FAQs: Webform Analytics
1. What is a webform?
Web forms are supported for Leads, Contacts, Cases and any other Custom Modules that you have in your account. Before setting up the web form, complete the following check-list:
- Create a default email template to send automated replies to website visitors upon submission of their information.
- Create an assignment rule if you wish to assign the incoming records to specific users or to assign them based on round robin method. By default, all incoming records are assigned to the administrator.
- Configure the web form further, if needed, to suit your requirements.
- Customize the fields to be added in the web form.
- Test the webform before publishing it on your website.
2. What is webform A/B testing?
3. What is webform analytics?
Webforms are the most commonly used method for businesses to generate leads. It is important to analyze how each webform performs so that you can take down the forms that are not performing well or make updates to enhance their performance or change the target audience to increase their reach. Analysis can also help you ensure that your forms are helping you find quality leads.
Webform analytics provide different metrics to determine performance such as:
Number of visits to the webform
Number of submissions
Percentage of fields that are usually filled in the form
Whether the leads generated from the form have any deals associated with them.
4. How do I capture the number of submissions made from a country?
5. How is the conversion date calculated?
6. Can A/B testing results generated from PageSense be corroborated with webforms?
7. How do webform analytics correlate revenue generation with webforms?
The revenue generated from the deals that were successfully closed with leads that were generated from webforms contributes to the 'Revenue generation of the forms'.
8. How do webforms in CRM interact with SalesIQ?
9. Will forms created in Zoho Form and Marketing Hub be available in the webform analytics?
10. Can I view the analytics for surveys along with webforms?
11. What is the conversion rate of a webform?
12. Can I pause the A/B testing whenever I want?
13. How is the winner decided in a/b test?
14. Can I make changes to the A/B test once it has started?
15. Can I initiate A/B testing for a webform which was embedded using source code?
16. Can I run the a/b test for specific time?
You can run the test for a maximum of 90 days. After that time, only the original form will be made available for visitors.
17. Can I view the changes made between the original form and the variant?
Yes, you can view and revert all changes in the Changes List.
18. Can I add fields or customize the webform for a/b testing?
Yes, you can create different versions of the original webform by adding fields, modifying field properties, changing the call-to-action buttons, changing fonts, revising the background color of the form, and so on.
19. How do I create A/B testing?
A/B testing is a methodology that allows you to compare the performance of two webforms and decide which one is performing well, that is generates more leads.
Navigate to Setup > Channels > Webforms > A/B Testing and enter a name and select the webform.
Test sampling: Specify the percentage of visitors that should participate in the A/B test.
Split visitors: Specify the percentage of visitors who should view the original form and each variant. For example, 70% of the visitors will view the variant while the remaining 30% will view the original form.
Test ends: Specify the duration of the A/B test. The maximum duration is three months. The duration can be specified in the following ways:
End after a specific day, week, or month
Specified from and to dates
End after the visitor limit is reached. For example, after 350 visitors have viewed the webform.
20. What is the difference between visits and unique visitors?
21. Where can I view analytics for individual forms?
The analytics for individual webforms in a module can be obtained by clicking the View Analytics button next to the webform. Analytics for a particular module can be viewed by clicking More Stats.
22. How do I enable tracking for webforms?
In order to view analytics, you need to enable tracking webforms. There are two ways to enable tracking: For existing webforms, analytics must be enabled manually. If the embed or iframe code for the webform is embedded in your web page, then you can click Enable Tracking to start analyzing the webform.
If the webform was embedded using its source code, you can hover over the webform and click Enable Tracking. Copy the tracking code from the pop-up and paste the code inside the form tag in the web page where you embedded the source code.
Analytics are enabled by default for all newly created webforms.
23. How are current revenue, previous revenue, and growth rates calculated?
Current Revenue: Revenue generated from closed deals that are associated with leads that were generated from the webform.
Previous Revenue: Revenue generated by closed deals before the specified time period. For example, if the webform analytics are filtered based on Current Month, then the revenue generated in the previous month will be captured here.
24. How do I calculate the revenue based on form?
25. What is the difference between partial and complete submission?
Partial submission means some fields in the webform were skipped or not filled in before submission.
Complete submission means all the fields in the webform were filled in before submission.
26. Can I see which fields were not filled in by the visitors?
27. How does webform analytics help to increase the performance?
Webform analytics provide various parameters that help to determine the performance of the forms:
Number of visits to the webform
Number of submissions
Percentage of fields that are usually filled in the form
Whether the leads generated from the form have any deals associated with them
Based on these parameters you can:
Remove the fields that are usually skipped by the visitors filling in the form
Remove forms that are not performing well
Target regions where forms are receiving more visitors
28. Can I remove the webform header from the website?
29. Is it possible to increase the width of the webform?
30. How can I prevent spam records submitted via webforms from being added to Zoho CRM?
- Enabling CAPTCHA
- Create record approval process
- Create Validation Rule.
31. How do I approve leads that come in through the webform?
- Go to the Leads module.
- Click more (3 dots/ellipsis icon) in the Leads list view and then select Approve Leads.
Alternatively, you can find the records waiting for your approval in My Jobs.
32. Will I lose my data when removing or deleting a web form?
33. Is it possible to embed a web form on email campaigns?
34. When a lead fills up web form a new web form opens up, instead of the landing page. How to solve this?
Note: You have to use the newly generated code and host in your website to apply the recent changes you have made to your web form.
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