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Collecting data

The most important aspect of lead generation and quoting is collecting the submission data that allows you to follow up on leads. Luckily, collecting submission data is easy with ConvertCalculator.

We support multiple ways to collect submission data. However, it all begins with adding a button to your calculator form. Buttons are very powerful. They allow you to navigate between views, collect payments and collect full and partial form submissions.

Note: form data is not saved automatically. Submission data is only saved after your user has clicked a button.

ConvertCalculator currently supports multiple ways to collect submission data:

  1. Submissions dashboard: an in-app overview of your submissions
  2. Email: receive submission data in your email and/or send the quote directly to your lead
  3. Table: write data to a ConvertCalculator table
  4. CRM (Hubspot): collect submission data in Hubspot and let your sales team follow up with ease
  5. Spreadsheet (Google Sheet): save submission data in a spreadsheet for easy access and analysis
  6. Data flow automation (Zapier): connect to 1000+ apps with Zapier
  7. JavaScript API: if you know how to code, you can fetch your calculator data through our API
  8. PDF generation: process submission data into a PDF-quote
  9. Webhooks: use webhooks to integrate with external services

See below for how to activate the various options.

Submissions dashboard

Included in Pro and Premium plan

Each calculator form has its own submission dashboard. The dashboard gives you a quick overview of the form submissions. You have the option to customize columns or export the data to a CSV-file for further processing and analysis.

Collect IP address and Geolocation

In some use cases, it can be beneficial to collect a user's IP address and geolocation. You can activate the collection of these values in your calculator by going to Settings/Settings/Tracking and toggling "Track IP address" and "Geolocate IP address" (this feature includes GeoLite2 data created by MaxMind, available from https://www.maxmind.com.). Once a user submits a form, these values will be available in the Submissions dashboard. If you want to include the IP address and geolocation in an email, use the following syntax:

FS
{{ip_address}} {{geolocation}}
Submissions dashboard

Email

Included in Pro and Premium plan

Email submissions are the most basic option for collecting submission data. ConvertCalculator has e-mail templates baked in that make it possible to send a copy of a form submission to you and your customers (the submitter).

To add email submissions to your calculator form:

  1. add a button
  2. add a new action to the button and select "Send submission email"
  3. set up the email
  4. add additional "Send submission email" actions (optional)
  5. done!

Submission emails are fully customizable. By default, the submission email contains all form elements. Hidden questions in case of conditional show/hide-logic are not included in the report.

You, however, have full control over the copy of the email itself and the form data it should contain. You can submit the value of specific questions, variables, and formulas by using mustache brackets, e.g., and .

Default email template

Collecting contact info with partial submission

Calculator forms are a perfect tool to generate online leads. By letting the customer turn the knobs, they can set their own price, ROI, or savings. Revealing the result instantly can sometimes hurt your submission conversion. With ConvertCalculator it is possible to hide formula results before submission. This tactic makes sure you first collect the submission data before your customer gets their result.

We also have another tactic that increases your submission conversion: partial submissions. This tactic entails breaking up your calculator form into at least two views by adding a view break element. The first view contains the contact information (e.g., name, email, and phone number), while the second view contains the actual calculation form. You capture the contact details when your customer moves from the first view to the second view.

See this article for detailed instructions on how to apply partial submissions in your form.

Sender domain and sender signature

When sending emails after submissions, by default, we use noreply@convertcalculator.co. While this works, this setting is not ideal for you. You can also use your own custom email domain. For this, you need to verify your domain by setting up your sender domain and sender signature in your account settings.

With a sender signature, you can send the emails from your own e-mail address. Sender domains make sure your emails arrive in the inbox and avoid a potential spam classification.

CRM

Included in Pro and Premium plan

To further automate your sales process, you can also sync submission data to any CRM application with Zapier. We also have a native integration with Hubspot CRM that makes it possible to create or update Contacts, create or update Companies and create Deals.

Please visit this article for more information and instructions on how to set up your Hubspot Integration.

Spreadsheet

Included in all plans

Some people and companies love using Spreadsheets to manage their information and data. We also have you covered with our native Google Sheets integration. Set up is as easy as picking the right spreadsheet, worksheet, and the correct columns to sync your form fields to.

Curious if you can load spreadsheet data into your calculation form? You can! We have created a special GOOGLESHEET() function that does exactly this.

Want to learn more about how to integrate with Google Sheets? Then visit this article for more details.

Data flow automation

Included in Pro and Premium plan

You can connect ConvertCalculator to a 1000+ apps using Zapier. With Zapier as the middleman, you can create connections to apps like Airtable, Slack, and Active Campaign to further automate your (price quote) process.

Data automation

Javascript API

Included in Premium plan

You can create even more versatile calculators with ConvertCalculator's JavaScript API.

ConvertCalculator JavaScript API

Related articles

Learn more about collecting data in one of the following articles