release an internationalized version of FormSmarts.

Because users don’t interact directly with the text field (unless they want to), but rather with the datepicker, they don’t have to be aware of date formatting issues.
To avoid any misunderstandings, dates are displayed as Sunday July 20, 2008.

Any questions or comments? Leave a reply. We are in particular interested in feedback from non U.S. users.

Posted on July 20th, 2008 in form handler.
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Changing a Form’s Recipient Email Address

We get many emails from users asking how they can modify the email address held on their FormSmarts account.

At this time, each FormSmarts account is bound to a single email address. The address is used both as the account username, and as the recipient of all the forms on the account.

We will soon be upgrading FormSmarts Form Builder to provide more flexible email address management.

Users will be able to:

  • change the login email address
  • specify a different recipient email address for each form

Learn more about upcoming features. We welcome your feedback and feature suggestions.

Posted on June 10th, 2008 in form builder.
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Form Processor Upgrade: More Interactivity for Web Form Users and More

We’ll be upgrading at the end of the week some key components of FormSmarts. The changes will affect both form users and form owners.

More Interactivity for Web Form Users

  • form users can modify any invalid data they may have submitted in the same page, rather than having to press the back button
  • form users can modify submitted data even when form data is not cached by the browser, or if JavaScript is disabled
  • we’ve added features to improve the experience of visually-impaired users equipped with screenreaders

Changes in Email Notification of Form Results

  • new email subject format [Form #123] My Form Name #456
  • the first part [Form #123] is fixed so that you can use it to create a filter within your mail client
  • emails now include a unique transaction ID, e.g. #456 that can be used, for example, as an order number for order forms (form users are shown the transaction ID on the confirmation page)
  • whenever your form contains an email field, you can now reply to sender hitting the reply button in your email client
  • because of the previous point, we no longer show your pass-phrase in every email

Posted on April 15th, 2008 in form handler.
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About the Form Builder Blog

The Online Form Builder Blog is published by FormSmarts, a web form service providing all you need to create a form and publish it online in minutes. FormSmarts makes it easy to build a form and embed it on your site. You can then get form submissions by email or store them on FormSmarts and download an Excel report. Learn more about the many other benefits of FormSmarts.