We are using a Hubspot form to capture demo requests. Currently we have people submitting the form multiple times, which makes the reporting in the dashboard inaccurate and therefore unusable. For example, total # of submissions, the chart showing submissions by day, the count of submissions by source are all invalid if there are a lot of duplicates. Is there a way to filter the reporting to count unique submissions? I don't see a way to do it in the dashboard and I don't see a way to do it in the custom reporting tool.
Form submission reports look at the count of submissions. If you however create a contact-based report of contacts who submitted that form, HubSpot would return the count of contacts.
In a contact-based report, you can see the unique contacts who submitted a form. Multiple submissions would automatically be deduplicated.
However, you won't be able to visualize thes form submissions by the submission date. (HubSpot does not make the submission dates of specific forms available in the report builder.) This can be set up with a simple contact-based workflow which stamps the date into a date property right after the form was submitted by a contact. Let me know if I should provide more detailed steps here.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Form submission reports look at the count of submissions. If you however create a contact-based report of contacts who submitted that form, HubSpot would return the count of contacts.
In a contact-based report, you can see the unique contacts who submitted a form. Multiple submissions would automatically be deduplicated.
However, you won't be able to visualize thes form submissions by the submission date. (HubSpot does not make the submission dates of specific forms available in the report builder.) This can be set up with a simple contact-based workflow which stamps the date into a date property right after the form was submitted by a contact. Let me know if I should provide more detailed steps here.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Would this work the same for multiple forms? Specifically, we have over 20 forms that we report on individually weekly. I am able to create a contacts report listing contacts, but unsure how to do this by form. What I want to see in each row is the form name and number of unique submissions for that form:
Form name #unique submissions
Form 1 30
Form 2 50
Form 3 80
The Form submission totals report would work if it can be filtered for unique submissions.