Introduction
One common issue faced by Salespanel users is the ability to effectively track form submissions from tools like Paperform. The problem arises due to the way Paperform renders its forms - in iframes. This can result in Salespanel only recording a page view, rather than capturing the information from the form.
An example of this issue is when a visitor fills out a form hosted on Paperform, Salespanel may only recognize that the page has been viewed, without converting the anonymous visitor into a lead.
To overcome this issue and enable Salespanel to grab the information from Paperform submissions, you need to connect Paperform's 'onsubmit' event with Salespanel. This guide will show you how to do that.
Steps to Integrate Paperform with Salespanel
Step 1: Configure Paperform
Paperform provides a way to capture the 'onsubmit' event, which we can use to pass the data to Salespanel. Follow the instructions provided by Paperform to set up the 'onsubmit' event: Paperform Embedded Form Submissions
The 'onsubmit' attribute is used when rendering the Paperform. Below is an example of how you can receive the submitted data in a function.
<div data-paperform-id="contact-paperform" onsubmit="myGlobalFunctionName"></div>
<script>
(function() {
var script = document.createElement('script');
script.src = "https://paperform.co/__embed";
document.body.appendChild(script);
})()
</script>
Step 2: Configure Salespanel
Next, you need to use Salespanel's Javascript SDK's identify function to identify the lead upon Paperform submission. Here's how the 'myGlobalFunctionName' function will look:
<script type="text/javascript">
function myGlobalFunctionName(paperform_object){
let emailObj = paperform_object.data.find(item => item.key === 'email');
if(emailObj) {
try{
// Check for an email address
let email = emailObj.value;
$salespanel.push(["set", "identify:email", email, 'PaperForm'])
}catch(e){
console.log('sp:error: Paperform email get details failed');
}
}else {
console.log('Email key not found');
}
}
</script>
By following these steps, Salespanel will be able to accurately track and capture data from your Paperform submissions, effectively converting anonymous visitors into identifiable leads.
Finding correct form field key for the Email field:
Paperform tokenized form fields. So you will need to know which 'key' represents the Email field in your form. Please follow these steps to find out that:
- Log into your Paperform dashboard.
- Navigate to the form for which you want to find the slug keys.
- Click on 'Edit Form' to open the form editor.
- In the form editor, click on the field for which you want to find the slug key. This should open a sidebar on the right side of the screen.
- In this sidebar, you should see a field labeled 'Question Code' or 'Field Code'. The value in this field is the slug key for that form field.
Remember, the slug key is used as an identifier in Paperform's system and is usually a lower-case, hyphen-separated version of the field name. For example, a field name of "First Name" might have a slug key of "first-name".
If you're using these slug keys for integration with another tool like Salespanel, make sure to copy the slug keys exactly as they appear, including any hyphens or underscores, as they're case-sensitive.
Please let us know if you need more help with this!