Tips, Tricks & Best Practices

Nadya
Participant

Tracking users submitted a form after clicking a CTA

SOLVE

Hey, 

I think I need some advice on my task. Let's imagine, I have a CTA on a website page. CTA leads to the content with a form.

 

How can I track how many users of those who clicked on CTA submitted a form?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Tracking users submitted a form after clicking a CTA

SOLVE

Hi @Nadya,

 

That's correct, the list might include those contacts as well.

 

If you want a report that excludes this scenario, I see two options. Either you use contact-based workflows to set a timestamp for the CTA click and the form submission each, e.g. CTA click date and Form submission date. Contact list filters then allow you to set these date property filters:

 

karstenkoehler_0-1649697886782.png

 

You could specify that CTA click date is before Form submission date.

 

Alternatively you would have to set up a custom events funnel report. This is only available in Marketing Hub Enterprise.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Tracking users submitted a form after clicking a CTA

SOLVE

Hi @Nadya,

 

The easiest option would be building an active contact-based list: Contacts who have clicked the CTA and who have submitted the form. Would that help or are you looking for something different?

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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Nadya
Participant

Tracking users submitted a form after clicking a CTA

SOLVE

Hey Karsten,

Thanks for your reply! I thought about it, but not sure how to set up the order. Isn't there a chance that this list will have the users who at first submitted the form and then randomly clicked on the CTA?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Tracking users submitted a form after clicking a CTA

SOLVE

Hi @Nadya,

 

That's correct, the list might include those contacts as well.

 

If you want a report that excludes this scenario, I see two options. Either you use contact-based workflows to set a timestamp for the CTA click and the form submission each, e.g. CTA click date and Form submission date. Contact list filters then allow you to set these date property filters:

 

karstenkoehler_0-1649697886782.png

 

You could specify that CTA click date is before Form submission date.

 

Alternatively you would have to set up a custom events funnel report. This is only available in Marketing Hub Enterprise.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

Nadya
Participant

Tracking users submitted a form after clicking a CTA

SOLVE

Wow, thanks! The first option looks promising!

0 Upvotes