Partial Entries in SureForms

Overview

Partial Entries allows SureForms to capture and store form data while a visitor is still filling out the form, even if they never click the Submit button.

In most forms, if a visitor leaves midway, all entered data is lost. This can result in missed leads, incomplete inquiries, or lost user intent.

With Partial Entries enabled, SureForms ensures that:

• User input is saved automatically in the background
• You can view incomplete submissions from the admin panel
• You can understand where users drop off
• You can follow up with potential customers
• Users can resume filling out the form later

Why Use Partial Entries?

Partial Entries are especially useful when:

• Your form is long or multi-step
• You collect leads, inquiries, or applications
• Users may get distracted or leave midway
• You want better visibility into user behavior

Example Use Case

A visitor starts filling a contact or quote form but leaves after entering their email. Without Partial Entries → Data is lost
With Partial Entries → You can still see the email and follow up

Enabling Partial Entries

Partial Entries must be enabled individually for each form.

Steps to Enable

• Edit the form.
• Click the Form Settings

• Select the Partial Entries option from the From Settings.

• Enable the toggle “Enable Partial Entries.”

• (Optional) Enable “Resume from last step”
• Click Save to save changes

How Partial Entries Save Data

SureForms uses multiple triggers to ensure data is not lost.

1. Field Interaction (Blur Event)

When a user:

• Types into a field
• Clicks or tabs away

The data is saved automatically after a short delay.

This ensures even small inputs are captured.

2. Step Navigation (Multi-Step Forms)

When a user clicks Next:

• All data from the current step is saved
• Progress is updated

This works for:

• Page-break forms
• Conversational forms

3. Automatic Background Saving

• Runs approximately every 60 seconds
• Only triggers if the user has interacted with the form

Prevents unnecessary server requests while still keeping data safe.

4. Manual Save (User Action)

When the user clicks:

Save & Resume Later

• Data is saved immediately
• A resume session is created

5. Page Exit / Tab Close

If the user:

• Closes the tab
• Navigates away

SureForms attempts a final save before exit.

Visitor Experience

Partial Entries is designed to be invisible and non-intrusive.

• No popups
• No interruptions
• No visible saving indicators

The form behaves exactly like a normal form.

Accessing Partial Entries in Admin

To view saved entries:

Go to: WP Admin → SureForms → Partial Entries

Partial Entries List View

This page shows all saved entries.

Column Breakdown

• Entry ID: Unique number assigned to each entry
• Form Name: The form where the entry was created
• First Value: Preview of the first field (usually name/email)
• Progress (%): How much of the form is completed
• Step: Current step reached (for multi-step forms)
• Last Activity: Last time the data was saved

Managing Entries

• Filtering: Filter entries by specific form
• Sorting: Sort by date, progress, or activity
• Bulk Actions
  • Delete multiple entries
  • Export selected entries

Entry Detail Page

Click any entry to open detailed information.

Entry Information Section

Displays:

• Form name
• Current step
• Last save trigger (input, step, heartbeat, etc.)
• User device/browser details
• Start time and last activity

Entry Data Section

Shows:

• All fields filled by the user
• Only non-empty fields are displayed
• Repeater fields are grouped

This helps you quickly understand what the user has entered.

Progress Section

Displays completion percentage based on:

• Number of fields filled
• Steps completed

Even if fields are empty, step progression is considered.

Resume URL Section

Available only if the Resume feature is enabled.

This link allows users to:

• Open the form again
• Continue from where they stopped
• See pre-filled values

 Important: Anyone with this link can access the saved data.

Notes Feature

Each entry supports internal notes.

You can:

• Add notes
• Delete notes
• Track communication or follow-ups

Example Use

• “Called customer, no response.”
• “Interested, follow up tomorrow.”

Exporting Partial Entries

You can export entries for analysis or record-keeping.

Export Options

• Export selected entries
• Export all entries for a form

Output Format

• Single form → CSV file
• Multiple forms → ZIP file

Permissions

By default, only admins can:

• View entries
• Export data
• Manage notes

Permissions can be customized using developer filters.

Compatibility

Supported Form Types

• Single-page forms
• Multi-step forms
• Conversational forms

Supported Fields

• Text, Email, Textarea
• Dropdown, Radio, Checkbox
• Date, Number, Rating
• Repeater fields

Not Supported

• File Upload fields
• Signature fields

Troubleshooting

Partial Entries not visible

• Ensure the Pro Business plan is active
• Check user permissions

Entries not saving

• Confirm the feature is enabled
• Update the form after enabling
• Clear the cache and test again

Final Summary

Partial Entries helps you:

• Capture lost leads
• Improve conversion tracking
• Understand user drop-off
• Provide a better user experience