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Creating a form submission report/dashboard

I'm looking to create either an automated report that could be sent out monthly or a dashboard that will show us the people who filled out forms to download some of our gated content in the last month (or other period of time). Right now I can only find this information through the form submissions main section but I don't know if I'm just not looking in the right place to create this report or dashboard. 

 

Any help would be greatly appreciated! 

HubSpot updates
Creating a form submission report/dashboardModerator
Aug 18, 2018

It would be beneficial for users to be able to see a report on forms (externally hosted and HS hosted), showing conversion rate and performance metrics

Creating a form submission report/dashboardCommunity-Manager
Jun 19, 2017

Hey @vickyjiang, you might consider creating a custom report that filters contacts by their recent conversion, this would display landing pages and the count of contacts who have converted. Might be what you're looking for. I've attached a screenshot with the recipie that I used. Screen Shot 2017-06-19 at 12.44.01 PM.png

67 Comentários
LizaW
Mitwirkender

Hi, keen to know HS when this will be actioned. Insight of a forms conversion performance is essential in a CRO strategy and one we need to see to fully optimise, this is also not visible via A/B testing either. 

Sam_Williams
Berater

Hey @LizaW

 

We were also facing similar kind of issues since we started using HS. Without, tracking the performance of the forms, we were not able to communicate a clear picture to our clients. 

 

Sometime back we came across this tool, called Sprinkle which integrates beautifully with HS and other CRM systems that our clients are using. Now we are able to build customised reports which HS doesn't even provide.

 

Hope this helps.

 

Cheers

Sam

SylwiaVN
Besucher

Upvoting this idea - we need this information for CRO optimisation

Babel_Gem Regular Contributor | Diamond Partner | Certified Trainer
Regular Contributor | Diamond Partner | Certified Trainer

Really interested to hear updates on this - surfacing more granular form data would be great.

Alex_Simon
Mitwirkender

Seeing a lot of traction in this query, I have upvoted this idea. Since HS is taking way too long to have this implemented, our company has now started looking at alternative options. 

 

As mentioned by @Sam_Williams ,I would have a look at Sprinkle and provide my inputs next week for the benefit of everyone.

 

 

LizaW
Mitwirkender

Hi @Sam_Williams  thanks for the note on Sprinkle will take a look. Be great to hear how you and @Alex_Simon  get on. 

Alex_Simon
Mitwirkender

Hello @LizaW ,

 

As mentioned by @Sam_Williams I had a quick session with the Sprinkle team earlier this week. They have indeed a good product that integrates with HS. I was able to generate reports as per my business requirements using their platform. Currently we are in the process of signing up for the Free trial.