Formsort Source


Good to know: Event Cloud source

The Formsort Source is an event source. This means that it sends data as events, which are behaviors or occurrences tied to a user and a point in time. Data from these sources can be loaded into your Segment warehouses, and also sent to Segment streaming destinations. Learn more about cloud sources.

Formsort is a low code form builder empowering product and growth teams to build and optimize highly complex, customizable flows. Increase form conversion by over 20% - without the dev time.

This source is maintained by Formsort. For any issues with the source, contact the Formsort support team.

Getting Started

  1. From your Segment UI’s Sources page click on “Add Source”.
  2. Search for “Formsort” within the Sources Catalog and confirm by clicking “Connect”.
  3. Give the source a nickname and follow the set up flow to “Add Source”. The nickname is a label used in the Segment interface, and Segment creates a related schema name which you query against in your warehouse. The nickname can be whatever you like, but Segment recommends sticking to something that reflects the source itself and distinguishes amongst your environments (Eg. formsort-prod or formsort-dev).
  4. Copy the Write key from the Segment UI and log in to your Formsort workspace - navigate to Flows > Integrations > Segment and paste the key.
  5. You can choose what events will be emitted by responders and change other settings.
  6. Press Save to connect.

Events

The table below lists events that Formsort sends to Segment. These events appear as tables in your warehouse, and as regular events in other Destinations. The default behavior is for Formsort to pass the responderUuid associated with the user as the userId. This can be changed in the Formsort integration.

Property Name Description
EmailCollected Responder’s email was collected successfully, and the email has the data classification of “responder_email”
FlowClosed Responder clicked the exit button to leave the flow
FlowFinalized Responder has finished the flow and they are redirected or shown the completion screen
FlowLoaded Flow has finished loading
PhoneCollected Responder’s phone number was collected successfully, and the phone number has the data classification of “responder_phone”
StepCompleted Responder completed the step
StepLoaded Step was loaded
UrlOpened Responder clicked a link and was redirected to a new URL

Event Properties

The following table lists event properties included with all events Segment receives from Formsort.

Property Name Description
event Flow event type
flowLabel Label of the flow
variantLabel Label of the variant
variantUuid UUID of the variant
responderUuid UUID of the responder
userId Identifying id for the responder

This table lists event-specific properties Formsort sends to Segment:

Property Name Description
stepId For step events, the name of the step
stepIndex For step events, the index of the step in the flow.
msSpentOnStep For StepCompleted events, the time in milliseconds the responder spent on the step.

Optionally, form answers submitted by responders can also be included in events sent to Segment. If enabled, responder answers will appear in an answers object for each event.

Adding Destinations

Now that your source is set up, you can connect it to destinations.

Log into your downstream tools and check to see that your events appear as expected, and that they contain all of the properties you expect. If your events and properties don’t appear, check the Event Delivery tool, and refer to the Destination docs for each tool for troubleshooting.

If there are any issues with how the events are arriving to Segment, contact the Formsort support team.

This page was last modified: 21 Feb 2023



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