1. Home
  2. Getting Started
  3. How to set ConvertBox form actions and automations

How to set ConvertBox form actions and automations

This short guide will walk you though how to setup actions on your ConvertBox forms to add send leads collected with ConvertBox to your email service provider, fire tracking scripts, redirect to thank you pages and much more.

Let’s get started 🙂

Setting form actions and automations

In the editor select the form element on your ConvertBox,

This will reveal all the form options on the sidebar, at the top of the sidebar select the Form actions button.

In the form actions modal you can set what you want to happen when a visitor submits the form and what integration you want the lead added to.

In the modal you will see two sections..

When a visitor submits this form

In this section you can set what action you want to take place when the visitor submits your form. Actions can include..

– Go to next step
– Jump to step
– Closing the ConvertBox
– Redirecting to a URL
– Firing tracking scripts

AND run these automations

In this section you can set form automations to run specific integrations when the visitor submits the form. For example, you may want to add the contact to a list/tag/segment in your EPS/CRM, send the form data to a webhook or submit a custom HTML form.

Please note: In order to run any ESP/CRM automations your must have an email field. If you do not have any automations set for your form the field values will be queued to send on the next form with automations.

Using forms across multiple steps

ConvertBox forms are very flexible and can be used alone to collect a visitors information on a single step or to collect information across multiple steps in your ConvertBox funnel.

Linking multiple forms together

Here’s a basic example of how you might use a multiple step form. In the example below we are collecting the visitors Name, Phone and email across 3 seperate steps.

To connect the forms simply set the form action on your first step to open the second step, then set your form on the second step to open the third step and so on.

This will progress the visitor through each step and each form in your ConvertBox funnel.

How to set automations on multiple step forms

When setting your form automations it’s important to understand how ConvertBox, queues and submits fields across multiple steps.

Remember this important rule..

If your form has no automations set then all field values will be queued to send when the visitor submits the next form or button with automations.

So keeping the above rule in mind..

When creating a multiple step form it’s recommended to set your form automations on the last step with a form. This way the fields and values from each previous step will be queued and submitted all together on the final step.

Using our simple example again above with 3 steps – In this case we would set our automations on step 3. This means fields from step 1 and step 2 would be queued and sent all together on step 3 with the automation.

How to progressively update contact information on each step?

In some cases rather than submitting all fields on the last step you may want to collect the visitors email first and then update the contacts record with additional fields each time they submit a form throughout your ConvertBox steps.

Doing this allows you to collect the email immediately and still follow up if the lead abandons your funnel part way through.

In order to progressively update your contacts information you will need to have an email field on every form (don’t worry it can be hidden after the first step).

On your first form set an automation to add the lead to a list/tag in your ESP, this will make sure the contact is added immediately after they submit the first form.

Then set another automation (it can be the exact same automation) on each of your following forms. When the visitor submits each form with an automation ConvertBox will check if the contact already exists and if they do update the contact with additional fields collected on that form.

To avoid showing the email field after the first step turn on the option “Hide fields when pre-filled” located on the sidebar for the form options (see the next section for details).

How to hide pre-filled fields if they are already known

If your visitors email address (or any other fields) is already known either because they are an existing subscriber or because they submitted it in a ConvertBox form previously then the email field will be pre-filled automatically.

However, to help improve conversions you may not want to show the email address again when showing another form to collect additional contact information from your visitor.

To prevent the email field from showing if it is pre-filled (or any other fields) simply select the option to “Hide fields when pre-filled” located on the sidebar for the form options.

When this open is turned on if the visitors email is already known then the field will be pre-filled and hidden allowing you to collect additional contact details without asking for their email again.

If for any reason the visitors email is not known then the email field will show allowing the visitor to submit their email and progress through the form as usual.

 

 

Was this article helpful?

Related Articles

Need Support?
Can’t find the answer you’re looking for? Don’t worry we’re here to help!
Contact Support