Forms Overview

Forms are the primary way that Lead Gen & CRM receives information regarding a potential lead. This information can then be used to send an email to the lead and begin the lead nurturing process. 

On the Forms page, you can evaluate the performance of your forms. The data is organized in both a chart and table format and can be exported to a .CSV file. 

Important: This article provides information on viewing, configuring, and exporting form data. Refer to Using Lead Gen & CRM Forms for information on creating forms.

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Article Contents

• Accessing Forms
• Understanding Form Submissions
• Understanding Submission Details
• Editing Leads in Form Submissions
• Deleting Leads in Form Submissions
• Understanding the Form List
• Managing Forms in the Form List
• Exporting Form Data

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Forms

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers
Salespersons
Jr. Salespersons

Accessing Forms

The Forms page is the primary gateway to all form information in Lead Gen & CRM.

Click Forms from the navigation bar along the left side to access the Form Insights page.

By default, the Forms page displays all form submissions over the previous 60-day period.

The Forms page is split into two distinct sections: Submissions and List. Each section deals with forms and leads in different ways.

Click to enlarge.

Understanding Form Submissions

The Forms page features a chart that displays form submission metrics. It shows the Forms Submissions chart, which displays information on all of your forms over a given period of time. This chart is quick indication of how your forms are doing. In addition, the chart displays the total number of unique leads and the total number of times that your forms were submitted.

Once configured, this chart can be printed or saved. To view, configure, and save this chart, click Forms in the left toolbar:

1. Select one of the following chart types in the Form Submissions chart:
   
      •     Line chart
      •     Bar chart
      •     Area chart
2. Select one of the following time parameters:
   
      •   Day
      •   Week
      •   Month
3. Click the Date Range drop-down menu and select the desired date range.
4. Click    Menu and select one of the following:
   
      •   Print chart
      •   Download .PNG image
      •   Download .JPEG image
      •   Download .PDF document
      •   Download .SVG vector image

Click to enlarge.

Understanding Submission Details

The Form Submissions chart displays information on all of your forms. However, you may want to see how individual forms are performing. You can view a breakdown of form details and view performance on a form-by-form basis. 

Click View Submission Details while viewing the main Forms page to open the Form Submission Details page.

The Form Submission Details chart, much like the main Form Submissions chart, details information about your forms over a given period of time. However, it differs in that it provides a breakdown of those leads who have filled out your forms.

By default, the table will show all leads who have submitted any form over the previous 60-day period. Narrowing the display parameters by selecting specific forms will show the leads who filled out those forms.

Like the main Form Submissions chart, the Form Submission Details chart can be configured to show submission data over a given period of time. That data can then be saved for further use. To configure and save information in the Form Submission Details chart, do the following:

1. Select forms as desired from the Select a Form drop-down menu and click Apply.
2. Select one of the following chart types:
   
      •     Line chart
      •     Bar chart
      •     Area chart
3. Select one of the following time parameters:
   
      •   Day
      •   Week
      •   Month
4. Click the Date Range drop-down menu and select the desired date range.
5. Click    Menu and select one of the following:
   
      •   Print chart
      •   Download .PNG image
      •   Download .JPEG image
      •   Download .PDF document
      •   Download .SVG vector image

Click to enlarge.

Once configured, the Form Submission Details page will display a table of leads who submitted the selected form or forms over a given period of time. The table includes the following information:

   •   Leads' names
   •   Submitted form names
   •   Time since forms were submitted
   •   Leads' phone numbers
   •   Leads' email addresses
   •   Lead scores

Click to enlarge.

Clicking a lead's name will open that lead's individual record. Clicking a form's name will open that individual form.

Editing Leads in Form Submissions

The Form Submission Details page provides you with a way to quickly edit lead information in a lead's individual record. To edit lead information, do the following:

1. Click Forms in the left toolbar.
2. Click View Submission Details.
   
   
   
   
3. In the Submissions section, locate the desired lead and click    Actions > Edit.
   
   
   
   
4. Modify the lead's profile in the Contact Manager and click Save.
   
   

Deleting Leads in Form Submissions

The Form Submission Details page provides you with a way to remove lead records from your system. To delete leads, do the following: 

1. Click Forms in the left toolbar.
2. Click View Submission Details.
   
   
3. Locate the desired lead and click    Actions > Delete.
   
   

   Click to enlarge.

    
4. Type Delete in the modal window that appears.
5. Optionally, click the This lead has requested to be deleted from the system checkbox.
6. Click Delete Lead.
   
   

Understanding the Form List

The Form List table provides an overview of how forms are performing. By default, all forms are displayed. Displayed forms can filtered by name, activity, or type. can be viewed individually or as a group. To filter forms in the Form List table, do the following:

1. Click Forms in the left toolbar and scroll to the Form List table.
2. Optionally, enter the desired form name in the Filter Forms field.
3. Optionally, select either of the following from the Active Forms drop-down menu:
   
      •   Active Forms
      •   Inactive Forms
4. Optionally, select one of the the following from the Form Types drop-down menu
   
      •   All Forms
      •   Constant Contact Forms
      •   Third-Party Forms
      •   Facebook Forms
5. Optionally, click a column title to sort available forms in ascending or descending order.
   
   

   Click to enlarge.

The Form List table provides information for all active and inactive forms. It provides a more direct, text-based display of form submission data.

The Form List table shows the following information for forms:

   •   Form names
   •   Form types
   •   Total form submissions
   •   Time since forms were last submitted

Managing Forms in the Form List

In addition to information on individual forms, the Forms List provides different actions for deactivating, viewing, embedding, or directly modifying a form. To manage forms, do the following:

1. Click Forms in the left toolbar.
2. Locate the desired form in the Form List table and click    Actions on the far right. Select one of the following:

Click to enlarge.

Exporting Form Data

Form and lead data can be exported and downloaded for future reference. This can be done throughout the Forms page.

Exporting from the Forms Page

To export form and lead data from the Forms page, do the following:

1. Click Forms in the left toolbar.
2. Configure date parameters.
3. Click    Actions > Export Leads. 
   
   

   Click to enlarge.

    
4. Click the Form Leads export file in the Export Manager.
   
   

Exporting from Form Submission Details

To export form and lead data from the Form Submission Details page, do the following:

1. Click Forms in the left toolbar.
2. Click View Submission Details.
   
   
   
   
3. Select forms as desired and configure date parameters and then click Export Leads. 
   
   
   
   
4. Click the Export Manager link that appears.
   
   
   
   
5. Click the Forms Leads export file.