Use Smart Tags

With Smart Tags you are able to create versatile notifications and more advanced Convert Forms. When you capture a new Submission through your Convert Form you can be notified instantly with data related to the Submission itself, the form itself and others.

What is a Smart Tag

A Smart Tag is a small piece of code which, when used for notifications or form fields, provides you valuable information about mostly everything related to the moment when your form was submitted. To learn more information about what a Smart Tag is, visit our common guide for Smart Tags.

Using Smart Tags in Convert Forms

Inside a form field

Inside an email notification

How to use Page Smart Tags

If you want to use these Smart Tags in an Email Notification you'll have to follow the steps listed below:

1. Add a hidden field in your Form like in the screenshot below.

2. Inside your Email Notification use the field Smart Tag like in the screenshot below.

Submission Smart Tags

With Submission Smart Tags you can capture various data related to the Submission itself.

{submission.id}

This smart tag provides the ID of the Lead which was just captured by your Convert Form. Every Lead is assigned this unique incremental ID which can be found through your Leads screen in Convert Forms.

How to use: Since this ID is unique it can be useful for you to be able to distinguish users which may have the same name.

{submission.date}

This smart tag provides the creation date of the Lead which was just captured by your Convert Form.

How to use: Knowing the dates when your Leads were captured can be really useful to identify the effectiveness of your Convert Form. It can also serve as a date confirmation for your Lead if you plan to email them once they submit your form.

{submission.campaign_id}

This smart tag provides the ID of the campaign which is assigned to the Convert Form that was used.

How to use: The campaign ID is unique and can be of value when you have multiple campaigns of the same name or even the same integration and you can distinguish them easily via the ID.

{submission.form_id}

This smart tag provides the ID of the Convert Form which was just used.

How to use: The Convert Form ID is unique and, as with all IDs, can be used to distinguish the forms when they have the same name. For example, you could be using two different forms which can be identical with the only exception of loading into different parts of your website. This is when the ID can be really useful.

{submission.visitor_id}

This smart tag provides the ID of the visitor. The visitor ID is basically the cookie ID which is generally used to track each visitor's movements.

How to use: The visitor ID is valuable because it is the only way to track the activity of a certain PC. For example, if you see a lot of different Leads with the same visitor ID then you're either gettings Leads from an openly accessible terminal or they may be fraudulent.

{submissions.count}

This smart tag provides the amount of submissions for this form.

How to use: You can display the amount of submissions to your users to boost your "newsletter" form and get them to subscribe.

Field Smart Tags

With Field Smart Tags you can capture all the related data of the fields which were used in your Convert Form

{field.email}

This smart tag provides the email of the freshly captured Lead by your Convert Form.

How to use: You could use {field.email} to setup an email notification towards the same Lead informing them of the fact that they have just submitted your Convert Form along with any message you would like to convey to them.

{field.insert_custom_field_name_here}

As you can see this smart tag is basically a wildcard, as in, the part "insert_custom_field_name_here" needs to be replaced by any custom field name that you have just setup in your Convert Form.

How to use: A good example of how to use this special smart tag is when you have a field to get the Age of the Lead and you have called it "age" through your Convert Form. In that case, in order to get the Age of the Lead you will need to use the smart tag {field.age}

This Smart Tag supports the following options to customize it further.

--layout

The layout option allows you to overwrite the output of the Smart Tag and even include HTML to have a more personalized output. You can use %value% to print the actual value of the field. If the field has no value, then the output will be blank. Example:

{field.name --layout=Name: %value%}

You can use the following Smart Tag to retrieve the label of a field:

{field.FIELD_NAME.label_}

Dropdown and Radio fields specific Smart Tags

You can use the following Smart Tag to retrieve the label of the selected value of a dropdown/radio field:

{field.FIELD_NAME.selected.label}

You can use the following Smart Tag to retrieve the calculation value of the selected value of a dropdown/radio field:

{field.FIELD_NAME.selected.calcvalue}

{all_fields}

This Smart Tag outputs all the submitted information from your form fields in the following HTML layout:

<div><strong>Name</strong>: John Doe</div>
<div><strong>Email Address</strong>: [email protected]</div>
<div><strong>Comments</strong>: This is a test message</div>

Because of this it can be used in the Email Notifications, Thank you Message or even in the PDF Form Submissions addon to get a complete picture of all the fields which were filled out by the particular submission.

This Smart Tag supports the following options to customize it further. Let's see them one by one:

--hideLabels

Use this option if you don't want to include the field labels in the output.

Syntax:

{all_fields --hideLabels}

--excludeEmpty

Your form may include optional fields which is very likely to not have a value. Use this option to exclude those fields from the output.

Syntax

{all_fields --excludeEmpty}

--excludeFields

By default, all fields will be included in the output. Use this option to exclude certain fields by their name separated by a comma. For instance, the example below will exclude text1 and dropdown2 fields from the output.

Syntax

{all_fields --excludeFields=text1,dropdown2}

--excludeTypes

By default, all fields will be included in the output. Use this option to exclude certain fields by their type separated by a comma. For instance, the example below will exclude all Hidden fields from the ouput.

Syntax

{all_fields --excludeTypes=hidden}

--excludeHiddenByLogic

If you’re using conditional fields in your form and want to prevent fields hidden by this logic from being included in the output, use this option. It ensures that only the fields visible to the user at the time of submission are included..

Syntax

{all_fields --excludeHiddenByLogic}

Combining options

You can also combine multiple options in the same shortcode. For instance, the example below will output only the fields that have a value and at the same time will exclude all Hidden fields.

{all_fields --excludeEmpty --excludeTypes=hidden}