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 Activity at the top of the page.
  2. Select Form Submissions in the left menu.
  3. At the top of the page, your graph displays your form submission volume for the selected date range.

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  4. 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.

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  5. Click the Export button on the right side of the screen to print or export your form submission report as a CSV file.

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. Choose the company whose forms you’d like to view.
  2. Click Activity at the top of the page.
  3. Select Form Submissions from within the Forms list.
  4. Click the Timeline icon to be taken to the customer's full timeline featuring form submissions, calls, and text conversations.

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  5. 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.

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  6. 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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  7. 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.

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 Activity at the top of the page.
  2. Select Form Submissions in the left menu.
  3. Find the Qualified column on your activity log, and click the icon.
  4. 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.
  5. 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.



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