Dashboards & Reporting

ArnoudBeckers
Member

Not possible to report on forms as source of conversation

SOLVE

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

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1 Accepted solution
NicoleSengers
Solution
Guide | Elite Partner
Guide | Elite Partner

Not possible to report on forms as source of conversation

SOLVE

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

2 Replies 2
NicoleSengers
Solution
Guide | Elite Partner
Guide | Elite Partner

Not possible to report on forms as source of conversation

SOLVE

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
Community Manager
Community Manager

Not possible to report on forms as source of conversation

SOLVE

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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0 Upvotes