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Forms: Report

Read View, Start, Rejected and Submit — then use Segments and Segment Trend to measure what actually mattered

Forms: Report

A published Form is only as good as what you learn from it. The Forms Report is where you see how your Form activity was set up and how it's performing — and, crucially, where you turn those Profiles into Segments that feed the rest of your marketing.

With this data you can measure how effective your acquisition, retention, and campaign efforts have been, spot where visitors drop off, and act on what you find.


In this article


Overview and preview

To view a Report, select a Form on the Forms & Pages activity page. In the bottom bar, go to Report.

Please allow up to 10 minutes for Profile data to be available in your Forms Report. After the Form has been published, the Audience must process and store the data into Profiles before it becomes available in reporting.

Overview

The Overview shows the key details of the activity — Section, Template, Action used, and the Form URL. A quick reference for "how was this built?" — useful when you come back to a Form weeks or months later.

Preview

Take a look at your finished Form. Toggle between Desktop and Mobile to see how the Form looks on different devices.


Reading the Report

Navigate the Report with the tabs on the left. These show how your Form performed: how many people opened, started, and submitted it.

A maximum of 25 Profiles will be shown on the list in each view. Double-click any Profile to jump straight into the Profile View.

Forms Reports only show Known Profiles (Profiles with an email address or phone number). To see all Profiles who interacted with your activity — including Unknown visitors — create a Segment from the View tab (see below).


The four tabs

View

Visitors who viewed or opened your Form (A maximum of 25 Profiles will be shown on the list in each view).

Start

Visitors who started filling out the fields or interacted with your Form (A maximum of 25 Profiles will be shown on the list in each view).

Rejected

Visitors who finished your Form but were rejected based on your Profile Check setting (see Form: Action) (A maximum of 25 Profiles will be shown on the list in each view).

Submit

Visitors who filled in and submitted your Form successfully (A maximum of 25 Profiles will be shown on the list in each view).

Note. For Unknown Profiles, the same visitor might be seen as multiple different Unknown Profiles if they view or start a Form multiple times. When this happens, the number of unique Unknown Profiles won't necessarily match the real number of unique Unknown visitors. The moment a Profile becomes Known (by providing an email or phone number), this ambiguity disappears.

Exporting the full list

The Report shows up to 25 Profiles per tab. To see the full list, click Export on the top right. You can download the Profiles in a CSV or XLSX file.

Exporting is useful for offline analysis, for handing the list to sales, for reconciling with a CRM, or for keeping a record of a campaign's results. Just remember that the export is a snapshot — it doesn't update dynamically. For live audiences, use Segments.

Need more details?

For in-depth information about Form & Pages Events, see About Events.


What the numbers tell you — and what to do about it

Raw numbers are useful; ratios between them are actionable. Three key ratios:

View → Start (interest rate)

Of everyone who opened the Form, how many started interacting with it?

  • High ratio = the Form's value proposition is clear and the visitor feels motivated to begin.

  • Low ratio = visitors open and bounce. Usually a copy problem: the headline, sub-head, or value promise isn't landing. Sometimes the Form looks too long at first glance — a visual intimidation problem.

Start → Submit (completion rate)

Of everyone who started filling in, how many completed and submitted?

  • High ratio = the Form is well-sized and validation is friendly.

  • Low ratio = something is blocking completion. Usually too many fields, unclear error messages, a broken required field, or consent friction. Try shortening the Form, improving error copy, or splitting data collection into progressive steps.

Submit → Rejected (hygiene signal)

Submissions that were blocked by your Profile Check settings.

  • A Rejected count is expected if you're blocking CRM-owned Profiles — it means the setting is doing its job.

  • An unexpectedly high Rejected count on an acquisition Form can mean you're receiving a lot of existing Profiles re-signing up (worth investigating — are they not finding your preference centre?).


Create a Segment from the Report

You can create Segments from the Forms Report of any of your activities. This is where a Form stops being a one-off collection tool and becomes a source of reusable audiences.

How to create a Segment

  1. Select the Form on the Forms & Pages start page (click once).

  2. Go to Report in the bottom bar.

  3. Choose the tab that represents the audience you want (typically View, Start, or Submit).


  4. Create the Segment from there.

A Segment built from a Form submission list will update dynamically as new Profiles submit — so you don't need to re-create it. It becomes a living audience.


Use cases — turning Form Reports into action

Lead nurturing — measure the full funnel, not just sign-ups

Acquisition Forms often get judged by "how many signed up?", but that's only the last number. Watch the View → Start → Submit ratios together:

  • Traffic is good but View → Start is poor? The Form copy isn't convincing — rewrite the headline and sub-head.

  • Start → Submit is poor? The Form is asking too much — remove fields or split into progressive profiling.

  • Submit volume is high but downstream engagement (email opens, clicks) is low? The Form attracted the wrong audience — tighten targeting or the value promise.

Retention — track preference centre engagement

A type of preference centre is often set up once and forgotten. Look at its Report quarterly. A steady stream of Submits tells you the link placement is working. A sudden drop might mean an email template changed and the footer link broke. Rising Rejects might mean existing Profiles can't find the right path — consider an Allow Profile overwriting check.

Brand building — compare campaign variants

Running two versions of a campaign Form to test messaging? The Report lets you compare View → Submit conversion side by side. Combine with Hidden Values (campaign tag) so you can also see downstream behaviour by variant — opens, clicks, revenue.

Loyalty — identify your most engaged

Build a Segment of Profiles who have submitted multiple engagement Forms (preference updates, feedback surveys, event registrations) in the past 6 months. This Segment is a proxy for "highly engaged, responsive loyalists" — perfect for exclusive invites, early access, or sales follow-up.


Beyond the Report — measuring the real goal with Segment Trend

The Forms Report tells you what happened at the Form — views, starts, submits. But the Form is almost never the actual goal. The goal is what happens after: an engaged subscriber, a nurtured lead, a returning customer, a loyal advocate.

To measure that, combine the Forms Report with Segment Trend. Here's the pattern:

  1. Build a Segment of Profiles who submitted the Form (from the Submit tab in the Report, or from a Hidden Value tag you applied at submission).

  2. Open Segment Trend on that Segment to track the downstream metrics that actually matter for your business.

  3. Compare the trend against your overall Audience, or against Profiles acquired through other Forms, to see which sources produce the healthiest long-term engagement.


What to measure, depending on your goal

Lead nurturing — did sign-ups become engaged?

A Form that produces 500 sign-ups and zero downstream engagement is a worse outcome than a Form with 200 sign-ups and a thriving audience. Use Segment Trend on your Form-submitters Segment to watch email open rate, click rate, and flow-completion rate over the weeks that follow. If the trend flatlines, the Form attracted the wrong audience — even if the submit count looked great.

Retention — did the preference centre actually retain people?

Build a Segment of Profiles who used the preference centre Form in the last 6 months. Track their unsubscribe rate, email engagement, and Subscription activity via Segment Trend. If engaged Profiles who updated preferences stay active longer than those who didn't, that's the business case for promoting the preference centre more aggressively.

Brand building — which campaign Form produced the most durable audience?

Running multiple campaign sign-up Forms across a season? Tag each with a Hidden Value (campaign:spring-launch, campaign:autumn-event, and so on), build a Segment per campaign, and compare their trends side-by-side in Segment Trend. The Form that produced the best-engaged audience three months later wins — not the one with the highest submit count on launch day.

Loyalty — did the VIP Form actually predict loyalty?

Build a Segment of Profiles tagged as VIPs via your loyalty sign-up Form. Track their purchase frequency, engagement, and retention through Segment Trend over 12 months. If the VIP Segment genuinely outperforms your general Audience, the Form is doing its qualifying job. If not, the qualifying criteria need tightening.

The shift in mindset

The Forms Report answers "how did the Form perform?". Segment Trend answers "did the Form produce the outcome I actually wanted?". Both matter, but the second is where the real strategic value lives. A habit of moving from Report → Segment → Trend turns Forms from a tactical collection tool into a measurable driver of nurturing, retention, brand, and loyalty outcomes.


💡 Tips & tricks

  • Check Reports within 24 hours of publishing. Early signals are often the clearest. If View → Start is already alarming on day one, fix it fast rather than letting a week of suboptimal traffic pass.

  • Compare Reports across similar Forms. Your own historical averages are the most useful benchmark. "Our newsletter sign-up Form typically converts at X%" tells you more than any industry number.

  • Export regularly for seasonal campaigns. Exports are a snapshot. For time-limited campaigns, save the CSV at the end of the campaign for your records.

  • Turn Reports into Segments, not spreadsheets. Whenever you find yourself exporting a Report to then manually build an audience, you should probably be building a Segment from the Report tab instead — it stays live.

  • Follow up with Segment Trend. The Report tells you what happened at the Form. Segment Trend tells you what happened because of it — engagement, retention, revenue. Always close the loop by watching the downstream trend of your Form-submitters Segment, not just the submit count.

  • Remember the 10-minute processing window. If a just-published Form shows zero data, don't panic. Give it ten minutes.

  • Combine Form Events with other Events. In Segments, you can build rich audiences like "submitted Form X and opened Email Y and visited Product page Z". Form submissions are one input among many.


Next steps

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