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Perguntas frequentes sobre fluxos de leads e formulários coletados

Ultima atualização: Outubro 19, 2020
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Todos os produtos e planos
Veja abaixo uma lista das perguntas mais frequentes sobre as ferramentas de fluxos de leads e formulários coletados.
Observação: a ferramenta de formulários coletados está em versão beta no momento para as contas Marketing Basic, Professional e Enterprise.
Como ela funciona?

Usando o código de rastreamento da HubSpot, a ferramenta rastreará cada visitante anônimo do seu site com um cookie.
Quando a ferramenta de formulários coletados é usada e alguém preencher um formulário no seu site, a HubSpot associará o visitante ao endereço de e-mail informado e gerará um registro do contato. O mesmo acontece quando um contato faz um envio em um fluxo de lead.
Você receberá um e-mail com um link para o novo registro de contato, completo com os valores preenchidos dos campos no formulário coletado e todo o seu histórico de visitas.
Como faço para integrar com os formulários do meu site?

Após a instalação do código de rastreamento, a ferramenta de formulários coletados automaticamente detecta e integra-se com seus formulários de comentários e contato que contêm um campo de endereço de e-mail no seu site. Não é necessário fazer configurações.
A ferramenta de formulários coletados funciona com meu criador de formulários?

Contanto que seu formulário seja um formulário HTML estático, envolto em uma tag HTML
e não contido dentro de
&lt;/code&gt;, a ferramenta de formulários coletados deverá poder capturar os envios.&nbsp;&lt;/p&gt;
&lt;p&gt;Alguns motivos comuns que podem impedir a HubSpot&nbsp;de capturar envios em formulários:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;O formulário não tem a tag &lt;code&gt;&lt;form&gt;&lt;/code&gt; no início e no fim&lt;/li&gt;
&lt;li&gt;O formulário está dentro de &lt;code&gt;&lt;iframe&gt;&lt;/code&gt;&lt;/li&gt;
&lt;li&gt;O formulário tem&nbsp;JavaScript vinculado ao evento de envio de formulário ou um evento de clique do botão de enviar.&nbsp;É assim que os envios são capturados e quaisquer outros eventos podem impedir que a HubSpot&nbsp;reconheça&nbsp;um envio.&lt;/li&gt;
&lt;li&gt;O formulário foi introduzido após o carregamento completo da página. A ferramenta de formulários coletados&nbsp;verifica a página assim que ela é carregada e busca envios em formulários que estavam presentes naquele momento.&nbsp;&lt;/li&gt;
&lt;li&gt;Saiba mais &lt;a href="https://knowledge.hubspot.com/articles/kcs_article/collected-forms/how-do-collected-forms-capture-form-submissions" target="_blank"&gt;aqui&lt;/a&gt;.&lt;/li&gt;
&lt;/ul&gt;
&lt;h2&gt;Por que o formulário pop-up de fluxos de leads não está aparecendo?&lt;/h2&gt;
&lt;p&gt;Há alguns motivos para você não estar vendo o pop-up:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Se você fechar o formulário pop-up na sua página, ele não será exibido&nbsp;novamente por duas semanas. Recomendamos tentar visualizar seu site em uma janela anônima do Chrome. Você também pode usar o botão &lt;strong&gt;Prévia&lt;/strong&gt;&nbsp;nas configurações para visualizar o formulário pop-up mesmo se o tiver fechado.&lt;/li&gt;
&lt;li&gt;Se o formulário pop-up ainda não estiver funcionando, confirme se o código de rastreamento&nbsp;está instalado no seu site.&nbsp;&lt;/li&gt;
&lt;li&gt;Leia mais &lt;a href="https://knowledge.hubspot.com/articles/kcs_article/lead-flows/why-arent-my-lead-flows-displaying" target="_blank"&gt;aqui&lt;/a&gt;.&lt;/li&gt;
&lt;/ul&gt;
&lt;h2&gt;Posso alterar o estilo do formulário pop-up?&lt;/h2&gt;
&lt;p&gt;Clique em um &lt;strong&gt;fluxo de lead&lt;/strong&gt; para fazer alterações. Na página de chamada, você pode alterar a cor do botão de envio do formulário.&nbsp;&lt;/p&gt;
&lt;h2&gt;A ferramenta de formulários coletados&nbsp;funciona com o WooCommerce?&lt;/h2&gt;
&lt;p&gt;Devido à forma como o WooCommerce envia formulários, a HubSpot&nbsp;não consegue fornecer rastreamento para esses formulários. Entretanto, se um visitante enviar um formulário compatível no seu site, a HubSpot&nbsp;poderá rastreá-lo nas páginas de produto do WooCommerce.&lt;/p&gt;
&lt;h2&gt;As ferramentas de fluxos de leads e formulários coletados funcionam com multisite?&lt;/h2&gt;
&lt;p&gt;Sim. Essas ferramentas&nbsp;devem funcionar bem em multisite sem precisar de configuração adicional.&lt;/p&gt;
&lt;h2&gt;Posso personalizar o estilo de um fluxo de lead com meu próprio CSS?&lt;/h2&gt;
&lt;p&gt;Devido à natureza da estrutura HTML do fluxo de lead, direcionar esses elementos com seu próprio CSS para personalizar o estilo &lt;span style="text-decoration: underline;"&gt;não&lt;/span&gt; é recomendado.&nbsp;&lt;/p&gt;
&lt;h2&gt;Posso usar fluxos de leads para que usuários assinem meu blog na HubSpot?&lt;/h2&gt;
&lt;p&gt;Não é possível usar fluxos de leads para que usuários enviem seu formulário de &lt;a href="https://knowledge.hubspot.com/blog-user-guide-v2/how-to-configure-your-blogs-subscription-options" target="_blank"&gt;assinatura de blog na HubSpot&lt;/a&gt;. Saiba como adicionar contatos manualmente à sua lista de assinantes &lt;a href="https://knowledge.hubspot.com/articles/kcs_article/cos-blog/how-do-i-manually-add-contacts-to-my-blog-subscriber-list" target="_blank"&gt;aqui&lt;/a&gt;.&lt;/p&gt;
&lt;p&gt;Se você for usuário do &lt;em&gt;&lt;strong&gt;Marketing&lt;/strong&gt;&lt;/em&gt; &lt;em&gt;Professional&lt;/em&gt; ou &lt;em&gt;Enterprise&lt;/em&gt;, pode configurar um fluxo de trabalho que altere a propriedade de contato de assinatura do blog (ou qualquer outra propriedade de contato que seja usada como critério de lista para sua lista de assinatura do blog) e inscrever os contatos que concluíram o fluxo de lead. Leia mais sobre como criar um fluxo de trabalho &lt;a href="https://knowledge.hubspot.com/articles/kcs_article/workflows/how-to-create-a-workflow" target="_blank"&gt;aqui&lt;/a&gt;.&lt;/p&gt;&lt;/span&gt;
                    &lt;div class="blog-post-topic-wrapper" style="display: none;"&gt;
                      
                      &lt;span class="tag-name"&gt;Lead-Flows&lt;/span&gt;
                      
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&lt;script src="//cdn2.hubspot.net/hub/53/hub_generated/template_assets/26896008709/1654172344001/Knowledge/Scripts/jquery.swiftype.autocomplete.min.js"&gt;&lt;/script&gt;
&lt;script src="https://cdn2.hubspot.net/hub/53/hub_generated/module_assets/28762968831/1654172328704/module_28762968831_Self_Service_Header.min.js"&gt;&lt;/script&gt;
&lt;script src="https://cdn2.hubspot.net/hub/53/hub_generated/module_assets/27237248932/1654172327762/module_27237248932_Knowledge_Nav_Mar2020.min.js"&gt;&lt;/script&gt;
&lt;script src="https://cdn2.hubspot.net/hub/53/hub_generated/module_assets/75180171821/1654592985784/module_75180171821_adblocker-warning.min.js"&gt;&lt;/script&gt;
&lt;script src="https://cdn2.hubspot.net/hub/53/hub_generated/module_assets/69201365528/1656015219072/module_69201365528_KB_Article_Rating.min.js"&gt;&lt;/script&gt;

&lt;script&gt;
  const relatedContentEndpoint = 'https://self-service-support.appspot.com/related-content/parse-urls';
  const rawCustomUrls = [
    {
      url: '',
      title: ''
    },
    {
      url: '',
      title: ''
    },
    {
      url: '',
      title: ''
    }
  ];
  const customUrls = buildUrlList(rawCustomUrls).filter(Boolean);
  const customUrlsJson = {
    urlList: customUrls
  }

  function buildUrlList(rawUrls) {
    return rawUrls.map((urlObject) =&gt; {
      if (!urlObject.title) {
        return urlObject.url;
      }
    })
  }

  function getContentType(customUrl) {
    const contentTypeMap = {
      'community.hubspot.com': {
        type: "Community",
        typeLocalized: 'Comunidade'
      },
      'academy.hubspot.com': {
        type: "Academy",
        typeLocalized: 'Academy'
      },
      'knowledge.hubspot.com':  {
        type: "Knowledge Base",
        typeLocalized: 'Central de conhecimento'
      },
      'blog.hubspot.com': {
        type: "Customer Blog",
        typeLocalized: 'Blog de serviços',
      },
      'legacydocs.hubspot.com/': {
        type: "API Docs",
        typeLocalized: 'Documentação da API'
      },
      'developers.hubspot.com/docs/api': {
        type: "API Docs",
        typeLocalized: 'Documentação da API'
      },
      'developers.hubspot.com/docs/cms': {
        type: "API Docs",
        typeLocalized: 'Documentação do CMS'
      },
    };
    return contentTypeMap[Object.keys(contentTypeMap).find(baseUrl =&gt; customUrl.indexOf(baseUrl) != -1)]
  }

  function getRelatedContentData(url, data) {
    return new Promise(function (resolve, reject) {
      var xhr = new XMLHttpRequest();
      xhr.withCredentials = true;

      xhr.onreadystatechange = function () {
        if (xhr.readyState == XMLHttpRequest.DONE) {
          resolve(JSON.parse(xhr.responseText));
        }

        if (xhr.readyState === 4) {
          console.log(xhr.responseText);
        }
      }

      xhr.open("POST", url);
      xhr.setRequestHeader("Content-Type", "application/json");
      xhr.send(JSON.stringify(data));
    });
  }

  getRelatedContentData(relatedContentEndpoint, customUrlsJson)
    .then(relatedContent =&gt; {
      relatedContent.map((contentObj, i) =&gt; {
        contentObj.contentType = getContentType(customUrls[i]);
        contentObj.url = customUrls[i];
        $('#related-content-list').append(`
          &lt;li&gt;
            &lt;a class="related-content-body" data-filter="${contentObj.contentType.type}" href="${contentObj.url}"&gt;
              &lt;h5&gt;${contentObj.title}&lt;/h5&gt;
              &lt;p&gt;${contentObj.previewText}&lt;/p&gt;
              &lt;div&gt;
                &lt;span&gt;${contentObj.contentType.typeLocalized}&lt;/span&gt;
              &lt;/div&gt;
            &lt;/a&gt;
          &lt;/li&gt;
        `)
      })
    });
&lt;/script&gt;


&lt;script&gt;
//  Build TOC based on page's live headers
function buildTextAndIdObjectFromPageHeaders(item) {
  const text = item.innerText;
  const tag = item.tagName;
  let id = item.id;
  if (item.id.length === 0) {  // If no ID is present apply transformations from knowledge.js to match those IDs
    id = text.toLowerCase().replace(/[\,\.\?\!\@\#\$\%\^\/\\\(\)\-\_\=\+\~\`\&lt;\&gt;\'\"\|\{\}\[\]\&amp;\*\:\;\n \s]+/g, ' ')
      .split(' ').filter(i =&gt; i !== "").join('-');
  }
  return {text: text, id: id, tag: tag}
}

function appendNavList(appendTo, itemToAppend) {
  $(`${appendTo}`).append(itemToAppend);
}

function appendNavItemToList(list, item, isParent, index, isFinal) {
  let parentSpan = isParent  ? `&lt;span class="ss-icon-font kb-icon kb-icon__low kb-nav-item__icon-right" style="font-size: 1rem;"&gt;down&lt;/span&gt;` : '';
  let parentClass = isParent ? `kb-nav-item--is-parent kb-nav-item--has-icon-right` : null;
  let link = (document.location.href.indexOf('zorseWidget') === -1) ? `#${item.id}` : `${document.location.origin}${document.location.pathname}#${item.id}`
  let li = `
    &lt;li&gt;
        &lt;a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-hoverable kb-nav-item ${item.tag} ${parentClass}" href="${link}"&gt;
            &lt;span class="kb-nav-item__label kb-nav-item__label"&gt; ${item.text} &lt;/span&gt;
            ${parentSpan}
        &lt;/a&gt;
        &lt;div class="kb-nav-item__height-transition kb-height-transition kb-height-transition--closed"&gt;
            &lt;div id='kb-nav-parent-${index}' class="kb-height-transition--content"&gt;&lt;/div&gt;
        &lt;/div&gt;
    &lt;/li&gt;
  `;
  $(`${list}`).append(li);
}

const headers = $.makeArray($('.related-articles h3, .post-body h3,h2'));

const headerTextAndIds = headers.filter(item =&gt; (item.innerText.length &gt; 0)).map(buildTextAndIdObjectFromPageHeaders);
const navListLevel0 = '&lt;h4 id="toc-header"&gt;&lt;/h4&gt;&lt;ul id="toc-list" class="kb-nav kb-nav--level-0"&gt;&lt;/ul&gt;';
const navListLevel1 = `
  &lt;nav class="kb-nav--expandable kb-nav__wrapper"&gt;
    &lt;ul class="kb-nav kb-nav--level-1"&gt;&lt;/ul&gt;
  &lt;/nav&gt;
`;
let currentParent = false;
let dropdown;

// Add ID to header if no ID already present
$('h2, h3').each(function (i) {
  var $this = $(this);
  var text = $this.text().toLowerCase().replace(/[\,\.\?\!\@\#\$\%\^\/\\\(\)\-\_\=\+\~\`\&lt;\&gt;\'\"\|\{\}\[\]\&amp;\*\:\;\n \s]+/g, ' ').split(' ').filter(function (i) {
    return i === "" ? false : true;
  }).join('-');
  $this.attr('id') ? $this.attr('id') : $this.attr('id', text);
});


// The header is localized using HubL. HubL can't be used in JS files.
// Pulling the localized value from a hidden span that contains hubl.
$(function() {
  $('#toc-header').text($('#localized-toc-text').text());
});

headerTextAndIds.forEach((item, i, arr) =&gt; {
  let prev = arr[i-1] ? arr[i-1] : false;
  let next = arr[i+1] ? arr[i+1] : false;
  console.log(i, arr.length);
  if (i === 0) { // first item, create Nav List
    appendNavList('#toc-container', navListLevel0);
  }
  
  if ($('.post-body h2').length === 0 &amp;&amp; $('.post-body h3').length &gt; 1 ) { // If page only contains H3s (an issue the docs team is tackling over time)
    appendNavItemToList('#toc-list', item, false, i, false);
  } 
  else {
    if (i === arr.length - 1) { // final item, related articles header
      appendNavItemToList('#toc-list', item, false, i, true);
    }
  
    else if (item.tag.toLowerCase() === 'h2' &amp;&amp; next &amp;&amp; next.tag.toLowerCase() === 'h3' &amp;&amp; next.id !== 'related-content') { // header is a parent
      appendNavItemToList('#toc-list', item, true, i, false);
      currentParent = $(`#kb-nav-parent-${i}`).attr('id');
    }

    else if (item.tag.toLowerCase() === 'h3' &amp;&amp; prev.tag.toLowerCase() === 'h2' &amp;&amp; item.id.toLowerCase()) { // first child
      appendNavList(`#${currentParent}`, navListLevel1);
      appendNavItemToList(`#${currentParent} ul`, item, false, i, false);
    }

    else if (item.tag.toLowerCase() === 'h3' &amp;&amp; item.id.toLowerCase()) { // other children
      appendNavItemToList(`#${currentParent} ul`, item, false, i, false);
    }

    else if (item.tag.toLowerCase() === 'h2') { // header is not parent
      appendNavItemToList('#toc-list', item, false, i, false);
    }
  }
});

// Toggle dropdown nav items opened/closed
dropdown = document.getElementsByClassName("kb-nav-item--is-parent");
for (let i = 0; i &lt; dropdown.length; i++) {   // Loop through all dropdown buttons to toggle between hiding and showing its dropdown content
  dropdown[i].addEventListener("click", function() {

    let dropdownContent = this.nextElementSibling;
    if (!dropdownContent.classList.contains('kb-height-transition--closed')) {
      dropdownContent.classList.add('kb-height-transition--closed');
    } else {
      dropdownContent.classList.remove('kb-height-transition--closed');
    }
  });
}

// Sticky fixed functionality
let windowWidth = $(window).width();
let onMobile = windowWidth &lt; 768;
let tocHeight = $('#toc-list').height() &gt; 400 ? 410 : $('#toc-list').height() + 10;

const closeToc = () =&gt; {
  if (onMobile) {
    setTimeout(function() {
      for (i=0; i&lt;700; i++) {
        if ($('#toc-container').get(0).offsetTop &lt; $(window).height() - 48) {
          $('#toc-container').css('bottom', -Math.abs(parseInt($('#toc-container').css('bottom')) - 10));
        }
      }
      // do {
      // } while ($('#toc-container').get(0).offsetTop &lt; $(window).height() - 48);
    }, 200);  
  } else {
    if (!($('#toc-container').css('position') === "fixed")) {
      $('#toc-container').css('bottom', "0");
    }
  }   
}

if (onMobile) {
  $('#toc-container').addClass('toc-mobile');
  $('#toc-container').addClass('toc-closed');
//   $('#toc-container').css('bottom', -Math.abs(tocHeight));
  var mobileCta = $('.sidebar-cta-wrapper').clone().removeClass('sidebar-cta-wrapper').addClass('mobile-cta-wrapper');
  $('nav.toc-mobile').append(mobileCta);
  closeToc();
  
}

$(window).resize(function() {
  windowWidth = $(window).width();
  closeToc();
  onMobile = windowWidth &lt; 768;
  if (onMobile) {
    $('#toc-container').addClass('toc-mobile');
    if ( !$('#toc-container').hasClass('toc-closed') ) {
      $('#toc-container').addClass('toc-closed');
//       $('#toc-container').css('bottom', -Math.abs(tocHeight));

    }
  }
  if (!onMobile) $('#toc-container').removeClass('toc-mobile');
});

//  Scroll behavior
// Hide the TOC when it touches the footer
$(window).on('scroll', function () {
  if (tocList) {
    let scrollTop = $(window).scrollTop();
    let tocOffset = $('#toc-list').offset().top - $(window).scrollTop() - $('#toc-list').height();
    let topHeaderOffset = $('.post-header').offset().top;
    let tocDistanceFromTopOfPage = (tocOffset - scrollTop);
    let distanceTopHeader = (topHeaderOffset - scrollTop);
    let documentHeight = $(document).height();
    let footerHeight = $('#hsg-footer-2016').height() + $('#hsg-footer').height() + $('#article-rater').height() + $('.related-articles').height();
    let footerlessDocumentHeight = (documentHeight - footerHeight);
  
    if (!onMobile) {
      if (tocDistanceFromTopOfPage &lt; 20 ) $('#toc-wrapper').addClass('fixed'); // when 20px from the top, make it stick
      if (distanceTopHeader &gt; 20 ) $('#toc-wrapper').removeClass('fixed');
  
      if (footerlessDocumentHeight &lt; Math.abs(tocDistanceFromTopOfPage)) { // TOC is close to footer
        $('#toc-container').hasClass('fadeIn') ? $('#toc-container').removeClass('fadeIn') : $('#toc-container').addClass('fadeOut');
        $('#toc-container').addClass('fadeOut');
      } else  {// TOC is not close to footer, default top val
        $('#toc-container').hasClass('fadeOut') ? $('#toc-container').removeClass('fadeOut') : $('#toc-container').addClass('fadeIn');
        $('#toc-container').addClass('fadeIn');
      }
    }
  }
});

// Mobile Slide-in/out behavior
$('#toc-header').click(function() {
  let tocHeightAfterInteraction = $('#toc-list').height() &gt; 400 ? 410 : $('#toc-list').height() + 10;
  if($('#toc-container').hasClass('toc-open')) {
    $('#toc-container').addClass('toc-closed', 1000, 'easeOutBounce');
//     $('#toc-container').css('bottom', -Math.abs(tocHeightAfterInteraction));
    closeToc();
    $('#toc-container').removeClass('toc-open');
  } else {
    $('#toc-container').removeClass('toc-closed');
    $('#toc-container').addClass('toc-open', 1000, 'easeOutBounce');
    $('#toc-container').css('bottom', '0');
  }
});

$('#toc-list li a').click(function() {
  $('#toc-list li a span.kb-nav-item--active').removeClass('kb-nav-item--active');
  $('#toc-list li a').removeClass('kb-nav-item--hovered');

  $(this).find('span.kb-nav-item__label').addClass('kb-nav-item--active');
  $(this).addClass('kb-nav-item--hovered');
});

// Smooth scrolling
// 
var $root = $('html, body');

$('a[href^="#"]').click(function() {
  setTimeout(function() {
    checkScroll();
  }, 100)
  let href = $.attr(this, 'href');
  // // console.log(href);
  $root.animate({
    scrollTop: $(href).offset().top
  }, 500, function () {
    window.location.hash = href;
  });

  return false;
});

const tocList = document.querySelector('#toc-list');
const tocCont = document.querySelector('#toc-container');

const checkScroll = () =&gt; {
  if ($('#toc-container #toc-list').length) {
    // console.log(`scrolltop: ${tocList.scrollTop}`);
    // console.log(`scrollheight: ${tocList.scrollHeight}`);
    // console.log(`offsetHeight: ${tocList.offsetHeight}`);

    if (tocList.scrollTop + tocList.offsetHeight === tocList.scrollHeight) {
        tocCont.classList.add('bottom-scrolled');
    } else {
        tocCont.classList.remove('bottom-scrolled');

    }
    if (tocList.scrollTop === 0) {
        tocCont.classList.add('top-scrolled')
    } else {
        tocCont.classList.remove('top-scrolled')
    }
  } else {
    $('#toc-container').hide();
  }
}

checkScroll();
if (tocList) {
  tocList.addEventListener('scroll', checkScroll);  
}
&lt;/script&gt;

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