This article article explains how to view your list of forms and landing pages, and how to view details for individual forms or landing pages. It also explains how to export your form submit information.
Viewing the Forms List
The Forms list provides an overview of views and submits of your forms and landing pages.
Use the icons to the right of the form or landing page in the list to edit or archive the item.
To find a specific form or landing page in the list, enter the first few letters of the name in the Quick Search field at the top right.
To customize your Forms list, you can:
- Sort the list
- Customize the columns shown for the list
- Filter the list
Once you have customized a list, you can save that view to return to it easily later.
Viewing Form Details
Click on a form in the Forms list to view the details.
- Chart - shows a graph of the number of visits, the number of submits, the total score and number of submits per day
- Icons - allow you to publish the form, edit the form, archive the form, create a new form as a copy of the selected form, or delete this form
- Preview - shows what the form looks like to the user
- Contact/Company - the contact name opens the contact card to the timeline; the company name opens the company card to the timeline
- Company History - shows if there are activities/appointments, opportunities, or orders for this company (hover the mouse over each icon to see more details)
- Lead Source - shows where the form submit originated from
- Export - allows you to export the submit information to a spreadsheet
- Delete - deletes this form submit
Viewing Landing Page Details
Click on a landing page in the Forms list to view the details.
- Chart - shows a graph of the number of visits, the number of submits, the total score, the number of submits per day and a line with the number of views per day
- Icons - allow you to edit the landing page, archive the landing page, create a new landing page as a copy of the selected landing page, or delete this landing page
- Social media preview - shows what the social media preview for the landing page looks like to the user where you can change the image for the preview
- Visit page - opens the actual landing page
- Copy link - copies the link to the landing page to your clipboard for pasting in emails, social media or other marketing activities
- Contact/Company - the contact name opens the contact card to the timeline; the company name opens the company card to the timeline
- Company History - shows if there are activities/appointments, opportunities, or orders for this company (hover the mouse over each icon to see more details)
- Lead Source - shows where the form submit originated from
- Export - allows you to export the submit information to a spreadsheet
- Delete - deletes this form submit
Select the Views tab to also see information about companies and contacts who have viewed the landing page without submitting the form or to assign the company to a user.
Exporting Form Submits
To export and download form submit information as a spreadsheet, complete the following steps:
- Open the form you want to review.
- Select Export.
-
When the export is complete, you will receive a notification in the top right corner of your Upsales window.
- Select the top right of the Upsales window next to your user name.
- In the “Form export done” notification, select click to download.
Comments
0 comments
Please sign in to leave a comment.