Not possible to report on forms as source of conversation

ArnoudBeckers · ‎Mar 4, 2021

Hi there,

For a customer, I'm setting up a report on conversations. They use forms to start conversations next to email and would like to see in a report what the sources of their conversations are.

Both in the reports from the report library as well as when building a custom report, I'm not able to include forms. It only gives email, chat and messenger as conversation channels.

Any idea why that is?

Thanks

NicoleSengers · ‎Mar 9, 2021

Hi @ArnoudBeckers

Would you be able to create a custom property for this report? You can copy the standard options into the field and use a hidden field on the conversations form you wish to track.

Did my post help answer your query? Help the Community by marking it as a solution

Kind regards,
Nicole Sengers

View solution in original post

NicoleSengers · ‎Mar 9, 2021

Hi @ArnoudBeckers

Would you be able to create a custom property for this report? You can copy the standard options into the field and use a hidden field on the conversations form you wish to track.

Did my post help answer your query? Help the Community by marking it as a solution

Kind regards,
Nicole Sengers

TiphaineCuisset · ‎Mar 5, 2021

Hi @ArnoudBeckers

Thank you for reaching out.

I don't see a HubSpot-out-of-the-box solution for this, but I want to tag some of our experts on the matter - @warrendavey @Josh @NicoleSengers do you have any suggestions for @ArnoudBeckers on this?

Thank you!

Best

Tiphaine

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