Forms Submissions and Form Data

Access and review your form submissions. Understand how the form submissions are structured, edit leads, and learn how to export form data

Tip: Are you looking for information about Constant Contact’s Email and Digital Marketing product? This article is for Constant Contact’s Lead Gen & CRM product. Head on over to the Email and Digital Marketing articles by clicking here. Not sure what the difference is? Read this article.

Accessing Forms

The Forms page is the primary gateway to all form information in Lead Gen & CRM. Click Forms from the navigation bar along the left side to access the Form Insights page.

The Forms page is split into two distinct sections: Submissions and List. Each section deals with forms and leads in different ways. By default, the Forms page displays all form submissions over the previous 60-day period.

Understanding Form Submissions

The Forms page features a chart that displays form submission metrics. It shows the Forms Submissions chart, which displays information about all your forms over a given period. This chart is a quick indication of how your forms are doing. In addition, the chart displays the total number of unique leads and the total number of times that your forms were submitted.

Once configured, this chart can be printed or saved. To view, configure, and save this chart, click Forms in the left toolbar:

You can select from one of the following chart types in the Form Submissions chart:

   •     Line chart
   •     Bar chart
   •     Area chart

You can select from one of the following time parameters:

   •   Day
   •   Week
   •   Month

You can click the Date Range drop-down menu and select the desired date range. 

Click    Menu and select one of the following:

   •   Print chart
   •   Download .PNG image
   •   Download .JPEG image
   •   Download .PDF document
   •   Download .SVG vector image

Understanding Submission Details

The Form Submissions chart displays information on all of your forms. However, you may want to see how individual forms are performing. You can view a breakdown of form details and view performance on a form-by-form basis.

Click View Submission Details.

The Form Submission Details chart, much like the main Form Submissions chart, details information about your forms over a given period of time. However, it differs in that it provides a breakdown of those leads who have filled out your forms.

By default, the table will show all leads who have submitted any form over the previous 60-day period. Narrowing the display parameters by selecting specific forms will show the leads who filled out those forms.

Like the main Form Submissions chart, the Form Submission Details chart can be configured to show submission data for a given period. That data can then be saved for further use. To configure and save information in the Form Submission Details chart, do the following:

1. Select a form or many forms. 
2. Select one of the following chart types:
   
      •    Line chart
      •   Bar chart
      •    Area chart
3. Select one of the following time parameters:
      •   Day
      •   Week
      •   Month
4. Click the Date Range drop-down menu and select the desired date range.
5. Click    Menu and select one of the following:
   
      •   Print chart
      •   Download .PNG image
      •   Download .JPEG image
      •   Download .PDF document
      •   Download .SVG vector image
   
    
    
   

Once configured, the Form Submission Details page will display a table of leads who submitted the selected form (s) over a given period. The table includes the following information:

   •   Leads' names
   •   Submitted form names
   •   Time since forms were submitted
   •   Leads' phone numbers
   •   Leads' email addresses
   •   Lead scores

Clicking a lead's name will open that lead's individual record. Clicking a form's name opens that form.

Editing Leads in Form Submissions

The Form Submission Details page lets you quickly edit lead information in a lead's individual record. To edit lead information, do the following:

1. Click Forms in the left toolbar.
2. Click View Submission Details.
   
    
3. In the Submissions section, locate the desired lead and click    Actions > Edit.
   
    
4. Modify the lead's profile in the Contact Manager and click Save.
   
    

Deleting Leads in Form Submissions

The Form Submission Details page lets you remove lead records from your system. To delete leads, do the following: 

1. Click Forms in the left toolbar.
2. Click View Submission Details.
   
    
3. Locate the desired lead and click     Actions > Delete.
   
    
4. Type Delete in the modal window that appears.
   
   Note: Optionally, click the "This lead has requested to be removed from the system" checkbox to remove the contact. 
   
   
5. Click Delete Lead.
   
   
   
   

Understanding the Form List

The Form List table provides an overview of how forms are performing. By default, all forms are displayed. Displayed forms can be filtered by name, activity, or type. can be viewed individually or as a group. To filter forms in the Form List table, do the following:

1. Optionally, enter the desired form name in the Filter Forms field.
2. Optionally, select either of the following from the Active Forms drop-down menu:
   
      •   Active Forms
      •   Inactive Forms
   
   
3. Optionally, select one of the following from the Form Types drop-down menu
   
      •   All Forms
      •   Constant Contact Forms
      •   Third-Party Forms
      •   Facebook Forms
   
   
4. Optionally, click a column title to sort available forms in ascending or descending order.
   
   
    

The Form List table provides information for all active and inactive forms. It provides a more direct, text-based display of form submission data. The Form List table shows the following information for forms:

   •   Form names
   •   Form types
   •   Total form submissions
   •   Time since forms were last submitted

Managing Forms in the Form List

In addition to information on individual forms, the Forms List provides actions to deactivate, view, embed, or directly modify a form. To manage forms, do the following:

1. Click Forms in the left toolbar.
2. Locate the desired form in the Form List table and click     Actions on the far right. Select one of the following:

Exporting Form Data

Form and lead data can be exported and downloaded for future reference. You can export leads collected from your forms, and you can export submission data submitted to your forms. 

Exporting Lead Data

You can export leads from select forms or from all forms.

1. Click View Submission Details. 
   
    
2. Select the form to export lead data for. 
3. Configure date parameters.
4. Click Export Leads. 
   
    
5. When it’s finished processing, click the Form Leads export file in the Export Manager.

Exporting Form Submission Data

You can export form submission data, including lead answers to your form questions. 

1. Click    Actions > View Submission Data.
   
    
2. Select the form(s) to export submission data for. 
3. Select the date range you want to export for. 
   
    
4. Click    Actions > Export to CSV or Export to PDF. 
   
   

Questions?