Documentation 2017-08-02T13:17:36+00:00

Welcome to the FormLift Documentation…

Here is where you’ll find many technical specifications of the FormLift, detailed descriptions of each of the functions that it can perform, release notes and some diagrams…

Available Shortcodes

Two shortcodes are available to you when you install FormLift


[infusion_form id="id"]

Allows you to display a particular form of a certain ID. This shortcode can be easily copied using the copy shortcode button in the form edit screen or in the FormLift all forms screen.


[infusion_field name="inf_field_Id"]

Allows you to display a particular user field from either the cookied user data or URL parameters passed to the page. To get the field you need look at the HTML of the corresponding field and find the name attribute and copy what’s in between the quotations.

You can also use the following as well.

[infusion_field name="inf_field_Id"] Some content that i only what to display if %%inf_field_Id%% 
is present within the available data. Also Display %%inf_field_AnotherId%% as well.[/infusion_field]

With the later shortcode, you can altogether omit the name and just use the replacement codes within the content. If any of the replacement codes do not appear within the available data, the content will not show at all.

[infusion_field name="inf_field_FirstName"]

for example, would display a contact’s first name.

Sending Info To A Page

In order to utilize FormLift’s auto-population feature, it actually needs data to work with. And unless they have previously filled out a form on your site, then there won’t be any data.

So the way to send data is as follows.

NOTE: The following works for both links in emails and campaign links.

For the information you want to send to a page, what you need to do is find the ID of the field in your form you want to be pre-populated. For example, First Name would be inf_field_FirstName, Email would be inf_field_Email and so on. You can find the ID in the HTML of your form.

Next, you have to find the Merge Fields for the corresponding fields in Infusionsoft. Going again with First Name and Email we have ~Contact.FirstName~ and ~Contact.LastName~ respectively.

The last step is to construct a UTM variable extension of whatever you link is. This is what’s going to send your client’s information to the page. and it looks like this.

?inf_field_Email=~Contact.Email~&inf_field_FirstName=~Contact.FirstName~

You can use any fields you want as long as it has a saved value in Infusionsoft.

The above link extension can be attached at the end of any link so that it looks like so.

http://www.example.com/?inf_field_Email=~Contact.Email~&inf_field_FirstName=~Contact.FirstName~

Stick that in your Infusionsoft link and call it a day!

Auto-Population Mechanics

The auto-population mechanics can be confusing to some. There are 2 different settings to choose from in the settings area to change the behavior of how forms inhale information.

Setting 1: When to auto-populate?

Option 1: Only if there is a new value in the URL

This will only auto populate forms if there is a corresponding value in the URL at that given moment. So if there is no information in the URL, then the form will not auto-populate with information even if they had previously submitted a form.

Option 2: If previously submitted user data exists (this will also check URL parameters)

This will auto populate forms in the case that the user has previously submitted form or there is information passed through a URL at that time.

Option 3: Never Auto Populate

Self explanatory, this option will ensure that no matter what people must always fill in the form.

Setting 2: Auto-populate a field if…

Option 1: There is a previously existing value (or no pre-existing value)

For example, if you set a default value for a hidden field Infusionsoft and sent user information to a form where that field had a different value than what was in the form, then the new value would overwrite the old value.

Option 2: Only when there is no pre-existing value

So info will be auto-populated only if the field is truly empty, i.e no value. This also takes into account if the field has a null value such as empty hidden field in Infusionsoft.

Tracking Explained

So hows does FormLift measure it’s tracking statistics?

Each form has it’s own tracking method which is set when you create the form. You can select from the following three methods.

Mouse Over: Will record an impression if the mouse at any point hovers over the form. The impression will only lodge once for that form during a session on your website. So if the user hovers over the form again, then it will NOT track another impression until they start another session.

Page Load: Will record an impression when the form is loaded on a page. The impression will only lodge once for that form during a session on your website. So if the user hovers over the form again, then it will NOT track another impression until they start another session.

None: This option will not track impressions, but it will track submissions. This of course produces a conversion rate of 0%.

The impressions are then compared against the number of submissions to produced a conversion rate.

Notes on the Conversion Rate

  • The conversion rate is rounded to the nearest whole number
  • The tracking is continuous. So it will track from the day the from is created, or from when you last reset the stats of the form. You can see the date tracking started from in the ALL FORMS screen.

Redirects Explained

The redirect tool provided with FormLift is quite powerful and extremely reliable. So here ‘s what you need to know.

  1. Conditions are checked from top to bottom. That means whichever condition you set is satisfied first is where the user will be redirected to.
  2. The Fall Back Page is a fail safe. If for any reason none of your conditions matches the criteria you provided the user will end up on that page.
  3. If you set the Default Thank You Page, then the user will be taken to this page again if no conditions are met. This setting is optional and made available if your default thank you page is not on your own website.

What You Need To Know About Required Fields & Validation

Even though you set your required fields in Infusionsoft, that does not carry over to FormLift. You have to re-state that your field is required in FormLift. If you do not set your required fields, then FormLift will assume that First Name, Last Name, Email, and Phone a required fields. Setting at least 1 required field will make all other fields optional.

If someone fills out an optional field, it will still validate the data in that field. I.E if a phone is not required but someone fills in an incorrect phone number, it will not process the submission.

FormLift’s validation currently validates, emails, names, phone numbers, checks for spam based keywords.

Special Styling Options

FormLift comes with over 42 different styling options. Some of which have special functions.

If set to yes, then all field labels will be converted into placeholder text.
If set to no, then labels will display normally.

If set to yes, then all drop down labels will be converted into the non-value holding first option.
If set to no, then labels will display normally.

If set to List then radio buttons will appear in a list style format.
If set to Inline the they will appear side by side.

The custom CSS options are there for you to get the most out of your form. The format of which you enter your custom CSS is as follows:

attribute: value;

The Datepicker

There are 5 parameters that you can use to modify the way FormLift’s date picker works.

Here are the following parameters you can specify:

  • data-changeYear
    • Default: true
    • can take values true/false
    • displays the year dropdown in the calendar widget
    • data-changeYear="true"
  • data-changeMonth
    • Default: true
    • can take values true/false
    • displays the month dropdown in the calendar widget
    • data-changeMonth="true"
  • data-minDate
    • Default: 0 (current day)
    • can take any whole positive number or ‘-4Y -3M -2D’ for 4 years, 3 months, and 2 days into the past.
    • you can omit any date specification and simply write ‘-4Y’ for 4 years and not specify any other specifications.
    • sets the minimum start of the calendar dates that can be selected.
    • data-minDate="-4Y -3M -2D"

      OR

      data-minDate="10"
  • data-maxDate
    • Default: 14 (two weeks in the future)
    • can take any whole positive number or ‘+4Y  +3M +2D’ for 4 years, 3 months, and 10 days into the future.
    • you can omit any date specification and simply write ‘+4D’ for 4 days and not specify any other specifications.
    • sets the maximum date of the calendar that can be selected.
    • data-minDate="+4Y -+M +2D"

      OR

      data-minDate="10"
  • data-yearRange
    • Default: does not display
    • can take the following syntax – “-100: +0” where the vales can be any whole number
    • Specify this if you want all your available years to appear in the drop down.
    • data-yearRange="-100: +0"

FormLift uses the jQuery calendar API for it’s calendar, so you can also learn more about accepted values here.

Example