HubSpot Ideas

AMSanders

Report by date of form submission

I would like to build reports based on dates of specific form submissions. For example, a contact came into our database from a whitepaper form in April, then submitted a form requesting a demo in September. So if I create a report for all demo form submissions in September, it will not show me this contact because I can only use create date, which would be April. I cannot use first or recent conversion data because the demo form submission may have been first, recent, or somewhere in between. A report showing date of Demo form submission would show how many MQLs (demos) we're generating by date, and could also show us progressions of leads (marketing funnel) - a huge value for understanding marketing efficacy and the buyer's journey. 

12 Replies
dentalexceluk
Member

This is something I need to - for us a contact might be created via a contact form but then fill out another more detailed form days/weeks/months later - I need to report on when they filled out the form, not when they first entered the system. I can't see a way to do this!

BriDehlinger
Participant

How is this not a thing yet? The date someone submitted a form is basic info we should be able to pull because we are all about that form submission and tracking the buyer's journey! 😁 

 

A workaround that won't help retroactively but I try to make standard in all my client's onboarding is to create a workflow and create your own date submitted field. If form submitted, copy time stamp to a custom property "Date of last form submission" and you will have some data moving forward. You could get more detailed and create one for each form you create. 

Judy2019
Participant

@BriDehlinger  Can you elaborate a bit more about the workflow setup?

PTorquemada
Member

I need this field added in reports.

 

It is a basic field to track form submissions. For example, now you can only create reports on forms taking into account the "creation date". This makes no sense, as if I have a contact created in 2020, that sent a form in 2023, and in my report I specify date of creation 2023, this contact info will be lost. The field must be "submission form date". 

 

This info is already inside Hubspot, it is only needed for the field to be added in reports. No further development needs to be done, so please solve this issue ASAP.

 

 

 

MMcHugh2
Member

This information exists on the form in the Submission section - it just looks like we can't export it. Exporting is super important so we can filter the results.

nolanmcc
Member

This would be huge!

SebScheuer
Contributor

Wouldnt it be possible to save the submission date using a workflow into a custom property and sort them by that property?

JHolmström
Member

Yes, I've tested it, but find it easier to set it up in Google analytics

DSurman
Contributor

@SebScheuer that might work. I wish they just allowed you to filter by form submitted date, though. Would be much easier.

SBattershell
Member

This is a big gap and needs to be fixed. There's no reason why the 'submitted on' date can't just easily be made available in reports when it's listed in the form submissions. The point of reporting based on form submissions is to select and view a wider range of contact properties, since that's limited in the form submissions. It makes no sense to me how contacts who submitted the form several months ago would show up at the top of the report. We need to be able to see the most recent submissions first. 

BetheWright
Member

I'm trying to track how many of our alumni volunteers have submitted a referral by month to track ROI on a larger campaign, and until I can filter by a particular form submission date, I don't think it's possible. Please fix!

ACollins77
Member

It's unbelievable that we still don't have this feature. Come on Hubspot. What are we doing?