Using Smart Forms

1. Smart Form Data Analytics

Form details include: Overview, Traffic Analytics, and Data Statistics.

• Views: Total page views (PV), unique visitors (UV), and total submissions (number of form submissions by visitors).

• Traffic Analytics: Visual charts display traffic trends over the last 7 days. The traffic data table below shows all historical traffic data, which can be exported to Excel.

• Data Statistics: Object records are automatically generated upon form submission. If record creation fails due to special circumstances, the failure reason will be displayed in the data statistics list.
  • Filter: Filter records by success/failure status.
  • Export: Export form data to Excel.

2. Smart Form Usage

2.1 Campaigns (Anonymous Mode)

When using forms for campaign feedback or registration, utilize QR codes or links from the CRM Admin Console.

Note: - QR codes and links on the form details page are anonymous. Data collected through anonymous forms defaults to “System” as the owner. Automatic assignment rules can be configured via workflows. - Records created via anonymous forms will display “System” as the creator in modification logs.

2.2 CRM Object Integration (Authenticated Mode)

Admins can enable “Smart Form” permissions in Role settings. The “Smart Form” button will then appear on object list pages and related object detail pages.

2.3 Email Template Integration (Automated Marketing Mode)

Embed smart forms in email templates for automated marketing. For example: - Insert a “Customer Feedback” form (custom object linked to Accounts) in Account email templates. - When customers submit the form, feedback records are automatically created and linked to their Account.

3. FAQs

3.1 Smart Form Capabilities Summary

• Data Submission:
  • Duplicate checking rules are not validated.
  • Validation rules: Custom objects are not validated; preset objects are validated.
• Form Fields:
  • Supports field dependencies.
  • Does not support cascading country/region/city auto-fill based on input.

3.2 How to Configure Field Dependencies?

Configure dependencies in the form’s parent object settings. Note: - Dependencies do not apply when the parent field is a Record Type field.

3.3 Which Preset Values Apply When Multiple Versions Are Sent?

The latest preset values take precedence, regardless of which form link/QR code was used.

Example Workflow: 1. First preset: Data 1 → Form sent 2. Second preset: Data 2 → Form sent
…
Nth preset: Data N → Form sent
All submissions will use Data N as the preset value.