Form Submission Log

Use your form submission log to monitor the volume of form submissions coming into your business. We'll show important information about customers who fill out a form on your website alongside every other interaction they've had with your business.

 

Getting Started

Form tracking relies on CallRail’s JavaScript code to report your data back to CallRail. Before getting started with form tracking, you’ll need to install the JavaScript code on each page of your website or on the landing page that contains your form. This script is company-dependent in your account.

Learn more about form tracking in CallRail.

Form Submission Log

You can access each of your submissions from your forms activity log. Here, you'll gain an overview of your form submission volume and find links to print or export your form activity.

  1. Click Analytics in the navigation bar on the left.
  2. Click Activity at the top of the page.

  3. Select Form Submissions in the left menu.

  4. At the top of the page, your graph displays your form submission volume for the selected date range.

  5. Beneath the graph is your form submission log that includes details about each customer who submitted a form. This includes the form's contents, landing page, campaign, and keywords associated with your form submissions.

  6. Use the Edit Columns button to choose which columns you'd like to see on this table.

  7. If you'd like to search for specific names, numbers, or locations within the "Contact" column of the report, use the Search Contacts field at the top of the table to find your desired information.

Form Submissions Timelines

The timeline shows each form submissions, text message, and phone call in one cohesive place. Besides your Form Attribution reports, this is a great place to see the first-touch interactions a customer has with your business.

  1. Click Analytics in the navigation bar on the left.
  2. Click Activity at the top of the page.

  3. Choose the company whose forms you’d like to view.

  4. Select Form Submissions from within the Forms list.

  5. Click the Timeline icon to be taken to the customer's full timeline featuring form submissions, calls, and text conversations.

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  6. Form submissions appear in context with your contact's interaction history with your business. The Initial Source displays at the top of the page with your contact's details.

    screenshot_2321.png
  7. In your form timeline, you may see Form Submission information that includes additional form fields. CallRail keeps these form fields separate from the submission only in cases we don't detect a name, email address, or phone number. This keeps information like searches and inventory lookups from interfering with qualifying form data.

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  8. Within your Form Submission timeline, you can qualify, add a value, apply tags, or add notes to your form submission, directly from the timeline view. Your changes will be saved automatically each time you update these fields.

Compare Data

Use these instructions to compare data within your report. 

  1. Place your cursor over the date range drop-down and click the plus icon that appears.
    Screen_Shot_2019-07-16_at_4.27.54_PM.png
  2. Choose your desired comparison period by clicking on the comparison timeframe drop-down. You can create a custom timeframe by clicking on Custom. You'll see a comparison chart for the two time periods you've chosen.

    3. To exit the comparison view, click on the "X" that appears after placing your cursor over the comparison timeframe drop-down.

    Screen_Shot_2019-07-16_at_4.31.21_PM.png

Score Forms as Qualified Leads

Score leads from form submissions as qualified leads from your form activity dashboard, Lead Center, or individual customer timelines.

  1. Click Analytics in the navigation bar on the left.
  2. Click Activity at the top of the page.

  3. Select Form Submissions in the left menu.

  4. Find the Qualified column on your activity log, and click the icon.

  5. Select the thumbs up icon to score the form submission as a qualified lead, or
    click the crossed-out thumb to indicate the form submission was not a lead.

  6. You can also score form submissions in Lead Center and individual customer timelines in the Qualified section if you have the Lead Center add-on.

Export and Print Report

You can print, save your report to a PDF file, or export your report to an Excel file.

  1. Select Export at the top of the table.

  2. Choose Excel or Excel All Columns to download an Excel file of your report. If you choose to export to Excel, your report will include a cover sheet that details the filters you used to create your report.

  3. Select PDF Instructions and follow your browser-specific directions to save the report as a PDF file. You can also view this help article for more details.

  4. Click Print to print your report with the current filters and grouping applied.

Q&A

How does CallRail manage duplicate form submissions?

When a lead visits your website and fills out one of your forms, we'll automatically capture and compare each of the fields that the customer filled out on your form. If we detect the same person submitting multiple forms within a short period of time (5 minutes), we'll automatically compress their submissions so you can see each version of their form submission.