The Bot Forms page allows you to create interactive forms (Bot Forms for short) which you can add to your web site.
The page lists all currently available bot forms in the database and shows usage counters and charts.
- Displays - shows how many times forms were visited this and the previous months.
- Submits - shows how many times forms were submitted this and the previous months.
- Conversion - shows how well the forms converted visitors to form submitters, that is, the ratio of counts of form submits vs. count of form displays.
- Active Forms - shows how many forms have been displayed this and the previous months.
The Form Displays and Submits chart shows how many forms were displayed and submitted per month:
To create a new bot form click New Bot Form.
If needed, click in the header of any column to sort forms by values of the column.
You can search forms by Name, and ID fields:
Click in the first column of a form row, you want to invoke a command menu for:
- To see detailed information about all times the form has been submitted, choose Submits . You will see who and when has submitted the form and what data it included.
- To edit the form, choose Edit in the form row.
- To create a copy of the form, choose Duplicate
- To remove a form, choose Delete
To save a form, click . The Save button is red when there are changes to be saved in your form.
When there are no changes to be saved or the form is invalid then the Save button becomes gray and can't be clicked :
Checking Form Submits
To see the detailed information about all times the form has been submitted, click . (This command shows the same "Submits" page shown using the Submits command in the list of all forms.)
Click Export to Excel to export the list of form submits into an Excel file.
Configuring Form Settings
You can configure the main form settings using the Base Information pane at the top:
- Use the Name field to give the form an internal name. Users will not see this name anywhere.
- Select Send Form by Email if you want to send the form by email when the form is submitted.
Adding an Automation Rule
Often you want to use an automation which starts when your form is submitted. For this, the automation rule must have the Form Submitted trigger. The Automation Rules list shows all rules which include the Form Submitted trigger for this form.
To edit a listed rule, click next to it.
If you want to create a new automation rule then please click +.