Form Add-Ons

TABLE OF CONTENTS

• Partial Submissions
  • Enabling the Plugin
  • Data Collection Exceptions
  • Viewing Partial Submissions
  • Things to Note:
• Completing Forms with Portals
• Setting Up Your Portal
• Tracking Participants with Portals
• How To Add the Formstack Site Tracking Code to Your Website
• Google Analytics Plugin
  • Retrieving Your Measurement ID From Google Analytics
  • Enabling Google Analytics Plugin -
  • Tracking Form Activity
• Auto-Fill Plugin
• Conversion Kit Overview
• Conversion Kit features
  • Campaign Tracking
  • Google Analytics
  • Partial Submissions
  • Field Bottlenecks
• How do I add the Conversion Kit?
• How To Enable and Use the Campaign Tracking Add-on
• Enable Campaign Tracking add-on
• Send data to your CRM
• Creating a Goal Around a Submit Event in Google Analytics
• Form Analytics
• Confirmation Page Plugin

Partial Submissions

Partial Submissions is a plugin for users that don't want to miss out on any possible leads. This feature allows you to collect information that is filled out on a form when the user doesn't click the submit button. More specifically, the save is triggered by entering text into a field and then clicking out of the field either to another field or off the form completely.

Notes:

• The Conversion Kit Add-on is at an additional cost. Upgrade now to start using this awesome feature!
• For security reasons, only paying customers will have access to Partial Submissions. If you have any questions or concerns, contact our Sales Team and they'll happily set you up.

Enabling the Plugin

To add this functionality to your form, go to the form you would like to edit, then go to the Conversion Kit Tab. Locate the plugin and click "Add". 

Once you have clicked "Add", the feature will be added! You will see a page that lets you see the default message that the end-user will see when they fill out the form, warning them that their information is collected as they fill out the form.

Since you won't receive the typical notification for these types of submissions, you can also set up an email digest of all of the partial submissions that come in during a certain time period (Every 6, 12, or 24 hours). Just check the "Receive notification emails" box, choose a frequency, and enter the email address(es) of the recipient(s). If you do not receive a partial submission during the time chosen you will not receive an email.

Data Collection Exceptions

File uploads and signatures will not be captured live as that data is sent to the database only when the "Submit" button is clicked. The above warning will show on the Partial Submissions settings page.

 Also, for security purposes, this feature does not work when credit card fields are included on the form. The above warning will appear at the top of your form in the builder

Viewing Partial Submissions

In order to view your submissions, you will have a "Partial Submissions" tab. You can access this by going to your form and clicking on "Submissions".  Here you will see a "Partial Submissions" tab.  

Once you click on "Partial Submissions", you can see the information that was entered into the form and not submitted. If you click on one of the submissions, you can get a full view of what was entered and which lines were left blank.

This way you can contact those that have abandoned the form to see if they need any assistance or would like further clarification.

Gathering information in this way will provide you with the unique opportunity of capturing lost leads and getting them to possibly convert on a sale.

Things to Note:

**Only answering Radio Button fields on a form will not trigger a save in Safari or Firefox. Other data must be entered to trigger the save.

**Only answering Checkbox fields on a form will not trigger a save in Firefox. Other data must be entered to trigger the save.

**If the second form accepts answers from the first form using Pre-population the pre-populated fields will not update unless the user clicks on one of the other fields on the form.

See it in action below! 

Completing Forms with Portals

Setting Up Your Portal

Tracking Participants with Portals

How To Add the Formstack Site Tracking Code to Your Website

The Formstack tracking code is a snippet of javascript code that allows your Formstack form and website to communicate, thus sending precise analytical data to your Formstack account. For the Campaign Tracking Add-on to function properly, Site Tracking will need to be added to your site.

To add the code, go to 'Conversion Kit', then click 'Add' next to 'Campaign Tracking'. This will take you to the Campaign Tracking settings page. Scroll down to the 'Site Tracking' section. Copy and paste the code in the Site Tracking section into the global header of your website where you're embedding your forms.

Wordpress-specific Code Installation Directions

If you've created your website using Wordpress follow these directions to install the site tracking code on your site:

1) Login to your Wordpress site as an Admin.

2) Click on "Appearance" on the left side of the editing page, then on "Editor".

3) On the next screen find the header file in the list on the right side under "Templates".

4) Paste the Formstack site tracking code within the <head> </head> tags. 

5) Update the file.

Google Analytics Plugin

Enable the Google Analytics plugin feature on your individual forms to track successful submissions and provide better insight into your form's performance using GA4 data.

Retrieving Your Measurement ID From Google Analytics

• Open your Google Analytics Account and click on the "Admin" settings and choose "Data Streams" from the list of options.

• Click "Add Stream" and choose Web from the options provided

• Enter the URL of the webpage you will be embedding your form. 

Note - If you do not plan to embed your form on a site and you instead plan to just use the form link to distribute the form, use the form URL which can be found under the "Share" tab in the Formstack Forms builder.

• Once you have the Data Stream created, click on it and you will be presented with the "Stream ID" and the "Measurement ID". Copy the Measurement ID as that ID is what you will use to set up the plugin with Formstack Forms

Enabling Google Analytics Plugin -

• Navigate to your Form, click the Conversion Kit tab, and select the "Add" option next to Google Analytics. The "Add" option will change to "Edit" once the plugin has been added.

• Enter your Google Analytics Measurement ID which you just copied, (If you did not happen to grab that ID first before establishing the plugin and need to locate it, it can be found here in your Google Analytics account.
• Once the ID has been added, click out of the Tracking ID field to autosave and then turn the run mode to "on" to enable the plugin. 

• If you are embedding your form into a website, click the "Share" tab to retrieve the JavaScript embed code to place on your website. (Google Analytics must use the JavaScript Embed to work.)

Note: If you cannot access the Forms plugins, review and manage your plan type within your Billing section. 

Tracking Form Activity

Once the plugin has been added, form activity will be tracked and can be reviewed within your Google Analytics account.
 

• Event tracking records specific occurrences on a page. The form will track the following options: 

• validation
• page view
• scroll
• session start
• view
• first visit
• form start
• form submit

• To find Event tracking in your Google Analytics account you can either view them under the "Reports" tab, or you can navigate to the Admin page. Once you are the Admin Page, you will see "Events" as an option.

From here, it is completely up to you and your organization how you would like to manage to data sent over from Formstack and how you would like to tailor your reporting. 

Auto-Fill Plugin

Adding the Auto-Fill Plugin to your Formstack form will allow individuals to check a box to auto-fill another field on your form with data entered in the first field. A great example of where this is useful is on a Form where you might be collecting a Shipping and Billing address.  The end user could enter their Shipping address and click the Auto-Fill option to automatically populate the Billing Address Fields with the same data.

To add the plugin go into your Form > Settings > Plugins and click the "Add" button next to the Auto-Fill Plugin (under the Utilities section). 

Once the Plugin has been added you will be taken to the Settings page where you can map your fields.  The "Checkbox label" field will be displayed as a checkbox on the final Form which the end user can check to autofill the data in the other fields.  This field can be renamed to suit your Form.
 

To map two fields together, you must first add these to the Form through the Builder tab.  Once this is done, you can map the "Copy From" (original field) into the "To" field (where the data will be copied into).  If you would like to map multiple fields from the Form to be Auto-Filled, you can click the "Add Field" option to map another set of fields.
 

Below is what the Auto-Fill checkbox will look like on your form. When you click the auto-fill check box, the address entered in the Billing Address field will automatically populate the Shipping Address and Office Address fields with the same data.
 

Auto-Fill Groups

You can add multiple fields to the same autofill group setting which will all be auto-filled by checking the one checkbox. Alternatively, you can create separate auto-fill group options and this will allow for another set of auto-fill check boxes to appear on your form which will auto-fill a separate group of mapped fields.  To add another grouping of auto-fill fields, click the "Add Group" link. 

Conversion Kit Overview

Formstack's Form Conversion Kit enhances your forms with our conversion rate optimization (CRO) tools. Whether you are collecting Leads, registering people for Events, processing payments quickly and selling more products, or creating successful surveys to improve your research-- the Conversion Kit is a great tool.

Conversion Kit features

Campaign Tracking

View valuable campaign data on Formstack’s in-app analytics dashboard or pass metrics to your CRM.

Google Analytics

Use the industry standard in analytics to gather in-depth insights on form conversions and improve CRO. 

Partial Submissions

Capture real-time data from users who abandoned your form after only filling out a few fields.

Field Bottlenecks

Leverage data on user behavior to pinpoint problem areas, refine your forms, and boost conversions.

How do I add the Conversion Kit?

The Conversion Kit is an add-on to your regular Formstack subscription. If interested, please contact our Platinum Partner Sales Team.

How To Enable and Use the Campaign Tracking Add-on

With the Campaign Tracking add-on, you can directly attribute each submission you receive to a campaign you’re running. This Add-on is available for purchase on certain paid subscription Plans. To make sure this works properly you'll need to first add the Formstack Site Tracking code to your site's global header. Instructions on how to do that can be found here.

Enable Campaign Tracking add-on

Step 1: Choose the form you’d like to add the plugin to, select the “Conversion Kit” tab, then click "Add” next to “Campaign Tracking."
 

Step 2: Select which data you’d like to include in the Form’s submission table. Check off the boxes next to the Campaign parameters.

Doing so automatically adds hidden fields to your form to collect the campaign information from your URL:

Step 3: Create your URL with campaign parameters (Check out Google’s handy URL Builder) and publish it. 

 This can be the link to the Formstack-hosted form, to the page where your form is embedded, or to your homepage (as long as the site tracking code is enabled). Here is an example URL: https://colin.formstack.com/forms/newslettersign_up?utm_source=google&utm_medium=marketing&utm_campaign=test 

Note: This plugin will not work if the form is embedded using an iFrame.

Step 4: It's recommended to test the form by visiting the form at the campaign link, filling out and submitting it, then viewing the submission data in your Formstack account.

You’ll see the campaign parameter information, from the URL, has automatically filled in each of the hidden fields with the identifying information for your records as well as which submissions came from the campaign(s) you’re running.

Send data to your CRM

You'll most likely want to send this data to your CRM. To do so: 

Step 1: Add fields within your CRM record to handle the UTM parameter data.

Step 2: Refresh your CRM integration fields in Formstack so the newly created fields show up.

Step 3: Map the hidden UTM parameter fields on your form to the new fields in your CRM integration.

See it in action below:

Creating a Goal Around a Submit Event in Google Analytics

Evaluate the effectiveness of your forms from within Google Analytics by setting up a Goal around the submit event. More information on goals can be found here.
 

Enable the Google Analytics plugin on your Formstack form. More information on how to do this can be found here . 

Sign into your Google Analytics account and click "Admin" at the top of the screen.

Then click "Goals", then the red "+New Goal" button.

Next, choose "Custom" at the bottom of the "Goal Setup" step and click "Continue".

At the "Goal Description" step, name your goal and choose "Event" as the type. Click "Continue".
 

At the "Goal Details" step fill out only the "Category" and "Action" fields. 

The Category will be "Formstack Form {Your Form ID}. Ex. Formstack Form 2109074 

To find the unique ID of your form, go to the Settings tab of a form in your account, and look in the URL bar for the ID number. 

The Action will simply be the word "submit".

Keep the conditions set to "Equals To".

Set the "Use the Event value as the Goal Value for the conversion" slider to "Yes" and click the "Verify this Goal" to check to see if the goal would have converted based on your prior data. This is a great way to make sure the Goal is set up correctly. 

Click "Save" and you've just created a goal around the Submit event of your form!

Return to Admin > Goals to view your current goals. It will take 24 hours for data to start recording.

Note: Formstack also provides excellent analytics and won't truncate data the way Google Analytics does (https://support.google.com/analytics/answer/2637192?hl=en).

The main issue here is that GA samples data and doesn't provide a perfect understanding of user traffic. Formstack, on the other hand, will provide data from a perfect data set and won't sample your data.

Form Analytics

Our newly added Analytics tab is a great tool for measuring Form usage.  With this data, you can predict the actions of those visiting your Form and improve the effectiveness of your Submitter responses.  The Analytics feature will automatically track Unique Views, Conversions, Conversion Rates, Abandonments and Abandonment Rates from those filling out your Form.  

Note: Form Analytics are not available on forms when embedding the full HTML of the form.

Accessing Analytics

To access the Analytics menu, navigate to your Form and click the "Analytics" tab.  Once you are in the Analytics menu, you can choose to view data from Today, the Past Week, Past Month or click the Custom option to create a specified Date Range.

Analytic Data

In your Analytics Report, you can review the following data points from the Form: 

Unique Views: This will help you recognize how many individuals have viewed Form.  This view count is the equivalent of "Visits" to your Form; for example, if one person viewed your Form 100 times during a single visit, then this would be 100 Views, but only one "Unique View".

Conversions and Conversion Rates:  This will report against how many individuals have successfully visited, filled out and submitted your Form.  In this case, Conversions is measuring the number of Visitors who have completed the entire process from start to finish and reporting against this completion rate.

Abandonments and Abandonment Rates: Here you can review the number of Visitors that have dropped off or abandoned the completion of the Form.  If your Abandonment Rate is very high then you may consider shortening your Form, adding multiple pages or adjusting the Form to make the process faster or simpler for you end users.  The Abandonment views can be a great friend in helping you improve your Form and the experience for your Users.

Field Bottlenecking

A Field Bottleneck refers to the field that stops a User from completing and submitting the Form. The User may fill out all fields on the Form, however, once they hit certain Fields, they may exit out of the Form without completing or submitting. This includes when someone clicks "Save and Resume".
 

Bottlenecking is only recorded on Required fields that are causing users to leave the form before submitting.  In the example below, my report is showing the Form Field titled "Best time to contact you" has a high Bottlenecking rate.  If I notice my Abandonment Rates are high, then I might attribute this to the Bottlenecked Field and make adjustments to improve both the Abandonment and Bottleneck Rates.

 
Bottleneck Analytic Data is currently only accessible as part of the Conversion Kit Add-on on Accounts at the Starter plan or higher.

Analytics page after linking from the conversion kit page  

Confirmation Page Plugin

The Confirmation Page plugin displays at the end of your form and allows your end users to review the data they are about to submit. From the Confirmation Page, end users can review all answers and go back and make changes before submitting or continue with the submission.

To add a Confirmation Page to your form, go into the Settings tab > Plugins and click the "Add" button next to "Confirmation Page" in the Utilities category.  

You can then build your Confirmation Page by clicking on field name variables below the message body to insert them into the message/page.

Note: Adding form fields to your confirmation page plugin is not available for forms workflows on Formstack for Healthcare accounts or accounts equipped with the enhanced data security add-on.

When your end-users fill out a form, the data entered (or in the case above, the total calculated based on their selections) will be merged automatically into the spot on the Confirmation Page where the variable was as below:

Note: The entered data will not be saved/submitted to your database until end-users click the Submit Button. 

External URLs 

You can also redirect form users to an external URL of your choosing. To do this, follow these steps: 

1) Go to Settings > Emails & Actions.

2) Click on "Edit" by the Submission Message.

3) Choose "Redirect to an external URL".

Then, paste in the URL you'd like to redirect to. This can be to another Formstack form, or an external site. To pass submitted form data through the URL, check the "Append Submitted Data to URL" option under the URL. If you are redirecting to a Formstack form, all of the fields with the same field names as contained in the first form will be pre-populated with the previously submitted data when the user is redirected to the second form.332