Overview of Form Submissions
Hello, my name is Chris. In this article, you'll learn how to manage form submissions in LeadCenter.
You can automatically capture contacts from forms submitted on your website and track them directly inside the platform.
Accessing Form Submissions
To access Form Submissions:
- Open the blue menu on the left.
- Under Communications, click Form Submissions.
This page shows all the forms submitted on your website and captured in LeadCenter.
The Form Submissions page lists each submission along with details such as:
- Contact’s Name
- Sales Pipeline Stage
- Form Source
- Form Type
- Form Name
- Submission URL
- Date and Time Received
Click the arrow on the right side of any form to view more details.
Viewing Submission Details
When you expand a submission, two cards will appear:
- Form Data – Displays all fields filled in by the user.
- Marketing Parameters – Shows UTM values captured from the form URL, such as Campaign Source and Campaign Medium.
You can use filters to narrow down your view by:
- Form Name
- Campaign
- Contact Stage
Example:
You can filter to view only submissions from a specific form or only leads at a certain stage.
Viewing Form Submissions from a Contact Profile
You can also view form submissions from an individual contact’s profile:
- Click on a Contact to open the Contact Details page.
- Scroll down to the Communications section.
- Click Forms to see all submissions linked to that contact.
Accessing the Form Submission Report
Once contacts start submitting forms, their data is automatically added to the Form Submission Report.
To access it:
- Go to the left-hand menu.
- Click Marketing Reports.
- Open the Reports page.
- Click on Marketing, then scroll down and select Form Submission Report.
This report displays:
- The number of forms submitted
- Breakdowns by Lead Stage, Lead Source, Form Source, and Total Submission Count during the selected period
You’ll also see:
- A monthly timeline of form submissions
- A breakdown of submission volume by campaign
- Detailed source data at the bottom of the report
Example:
To view submissions from a specific UTM campaign (like YouTube Channel Launch), click that campaign.
The entire report will filter to show metrics just for that campaign.
Why Form Submission Tracking Matters
Form submission tracking helps you:
- Monitor all leads who submit forms on your website
- Analyze submission data through the Form Submission Report
- See form activity connected to each contact in both the Sales Pipeline and the Contact Page
This makes it easy to identify leads generated through form submissions and measure the performance of your marketing campaigns.
Wrapping Up
That’s how you manage and analyze Form Submissions in LeadCenter.
Thank you for watching!