Formisimo is an analytics tool that gathers data on user behaviour in online forms and checkouts. Our reports highlight users’ pain points, frustrations and barriers to completing forms.
In this course you’ll learn:
- How Formisimo works
- How to configure your experiments
- What data we collect
- How to to interpret your reports
With this know-how you’ll achieve your goals and soon see your conversion rate skyrocket.
Once you’re familiar with the tool the course will move on to key aspects of form and checkout design. You’ll get a comprehensive introduction into testing and optimisation techniques.
Finally, we want to equip you with the resources to keep learning and make confident decisions that continue to make your forms more user friendly and increase your conversion rates.
Who is this for?
Formisimo Academy is for Formisimo users but don’t worry, if you haven’t tried Formisimo you can start a free trial now.
In the latter part of the course you’ll get an introduction into user experience (UX), conversion rate optimisation (CRO), tips for running tests and advice on other tools that complement Formisimo. These topics are presented in an entry-level way.
If you’re already a confident optimiser, make sure you get a good grounding in how the tool works. It’s then up to you to pick and choose from the rest of the course.
This is Lesson 1 of your Formisimo journey. We want to help you understand the tool really well so you can apply it to your projects. Then, we’ll walk you through setting up tracking on your online form or checkout.
- How to install the tracking and conversion codes
- Set up tracking for your first form
- Your dashboard explained
- How to refine your tracking setup
Welcome aboard. You’re already way ahead of your competition because you’ve realised you need form analytics. Soon you’ll know how to track the performance of your forms, how to draw data from your reports and how to put these insights to use.
But first, let’s recap the basics of the tool.
Use Formisimo wherever there are form tags (<form>) and form fields (<input>) to track your users’ behaviour.
9 examples of different form types:
- Online checkouts (ecommerce platforms including booking sites)
- Contact forms
- Application forms (Job, loan etc.)
- Membership forms
- Signup forms
- Feedback forms
- Event registration
- Comparison site forms (e.g. insurance quotes)
Technical requirements are basic; your form should have a unique Form Name and ID that remain static and be marked up with standard form element types such as input, select, button, text area and password.
Visit our Knowledge Base to check if your form is compatible.
- Identifying why conversion rates are low/lower than before.
- Generating testing and optimisation ideas.
- Getting insight into the performance of test variants.
- Measuring success of website and form redesigns.
- Continued monitoring of performance.
- Early warning – Sensitive to subtle changes in users’ behaviour that may result from errors/bugs/compatibility issues etc.
- Helps you create a positive user experience (UX) for your customers at the point of conversion.
- Provides data for continual optimisation, future-proofing your forms.
Whether you’ve added a form yet or not, now is a good chance to check your setup.
Add the code in one of the following ways:
- Directly into the HTML
- Via Google Tag Manager manager
- Via Adobe Tag Manager
More instructions in our FAQ: How can I see if the Formisimo code is firing?
Each form you want to track needs to be added separately (except where the same form appears in multiple locations on your site).
When you first log in to your account you’ll be prompted to add a form to track.
Simply use the URL(s) your form is located on and, in most cases, we’ll be able to automatically detect your form.
To try this now, log in.
Please note: if your form is located behind a login or requires the completion of previous steps to access (eg. item in basket prior to checkout) Formisimo will not be able to automatically detect the form. However, this isn’t a problem, you’ll just need to manually add the Form name and ID.
More instructions in our FAQ: How to find your form name and ID
You’ll need to give your tracking experiment a recognisable name and then select the appropriate tracking settings to ensure you receive the data you are looking for.
- Specific URL – only collects data from an exact URL with matching name and ID.
- Anything beginning with – collects data from URLs with the same beginning and if they have variable query strings beginning with ‘?’ all into one experiment.
- Across the whole domain – collects all form data received across your site with matching form names and IDs in one experiment.
Once you’re done don’t forget to click Finish to set your form tracking.
We’ll start tracking your form right away but your first data will take 24 hours to show in your account.
If you encounter any problems:
- our awesome knowledge base is full of resources to help you troubleshoot
- and we’re also on hand to help get things sorted for you so don’t hesitate contact us.
Your Dashboard provides you with an overview of all the forms you’re tracking and top line data, great for when you have lots of different forms tracking at the same time.
Here’s a breakdown of what it all means:
- Status: This is a traffic light style indicator. Red means no data received. Green and spinning means we’re collecting data but your reports aren’t ready to view, while solid green means you’re actively collecting data and your reports are available. Lastly, orange means you haven’t received data in a while. Hover over the indicator for more details.
- Experiment name and website: You can click the name and view your data as well as seeing which URL you’re tracking.
- Tracking settings: by hovering over this icon you’ll be able to easily identify the form’s tracking settings (specific URL, entire domain or anything beginning with URL).
- Date you started tracking the form: As simple as it sounds.
- Latest report: Informs you of when the last data was received for that form.
- Conversions: Informs you of the number of conversions and visits your forms have received for the calendar month thus far.
- Edit: allows you to edit all your tracking parameters, find the tracking/conversion codes, block IPs and delete forms.
- View: as simple as it sounds, click to view your data for your form.
- Create new: click to set up tracking for a new form.
Refinements can be made after the initial setup of each form. This keeps things simple and quick in the beginning so you can start tracking your forms as soon as possible.
To block an IP address or a range of IPs, re-visit your form setup via the Edit Form link in your dashboard. It’s important to block your own IP so that your data isn’t skewed by internal testing.
Formisimo takes the field names from the field IDs and names as they appear in the HTML of your form. Sometimes these can be long and confusing when looking at your data. To enable you to interpret your data more easily we suggest that you give them a custom label.
Go to the report ‘Popular Dropoffs’, then hover over the field name you’d like to rename. You’ll see an option to ‘Add label’, click this and give your field a different name.
More instructions in our FAQ: How to edit field names.
Some of our customers would like to view their data by putting the fields in the order they appear in their form. If you’d like to do this also you can edit the field names as suggested above, but put a number at the beginning of each field name e.g. 01. name, 02. email
This way when you click the table header ‘Field’ (see below) in any of the reports, your data will be ordered by field name and therefore also the order it appears in your form.
Congratulations, you’ve completed Lesson 1 of Formisimo Academy! Continue on to Part 2 to learn how to interpret your reports.
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