Create Form Analytics

Form Analytics in Zoho PageSense allows you to understand how visitors interact with forms on your website. Instead of tracking only form submissions, it provides detailed insights into user behavior such as which fields users interact with, where they hesitate, and where they abandon the form.

By analyzing these interactions, you can identify usability issues, simplify forms, and improve form completion rates.

When to Use Form Analytics

You should use Form Analytics when you want deeper insights into how users engage with forms on your website.

Common scenarios include:

When your form has a low submission rate
If many visitors land on the form page but very few complete the submission, Form Analytics helps identify where users drop off.
When forms contain multiple fields
For longer forms, it becomes important to understand which fields take the most time to complete or cause hesitation.
When users abandon forms frequently
If visitors start filling out a form but leave before submitting it, Form Analytics helps identify the exact field where abandonment occurs.
When optimizing lead generation or signup forms
Marketing and growth teams can use Form Analytics to simplify forms and improve conversion performance.
When redesigning or improving form UX
Before making design changes, analyzing field-level behavior helps you understand how users currently interact with the form.

Why Form Analytics Matters

Forms directly affect business outcomes such as lead generation, signups, and purchases. Even small usability issues in a form can lead to significant drop-offs.

Form Analytics provides data-driven insights that help you:

Identify confusing or unnecessary fields
Reduce form abandonment
Simplify the form-filling experience
Improve form completion rates
Increase conversions and lead generation

By understanding how visitors interact with each field, you can optimize your forms to make them easier and faster to complete, resulting in better user engagement and higher conversions.

Dashboard Overview

When you open the Form Analytics section under the Analyze module, you’ll see a list of all the form analytics experiments created for your project. This view helps you quickly monitor performance and manage your forms efficiently.

Each row represents a form analytics experiment with key performance details :

Form Name :
Displays the name of the form analytics experiment, helping you easily identify the form being tracked.

Status :
Indicates whether the form analytics is currently
Running – Data is actively being collected
Paused – Data collection is stopped
Draft - Not yet launched

Visits :
Shows the total number of times visitors accessed the form during the selected time period. This includes both first-time and returning visitors, and counts every form visit even if the same visitor accesses the form multiple times. This helps you understand how frequently your form is being viewed.

Starters :
Represents the number of visitors who started interacting with the form by focusing on or entering data into at least one field. This indicates initial engagement with the form.

Conversion Rate :
Displays the percentage of visitors who successfully completed and submitted the form.A lower conversion rate may indicate friction or usability issues within the form.

Sorting and Filters :
Allows you to organize and manage your experiments efficiently.
You can:
Filter by status (Running / Paused/Draft)
Sort by recently created experiments or other criteria

Setting Up Form Analytics

Step 1: Name the form

This name helps you identify the experiment easily in the Form Analytics dashboard and reports.

It is recommended to use descriptive names that indicate the form being tracked.

Example:

Signup Form Tracking
Demo Request Form Analysis
Checkout Form Interaction

Using clear names helps organize multiple experiments and simplifies report analysis.

Step 2(a): Configure the Experiment Page URL

The Experiment Page URL specifies the webpage where the form you want to track is located.

PageSense will monitor visitor interactions with forms present on this page once the experiment is active.

Example: https://zylkerautomation.zohoecommerce.com/

This ensures that PageSense captures interactions only on the page where the form exists.

Step 2(b): Advanced URL Configuration

The Advanced option allows you to refine the pages included in the experiment. This is useful when the same form appears across multiple pages or when you want to exclude certain pages from tracking.

Option	Description	Example
Simple URL Match	Tracks form interactions when visitors land on the exact page URL you enter. This is commonly used for pages with static URLs that do not change.	https://zylkerautomation.zohoecommerce.com/
Exact URL Match	Tracks the page only when the visited URL exactly matches the specified page URL. This ensures accurate tracking when similar URLs exist within the website.	https://zylkerautomation.zohoecommerce.com/products
URL Pattern Matches With	Tracks pages that follow a shared URL pattern. This option is useful when the same form appears across multiple pages within a section of the website.	https://zylkerautomation.zohoecommerce.com/products/*
URL Regex Matches With	Uses regular expressions (regex) to match dynamic or complex URLs. This option is useful when URLs include variable values such as product IDs or session identifiers.	Regex: /product/[0-9]+ Matches URLs like:https://zylkerautomation.zohoecommerce.com/product/101 https://zylkerautomation.zohoecommerce.com/product/202
URL Contains	Tracks pages where the URL contains a specific keyword or phrase. This is useful when multiple pages share a common term in the URL.	Condition: URL contains /collections Tracks pages such as:https://zylkerautomation.zohoecommerce.com/collections/shoes
URL Starts With	Tracks pages whose URLs begin with the specified text. This helps track an entire section of the website that shares the same base path.	https://zylkerautomation.zohoecommerce.com/products
URL Ends With	Tracks pages whose URLs end with a specific word or phrase. This option is commonly used to track confirmation or success pages after a form submission.	https://zylkerautomation.zohoecommerce.com/checkout/thankyou
URL Within Page Group	Tracks pages that belong to a predefined page group configured in the project. Page groups allow multiple related pages to be grouped together and tracked collectively.	https://zylkerautomation.zohoecommerce.com/products/robot-vacuum https://zylkerautomation.zohoecommerce.com/products/smart-speaker

Using advanced targeting, you can control how URLs are matched by defining conditions such as:

Tracking only specific pages
Tracking groups of pages with similar URLs
Excluding particular pages from the experiment

This runs only where the form interactions need to be analyzed.

Step 2(c): Add Pages Not to Track

If the same element appears globally (for example, in the header or footer), but should not count as a conversion on certain pages, use the Pages Not to Track option.

Apply the same URL match types to define exclusion rules.
This prevents inflated or misleading conversion data.

Step 3(a): Configure Forms - Fetch and Select the Form

After defining the experiment page URL, the next step is to specify which form on the page should be tracked. This ensures that Zoho PageSense captures visitor interactions only for the selected form.The Forms section allows you to configure the form either by selecting a static form or by dynamic form details.

This section displays the forms detected on the selected webpage. PageSense automatically identifies forms based on your page structure and can track a form only if it meets at least one of the following conditions:

The form has a Form Name
The form has a Form ID
The form is embedded within a <form> tag

If a form does not meet any of these conditions, PageSense may not be able to detect or track it automatically.

Form Fields

The Form Fields area shows the individual input elements present inside the selected form. These fields represent the form inputs that visitors interact, for example :

Name
Email address
Phone number
Password fields

PageSense tracks visitor interactions with these fields to measure metrics such as field engagement, hesitation, and abandonment.

Understanding how users interact with these fields helps identify areas where visitors experience friction while filling out the form.

Step 3(b): Configure Forms - Configure the Form Manually

If PageSense is unable to detect your form automatically, you can manually configure the form to be tracked.

Click Add form manually, then provide the form details using either the Form Name or Form ID.

Providing these attributes allows PageSense to locate the correct form element within the webpage’s HTML structure.

Form Name

The Form Name field allows you to specify the name attribute of the form element in your webpage’s HTML.

The form name is an identifier assigned to the form element within the website’s code. PageSense uses this value to locate and track the correct form.

Example :

If your webpage contains the following HTML:

You should enter:

signup-form

PageSense will then track interactions with this form.

When to use Form Name

Use this option when:

The form has a defined name attribute
The form ID is not available
Multiple forms exist on the page and you want to track a specific one

Form ID

The Form ID field allows you to specify the unique ID attribute assigned to the form element.

The form ID uniquely identifies the form within the webpage. PageSense uses this ID to precisely locate the form and track user interactions.

Example

If the form HTML contains:

You should enter: contactForm

PageSense will use this ID to track the form.

When to use Form ID

Using the form ID is generally recommended because:

IDs are unique within the page
It ensures accurate form tracking
It prevents conflicts when multiple forms exist on the same page

Note: When adding a form manually, you must provide either the Form Name or the Form ID. At least one of these fields is required for PageSense to identify and track the form correctly.

Step 4(a): Confirmation Page Criteria

The Confirmation Page Criteria defines how PageSense determines whether a form submission has been successfully completed.
Confirmation page criteria also supports multiple match types, allowing you to choose the most suitable option based on your thank you page or confirmation page URL structure.
Many forms redirect users to a confirmation or thank-you page after submission. By specifying this page, PageSense can accurately record successful form completions.

For example, if users are redirected to the following page after submitting the form:
https://zylkerautomation.zohoecommerce.com/thank-you
You can configure this URL as the confirmation page.
When visitors reach this page, PageSense records the form submission as successful.
This helps distinguish between users who only interacted with the form and those who actually completed and submitted it.

Step 4(b): Create Custom Events in Form Analytics

Custom events are used when a form submission does not redirect users to a confirmation or thank-you page or displays an in-line thank you message in the form page URL. In such cases, PageSense cannot detect successful submissions, so a custom event can be used to track the submission action instead.

To create a custom event :

Select Custom Event under Confirmation Page Criteria while setting up Form Analytics
Then provide a name for the event and create it.
PageSense will generate a small event tracking code, which must be added to the success function of the form submission CTA.
Once the event is implemented, PageSense will trigger the event whenever the form is successfully submitted and start tracking form completion data in the Form Analytics reports.

Step 5: Activate the Experiment

Once all required settings are configured, activate the experiment to begin tracking form interactions.

When the experiment is active, PageSense starts collecting data such as:

Form visits
Field interactions
Fields skipped by users
Time spent on each field
Form abandonment
Successful form submissions

These insights help you identify problem areas in your forms and optimize them for better user experience and higher conversion rates.

We’ve designed this documentation to guide you every step of the way. If you need further assistance or have any questions, don’t hesitate to contact us at support@zohopagesense.com - we’re always here to help!