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Sign up forms and reporting

  • 16 February 2022
  • 2 replies
  • 91 views

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Hi there, I have 2 ways that my customers can sign up, one through a sign up form and one through a fly in pop up. How can I pull the correct report to see from which form that the customer signed up from? As they all enter the leads list, so how can i segment the clients to see where they came from?

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Best answer by Manny Singh 16 February 2022, 05:10

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Userlevel 7
Badge +38

Hey, great question and welcome to the community!

 

Here’s one way I do that with my forms:

 

On the form, you can collect custom properties as a hidden field.  For example, in this form, I created a Source property to equal SMS Collect.

 

When someone signs up using this form, you can see that property in their profile

 

To segment based on which forms, you can now create a segment based on the respective custom property you set. 

 

Hope that helps!

Userlevel 7
Badge +58

Hi @twiggpuzzles,

I think you would find great success following @Mailbox Manny’s strategy! Adding hidden fields and then segmenting through $source would be a good way to distinguish where your users are coming from. I would just like to add some supplemental reading from our Help Center below!
How to Create and Manage Signup Forms

How to Segment for Form Results

Have a good day!
Alex

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