Turn your website forms into enquiries

Go to Settings → Integrations → Website forms. The page wears your website’s logo and name (1). Four boxes show how your website is doing; connected forms come first, then the forms that look like ways to reach you. How this works (2) brings you back to this guide.

SkedX Signal finds the forms on your website, so it has to be there first. If the page shows Set up Skode Signal, read what Signal records (1): the visits and the answers people type into your enquiry forms, what it never records, and that the data is yours, held on your behalf. Record form answers (2) is on; change it in SkedX Signal on accounts.skode.ai. Adding the code to your website is agreeing to the Signal data terms and SkedX’s privacy policy (3). Click Set up Skode Signal (4).

Your own one-line script appears. Click Copy the script (1) and paste it just before </head> on every page, or click Email it to my developer. Then click Check again. Forms appear after someone opens a page that has one.

Under Ready to connect, each form is named by where it is: its own heading, or its page and what it is, such as About · Enquiry form, never its button. Every page it is on is a link (1): it opens your website scrolled to that form, outlined for a few seconds, so you know which one it is. Each form shows what it asks for and how often it was filled in during the last 30 days. Click Connect this form (2). Newsletter and feedback boxes are folded under other forms found.

A form you have not connected yet shows who filled it in (1): the last person, when, and their answers. Click and N more and the others open below it (2). SkedX Signal keeps these answers for 30 days, then deletes them; connect the form to keep them as enquiries. If Record form answers is off in SkedX Signal, the form shows only how often it was filled in.

Give the form a name your team will recognise (1); people from it show the source Website · <name>. Under Profile to connect (2), pick the profile they join. Enquiries is the default.

The left column (1) is your website, in your visitors’ own words; under each field is its latest answer, so a box with no label on your website is still easy to recognise. A list with no label is named by its choices. The right column (2) is the chosen profile’s own fields, exactly as its layout shows them, each with its type and Required where the layout says so. Most rows are Matched for you (3). A field nothing is matched to is kept as a note on the record; you can also pick Don’t bring in, any other field, or + Add a … field to make one. When a website choice list only partly matches the field’s choices, click Match the rest and pair each one.

Under the field you matched to Phone (1), Numbers without a country code (2) says which code a number typed without one gets. It starts on your company’s country; pick another country if your visitors are elsewhere, or Leave as typed. A number typed with its code is always read as typed. WhatsApp needs the country code to reach a number, so ask for it on your form if your visitors come from many countries.

Connect form stays off until the popup has a phone or email and an answer for every field your profile requires. A required field your form doesn’t ask for shows as Not on this form (1): choose Always fill with… (2) and type the value every person gets, or click make … optional (3) to open the profile’s Layout Editor. The line above the button (4) names what is missing; with no phone or email matched it offers to match the one your form has in one click.

Below the fields, Marketing tracking is Connected for you: there is nothing to set up, and each person arrives with the campaign that brought them. Each value from the visit (Source, Medium, Campaign, Term and Content from your links, plus Referrer URL and Landing Page) fills its own field (1), with what SkedX Signal has seen on your website in the last 30 days. To send a value somewhere else, pick another field, Keep as a note or Don’t bring in; Reset puts it back. To track a parameter from your own links, such as promo or ref, click Add a tracking parameter, type it or pick it from the ones Signal has seen (2), and choose its field. Attribution Source, ad click ids and the First-Touch and Last-Touch Campaign are filled for you.

If people filled the form in before you connected it, Add the last 5 as enquiries too (1) is ticked: they arrive with the campaign that brought them, and Signal then deletes what it kept. Untick it to bring in only new submissions. Click Connect form (2). The form moves up to Connected and Send a test opens; change anything later with Edit.

Right after Connect form, Send a test waits for your own submission (1). Click Open the page ↗ (2), fill the form in with your own phone and send it. Later closes it; nothing waits on you.

Test arrived ✓ shows the record your test became, field by field (1), and Open the enquiry (2) opens it. If it says Test not added, the line on top names the one reason, such as a phone number that isn’t valid, and the answer at fault is marked; Edit matches reopens the form and Try again ↗ opens your page for another test.

When Signal finds a new form that asks for an email or a phone number, your company’s owners and admins get one notification, A new form on your website, in the bell and by email. It opens this page with the form named (1). Click Connect this form (2), or Not a lead form (3): the form moves under other forms and Signal deletes the answers it kept for it. Nothing connects by itself.

Click Activity on the page or on a form. Every send a form makes is a line: New enquiry, Updated, Already known, or not added with the reason and one next step. Problems (1) shows only the sends that didn’t become enquiries. Each line says why (2) — sent with no email or phone, sent while the form was off, from a form that isn’t connected, typed and left, or still being tried — and offers what to do next (3). Each line also says where the person came from: the source, the campaign and the page they landed on. Find out why a website form sent no enquiry walks each line.

Use the switch on a connected form (1). An off form keeps its history, and nothing new is collected from it until you turn it back on.

The same page works on a phone. Connect, Edit and Activity open as sheets from the bottom, with the main button always in reach (1).