DocsForm fields
Form fields
Marks can find leads by their form answers, such as a budget, once Jellyhook knows which field holds it. Jellyhook reads each field's name from your page. When your page gives a field no name, you name it once in Settings.
When you would use it
Your contact form asks for a budget. You want a mark for leads with a budget over $3,000. If your page labels that field "Budget", the mark finds it. If your page only calls it field_3, nothing can tell it is the budget, so you name it once: Settings, Form fields, type "Budget" next to it.
How a field gets its name
When a visitor first sees a form, the tracker reads each field's visible name, in this order:
- its
<label>(linked withfor, or wrapped around the field); - its
aria-labeloraria-labelledby; - for a group of radio buttons or checkboxes, the group's
<legend>; - its placeholder text;
- a short piece of text right before it.
A name you give in Settings always wins. When none of these exist, and the field's own key is generated (field_3, input_17, q12), the field shows as Needs a name.
<label>. It helps your visitors and screen readers too, and Jellyhook reads it on its own. Naming in Settings is for forms you cannot change, such as forms from a form builder.What you see in Settings → Form fields
- Every field of your forms, the ones that need a name first.
- For each: the name used by marks, what the page calls it (or "no visible name"), its key, its kind, its choices, and how many of your recent leads answered it.
- A box to type your own name. It saves when you leave the box or press Enter. Empty the box to go back to the page's name.
Kinds of field
| Kind | What it is | What a mark can check |
|---|---|---|
| Number | A number box, a slider, a text box where most answers are numbers, or a dropdown of ranges like $1k-$5k | more than, at least, less than, at most, equal to, between |
| One choice | A dropdown or radio buttons | is, is one of, is not |
| Several choices | A group of checkboxes | includes |
| Yes / no | A single checkbox | checked, not checked |
| Text | Free text | contains, empty, not empty |
How answers are read as numbers
Visitors write numbers in many ways. Jellyhook reads 5000, $5,000, 5k, 1.5k, 2 million, ranges like $1k - $5k or 10 to 20, and open ones like under 10k or 50k+. An answer with no number in it ("not sure") never matches a number condition.
A range matches when any part of it does. A lead who picked $1k-$5k matches "budget at least 3,000" (5,000 is) and "budget at most 2,000" (1,000 is).
When a field cannot be found
If you name a field in a mark, or in Enter with AI, that none of your forms has, Jellyhook says so and lists the fields it knows. From there, Name your form fields opens Settings at the first field that needs a name. The usual cause: the field exists, but your page gives it no name.
What is collected
- Field names, kinds, choices and limits are read from the page. They are not answers.
- Answers are kept with the lead, as before. Radio buttons and checkboxes are now included (the picked choice, or "yes" for a box with no value).
- Card, bank and identity numbers are never collected, and neither are passwords or hidden fields.
- Answers are never sent to the AI and never in Slack or webhook messages.
Limits
- A field appears after a visitor sees the form with the current tracker. Forms nobody has opened since are not listed yet.
- Leads from before radio buttons and checkboxes were collected have no answer for those fields.
- A slider always sends its position, even when the visitor did not move it.
- Forms inside an iframe from another website (for example Typeform or Google Forms) cannot be read.