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User Manual
Overview

Track Form Submissions

Once your form is active, track your form submissions to see how many people are submitting your form. If you’re using the form Widget, you can track widget submissions on the Widget Dashboard. If you’re using an embedded form, create a form Rule to track who’s submitting your form.

Widget Dashboard

Form Widget Dashboard submissions

For an overview of the leads being generated by a form Widget, go to the Dashboard tab of a form that is currently active on your website.

The dashboard only displays data for form Widgets. 

On the dashboard, you’ll see the following analytics for a given date range:

Widget Submissions 

The total number of widget submissions.

Widget Open Rate 

The percentage of people that visited your website and opened the widget form. This metric includes manual and automatic form opens.

Widget Submission Rate 

The percentage of people that submitted the widget form. 

Highest Performing Pages 

The web pages with the greatest amount of form submissions.

Not seeing any results? Forms must be activated before the dashboard can begin to track performance. If your form is active and still not producing results, modify the date range you’re currently viewing.      

Form Rules 

Create a form Rule to tag people so you can track who submits which form. Drip has a pre-defined Submitted a form event, but it doesn’t specify which form people submit. By applying a tag to people after they submit your form, you can segment and automate based on who submits each form in your account. 

Form Rules apply actions to a person upon form submission.

To create a Rule for a Form:

  1. Go to Forms 

  2. Select a Form from the list or create a new one

  3. Click Rules

  4. Click + Add an action...

  5. Select Apply a tag 

  6. Choose the tag to apply 

  7. Click Save Changes

The tag will be applied to each person who submits the Form. There is not a way to exclude people from a form’s rules.

When a rule contains multiple actions, all apply simultaneously. 

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