Using Smart Forms

1. Smart Form Data Reporting

Form details include: Overview, Traffic, and Data.

• Views: total page views (PV), unique visitors (UV), and total submissions (the number of times visitors submitted the form).

• Traffic: a visual chart shows traffic for the last 7 days. The traffic table below the chart contains all form traffic records and can be exported to Excel.

• Data: when a visitor submits the form, the system automatically creates object records. If record creation fails for any reason, the failure reason appears in the Data list.
  • Filter: filter records by success or failure.
  • Export: export form data to Excel.

2. Using Smart Forms

2.1 Campaigns (Anonymous mode)

When you use a form to collect responses or registrations for a Campaign, use the QR code or link from the Admin Console.

Note: - The QR code and link on the form detail page are anonymous. Data collected via anonymous form links defaults the owner to “system.” You can configure automatic assignment rules via Workflow. - Submissions via the detail page QR code or link will show “system” as the creator on the new/modified record.

2.2 Within CRM Records (Identified mode)

Administrators can enable the Smart Form permission in Roles settings. A “Smart Form” button appears on object list pages and on related object detail pages.

[Admin Console] Configuration

[Frontend] Display

2.3 In Email Templates (Automated Marketing mode)

Automated Marketing mode lets you insert Smart Forms into email templates. For example, to collect customer feedback: insert a feedback form (a custom object related to Account) into an Account email template. When the customer completes the form, the system automatically creates a feedback record and associates it with that Account.

3. FAQ

1. Summary of Smart Form capabilities

• Submissions: duplicate rules are not enforced; validation rules for custom objects are not enforced; validation rules for standard (preset) objects are enforced.
• Form input: supports field dependency (field-level dependent visibility), but does not support cascading geographic lookup-fill for country/province/city/district based on input.

2. How do I configure field dependencies for Smart Forms?

Configure field dependencies on the object that the form is tied to. After you save the dependency configuration, it will take effect. However, if the parent field is a Record Type field, dependency rules will not apply.

3. If prefill settings are changed between multiple form sends, which prefill value applies when users submit?

The latest prefill value applies (not the value at the time the individual link/QR code was generated).

Scenario example: - First prefill: value1 → send form - Second prefill: value2 → send form - … - nth prefill: valuen → send form After all forms are sent, regardless of which link or QR code a user submits, the prefill value will be valuen.