Creating a custom form report

The form analytics tool will automatically attempt to find and create a form report for any standard forms on a page. If the form is created using the standard form element and contains input elements, a report will be generated without any further work required. This will be indicated by an "Auto detected" label next to each form.

If, however, the page does not make use of form elements or if you would like to group your form fields in different ways, creating a custom form report provides that flexibility.

Getting started

With the form analytics panel open, clicking on the Create new form button near the bottom of the panel will create a new custom form report.

Choosing a conversion metric

The most important part of any form is the conversion. Different forms convert in different ways, so the form analytics tools offers multiple metrics that can be used to identify a successful form conversion:

  • Recording has tag: If a visitor's recording contains the specified tag and engaged with the form.
  • Element clicked: If the specified element was clicked and a visitor engaged with the form.
  • Form submit event: If the visitor triggered a browser submit event or a submit event was triggered via our API.

Adding fields

Form analytics works by gathering various data points about individual form fields across your website. These fields can then be grouped in any way you see fit in order to gain insight into how visitors navigate your website's forms.

Fields can be added to a report by either selecting them directly from the page or entering in a unique DOM selector.

Modifying and reordering fields

After adding fields to your form, you can then rename and reorder them to improve the readability of your reports.

Note: You must save your form before any changes will be reflected in the summary or reports tabs.

Saving your custom form

After you are done modifying the form to your liking, saving it will allow you and other operators of your website to quickly load it again in the future. The form will be accessible on any page that contains matching form fields.

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