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Can WOEXA track website forms?

WOEXA can track almost every website form you can think of! We have some tracking already built into your WOEXA dashboard which you can find by heading to the ‘Identify’ tab and then clicking ‘Additional tracking’. If you’re using any of the below form builders, simply toggle enabled and you’re good to go!

Tracking completed forms

If someone has entered their details onto your site, you want to act on it and fast! So by tagging form submissions you can create a stream for everyone who has completed an enquiry form into your ‘enquired’ stream.

You can find the form submission in the Activities section of an individual visitor profile, by clicking on the blue pencil which will take you to the Tags Dashboard.

The process is then as follows: – Choose the ‘Tags’ tab – Select ‘Add Tag’ – Select from drop down list or simply write in enquired – Click the blue pencil to add the tag – Update page button will now add the tag to the page

Dashboard

Now all the visitors who have filled in this form will appear in your ‘Enquired’ stream.

Other forms tracked by WOEXA

Wufoo Wufoo is an online form builder which makes it very easy to design custom forms for your website. Unfortunately, Wufoo runs within an iFrame, which means that WOEXA does not track these forms out of the box.

This guide looks at how to configure Wufoo so that WOEXA can track the submitted form data. This only works for Wufoo paid users.

Set-up your Wufoo form as normal within their Interface. After configuring the form, click on ‘Form Settings’ and then ‘Confirmation Options’ and ‘Redirect to Website’.

If this isn’t set, then you need to add a ‘thank you’ page on your website where users will be redirected once they have successfully completed the form. Paste your URL in where it says ‘YOUR URL’. You then need to add some parameters and specifically you need to add the same parameters as WOEXA uses for email integration:

ce={entry:FIELD_NAME_FOR_EMAIL} cn={entry:FIELD_NAME_FOR_NAME}

The ‘api’ FIELD_NAME_xx must be precisely as displayed on the Wufoo field (capitalisation is important here). The field name can be found in the Template Tags section.

The fields table contains field title and API ID. The ‘api field name’ is ‘Field’+’API Id’. In the example below, First Name is Field1 and the data for the WOEXA querystring is: cfn={entry:Field1}

SharpSpring If you have Sharpspring on your website, you’ll recognise that it integrates in a very similar way to WOEXA by installing a javascript snippet into the headers across the site.

Getting both WOEXA and Sharpspring to work simultaneously on your forms is possible, it just takes a little configuration at the back end.

Follow these steps to get them both working.

  1. Edit your form script to include WOEXA’s tracking variables, so the forms can read WOEXA tracking, we can do this by editing the bottom line of the first script section only.

  2. Adding what Sharpspring refers to as “hidden fields”, which are mainly used by third parties (such as WOEXA) to transfer more information with the form submissions.

  3. The final step requires you to add WOEXA as a third party service within your Sharpspring Dashboard.

You will have to carry out these steps for each form across the site you want WOEXA to track.

If you’re using any other form types, just get in touch with the team and we’ll see what we can do for you! Email us at hello@woexa.com

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