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30 articles for “forms”
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- Form Forms Reading the list Form The name of the form. Click the name to open the form and change its fields and settings. Small tags can appear next to the name: Tag What it means Update This form updates a lead you already have, in …
- Forms Reporting Guide Forms Campaigns Marketing Forms Since Reporting started, Open Leads counts every time one of your hosted forms is viewed, so you can see how many visitors turn into leads. Views count each time a visitor opens the form. Previews fro …
- Forms Reporting Guide Data Source Forms Your hosted web forms: how often they are viewed and how many leads they bring in. Numbers: Views, unique visitors, submissions (new leads), conversion rate, pipeline value and wins. Good to know: Vie …
- Forms Reporting Guide Numbers Explained Forms Number What it means Views Times the form was opened by a visitor. Previews from inside Open Leads and known search-engine robots are not counted. Unique visitors Views counted once per browser per da …
- Email & forms Reporting Library Email & forms How your mass email campaigns and web forms perform. Report What it shows How it opens Campaign performance Delivered, opened, open rate, clicked, click rate and bounce rate for every campaign. Last 9 …
- Deleting a form Forms Deleting a form Click the bin on the form’s row. Read the message. It tells you what will stop working and how many submissions the form has had. Click Delete to go ahead, or Cancel to keep the form. Deleting a form …
- Form styles Forms Form styles A style is the look of a form: your logo above the fields, your colors, your font and your own button. One style can be shared by as many forms as you like, so changing the style changes all of them t …
- Deleting a form Manage Forms Deleting a form … It tells you what will stop working and how many submissions the form has had. Click Delete to go ahead, or Cancel to keep the form. Deleting a form cannot be undone. Its link stops working, and so d …
Articles
- Manage Forms … o you always see what you are making. To get here, go to Settings, click Forms, and click the name of a form. The forms, fields and workflows in these pictures are examples. If your account calls Forms something else, yo …
- Forms How to manage your forms: read the list (public link, submissions, workflow and spam protection for each form), add a Primary or Update form, copy a form’s link, preview it and get its website code, search, filter and sort, drag to reorder, duplicate and delete forms, and spot forms with no spam protection.
- Reporting Guide Forms Campaigns Marketing Since Reporting started, Open Leads counts every time one of your hosted forms is viewed, so you can see how many visitors turn into leads.
- Manage Styles How to use form styles: read the style cards and see which forms use each style, add a style from a ready-made look, add your logo in the header and your details in the footer, set the page, form box, field and button design with a live desktop and phone preview, save, give a form a style, and duplicate or delete styles.
- Reporting Guide Data Source … re already in your activity log were copied in when the feature started. Forms Your hosted web forms: how often they are viewed and how many leads they bring in. Numbers: Views, unique visitors, submissions (new leads), …
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Reporting Guide Numbers Explained
… e day they moved. It uses the lead’s value today. New leads Leads added. Forms Number What it means Views Times the form was opened by a visitor. Previews from inside Open Leads and known search-engine robots are not cou …
Jump to: Forms
- Reporting Library … umns. Leads by form Leads, value, wins and win rate for each of your web forms. Only leads whose source is Form. Bars. Leads by type Leads, value and wins for each lead type. A lead with two types counts once in each. Ba …
- Manage Workflows … ven a task with nobody lifting a finger. That is set on the form, in the Forms section. Who can change workflows You need the Manage Workflows permission to add, change, move, copy or delete workflows and categories. Wit …
- Manage Fields How to manage your custom fields: add a field and choose its type, build the choices for dropdowns, radio buttons and checkbox groups, edit and copy fields, organize them into categories, drag to reorder, move several at once, see which leads and forms use a field, search and filter the list, and delete a field safely.
- Reporting … s hear from you, which leads have gone quiet, and how your campaigns and forms perform. Start from a ready-made report in the library, or build your own in a few clicks, then save it, share it, email it on a schedule or …
- Lead List … tton, in pale teal) opens the Add Lead window with one of your account's forms. Pick the form at the top; the window remembers the one you used last. Every field on the form is there, with required fields marked with a r …
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Reporting Guide Breakdown Guide
… ame from on the web, recorded when the form was sent. See the article on forms, campaigns and marketing channels. Acquisition Device Desktop, mobile or tablet. Pipeline Status The lead’s current status, in your pipeline …
Jump to: Every breakdown
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Managing Users
… iting leads. They cannot change or delete custom fields. Settings Manage Forms Add, change and delete forms. Settings Manage Messages Add, change and delete messages. Settings Manage Types Add, change and delete lead typ …
Jump to: What each permission does
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Permissions Grid
… iting leads. They cannot change or delete custom fields. Settings Manage Forms Add, change and delete forms. Settings Manage Messages Add, change and delete messages. Settings Manage Types Add, change and delete lead typ …
Jump to: What each permission does
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Reporting Guide Exporting Reports
The Export button at the top of every report downloads it, saves its chart, prints it, or copies its table.
Jump to: Download the report
- Reporting Guide Some questions cannot be answered from what a CRM normally keeps. A lead only stores its current status, so you cannot tell when it moved; a form only knows the leads it produced, not how many people looked at it. Along with Reporting, Open Leads started recording the extra details these reports need.
- The Tasks Tab The Task Tab is your quick view of your Open Leads Tasks or your online "To-Do" List. The Task Tab consists of your Calendar and your Tasks List.
- Openleads Email Permission Policy … gh: An inquiry/lead sent to your Openleads account through any number of forms, email in, or other means of lead digestion to the CRM. (MOST COMMON). The exchange of business cards. A verbal request. A fishbowl collectio …
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Reporting Guide Filters
Step 4 of the builder, Only include, limits a report to the records you care about: one source, a few statuses, leads assigned to certain people, tasks of one type, and so on. There are two kinds of rule: filters, which decide which records are counted, and Only show rows where a number…, which hides rows after they are counted.
Jump to: Filters in the library reports
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Reporting Guide Date Range, Dates By
… e movement Date of change When the status changed or the lead was added. Forms Date The day of the form view or submission. Email campaigns Send date When the campaign was scheduled to go out (or was created, if it was s …
Jump to: Dates by
- Workflow Detail … is called everywhere you choose it: on a lead, on the Leads page and on forms. Pick a name that says when to use it. Email notice – the email addresses that get a notice each time this workflow is applied to a lead. Sep …
- Reporting Guide Schedule Report Emails A schedule emails a saved report automatically, every day, week or month, so people get the numbers without logging in.
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Lead Detail
The Lead Detail Screen Clicking any lead in the lead list opens the Lead Detail screen — the full record for that lead, and where most day-to-day work happens. Everything on this screen is editable in place: click a fiel …
Jump to: The panels
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The Dashboard
A complete walkthrough of the Dashboard: the four summary tiles, the breakdown charts and how to click through to the leads behind them, Upcoming Tasks in list and calendar view, Pipeline Value, Time to First Touch, and how to rearrange, hide and save up to three layouts of your own.
Jump to: The breakdown charts
- Manage Messages … dress, Alternate address, Links, your account’s Custom fields and Update forms. Pick one and it is placed where your cursor is. Link tokens such as [Unsubscribe] go in as a real link; if you select some text first, that …
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Reporting Guide Speed to Lead
The faster a new lead hears from you, the more likely it is to become a customer. Speed to lead measures, for every new lead, how long it waited for its first contact, and how many were never contacted at all.
Jump to: The breakdowns
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Reporting Guide Troubleshooting
Trouble Shooting Reports
Jump to: A report is empty
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Reporting Guide Team Activity
Two data sources show what your team does: Team activity counts the work done on leads, and Team usage counts how people use Open Leads itself.
Jump to: Team activity
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Reporting Guide Pipeline Movement and History
A normal leads report shows your pipeline as it is right now. Two newer data sources show how it got there: Pipeline movement counts every change of status, and Pipeline over time shows how the pipeline stood on past days.
Jump to: Pipeline movement
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Reporting Guide Accounts Groups Access
Reports normally cover the account you are signed in to. If your organization has several accounts (for example one per office or brand), Reporting can cover any number of them at once and compare them side by side.
Jump to: Which leads you see
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