Form Fill Goals
Form fills are one of the most important early signs of intent. HockeyStack enables tracking forms filled across different platforms to ensure the most accurate tracking.
Marketing Automation
HubSpot
You can pull forms filled directly from a marketing automation platform. This is the only accurate way of measuring HubSpot forms, as HubSpot performs data cleaning on entries into forms.
Go to Definitions -> Goals and create a new Custom goal. Then, pick "Form Fill Property Changed" from the dropdown. Add identifiers for the goal:
property is "submittedat"
integration contains "HubSpot" (we are using "contains" because it's not case sensitive)
To report on a specific form, simply add the form's name to the goal conditions.
Fields dictionary
HubSpot form fields have their own names in HockeyStack, in case of any doubts about fields, please see this doc with a dictionary.
Troubleshooting
If the goal value is 0, make sure you have added the correct Track Date Property. Go to Settings -> Reporting and Tracking, and look for the Track Date Properties section. It should contain a line like this. If it doesn't, add it using this doc.
Marketo
Integration Tracking
To track form fills directly from the Marketo integration, go to Definitions -> Goals and create a new Custom Goal. Then, select 'Fill Out Form' from the dropdown.
This goal tracks all form submissions made via Marketo. You can customize this goal by adding additional properties.
Tracking Marketo via Website Tracking Script
Go to Definitions -> Goals and create a new Custom Goal. Then, select 'Marketo Form Submitted' from the dropdown.
This method tracks Marketo forms using the Website Tracking Script.
LinkedIn & Facebook Forms
Other common sources of form submissions are LinkedIn and Facebook. To get the accurate numbers for those forms, you need to pull them directly from integrations with those platforms.
Go to Definitions -> Goals and create a new Custom goal. Then, pick "Form Fill Property Changed" from the dropdown. Add identifiers for the goal:
property is "submittedat"
integration contains "Facebook" or "LinkedIn" (we are using "contains" because it's not case sensitive)
Facebook Fields Dictionary
Facebook form fields have their own names in HockeyStack. In case of any doubts about naming, please see this doc with a dictionary.
Website pixel
If there's a form on your website that isn't tracked by a marketing automation tool, you can still track it using HockeyStack! You do it using the website tracking script.
Go to Definitions -> Goals and create a new Form Submit goal. Then, you need to choose a selector of the form. However, there's a rule that you can follow: each form's selector contains the word 'form'. That's why you can define Any Form Submission goal (a goal that will track all forms submitted on your website) in the following way:
The goal above captures all form submissions on your website. What if you want to report on a specific form only? You can:
Pick a specific form using its exact selector. In this doc you can find out how to identify the form's selector
Pick a specific page on which the form is placed. Use the 'In Page' filter on the right-hand side and specify the page where the form is located.
To get a list of emails submitted in a form tracked by the website script, you can pull it from: User Properties -> identity, in any report using this goal.
Caveats
The number of forms recorded using the website script will not exactly match the number from a marketing automation tool. This is because HockeyStack records every submission, for example, submissions using an email like '[email protected]', while marketing automation tools often apply data cleaning rules. On the other hand, some submissions will be invisible to HockeyStack, for example, if a user has an ad blocker enabled.
Manual import
If the form that you want to add to your reporting is not tracked elsewhere, you can submit a CSV with a list of emails, and use that list to build a goal. You can find detailed instructions on how to do it in the Account List Import doc.
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