Forms

The Forms add-on links Umbraco Forms submissions to visitors in Umbraco Engage and adds a form submission goal type.

The Forms add-on connects Umbraco Engage to Umbraco Forms. Once installed, Umbraco Forms submissions are linked to individual visitors in Umbraco Engage. No extra configuration is needed.

What it adds

• Tracking of Umbraco Forms submissions per visitor, stored with the visitor profile.
• An Umbraco Forms Submission goal type, so a form submission can count as a conversion.
• An Analytics - VisitorId form field that links a submission to the visitor profile in Umbraco Engage.
• A Form Submissions overview on the visitor profile, showing the forms submitted by that visitor.
• Visitor identification: a visitor who submits a form becomes an Identified Profile.

Prerequisites

• Umbraco Engage is installed and licensed.
• Umbraco Forms is installed with a valid license.
• The clientside tracking script is added to your pages. Submissions are linked to visitors without it, but the Umbraco Forms Submission goal only fires when the script is present.

Install the package

Install the Umbraco.Engage.Forms package via NuGet or using your preferred approach.

Visual Studio Package Manager

PM> install-package Umbraco.Engage.Forms

Console

dotnet add package Umbraco.Engage.Forms

Build or restart your website afterwards.

Verify the installation

1. Edit a form and add a new question. The Analytics - VisitorId field type should be available.
2. Go to Engage -> Settings and create a new goal. The Umbraco Forms Submission goal type should be available.

Umbraco Forms submission option in the goal trigger dropdown

If either option is missing, see Verify your Engage installation.

Next steps

FormsExtending forms