What is it?
We are excited to announce the Public beta for supporting form submissions as a data source in the Custom Report Builder.
Why does it matter?
You can now build a variety of reports based on form submissions to understand how your forms are performing, slice and dice form submissions data and much more.
How does it work?
- Under custom report builder, select "Forms", "Form Submissions" and "Form Analytics" as the data sources. Also select other required data sources such as Contacts, Companies etc.
- Using the various data sources selected, pull the required fields.
- Apply the necessary filters
- Choose the appropriate chart types for your report.
- Break down the selected data as required.
- Now, you should see the report populated
- You can also add the reports your dashboards.
Below are some of the reports that you can build:
- Form submissions count over time
- Data Sources to Select: Form Submissions(Primary), Forms
- Properties to select:
- X-axis : Submitted on
- Y-axis : Count of form submissions
- Form submissions count for a form over time
- Data Sources to Select: Form Submissions(Primary), Forms
- Properties to select:
- X-axis : Submitted on
- Y-axis : Count of form submissions
- Filter by: Name(Form Name)
Form submissions count grouped by forms over time
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- Data Sources to Select: Form Submissions(Primary), Forms
- Properties to select:
- X-axis : Submitted on
- Y-axis : Count of form submissions
- Break down by : Name (Form name)
- Form submissions count for a form by page over time
- Data Sources to Select: Form Submissions(Primary), Forms
- Properties to select:
- X-axis : Page title
- Y-axis : Count of form submissions
- Break down by : Page title
- Filter by : Name(Form name)
- Form submissions count by source
- Data Sources to Select: Form Submissions(Primary), Forms
- Properties to select:
- X-axis : Visit Source
- Y-axis : Count of form submissions
- Break down by : Visit Source
- Form submissions count with specific submission value for a property
- Data Sources to Select:Form Submissions(Primary), Contacts
- Properties to select:
- X-axis : Property of choice (Example: Favorite Coffee)
- Y-axis : Count of form submissions
- Break down by : Property of choice (Example: Favorite Coffee)
- Form submissions count by new contacts vs existing contacts across forms
- Data Sources to Select: Form Submissions(Primary), Forms
- Properties to select:
- X-axis : Name (Form Name)
- Y-axis : Count of form submissions
- Break down by : Visitor Type
- Count of Contacts created by form
- Data Sources to Select: Form Submissions(Primary), Forms
- Properties to select:
- X-axis : Name (Form Name)
- Y-axis : Count of Contacts
- Submissions from contacts with specific life cycle stage
- Data Sources to Select: Form Submissions(Primary), Forms
- Properties to select:
- X-axis : Lifecycle stage
- Y-axis : Distinct Count of Email
- Breakdown by : Lifecycle stage
- Conversion rate for forms over time
- Data Sources to Select: Form Analytics(Primary), Forms
- Properties to select:
- X-axis : Occurred Date
- Y-axis : Form Conversion Rate
- Form submissions Count by Brand
- Data Sources to Select: Form Submissions, Forms
- Properties to select:
- X-axis : Brands (from Contacts data source)
- Y-axis : Count of form submissions
- Form submissions Count by Campaign
- Data Sources to Select: Form Submissions, Forms
- Properties to select:
- X-axis : Marketing Campaign (from Forms data source)
- Y-axis : Count of form submissions
- Break down by: Submitted on (from Form Submissions data source)
Who gets it?
Content Pro, Content Enterprise, Marketing Pro, Marketing Enterprise, Ops Pro, Ops Enterprise, Sales Pro, Sales Enterprise, Service Pro, Service Enterprise