How to setup a form

How to setup a form

To setup a form in the Exatom platform, go to the Setup section in the menu, select Form and click on the 'Add form' button. The form finder field will show up, where you can fill in the page URL where the form is located.  You can simply start with the domain name and ignore the "https://" part. Click on 'Find my form' to start the finding process.

The forms that are found will show up (with the form ID, number of fields and form name) and you can select the one to setup. All the fields will appear with their names and ID. The label is the name that is used in the Exatom platform, which is a copy of the original name, but can be changed if preferred. Typically the original field names are abbreviations or technical names that don't make a report or alert show up intuitively. For example, it's better to use a label like 'First name' when the original name is 'FName_ID6_int'.

In the section Final touches, you can rename the form and set the average conversion value (so you see the business value of your conversions and missed opportunities). You can also add additional URL's where the same form appears and which data should be aggregated.

    • Related Articles

    • Adding basket and conversion value tracking to your tags

      Reporting on the actual  Conversion value or the Missed conversion opportunity are good indicators of good and bad performing forms or funnels. Adding revenue tracking to your tags Any of the following parameters can be added to the Exatom tag ...

    • Conversion value

      On the Conversion Path report in the Form Engagement section, Exatom reports the total conversion value as well as the missed conversion opportunity. This value is based on the average conversion value that you can set up on the form setup page. Go ...

    • Remove 'nice to have' question fields

      Every additional field in your form is making you losing you leads, roughly 10% per field. So consider whether each question justifies the incremental loss in leads or opt-ins. Make a clear distinction between 'nice to have' and 'need-to-have' ...

    • Set-up wizard

      When adding a new website to the Exatom platform, a very easy wizard will guide you through the setup steps. These are the steps that you will see. Step 1: Welcome message Step 2: add your website Step 3: install the tags Step 4: verify if the tags ...

    • The HTML form element

      Forms are more advanced than ever and modern technology does not require the HTML <form> element for your form to be functional. However it's important to add the semantically correct <form> container element to all your forms. One of the reasons is ...