Blog

How to Collect Data from Abandoned Forms and Surveys

Blog

How to Collect Data from Abandoned Forms and Surveys

Blog

How to Collect Data from Abandoned Forms and Surveys

Blog

How to Collect Data from Abandoned Forms and Surveys

Blog

How to Collect Data from Abandoned Forms and Surveys

Blog

How to Collect Data from Abandoned Forms and Surveys

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Blog

How to Collect Data from Abandoned Forms and Surveys

Lacey Jackson
/
October 31, 2019
Blog

How to Collect Data from Abandoned Forms and Surveys

MIN
/
October 31, 2019
About the Episode
Episode Highlights
Meet our Guest

Recently, I was asked to fill out a form about my car buying experience. I wanted to share my feedback, but once I reached the tenth question and found I was only halfway done, I abandoned it. My information would have been valuable to the dealership, but the form was too long and had too many required fields to hold my time and attention.

I’m certainly not the only one who has chosen not to hit submit on a lengthy form. But why do people abandon relatively short forms?

We’ve all been there. You start to fill out a form, but you get distracted by an email notification or buzz from your phone.

In today’s business world, attention is a highly valued commodity. You need to work hard to both capture and keep the attention of potential customers. Formstack is at the ready for the times when you fall a bit short. Today, I’m sharing a few tips for capturing partial submissions on your Salesforce forms and surveys.

long form tips

Pro Tip: If you have poor survey conversions or high form abandonment rates and want to know why, our Field Bottlenecks can help. Use it to learn why users are abandoning your forms and how to improve submission rates.

Save for Later

Forms for Salesforce has a robust Save for Later feature for Salesforce forms. This feature is great for people who may need more time or more information to accurately complete a form.

If a user starts working on a form and realizes they don’t have a crucial piece of information, like a license number or an employment address, they can simply scroll to the bottom of the form, and select “Save.” Then, they’ll be prompted to provide an email address to receive a link to their partially completed form. You’ll find that this feature greatly increases your number of submissions, which means you’re losing less data.

To turn this feature on, simply navigate to “Form Settings” in your form in your Forms for Salesforce account. Scroll down, and check the “Save for Later” box.

formstack salesforce app


Again, users can provide their email address to receive a link to their partially completed form to complete at a later date.

formstack salesforce app


Learn More: You can learn more about Dynamic Prefill and Save for Later in this support article.

Form Autosave and Partial Submissions

Sometimes Save and Resume isn’t enough. In my car dealership feedback survey example, I had no intention of returning to their form.

Today, I’m going to show you how to add Form Autosave to your Salesforce forms to capture partial submissions.

Log in to Salesforce and head over to your Forms for Salesforce account. Select the form you’d like to add autosave to. Navigate to “Form Settings,” and scroll down to the Javascript Code box. Don’t worry! You don’t need any special skills to set this up.

Paste the below text into the box.

window.onbeforeunload = function() {

     SubmitData();

  };

That’s it! With Save for Later turned on and your Javascript code updated, your Form Settings should look something like this:

formstack salesforce


With this code, form data will automatically be submitted in the following cases:

  1. User navigates to a different URL
  2. Page reload / refresh
  3. Browser back
  4. Browser forward
  5. User closes a tab
  6. User closes a window

Note: Salesforce sessions typically timeout every two hours. If a user keeps your form open for more than two hours, you may get an invalid submission without any data.

If your form needs to have required fields, you’ll need to add this additional script:

function updateRequiredFields()
{
    fs('input,textarea,select').attr('required',true).each(function(i, requiredField){
        if(fs(requiredField).val()=='')
        {
            //populate any required fields with the value "unknown".
            fs(requiredField).val('unknown')
        }
    });
}
window.onbeforeunload = function() {
     updateRequiredFields();
     SubmitData();
  };

It’s that easy! You’re all done and ready to start capturing partial submissions! However, if you have any issues or questions about building forms in the Salesforce app or updating your form’s Javascript code, don’t hesitate to reach out to our Customer Support team. They’ll be happy to assist.


If you haven’t tried out our Forms for Salesforce yet, why not? Contact our sales team to learn how Forms for Salesforce could support your organization.


CONTACT US

Blog

How to Collect Data from Abandoned Forms and Surveys

Blog

How to Collect Data from Abandoned Forms and Surveys

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Recently, I was asked to fill out a form about my car buying experience. I wanted to share my feedback, but once I reached the tenth question and found I was only halfway done, I abandoned it. My information would have been valuable to the dealership, but the form was too long and had too many required fields to hold my time and attention.

I’m certainly not the only one who has chosen not to hit submit on a lengthy form. But why do people abandon relatively short forms?

We’ve all been there. You start to fill out a form, but you get distracted by an email notification or buzz from your phone.

In today’s business world, attention is a highly valued commodity. You need to work hard to both capture and keep the attention of potential customers. Formstack is at the ready for the times when you fall a bit short. Today, I’m sharing a few tips for capturing partial submissions on your Salesforce forms and surveys.

long form tips

Pro Tip: If you have poor survey conversions or high form abandonment rates and want to know why, our Field Bottlenecks can help. Use it to learn why users are abandoning your forms and how to improve submission rates.

Save for Later

Forms for Salesforce has a robust Save for Later feature for Salesforce forms. This feature is great for people who may need more time or more information to accurately complete a form.

If a user starts working on a form and realizes they don’t have a crucial piece of information, like a license number or an employment address, they can simply scroll to the bottom of the form, and select “Save.” Then, they’ll be prompted to provide an email address to receive a link to their partially completed form. You’ll find that this feature greatly increases your number of submissions, which means you’re losing less data.

To turn this feature on, simply navigate to “Form Settings” in your form in your Forms for Salesforce account. Scroll down, and check the “Save for Later” box.

formstack salesforce app


Again, users can provide their email address to receive a link to their partially completed form to complete at a later date.

formstack salesforce app


Learn More: You can learn more about Dynamic Prefill and Save for Later in this support article.

Form Autosave and Partial Submissions

Sometimes Save and Resume isn’t enough. In my car dealership feedback survey example, I had no intention of returning to their form.

Today, I’m going to show you how to add Form Autosave to your Salesforce forms to capture partial submissions.

Log in to Salesforce and head over to your Forms for Salesforce account. Select the form you’d like to add autosave to. Navigate to “Form Settings,” and scroll down to the Javascript Code box. Don’t worry! You don’t need any special skills to set this up.

Paste the below text into the box.

window.onbeforeunload = function() {

     SubmitData();

  };

That’s it! With Save for Later turned on and your Javascript code updated, your Form Settings should look something like this:

formstack salesforce


With this code, form data will automatically be submitted in the following cases:

  1. User navigates to a different URL
  2. Page reload / refresh
  3. Browser back
  4. Browser forward
  5. User closes a tab
  6. User closes a window

Note: Salesforce sessions typically timeout every two hours. If a user keeps your form open for more than two hours, you may get an invalid submission without any data.

If your form needs to have required fields, you’ll need to add this additional script:

function updateRequiredFields()
{
    fs('input,textarea,select').attr('required',true).each(function(i, requiredField){
        if(fs(requiredField).val()=='')
        {
            //populate any required fields with the value "unknown".
            fs(requiredField).val('unknown')
        }
    });
}
window.onbeforeunload = function() {
     updateRequiredFields();
     SubmitData();
  };

It’s that easy! You’re all done and ready to start capturing partial submissions! However, if you have any issues or questions about building forms in the Salesforce app or updating your form’s Javascript code, don’t hesitate to reach out to our Customer Support team. They’ll be happy to assist.


If you haven’t tried out our Forms for Salesforce yet, why not? Contact our sales team to learn how Forms for Salesforce could support your organization.


CONTACT US

Panelists
No items found.
Infographic

How to Collect Data from Abandoned Forms and Surveys

Sick of losing data due to form abandonment? Learn how you can capture partial submissions on abandoned forms today!
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Recently, I was asked to fill out a form about my car buying experience. I wanted to share my feedback, but once I reached the tenth question and found I was only halfway done, I abandoned it. My information would have been valuable to the dealership, but the form was too long and had too many required fields to hold my time and attention.

I’m certainly not the only one who has chosen not to hit submit on a lengthy form. But why do people abandon relatively short forms?

We’ve all been there. You start to fill out a form, but you get distracted by an email notification or buzz from your phone.

In today’s business world, attention is a highly valued commodity. You need to work hard to both capture and keep the attention of potential customers. Formstack is at the ready for the times when you fall a bit short. Today, I’m sharing a few tips for capturing partial submissions on your Salesforce forms and surveys.

long form tips

Pro Tip: If you have poor survey conversions or high form abandonment rates and want to know why, our Field Bottlenecks can help. Use it to learn why users are abandoning your forms and how to improve submission rates.

Save for Later

Forms for Salesforce has a robust Save for Later feature for Salesforce forms. This feature is great for people who may need more time or more information to accurately complete a form.

If a user starts working on a form and realizes they don’t have a crucial piece of information, like a license number or an employment address, they can simply scroll to the bottom of the form, and select “Save.” Then, they’ll be prompted to provide an email address to receive a link to their partially completed form. You’ll find that this feature greatly increases your number of submissions, which means you’re losing less data.

To turn this feature on, simply navigate to “Form Settings” in your form in your Forms for Salesforce account. Scroll down, and check the “Save for Later” box.

formstack salesforce app


Again, users can provide their email address to receive a link to their partially completed form to complete at a later date.

formstack salesforce app


Learn More: You can learn more about Dynamic Prefill and Save for Later in this support article.

Form Autosave and Partial Submissions

Sometimes Save and Resume isn’t enough. In my car dealership feedback survey example, I had no intention of returning to their form.

Today, I’m going to show you how to add Form Autosave to your Salesforce forms to capture partial submissions.

Log in to Salesforce and head over to your Forms for Salesforce account. Select the form you’d like to add autosave to. Navigate to “Form Settings,” and scroll down to the Javascript Code box. Don’t worry! You don’t need any special skills to set this up.

Paste the below text into the box.

window.onbeforeunload = function() {

     SubmitData();

  };

That’s it! With Save for Later turned on and your Javascript code updated, your Form Settings should look something like this:

formstack salesforce


With this code, form data will automatically be submitted in the following cases:

  1. User navigates to a different URL
  2. Page reload / refresh
  3. Browser back
  4. Browser forward
  5. User closes a tab
  6. User closes a window

Note: Salesforce sessions typically timeout every two hours. If a user keeps your form open for more than two hours, you may get an invalid submission without any data.

If your form needs to have required fields, you’ll need to add this additional script:

function updateRequiredFields()
{
    fs('input,textarea,select').attr('required',true).each(function(i, requiredField){
        if(fs(requiredField).val()=='')
        {
            //populate any required fields with the value "unknown".
            fs(requiredField).val('unknown')
        }
    });
}
window.onbeforeunload = function() {
     updateRequiredFields();
     SubmitData();
  };

It’s that easy! You’re all done and ready to start capturing partial submissions! However, if you have any issues or questions about building forms in the Salesforce app or updating your form’s Javascript code, don’t hesitate to reach out to our Customer Support team. They’ll be happy to assist.


If you haven’t tried out our Forms for Salesforce yet, why not? Contact our sales team to learn how Forms for Salesforce could support your organization.


CONTACT US

Recently, I was asked to fill out a form about my car buying experience. I wanted to share my feedback, but once I reached the tenth question and found I was only halfway done, I abandoned it. My information would have been valuable to the dealership, but the form was too long and had too many required fields to hold my time and attention.

I’m certainly not the only one who has chosen not to hit submit on a lengthy form. But why do people abandon relatively short forms?

We’ve all been there. You start to fill out a form, but you get distracted by an email notification or buzz from your phone.

In today’s business world, attention is a highly valued commodity. You need to work hard to both capture and keep the attention of potential customers. Formstack is at the ready for the times when you fall a bit short. Today, I’m sharing a few tips for capturing partial submissions on your Salesforce forms and surveys.

long form tips

Pro Tip: If you have poor survey conversions or high form abandonment rates and want to know why, our Field Bottlenecks can help. Use it to learn why users are abandoning your forms and how to improve submission rates.

Save for Later

Forms for Salesforce has a robust Save for Later feature for Salesforce forms. This feature is great for people who may need more time or more information to accurately complete a form.

If a user starts working on a form and realizes they don’t have a crucial piece of information, like a license number or an employment address, they can simply scroll to the bottom of the form, and select “Save.” Then, they’ll be prompted to provide an email address to receive a link to their partially completed form. You’ll find that this feature greatly increases your number of submissions, which means you’re losing less data.

To turn this feature on, simply navigate to “Form Settings” in your form in your Forms for Salesforce account. Scroll down, and check the “Save for Later” box.

formstack salesforce app


Again, users can provide their email address to receive a link to their partially completed form to complete at a later date.

formstack salesforce app


Learn More: You can learn more about Dynamic Prefill and Save for Later in this support article.

Form Autosave and Partial Submissions

Sometimes Save and Resume isn’t enough. In my car dealership feedback survey example, I had no intention of returning to their form.

Today, I’m going to show you how to add Form Autosave to your Salesforce forms to capture partial submissions.

Log in to Salesforce and head over to your Forms for Salesforce account. Select the form you’d like to add autosave to. Navigate to “Form Settings,” and scroll down to the Javascript Code box. Don’t worry! You don’t need any special skills to set this up.

Paste the below text into the box.

window.onbeforeunload = function() {

     SubmitData();

  };

That’s it! With Save for Later turned on and your Javascript code updated, your Form Settings should look something like this:

formstack salesforce


With this code, form data will automatically be submitted in the following cases:

  1. User navigates to a different URL
  2. Page reload / refresh
  3. Browser back
  4. Browser forward
  5. User closes a tab
  6. User closes a window

Note: Salesforce sessions typically timeout every two hours. If a user keeps your form open for more than two hours, you may get an invalid submission without any data.

If your form needs to have required fields, you’ll need to add this additional script:

function updateRequiredFields()
{
    fs('input,textarea,select').attr('required',true).each(function(i, requiredField){
        if(fs(requiredField).val()=='')
        {
            //populate any required fields with the value "unknown".
            fs(requiredField).val('unknown')
        }
    });
}
window.onbeforeunload = function() {
     updateRequiredFields();
     SubmitData();
  };

It’s that easy! You’re all done and ready to start capturing partial submissions! However, if you have any issues or questions about building forms in the Salesforce app or updating your form’s Javascript code, don’t hesitate to reach out to our Customer Support team. They’ll be happy to assist.


If you haven’t tried out our Forms for Salesforce yet, why not? Contact our sales team to learn how Forms for Salesforce could support your organization.


CONTACT US

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Recently, I was asked to fill out a form about my car buying experience. I wanted to share my feedback, but once I reached the tenth question and found I was only halfway done, I abandoned it. My information would have been valuable to the dealership, but the form was too long and had too many required fields to hold my time and attention.

I’m certainly not the only one who has chosen not to hit submit on a lengthy form. But why do people abandon relatively short forms?

We’ve all been there. You start to fill out a form, but you get distracted by an email notification or buzz from your phone.

In today’s business world, attention is a highly valued commodity. You need to work hard to both capture and keep the attention of potential customers. Formstack is at the ready for the times when you fall a bit short. Today, I’m sharing a few tips for capturing partial submissions on your Salesforce forms and surveys.

long form tips

Pro Tip: If you have poor survey conversions or high form abandonment rates and want to know why, our Field Bottlenecks can help. Use it to learn why users are abandoning your forms and how to improve submission rates.

Save for Later

Forms for Salesforce has a robust Save for Later feature for Salesforce forms. This feature is great for people who may need more time or more information to accurately complete a form.

If a user starts working on a form and realizes they don’t have a crucial piece of information, like a license number or an employment address, they can simply scroll to the bottom of the form, and select “Save.” Then, they’ll be prompted to provide an email address to receive a link to their partially completed form. You’ll find that this feature greatly increases your number of submissions, which means you’re losing less data.

To turn this feature on, simply navigate to “Form Settings” in your form in your Forms for Salesforce account. Scroll down, and check the “Save for Later” box.

formstack salesforce app


Again, users can provide their email address to receive a link to their partially completed form to complete at a later date.

formstack salesforce app


Learn More: You can learn more about Dynamic Prefill and Save for Later in this support article.

Form Autosave and Partial Submissions

Sometimes Save and Resume isn’t enough. In my car dealership feedback survey example, I had no intention of returning to their form.

Today, I’m going to show you how to add Form Autosave to your Salesforce forms to capture partial submissions.

Log in to Salesforce and head over to your Forms for Salesforce account. Select the form you’d like to add autosave to. Navigate to “Form Settings,” and scroll down to the Javascript Code box. Don’t worry! You don’t need any special skills to set this up.

Paste the below text into the box.

window.onbeforeunload = function() {

     SubmitData();

  };

That’s it! With Save for Later turned on and your Javascript code updated, your Form Settings should look something like this:

formstack salesforce


With this code, form data will automatically be submitted in the following cases:

  1. User navigates to a different URL
  2. Page reload / refresh
  3. Browser back
  4. Browser forward
  5. User closes a tab
  6. User closes a window

Note: Salesforce sessions typically timeout every two hours. If a user keeps your form open for more than two hours, you may get an invalid submission without any data.

If your form needs to have required fields, you’ll need to add this additional script:

function updateRequiredFields()
{
    fs('input,textarea,select').attr('required',true).each(function(i, requiredField){
        if(fs(requiredField).val()=='')
        {
            //populate any required fields with the value "unknown".
            fs(requiredField).val('unknown')
        }
    });
}
window.onbeforeunload = function() {
     updateRequiredFields();
     SubmitData();
  };

It’s that easy! You’re all done and ready to start capturing partial submissions! However, if you have any issues or questions about building forms in the Salesforce app or updating your form’s Javascript code, don’t hesitate to reach out to our Customer Support team. They’ll be happy to assist.


If you haven’t tried out our Forms for Salesforce yet, why not? Contact our sales team to learn how Forms for Salesforce could support your organization.


CONTACT US

Recently, I was asked to fill out a form about my car buying experience. I wanted to share my feedback, but once I reached the tenth question and found I was only halfway done, I abandoned it. My information would have been valuable to the dealership, but the form was too long and had too many required fields to hold my time and attention.

I’m certainly not the only one who has chosen not to hit submit on a lengthy form. But why do people abandon relatively short forms?

We’ve all been there. You start to fill out a form, but you get distracted by an email notification or buzz from your phone.

In today’s business world, attention is a highly valued commodity. You need to work hard to both capture and keep the attention of potential customers. Formstack is at the ready for the times when you fall a bit short. Today, I’m sharing a few tips for capturing partial submissions on your Salesforce forms and surveys.

long form tips

Pro Tip: If you have poor survey conversions or high form abandonment rates and want to know why, our Field Bottlenecks can help. Use it to learn why users are abandoning your forms and how to improve submission rates.

Save for Later

Forms for Salesforce has a robust Save for Later feature for Salesforce forms. This feature is great for people who may need more time or more information to accurately complete a form.

If a user starts working on a form and realizes they don’t have a crucial piece of information, like a license number or an employment address, they can simply scroll to the bottom of the form, and select “Save.” Then, they’ll be prompted to provide an email address to receive a link to their partially completed form. You’ll find that this feature greatly increases your number of submissions, which means you’re losing less data.

To turn this feature on, simply navigate to “Form Settings” in your form in your Forms for Salesforce account. Scroll down, and check the “Save for Later” box.

formstack salesforce app


Again, users can provide their email address to receive a link to their partially completed form to complete at a later date.

formstack salesforce app


Learn More: You can learn more about Dynamic Prefill and Save for Later in this support article.

Form Autosave and Partial Submissions

Sometimes Save and Resume isn’t enough. In my car dealership feedback survey example, I had no intention of returning to their form.

Today, I’m going to show you how to add Form Autosave to your Salesforce forms to capture partial submissions.

Log in to Salesforce and head over to your Forms for Salesforce account. Select the form you’d like to add autosave to. Navigate to “Form Settings,” and scroll down to the Javascript Code box. Don’t worry! You don’t need any special skills to set this up.

Paste the below text into the box.

window.onbeforeunload = function() {

     SubmitData();

  };

That’s it! With Save for Later turned on and your Javascript code updated, your Form Settings should look something like this:

formstack salesforce


With this code, form data will automatically be submitted in the following cases:

  1. User navigates to a different URL
  2. Page reload / refresh
  3. Browser back
  4. Browser forward
  5. User closes a tab
  6. User closes a window

Note: Salesforce sessions typically timeout every two hours. If a user keeps your form open for more than two hours, you may get an invalid submission without any data.

If your form needs to have required fields, you’ll need to add this additional script:

function updateRequiredFields()
{
    fs('input,textarea,select').attr('required',true).each(function(i, requiredField){
        if(fs(requiredField).val()=='')
        {
            //populate any required fields with the value "unknown".
            fs(requiredField).val('unknown')
        }
    });
}
window.onbeforeunload = function() {
     updateRequiredFields();
     SubmitData();
  };

It’s that easy! You’re all done and ready to start capturing partial submissions! However, if you have any issues or questions about building forms in the Salesforce app or updating your form’s Javascript code, don’t hesitate to reach out to our Customer Support team. They’ll be happy to assist.


If you haven’t tried out our Forms for Salesforce yet, why not? Contact our sales team to learn how Forms for Salesforce could support your organization.


CONTACT US

Recently, I was asked to fill out a form about my car buying experience. I wanted to share my feedback, but once I reached the tenth question and found I was only halfway done, I abandoned it. My information would have been valuable to the dealership, but the form was too long and had too many required fields to hold my time and attention.

I’m certainly not the only one who has chosen not to hit submit on a lengthy form. But why do people abandon relatively short forms?

We’ve all been there. You start to fill out a form, but you get distracted by an email notification or buzz from your phone.

In today’s business world, attention is a highly valued commodity. You need to work hard to both capture and keep the attention of potential customers. Formstack is at the ready for the times when you fall a bit short. Today, I’m sharing a few tips for capturing partial submissions on your Salesforce forms and surveys.

long form tips

Pro Tip: If you have poor survey conversions or high form abandonment rates and want to know why, our Field Bottlenecks can help. Use it to learn why users are abandoning your forms and how to improve submission rates.

Save for Later

Forms for Salesforce has a robust Save for Later feature for Salesforce forms. This feature is great for people who may need more time or more information to accurately complete a form.

If a user starts working on a form and realizes they don’t have a crucial piece of information, like a license number or an employment address, they can simply scroll to the bottom of the form, and select “Save.” Then, they’ll be prompted to provide an email address to receive a link to their partially completed form. You’ll find that this feature greatly increases your number of submissions, which means you’re losing less data.

To turn this feature on, simply navigate to “Form Settings” in your form in your Forms for Salesforce account. Scroll down, and check the “Save for Later” box.

formstack salesforce app


Again, users can provide their email address to receive a link to their partially completed form to complete at a later date.

formstack salesforce app


Learn More: You can learn more about Dynamic Prefill and Save for Later in this support article.

Form Autosave and Partial Submissions

Sometimes Save and Resume isn’t enough. In my car dealership feedback survey example, I had no intention of returning to their form.

Today, I’m going to show you how to add Form Autosave to your Salesforce forms to capture partial submissions.

Log in to Salesforce and head over to your Forms for Salesforce account. Select the form you’d like to add autosave to. Navigate to “Form Settings,” and scroll down to the Javascript Code box. Don’t worry! You don’t need any special skills to set this up.

Paste the below text into the box.

window.onbeforeunload = function() {

     SubmitData();

  };

That’s it! With Save for Later turned on and your Javascript code updated, your Form Settings should look something like this:

formstack salesforce


With this code, form data will automatically be submitted in the following cases:

  1. User navigates to a different URL
  2. Page reload / refresh
  3. Browser back
  4. Browser forward
  5. User closes a tab
  6. User closes a window

Note: Salesforce sessions typically timeout every two hours. If a user keeps your form open for more than two hours, you may get an invalid submission without any data.

If your form needs to have required fields, you’ll need to add this additional script:

function updateRequiredFields()
{
    fs('input,textarea,select').attr('required',true).each(function(i, requiredField){
        if(fs(requiredField).val()=='')
        {
            //populate any required fields with the value "unknown".
            fs(requiredField).val('unknown')
        }
    });
}
window.onbeforeunload = function() {
     updateRequiredFields();
     SubmitData();
  };

It’s that easy! You’re all done and ready to start capturing partial submissions! However, if you have any issues or questions about building forms in the Salesforce app or updating your form’s Javascript code, don’t hesitate to reach out to our Customer Support team. They’ll be happy to assist.


If you haven’t tried out our Forms for Salesforce yet, why not? Contact our sales team to learn how Forms for Salesforce could support your organization.


CONTACT US

Recently, I was asked to fill out a form about my car buying experience. I wanted to share my feedback, but once I reached the tenth question and found I was only halfway done, I abandoned it. My information would have been valuable to the dealership, but the form was too long and had too many required fields to hold my time and attention.

I’m certainly not the only one who has chosen not to hit submit on a lengthy form. But why do people abandon relatively short forms?

We’ve all been there. You start to fill out a form, but you get distracted by an email notification or buzz from your phone.

In today’s business world, attention is a highly valued commodity. You need to work hard to both capture and keep the attention of potential customers. Formstack is at the ready for the times when you fall a bit short. Today, I’m sharing a few tips for capturing partial submissions on your Salesforce forms and surveys.

long form tips

Pro Tip: If you have poor survey conversions or high form abandonment rates and want to know why, our Field Bottlenecks can help. Use it to learn why users are abandoning your forms and how to improve submission rates.

Save for Later

Forms for Salesforce has a robust Save for Later feature for Salesforce forms. This feature is great for people who may need more time or more information to accurately complete a form.

If a user starts working on a form and realizes they don’t have a crucial piece of information, like a license number or an employment address, they can simply scroll to the bottom of the form, and select “Save.” Then, they’ll be prompted to provide an email address to receive a link to their partially completed form. You’ll find that this feature greatly increases your number of submissions, which means you’re losing less data.

To turn this feature on, simply navigate to “Form Settings” in your form in your Forms for Salesforce account. Scroll down, and check the “Save for Later” box.

formstack salesforce app


Again, users can provide their email address to receive a link to their partially completed form to complete at a later date.

formstack salesforce app


Learn More: You can learn more about Dynamic Prefill and Save for Later in this support article.

Form Autosave and Partial Submissions

Sometimes Save and Resume isn’t enough. In my car dealership feedback survey example, I had no intention of returning to their form.

Today, I’m going to show you how to add Form Autosave to your Salesforce forms to capture partial submissions.

Log in to Salesforce and head over to your Forms for Salesforce account. Select the form you’d like to add autosave to. Navigate to “Form Settings,” and scroll down to the Javascript Code box. Don’t worry! You don’t need any special skills to set this up.

Paste the below text into the box.

window.onbeforeunload = function() {

     SubmitData();

  };

That’s it! With Save for Later turned on and your Javascript code updated, your Form Settings should look something like this:

formstack salesforce


With this code, form data will automatically be submitted in the following cases:

  1. User navigates to a different URL
  2. Page reload / refresh
  3. Browser back
  4. Browser forward
  5. User closes a tab
  6. User closes a window

Note: Salesforce sessions typically timeout every two hours. If a user keeps your form open for more than two hours, you may get an invalid submission without any data.

If your form needs to have required fields, you’ll need to add this additional script:

function updateRequiredFields()
{
    fs('input,textarea,select').attr('required',true).each(function(i, requiredField){
        if(fs(requiredField).val()=='')
        {
            //populate any required fields with the value "unknown".
            fs(requiredField).val('unknown')
        }
    });
}
window.onbeforeunload = function() {
     updateRequiredFields();
     SubmitData();
  };

It’s that easy! You’re all done and ready to start capturing partial submissions! However, if you have any issues or questions about building forms in the Salesforce app or updating your form’s Javascript code, don’t hesitate to reach out to our Customer Support team. They’ll be happy to assist.


If you haven’t tried out our Forms for Salesforce yet, why not? Contact our sales team to learn how Forms for Salesforce could support your organization.


CONTACT US

Recently, I was asked to fill out a form about my car buying experience. I wanted to share my feedback, but once I reached the tenth question and found I was only halfway done, I abandoned it. My information would have been valuable to the dealership, but the form was too long and had too many required fields to hold my time and attention.

I’m certainly not the only one who has chosen not to hit submit on a lengthy form. But why do people abandon relatively short forms?

We’ve all been there. You start to fill out a form, but you get distracted by an email notification or buzz from your phone.

In today’s business world, attention is a highly valued commodity. You need to work hard to both capture and keep the attention of potential customers. Formstack is at the ready for the times when you fall a bit short. Today, I’m sharing a few tips for capturing partial submissions on your Salesforce forms and surveys.

long form tips

Pro Tip: If you have poor survey conversions or high form abandonment rates and want to know why, our Field Bottlenecks can help. Use it to learn why users are abandoning your forms and how to improve submission rates.

Save for Later

Forms for Salesforce has a robust Save for Later feature for Salesforce forms. This feature is great for people who may need more time or more information to accurately complete a form.

If a user starts working on a form and realizes they don’t have a crucial piece of information, like a license number or an employment address, they can simply scroll to the bottom of the form, and select “Save.” Then, they’ll be prompted to provide an email address to receive a link to their partially completed form. You’ll find that this feature greatly increases your number of submissions, which means you’re losing less data.

To turn this feature on, simply navigate to “Form Settings” in your form in your Forms for Salesforce account. Scroll down, and check the “Save for Later” box.

formstack salesforce app


Again, users can provide their email address to receive a link to their partially completed form to complete at a later date.

formstack salesforce app


Learn More: You can learn more about Dynamic Prefill and Save for Later in this support article.

Form Autosave and Partial Submissions

Sometimes Save and Resume isn’t enough. In my car dealership feedback survey example, I had no intention of returning to their form.

Today, I’m going to show you how to add Form Autosave to your Salesforce forms to capture partial submissions.

Log in to Salesforce and head over to your Forms for Salesforce account. Select the form you’d like to add autosave to. Navigate to “Form Settings,” and scroll down to the Javascript Code box. Don’t worry! You don’t need any special skills to set this up.

Paste the below text into the box.

window.onbeforeunload = function() {

     SubmitData();

  };

That’s it! With Save for Later turned on and your Javascript code updated, your Form Settings should look something like this:

formstack salesforce


With this code, form data will automatically be submitted in the following cases:

  1. User navigates to a different URL
  2. Page reload / refresh
  3. Browser back
  4. Browser forward
  5. User closes a tab
  6. User closes a window

Note: Salesforce sessions typically timeout every two hours. If a user keeps your form open for more than two hours, you may get an invalid submission without any data.

If your form needs to have required fields, you’ll need to add this additional script:

function updateRequiredFields()
{
    fs('input,textarea,select').attr('required',true).each(function(i, requiredField){
        if(fs(requiredField).val()=='')
        {
            //populate any required fields with the value "unknown".
            fs(requiredField).val('unknown')
        }
    });
}
window.onbeforeunload = function() {
     updateRequiredFields();
     SubmitData();
  };

It’s that easy! You’re all done and ready to start capturing partial submissions! However, if you have any issues or questions about building forms in the Salesforce app or updating your form’s Javascript code, don’t hesitate to reach out to our Customer Support team. They’ll be happy to assist.


If you haven’t tried out our Forms for Salesforce yet, why not? Contact our sales team to learn how Forms for Salesforce could support your organization.


CONTACT US

Lacey Jackson
Lacey is the Demand Content Strategist at Formstack focused on developing in-depth technical content about the Formstack platform for a variety of industries.
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