Documentation 2017-11-18T15:32:27+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

Fields can auto populate with previously submitted data if a user is within the same browsing session as they were before, information sent to a page as described above, OR if the user is logged in it will pull certain fields from the WP user record.

The order of precedence for pulling data is as follows.

  1. Info from the URL (sent from infusionsoft)
  2. Info from previously submitted info
  3. Logged in information

TO set a field to auto-populate. Perform the following steps.

Edit the field you wish to have auto-populate by clicking the pencil.

Check the box that says, auto-populate.

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.

Form Validation

FormLift will automatically set required fields in FormLift if they are required in Infusionsoft. So no need to worry about that, but you can set special validation mechanics if you have certain fields you need to be double checked.

From the validation type drop down select the validation type you want applied to that specific field.

Choose From

  • Name
  • Email
  • Url
  • Phone
  • Date
  • Postal Code
  • Zip Code
  • or None if you don’t want the field validated.

Google reCaptcha

If you have FormLift Premium you can take advantage of Google ReCaptcha. Sign up for reCaptcha and input your site key and scret key in the settings panel.

To add Captcha to a form go to the form you wish to add captcha to.

Click the button, add custom field.

input a unique ID, like google_captcha_1

Select Captcha from the Field Type Drop Down

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 Datepicker

There are 4 parameters that you can use to modify the way FormLift’s date picker works.

The Min Date Field specifies how far in the past you’d like the calendar to show. you can specify and actual DATE in YYYY-MM-DD format OR you can put in a number like “-2D” for 2 days in the past. Enter 0 for the current day.

Like wise, the Max Date field specifies how far into the future you’d like allow. Enter a specific date in YYYY-MM-DD format OR a nmber like “+10D” for 10 days in the future.

Check Show Year Picker or Show Month Picker to display the year and month drop down in the date picker.