Managing Forms
Once forms are captured by Usermaven, they appear in your dashboard where you can view submissions, map fields to lead attributes, and automatically convert form data into leads.
Accessing Form Tracking
To view your captured forms, go to Configure > Events & Goals > Form Tracking in your Usermaven dashboard. You’ll see three tabs:
- All Forms: Shows all captured forms
- Unmapped Forms: Forms that are captured but not yet configured to generate leads
- Mapped Forms: Forms configured to automatically convert submissions into leads
Each form entry displays the form name, pages where the form was found, number of submissions, last submission date, and available actions.
Form states
Captured forms exist in one of two states: Unmapped and Mapped.
Unmapped forms are forms that have been detected and captured but haven’t been configured yet. Form submissions are recorded and field data is stored, but submissions are not converted to leads. You’ll see a “Capture Leads” button in the Actions column for these forms.
Mapped forms are forms where fields have been mapped to lead attributes. When these forms are submitted, the mapped fields automatically create or update leads in Usermaven. Mapped forms are synced automatically every 10 minutes and converted to leads.
Viewing form details
Click on any form in the list to open the Form Details panel. This shows:
- Submissions: Total number of form submissions
- Pages Found: Number of pages where this form appears
- Last Submission: When the form was last submitted
- Fields Mapped: How many fields are mapped (e.g., “3 of 4”)
- Form Identifier: The URL or identifier for the form
- Pages where form is found: List of page URLs containing this form
- Captured Fields: Table showing field names, sample data, and current mapping status
The mapping status for each field shows whether it’s mapped to NAME, EMAIL, MESSAGE, or shows “NOT MAPPED” if unconfigured.
Mapping form fields to leads
To convert form submissions into leads, you need to map form fields to lead attributes. Click the Capture Leads button on any unmapped form to open the mapping modal.
The “Map Form Fields to Leads” modal shows all captured fields from your form. For each field, select the corresponding lead attribute from the dropdown:
| Form Field | Map To |
|---|---|
| Email field | Email (required for lead creation) |
| Name fields | Full Name, First Name, or Last Name |
| Company field | Company Name |
| Phone field | Phone Number |
| Other fields | Message or leave unmapped |
Note: Currently, you can only map form fields to predefined lead attributes. Custom properties mapping (creating new columns from form fields) is not yet supported but will be added in a future update.
Smart Suggestions: Usermaven automatically detects fields that can be mapped based on field names. You’ll see a notification like “We detected 2 fields that can be auto-mapped” with an Apply All button to quickly apply suggested mappings.
Once you’ve configured the mappings, click Save Mapping. The form will move to the “Mapped Forms” tab and future submissions will automatically create or update leads.
How lead creation works
When a mapped form is submitted:
- Usermaven captures the form submission with all field values
- Every 10 minutes, mapped forms are synced and processed
- For each submission, Usermaven checks if a contact exists with the submitted email
- If no contact exists, a new lead is created with the mapped field values
- If a contact exists, their profile is updated with the new data
You can view created leads in Contacts Hub > Leads.
Managing mapped forms
For mapped forms, you can:
- View leads: See how many leads have been generated (shown as “X leads” in the Actions column)
- Pause: Temporarily stop converting submissions to leads
- Edit mapping: Click on the form to modify field mappings
Best practices
Field mapping: Always map the email field first—it’s required for lead creation. Map name and company fields to enable personalization and B2B lead qualification.
Form naming: Forms are identified by their URL or form identifier. Use descriptive form IDs in your HTML to make forms easier to identify in the dashboard.
Review regularly: Check the Unmapped Forms tab periodically to configure new forms that have been captured.
Troubleshooting
Form not appearing: Verify form tracking is enabled, check that the form has been submitted at least once, and wait a few minutes for data to sync. See Troubleshooting for more help.
Fields not captured: Check if the field has the um-no-capture class, verify the field is inside the <form> element, and ensure the field has a name attribute.
Leads not being created: Ensure the form is mapped (check the Mapped Forms tab), verify the email field is mapped correctly, and wait for the next sync cycle (forms sync every 10 minutes).
What’s next?
- Lead Tracking - Learn how leads work in Usermaven
- Troubleshooting - Solve common issues