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Formisimo Update: New Set Up Process

Forms

We have rebuilt the set up process from the ground up to make it easier than ever for you to start tracking your forms.

Getting Started

If it’s your first time logging into Formisimo, you see your dashboard and a prompt to add your first form tracking experiment:

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If you’ve already added a form, you can find the add experiment button exactly where it was before, on your dashboard:

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Once you have clicked either of those buttons, the new set up process will launch:

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You then need to think of a name for your experiment, and then let us know what type of form this is (a sign up form or checkout for instance). This allows us to compare your form to others of the same type as well as providing health scores on your fields that let you know how your form compares to those of a similar type.

Adding your form

 Everything starts with the URL of the form. All you need to do is copy and paste the full URL of the page where your form appears, then click ‘Fetch My Forms’:

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If the form is on a domain that you have not tracked before, it will automatically be added to your list of domains. Accounts are limited on the number of different domains they can add, so if you have reached your maximum, you will need to upgrade your account to continue to track across more domains.

Formisimo will automatically detect any forms on the URL you enter, displaying them in a list. You can hover over the ‘View’ button to preview the fields that Formisimo has detected  in that form, so you can ensure you’ve selected the right one:

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Once you see the one you want to track, simply select it from the list and click continue. A summary of your form will then display:

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At this point, you can either press continue to carry on through the set up process, or if your form runs across different URLs, you can add further steps. Any additional steps added are done in the same way as before, and you can review your form before continuing, delete steps and add additional ones.

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The next step is advanced options, where you can chose to either run the experiment forever, or select parameters, such as a date range or number of visits:

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This page also allows you to track a form wherever it appears on your site. If you have a contact form that appears on all of your pages, you should select this button.

For instance, if your domain is http://www.example.com/ and a form appears on many different pages in this domain, enter this at the start of the set up, and select ‘Track this form on any page of my website’. Then add the Formisimo code from the next step to any page where that form appears, and it will track correctly. If the form appears only in certain section of your website, you can also track this form. For example, if your form only appears in the /newcustomers/ section, you can add http://www.example.com/newcustomers/ (including the forward slash at the end) as the URL and select this option.

Tracking Code

The second to last step generates you tracking code that you need to add to the pages where your form appears.

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You have the options to copy the bits of code to your clipboard, or email them to the webmaster or most appropriate person to add the code to the site. You can also view an example of how the code should be installed:

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If you add the code at this point, the continue button will check to see if it can find the Formisimo code on the page to ensure it has been installed correctly. You can then either validate the code after you have added it to the page, or add the code at a later date (you can always find the tracking code for a particular experiment under the Edit Experiment section of your experiment).

Your experiment is now set up, and once the code is added correctly to your site, data should start tracking almost immediately.