Form Attribution

The Form Attribution report provides insight into the sources and interactions that are driving traffic and generating form submissions on your website.

Use this article to learn how to:

  • Access your Form Attribution report
  • Filter and Sort your reporting data
  • Export and print your Form Attribution report

Getting Started

This report is available at the agency-level for an entire account and at the company-level for individual sub-accounts. Admin users will be able to access this report for an entire account. Forms can only be filtered by their date range.

More information about setting up form tracking in CallRail

Form Attribution Overview

Use these instructions to access your Form Attribution report for a specific company.

  1. Choose the company whose Form Attribution report you'd like to view.

    company_drop.png

  2. Select Reports at the top of the page.

    reports.png

  3. Select Form Attribution within the Acquisition list.

    Screen_Shot_2017-08-22_at_3.53.45_PM.png

  4. View and interact with your Form Attribution report.

    Screen_Shot_2017-05-30_at_2.30.31_PM.png

  5. The columns below the pie chart illustrate which sources and campaigns are generating form submissions for your business.

    Screen_Shot_2017-05-30_at_2.09.00_PM.png

    • The Source column shows the channel driving traffic to your form's landing page.
    • The Total Forms column shows the total number of form submissions that have come from this source.
    • The First Time Forms column shows the number of first-time form submissions that have come from this source.

  6. Select the links in the Total Forms or First Time Forms column to view a log of all form submissions that fall into either category. These links are available for any company's Form Attribution report.

    Screen_Shot_2017-05-30_at_3.40.32_PM.png

Sorting Report Data

Group your reporting data by source and interaction to see a granular breakdown of the types of form submissions you receive.

  1. Select the Source drop-down at the top of the page to see specific campaign information in your Form Attribution report.

    source.png

  2. Choose the All Interactions drop-down to view a specific interaction for your campaign attribution selected in the first drop-down menu in step one above.

    Attributed_by.png

    • Select First Interaction to see first-time visitors to your website.
    • Select Last Interaction to see last visited by your website visitors.
    • Select All Interactions to see an overview of your website traffic.

  3. The graph will update according to the source and interaction you choose. Hover over the pie chart to see a breakdown of total submissions vs. first-time submissions.

    Screen_Shot_2017-06-15_at_12.48.49_PM.png

Filtering Report Data

You can apply filters to your reporting data to find form submissions that fit specific criteria.

  1. Select All Filters from the top of the page.

    All_Filters.png

  2. Select your filters to sort your data, or choose one of your saved filters by clicking the folder icon.

    Filter_Panel.png

    • Filter by Date Range to see form submissions within a specific set of dates.
    • Filter by Source to find form submissions with specific referring data. Type in the source you'd like to see to find form submissions in this filter set (ie. "Direct" or "Google Paid").
    • Filter by Device Type to see form submissions that came to your website via a desktop or mobile device.
    • Filter by Keyword to search for the keywords you're bidding on that brought form submissions into your business.
    • Filter by Campaign to search for a specific campaign that brought form submissions into your business.
    • Filter by Landing to search for a specific landing page on your site, and to find the form submissions that came from that page.
    • Filter by Referrer to search for a specific third-party search engine or website that brought form submissions into your business.

  3. Select Apply at the top to update your report with the selected filters. You can also save this filter set for future use by clicking Save Filter Set, or click Reset to start fresh with no filters.

    Save_Apply.png

Export and Print Report

You can print or export data from your Form Attribution report to a CSV file.

  1. Select Export from beneath the Form Attribution graph. 

    export_call.png

    • Choose Print to send a copy of the report to your printer.
    • Choose CSV to download a CSV file of your attribution report with the current filters and grouping applied.
Have more questions? Submit a request

Comments

Need additional help? Ask our Community!