Form Options and Analytics

Form Options

In addition to the design of your form you can configure a set of options for the form as a whole.

To do that, click on the Form Options button in the top right hand corner. There are options such as:

  • Setting the page title.
  • Mapping the source URL to a custom field. This can help you identify what page someone used the form on. Once set you can choose to include a query string value or not.
  • Tags - lets you add one or a set of tags to the contact that submitted the form.
  • Capsule Assigned User or Team. If it's a Capsule connected form then you can choose to assign the form to a specific Capsule User or Team.

Analytics for Signup Forms

Now that you've created and deployed your Signup Forms you can monitor how successful they are at obtaining new contacts.

  1. Click on the Websites menu at the top of the screen > Forms. Here you will see a list of the different Forms you've created.
  2. Choose one of your forms and select the three dots to the right and click View Analytics.

  1. Here you can get a review of how well your forms have done so far. It's good to test out which type of form is best for you, try an Embedded or a Hosted Form and see which gets the best response.

It's also great to gather extra information on your customers, for example, what devices they primarily use as you can see on the example below the majority is desktops, when they're signing up and how many impressions you're receiving.

How to turn off a Form

Forms using Gated Content are only available on the Growth plan or higher. If at any point you'd like to change to a lower plan but you still have Gated Content forms, you would need to turn off those forms. To do that:

  1. Click on the Websites menu at the top of the screen > Forms.
  2. Click the three little dots next to the Form you want to turn off
  3. Use the option to Disable and confirm.

Disabling forms will stop them rendering on your website immediately, so make sure you remove the form code or any links to forms that you've disabled.

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