Skip to main content

Custom Code: Get the most of your Embedded Forms

For more information on services on your website, please click here. 

Esesito provides a convenient way to integrate mailing lists, subscription forms, and custom forms into your website. This guide is designed to provide you with all the necessary insights to understand and manage these features, even if you are new to websites, Google Sheets, forms, and mailing lists.

Receiving Your Form Results #

When you request a mailing list, subscription form, or custom form to be added to your website, a Esesito agent will share a Google Sheets document with you containing the results from the form submissions. This document will be organized with the form fields (i.e., the questions) as column headers in the first row, and each new form submission will be added as a new row.

Email Notifications #

After your form has been set up, or when making a request for your form, you can request the agent to set up email notifications for new form submissions, ensuring that any new response will be sent to your website’s email or an alternate email address you provide.

How to Use Your Form #

It is crucial not to edit the Responses sheet directly, as this may disrupt its integration with your form. Instead, you should create a new tab within the Google Sheets document to manipulate the data. To do so, click the “+” icon in the bottom left corner of your document.

Data Manipulation and Usage #

Once you have created a new tab, you can copy and paste any data from the Responses sheet to the new tab for further analysis or usage. For example, if you wish to send an email or newsletter to your subscribers, you can copy their email addresses and names from the Responses tab and paste them into the newly created tab. Read more about manipulating data in Google Sheets.

Exploring the Potential of Your Form Responses #

Form responses provide valuable insights into your audience’s preferences and needs. In this guide, we will discuss various ways to harness the power of these responses to enhance your website’s functionality and user engagement, even if you are new to managing mailing lists, Google Sheets, and CRM systems.

Exporting Data to CRM Systems or Third-Party Platforms #

Form responses can be integrated with Customer Relationship Management (CRM) systems or other third-party platforms to further analyze and utilize the data. This integration can help improve your marketing efforts, customer support, and overall business operations. To export data to a CRM system or third-party platform, follow these steps:

  • Determine the appropriate format for data export (e.g., CSV, TSV, or Excel) based on the requirements of your chosen platform.
  • In your Google Sheets document, click on “File” in the menu bar and select “Download” followed by the desired file format.
  • Import the downloaded file into your CRM system or a third-party platform, ensuring that the data is mapped correctly to the relevant fields.
  • Use the integrated data to enhance your marketing efforts, customer support, and overall business operations.

Building a Targeted Mailing List #

With form responses, you can create a mailing list that is tailored to your audience’s preferences. This allows you to send targeted newsletters and promotional materials, increasing the likelihood of user engagement. To build a targeted mailing list, follow these steps:

  • Identify the relevant form fields (e.g., email addresses, locations, interests) in the Responses sheet.
  • Copy and paste the relevant data into a new tab within the Google Sheets document.
  • Organize the data based on specific interests or preferences to create targeted mailing lists.
  • Use a bulk email service or an email marketing platform to send newsletters and promotional materials to these targeted mailing lists.

Analyzing User Feedback #

Form responses can provide valuable feedback on your products, services, or website content. Analyzing this feedback can help you make informed decisions to improve your offerings. To analyze user feedback, follow these steps:

  • Create a new tab in your Google Sheets document to collate feedback-related data from the Responses sheet.
  • Categorize the feedback based on the subject matter (e.g., product features, customer service, or website navigation).
  • Identify trends, patterns, or common issues reported by users.
  • Develop an action plan to address these issues and improve your offerings based on the feedback received.

Segmenting Your Audience #

Audience segmentation is the process of dividing your audience into smaller groups based on shared characteristics, such as preferences or demographics. This enables you to deliver tailored content to your users, enhancing their overall experience. To segment your audience using form responses, follow these steps:

  • Identify the relevant form fields on your form, if you have them (e.g., age, gender, location, or interests) in the Responses sheet.
  • It is important to note that you may be able to draw information even from low-information data. For instance, phone number area codes can provide insights into the location of your website’s users.
  • Copy and paste the relevant data into a new tab within the Google Sheets document.
  • Organize the data into separate groups based on the shared characteristics.
  • Use these segments to create tailored content, promotional materials, or targeted email campaigns to engage each group more effectively.

Need a hand?
If you need any further assistance, please message our support team or get real-time help on our Live Chat!

What are your feelings
Updated on 21 October 2023