HubSpot Form Analytics Reports Dashboards

Have you ever wanted more analytics around your HubSpot form submissions? Well, of course, you have. Analytics is the gateway to smart decisions with your sales, marketing, and service strategies.

Well, wait no more because, in this video, we're going to talk about HubSpot forms, analyzing, performing reports, dashboards, and so much more. Are you ready to get nerdy with your HubSpot forms data, then hey, you know what time it is!

About the Expert

George B. Thomas

George B. Thomas is an Inbound Marketing Marketer, Video Jedi and HubSpot Certified Trainer with more than 25 years of sales and marketing experience. He leads the Impulse Creative crew in HubSpot certifications with 19 including Inbound, Email, Contextual, and Content Marketing.


George utilizes his love of teaching and learning to help companies find their way to growth via workshops, speaking engagements, business audits, and of course, Sprocket Talk.

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Full Transcript

Have you ever wanted more analytics around your HubSpot form submissions? Well, of course, you have. Analytics is the gateway to smart decisions with your sales, marketing, and service strategies.

Well, wait no more because, in this video, we're going to talk about HubSpot forms, analyzing, performing reports, dashboards, and so much more. Are you ready to get nerdy with your HubSpot forms data, then hey, you know what time it is!

That's right. It's your boy George B. Thomas from sprocket talk calm bringing you yet another HubSpot educational video brought to you, of course by the fantastic team over at Impulse Creative.

If you're a sales, marketing, or service professional looking to learn more about HubSpot and those inbound strategies that help your business grow, guess what you're in the right spot.

Make sure you subscribe to keep learning more and use the comment section below to ask us all the HubSpot and inbound questions that you may have. Now, without further ado, let's get into the good stuff.

Your HubSpot forms are the pillar of your sales, marketing, and service conversion points. The success and failure of these conversion points, or might I say digital conversation starting points, are crucial to your business's future success. So how was one to make smart decisions based on historical form submissions? It wasn't always easy. But today that all changes now with HubSpot form analytics, the ability to create form reports and add them to dashboards that you can email out to your team over time. Well, let's say the times they are a-changing.

Of course, form analytics is what we're talking about today. The Times are changing with form analytics. Let's take a deep dive into our HubSpot hub and see exactly what is now at your conversion or conversation-starting fingertips.

Today's conversations about form analytics and, of course, to get there, I went marketing, lead capture, and then forms. Just a very high-level surface level analytics is for any of your forms you can look at the views, and you can filter by views submission rate submissions, what pages they appear on if they are for the HubSpot CMS. If they are not HubSpot, CMS, they will say no HubSpot pages. But that doesn't mean that they aren't used on, let's say a WordPress, Joomla, Drupal, site if you're using the embed code, but there is a deeper level of understanding your form analytics other than just this surface level.

First of all, notice at the top of the page shows a view of specific forum analytics. I'm going to go ahead and open that in a new tab. What you're going to be able to see is that we can do a rolling date range. Here we're doing the last 30 days, then the frequency of that information, and we're going to see a performance, we're going to see a conversion rate, and we're going to see submissions.

Notice you can do HubSpot forms pop up forms, non-HubSpot forms, and even blog comments. So you can get very granular with the data that you're looking to create or see here, as well as view or save it as a report.

Which then means it could be on a dashboard as well. As we scroll down, you're going to see things that are the form view submissions conversion rates. You can also see that you page through this, you can also edit the columns here, where you'll see forum type, or you'll see last modified that can be added, here at the top. It doesn't always have to be about submissions. It can be form views, submissions, and conversion rate that you're looking at.

Again, you might pick to be submissions or conversion rates and then save it as a report. But again, a very high level looking at kind of all your forms, we can still get a little more granular. So we're going to bounce back to our forms tool here. And what we're going to do is we're going to look for a specific form that maybe we're interested in.

So we'll do free membership, again, surface-level information. But if we come over actions, and we look at view details, what you're going to see now is we have a performance tab of the actual form, where we can see the views, we can see the conversion rate, and we can see the number of submissions.

We're again going to be able to do submissions overtime here; we're going to be able to look at the conversion rate on here. And we're going to be able to look at the form views on here. I'll go ahead and put it back to submissions. Again, depending on what you want to look for. And see you can change that.

Notice we can save this to a dashboard. We can save this to a dashboard. Remember, being able to email those dashboards to individual people who might be in charge of individual forms may be super smart moving forward. So you're going to see the steps of completion. So notice page visits. And when I hover over it says the number of times a person visited the web page that your form is on. You can see visible on the screen, the number of times your form was seen by a visitor.

And then interacted with and then submitted. So you can see the numbers right here and the completion percentage rate over here to the right. Also, contact types submissions from existing contacts or submissions from new contacts. We can see that we had some of our community engaged with it, but we've grown our community with this form.

And then we're going to be able to see conversion pages. So what pages were they on when this conversion happened? You're going to see the views, the submissions, and the conversion rates for individual items as well. You can tab through those with pagination; you're going to see submission by source, so now was it direct traffic? Was it social media? Was it organic traffic, email marketing referrals, other campaigns offline sources?

Why is this important because we see that social media is a really good driver, as well as what might be word of mouth or people talking about this form. Or even to get to this form that they're talking about.

Again, we can still go more in-depth. So notice if we scroll back up here this whole time we've been on performance. If we go to the Analyze tab, you're going to see here we have an overall response. We can see all fields, or we can see optional fields. This is the first name, last name, company name, company email. How long have you been using HubSpot?

Again, if I do optional fields, now we see the different fields here. Notice there is regular field there is excluded submissions, and there is dynamic here as well. You can turn those off and on as needed. And then you're going to see the name you're going to see the company name. So some of the answers you're going to see how long have they been using HubSpot.

Here are some of the answers, a lot of people have used it for four-plus years, and many people have used it for under three months inside of our community. Again, great data, depending on great questions that you're asking in your forums that you can now see in your forms, analytics.

Which parts of HubSpot do use mostly Marketing Hub, some Sales Hub, a few Service Hub. And now, with the launch of CMS Hub, we're getting some of those to populate as well. And do you work for a marketing agency, yes or no? Again, look at all of the analytics that are at your fingertips that you can see.

Notice down here hidden fields, you can open that up, and you can see how people are interacting with your hidden fields. With the Performance tab and the analyze tab with your form analytics, now you can start to make really smart decisions in the future with your sales, marketing, and service efforts.

So what's next well heading to your portal and take a look at your HubSpot analytics.

Make sure you're asking great questions in your forms. Make sure you're looking at increasing your metrics that matter over time, as well as leveraging all the form data to make smarter decisions as you move forward.

And remember, it's about moving forward with your sales, marketing, and service efforts when it comes to these conversions or conversation-starting points.

Hey, Sprocketeer, did you like this video, then make sure you subscribe to the channel and hit that bell for instant notifications. And so we know that you're part of this sprocket talk community. It's been my absolute pleasure, but until next time when we meet in the next video, make sure you're focused on being a happy, helpful, humble human. And as always, make sure you're focused on doing some happy HubSpotting.