How to use Smart Tags

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

Let's start by first defining what exactly is a Smart Tag.

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.

A Smart Tag can be identified by its enclosing curly brackets and the descriptive word(s) that is inside it. It looks like this {smart_tag}

Convert Forms has a variety of Smart Tags which can be used interchangeably to all of your form fields and to your email notification(s).

Inside a form field

smart-tags-inside-form-fields

Inside an email notification

smart-tags-inside-email-notification

Table of Contents

The Smart Tags below can be separated into categories according to the data they represent.

Page Smart Tags

With Page Smart Tags you can capture various data related to the page from which the Lead was captured.

{url}

This smart tag provides the complete URL of the page where the Convert Form was in. It is complete because the query string is attached as well.

smart-tag-url

How to use: Since the {url} smart tag gives you a complete URL, you can use it to identify exactly the page from which the Convert Form was submitted. The most common place for you to use this smart tag is inside the email notification message.

{url.path}

This smart tag provides the URL of the page where the Convert Form was in with the exception of not including the query string.

smart-tag-url-path

How to use: Because of the fact that it is a URL without any query strings it could be proven to be helpful if it were to be used as a hidden prepopulated field and were to be passed along to a Redirection URL for any further processing.

{site.name}

This smart tag provides the site name of the Joomla website in which Convert Forms is installed.

smart-tag-sitename

How to use: You can use this smart tag in your email notification for informational purposes.

{site.url}

This smart tag provides the base url of the Joomla website in which Convert Forms is installed. An example of a base url would be http://www.joomla.org

smart-tag-site-url

How to use: You can use {site.url} for programming purposes the same way as {url.path} and of course you can also use it inside your email notification.

{page.title}

This smart tag provides the title of the page where your form is in. For example, if we used this smart tag in a supposed form in Joomla.org then we would have gotten back "Joomla! The CMS Trusted By Millions for their Websites" because this is the page's title.

smart-tag-page-title

How to use: See below on How to use Page Smart Tags.

{page.desc}

This smart tag provides the description of the page where you form is in. For Joomla this means that you will get back whatever is in the meta description tag. However if you use your Convert Forms through third-party components then there's a chance that you get a completely different value as it can be overwritten.

smart-tag-page-description

How to use: See below on How to use Page Smart Tags.

{page.lang}

This smart tag provides the language code of the page where your form is in. For example, the language code for English is 'en-gb'.

smart-tag-page-language

How to use: This smart tag can be especially useful if you want to track the locality of the Leads you are capturing when your site is multilingual. You can use it in your email notification or use it programmatically like {url.path}. However, if you plan to use in an email notification you need to follow a different path as described right below.

How to use Page Smart Tags

If you want to use these Smart Tags in an Email Notification you'll have to follow a different path then the rest of the Smart Tags due to the fact that they get evaluated on submission time and the page at that time is not the same as the one your ConvertForm is located. So, to work around this unavoidable architecture you'll have to do the following.

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

    page-smart-tag-hidden-field

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

    page-smart-tag-workaround

Lead Smart Tags

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

{user.id}

This smart tag provides the ID of the logged in user. If the user isn't logged in while he was using your Convert Form then this smart tag will result to 0.

smart-tag-user-id

How to use: It can be used for informational purposes in your email notification or used programmatically like {url.path}.

{user.name}

This smart tag provides the name of the logged in user. If the user isn't logged in then this smart tag will return nothing.

smart-tag-user-name

How to use: If you have setup an email notification towards the user thanking him for submitting your form then this smart tag can be used in its message for personalization purposes.

{user.login}

This smart tag provides the username of the logged in user. If the user isn't logged in then this smart tag will return nothing.

smart-tag-username

How to use: The same as {user.name}. It can be used for personalization or informational purposes inside an email notification towards the user or you respectively.

{user.email}

This smart tag provides the email of the logged in user. Do not confuse this email with the one submitted through the form because they are different. This email specifically is the one which was used when the user first signed up to your Joomla website. If the user isn't logged in then this smart tag will return nothing.

smart-tag-user-email

How to use: The most common use of this smart tag would be to be used as the receipient email address to one of your email notifications. Of course it could also be used basically in any field through which an email could be useful.

{lead.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.

smart-tag-lead-id

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.

{lead.date}

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

smart-tag-lead-date

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.

{lead.campaign_id}

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

smart-tag-lead-campaign-id

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.

{lead.form_id}

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

smart-tag-form-id

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.

{lead.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.

smart-tag-visitor-id

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.

{ip}

This smart tag provides the IP of the Lead which was just captured.

How to use: Having the IP available is incredibly valuable for anyone who wants to identify and distinguish traffic. You can also use the IP to have a strong indication of the country of origin of the Lead.

{referrer}

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

How to use: The referrer URL is especially valuable for when you have setup ad campaigns or affiliates and you might want to know which one of those is sending Leads your way.

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}

{all_fields}

This smart tag provides the values of ALL the fields which were used in your Convert Form.

How to use: The return value of this smart tag is HTML and because of this it is most recommended to be used through an email notification towards you. Having this smart tag in an email notification will allow you to get a complete picture of all the fields which were filled out by the particular Lead.

Utility Smart Tags

Utility Smart Tags have a utilitarian purpose, as their name suggests.

{randomid}

This smart tag provides a random hexadecimal number with a length of 16 alphanumeric characters.

How to use: You can use this smart tag for any scenario that you want to introduce randomness. For example, you could use it in an email notification towards the Lead you just captured to inform him of his unique identification number for a contest.

{date}

This smart tag provides the current date and time.

How to use: The value returned by the {date} smarttag is of the format Year-Month-Date Hour:Minute:Second e.g. 2017-04-05 12:30:01. You could use it in both mail notifications and fields alike to inform of the exact current date and time.

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