Directory/Formstack
Formstack

Formstack

Partner
Integration
  • Technology Partner - Integration
Categories
  • Forms / Lead capture
Type of Integration
  • 1st party

Connect Convert experiments to Formstack submissions for clear, submission-level attribution

The Convert + Formstack integration is built to tie every form submission back to the exact experiment and variation a visitor saw. It turns your existing Formstack forms into a reliable source of CRO insights without complex engineering work.

By using hidden fields and a lightweight on-page script, the integration automatically captures Convert experiment, goal, and variation data at the moment of submission. Marketers can then analyze which experiences drive more (and better) leads directly inside Formstack.

Customizable data mapping lets you align captured experiment data with your own reporting structure, so submission records stay clean and meaningful. The setup is low-code and marketer-friendly, designed for CRO teams, demand gen, and marketing ops.

Key capabilities

  • Automatically capture Convert project, experiment, goal, and variation data on Formstack submissions
  • Use hidden fields in embedded Formstack forms to store experiment exposure data
  • Map any available Convert data (e.g. variation ID, experiment name) to any hidden field label
  • Store experiment and variation details in Formstack submission records for filtering and segmentation
  • Support flexible setups across different forms, experiments, and reporting structures
  • Provide console error messages and a simple, low-code implementation for easier debugging

Benefits

  • Attribute every Formstack submission to specific Convert experiments and variations
  • See which experiences generate more leads, signups, and key form conversions
  • Run post-test segmentation and analysis directly in Formstack without manual data stitching
  • Improve experimentation ROI by linking test outcomes to real business metrics
  • Reduce reliance on developers with a marketer-owned, hidden-field and script-based setup
  • Keep experimentation and form analytics aligned in one place for clearer CRO decisions

Convert and Formstack

Formstack is a workplace productivity platform that helps teams capture data and automate workflows through online forms, documents, and digital signatures. It is widely used by marketing, operations, and customer-facing teams to manage lead capture, requests, and other key processes.

Together, Convert and Formstack give marketers a direct, low-code bridge between on-site experiments and form performance. By attaching experiment and variation data to each Formstack submission, teams can analyze which experiences drive better leads and conversions, run post-test reporting inside Formstack, and make more confident optimization decisions based on submission-level attribution.

Use Cases

Attribute Lead Quality to Specific A/B Test Variations

Problem: Marketing runs A/B tests on landing pages, but once leads hit Formstack, there’s no visibility into which experiment or variation actually produced the highest-quality submissions. Solution: Convert auto-populates hidden Formstack fields with experiment and variation data on every embedded form. Each submission is tagged at the source, so Formstack records show exactly which experience drove that lead. Outcome: Teams can compare lead volume and quality by variation directly in Formstack, prioritize winning experiences, and stop investing in tests that generate more leads but poorer pipeline or revenue impact.

Optimize Multi-Step Funnels with Submission-Level Attribution

Problem: Multi-step funnels with several embedded forms make it hard to know which on-page experiment actually influences completion rates and where users drop off. Solution: Using Convert + Formstack, each form in the funnel captures experiment, goal, and variation IDs via hidden fields. Submission records reveal which tested experiences users saw at every step. Outcome: Marketers can pinpoint which page or step variation improves progression and final form completion, refine only the underperforming steps, and systematically increase overall funnel conversion rates.

Run Post-Test Segmentation Inside Formstack, Not Spreadsheets

Problem: After tests end, CRO teams export data from multiple tools and manually stitch it together to analyze submissions by experiment, slowing insights and increasing errors. Solution: The integration stores Convert’s experiment and variation data directly in Formstack submissions. Marketers filter and segment results by variation using native Formstack views and reports. Outcome: Post-test analysis becomes faster and cleaner, with no CSV merging. Teams can answer which experience won, for which audience segments, and move from analysis to rollout in days instead of weeks.

Test Lead Gen Offers and Forms Without Engineering Help

Problem: Demand gen teams want to test different offers, form layouts, and field combinations, but depend on developers to wire up tracking and attribution for every new experiment. Solution: With low-code hidden fields and a single JavaScript snippet, Convert automatically passes experiment and variation info into any embedded Formstack form. Marketers control field mapping themselves. Outcome: Experiment velocity increases because marketers can launch and track new tests independently. They quickly see which form experiences drive more completions and better-fit leads, improving campaign ROI.

Compare On-Site Experiences by Down-Funnel Conversion

Problem: Top-of-funnel metrics like click-through or partial form starts look good, but teams can’t see which experiences actually result in completed, high-intent submissions in Formstack. Solution: Convert tags every Formstack submission with the exact experiment and variation the visitor saw. Formstack reports can be filtered to show completed forms and outcomes by variation. Outcome: Optimization decisions are based on real business outcomes, not vanity metrics. Teams scale experiences that drive completed, qualified submissions and retire those that only boost superficial engagement.

Standardize CRO Reporting Across Many Forms and Campaigns

Problem: Organizations running dozens of forms across regions and products struggle to maintain consistent experimentation reporting and can’t easily roll up results across tests. Solution: Customizable data mapping lets teams standardize how Convert experiment and variation fields are labeled and stored in Formstack. The same script pattern is reused across all embedded forms. Outcome: CRO and marketing ops gain a unified view of experiment performance across the entire form portfolio. They can benchmark tests, share learnings, and build consistent, organization-wide optimization playbooks.

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