To add a new Form Report to your account, navigate to the 'Forms' section. Here you can click the 'Add New Form' box (as shown to the right). On our Free plan, you can add 1 form on the account, while on the Starter plan you can add up to 3 forms. On the Growth plan you can add up to 10 forms and on Pro you can add as many as up to 100 forms. |
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Setting up the form
Once you've clicked the 'Add New Form'-button, you'll be taken to our 'Add Form'-wizard. Here can select the form your need to add, and edit it to suit your needs. We'll walk you through each step below:
#1 - Name your form and choose a page |
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The first step will show you two fields you need to complete:
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#2 - Choose your form
Once you've selected a page, the wizard will automatically load all forms found on that page. You can simply select the form you want to track:
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You might see several options on pages where you only have one form. That happens because some elements, like search fields or signup fields, are also technically forms. The form options will be named as they are in your code using the 'Name' or 'ID' values. If no name is found for a particular form, it will be named 'Form #'. If the naming isn't clear, an easy way to tell forms apart is to go by the number of fields in each form (shown to the right). |
#3 - Customize your fields Once you've made a selection, the fields from that form will be shown: |
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The different fields will also be named using the 'Name' or 'ID' values from your website. You can change the name by clicking clicking the name shown. An icon to the left will show the field-type. Additionally, to the right of each field, you have the option of removing the field in question (if it's not important for the report), or to move the field (if they're shown in the wrong order). Occasionally, some fields might not be loaded automatically. This can happen if it's a dynamic field, that's only shown when a previous selection has been made. In that case, you can manually add the field, by clicking the '+'-button at the bottom. That will open a modal like this: Here you can select the field from the 'Field'-dropdown and add your preferred name. Then you can simply press 'Add'. |
#4 - All done
Once you've edited (and/or added) the field you need, all that's left to do is click 'Create Form' and you'll be taken to your new Form Report.
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