Form web capture is a new feature where users can create an HTML form that can be used to created new leads.
This guide will walk you through how to set up a Smart Form.
Smart Form Dashboard
In the select screen when creating a new web capture you have the following options.
- Select Tools
- Select WebCapture
- Create New Smart Form
- Select Smart Form.
- Enter the name of the capture and the description of its purpose.
- You can also copy an existing web capture.
- Create New Web Capture.
- Enable URL Re-direct after submission means that the clicker will be directed to a different page once the form is filled and submitted.
- This will be the URL to re-direct to.
- You need to have a submission domain for the form. This is usually your website domain.
- Your submission domains will show in this list.
- To remove a submission domain simply select it so it is highlighted and click 'Remove Selected Submission Domain'.
Please note: It is essential to have a submission domain and all websites you are placing the form on need to be included in the submission domain box.
A redirect URL is used when the form has been filled out by the user and submitted. The page will redirect to this URL. This field is required, you cannot save if this field is blank.
In data management you can decide what you want to happen to the submitted data.
If your instance is setup to have an alternative unique identifier than “EmailLogin” you can set which field you want as dedupe.
If the user has selected “Allow Only one entry per contact” the user must enter a one entry redirect URL. This redirect is used if the user has already submitted the website.
When choosing which data you wish to capture from the form page URL
create form, place form take UTM from page URL, reporting section; strips out UTM source code ALL full string aka all URL information
Version 2 re-captcha is only supported in embedded forms and not the single script forms. So if you select 'Enable Single Script' then you will not be able to use the version 2 re-captcha.
Version 3 re-captcha is only supported in single script forms.
Set if you want a reCAPTCHA to the form when submitted. You need to enable and setup your reCAPTCHA keys.
When the user submits the form we perform a reCAPTCHA server check on the private key and if that fails the reCAPTCHA fails check URL is used and no data is submitted.
Use Events to collect data about interactions with your content. Events are user interactions with content that can be measured independently from a web page or a screen load. Downloads, link clicks, form submissions, and video plays are all examples of actions you might want to analyse as Events. If you are unsure how to set these up, please refer to Goolge’s events help page.
Using the fields below will automatically populate the events code needed in the output script, but you will still need to set up the events in GA first for it all to work.
The form fields tab is where the user can select which contact fields are included in the form.
These contact fields have been split up in their data type so its easier for the user to manage.
Please Note: The email login is selected by default and is read only.
When a field is selected, it will be added to the Selected Fields list on the right hand side.
- Text contact fields: These are added to the form as input controls.
- Number contact fields: These are added to the form as input controls with the number attribute. This means the input control will be displayed as a spinner control and only a number can be added. If the browser does not support the number field, then the input control will be a normal text input.
- True / False: These fields are displayed as a checkbox input.
- Date: These are added to the form as input control with the date attribute. This means the input control will be displayed as a date picker which is controlled by the browser. If the browser does not support the date field then the input control will be a normal text input.
- Drop Down: These fields are displayed as a drop-down input.
- Radio Button list: These fields are radio button list inputs.
In this section, you can view the contacts field which have been selected by the user. Using the arrows, you can reorder the fields.
Submit Rules are a feature which allows you to control what happens based on an action from a user. These can be tailored to URL's, data submissions and more.
Creating a Rule
When creating a rule you can do it based on a Page URL or Field Data.
For a Page URL you can choose to have a rule which redirects to a new URL, add the recipient to a Campaign, adds the recipient to a Group, or triggers an Email notification.
1. Here you add the Page URL and description for the page the form is on.
2. Is Regular Expression is a search pattern used for matching one or more characters within a string. It can match characters and wildcards.
3. Here are the Page URL Rule options. Toggle the switch to On or Off to turn the rule on.
1. Enter the URL you wish to re-direct the user to.
2. Toggle the switch to 'On' to turn on the rule.
Add to Campaign
1. Select 'Add to Campaign'
2. Select the campaign you wish to add the user to. This will then add them to the audience group on submission of the form.
3. Here you can add a Merge Field that will appear uniquely for the submit rule.
Please Note: The campaign must be a Refresh Non-Recurring Type.
Add to Group
1. Select 'Add to Group'
2. Select a group to add the contact to. This is for pre-existing groups.
3. If you want to add them to a newly created group then type the name of the group here and select 'Add'.
When the user has finished setting up their form they can get the code to add to their site. They need to click on the “Save and Get Code” button found on the top of the page. They will also need to ACTIVATE the form here.
When clicked, a modal will appear where the user can;
- ACTIVATE your form, which will enable you to grab the Single Script code to render the form on your website
- Use the Wordpress Plugin details to host the form on a Wordpress site
- Select a Template to select traditional code to host the form on your site
1. Single Script - If you are using Single Script for your code, select it from the 'Single Script' tab.
2. Wordpress Plugin - This tab is if you are using the Wordpress Plugin for Smart Forms.
3. Form Templates - Is the traditional script for inserting the form onto your page.
Note: Here is where you can also view your smart form (without styling) in a separate browser tab, to check that your field settings are correct.
Each template that is selected has different html code. From basic to a complex jQuery ajax form and each one has a description detailing information about the template.
You can test the template in a browser so you can see how the form looks and performs in different web browsers.
In the main setup screen, there is an option lock the form management. This prevents any unwanted changed made by people who have their form live on website.
When clicked, the form will save and all the “Form Settings”, “Form Fields” and “Form Details” will be locked and the user will be unable to edit and make any changes. The user can still get the embedded code to add to their website.