Infer’s Automated Form Monitor for Marketing Operations
July 14, 2016
Infer’s Automated Form Monitor, which is a simple WordPress plugin, helps marketing operations teams periodically test their site forms to ensure they’re operating properly.
How to Use Infer’s Automated Form Monitor Plugin
If you’re unfamiliar with installing and activating WordPress plugins, please see this post in the WordPress Codex.
After installing and activating the automated form monitor plugin, you will see an Admin Menu option called Form Monitor (see left screenshot). To begin monitoring your site forms, click the Form Monitor option, then follow these next steps:
- Download this CSV template.
- Double click the .zip file, and open the CSV file in your preferred spreadsheet or text editor (Excel, Numbers, Google Sheets, TextEdit, etc.).
- You will see a number of columns in the CSV file. Create and fill out one row for each form you want to monitor.
- Form Page URL
This is the URL of the form page.
- Form Action URL
This is the form’s action URL.
- Name of Fields 1-X
These are the names of the first through nth fields you’d like to test. Duplicate the Name of Field X column as often as you’d like — just be sure to replace the “X” with the next highest cardinal number (4, 5, 6, &c).
- Test Values for Fields 1-X
These are the values you’d like submitted with your form test. Each corresponds with the Name columns mentioned above, and you can duplicate the Test Value for Field X column as often as you’d like. Again, just be sure to:
- replace the “X” with the next highest cardinal number (4, 5, 6, &c), and
- confirm that the number corresponds with its Name of Field counterpart
- This feature is especially helpful if you are currently using a marketing automation platform like Pardot or HubSpot. Supplying test values will prevent the plugin from creating dummy leads and otherwise undermining data hygiene. For example, if you were to use disposable test values such as those below, then you could easily ignore and otherwise filter out all entries from that dummy lead.
4. After you’ve prepared your CSV file, drag and drop it where indicated.
Please make sure your final CSV file is, indeed, a CSV file (versus an XLS or other separated/delimited file format), and that it’s Unicode (UTF-8) encoded.
5. Next, select how often you’d like to test your forms, and let us know where (and to whom) you’d like the report emailed to.
6. After successfully uploading your CSV file, you will be able to download your site’s three most recent reports. (Note: To maintain a complete log of reports, you’ll want to ensure you’re using a valid, up-to-date email address.)
In the Active Tests section, you can review all the tests you’ve scheduled, remove old tests, and run tests on demand using the play button ( ).
If you’d like to change or otherwise update the list of forms you’re monitoring, simply edit your CSV file and repeat steps four and five.
If you have any other questions or feedback about the plugin, please create a post in the plugin support forum.
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