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Re: How to see info captured from form

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Anonymous
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How to see info captured from form

Hi there!

I've been skimming the discussions pages trying to see how you can view the results of a landing page -- as in who filled it out, the info they entered, etc. It's probably simple, I'm just not seeing how to go about doing this. Any help would be appreciated.

Thanks!
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Anonymous
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Re: How to see info captured from form

This is just an example Smart List and "Dummy" is just any field which I filtered for, so for example when you just want to see people who have company category xy. But you can filter what you want to filter for....

When you go to the Leads you can right click on the columns and change the fields you want to be displayed and exported:

0EM50000000RzFn.jpg

Best regards

Steffen

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8 REPLIES 8
Anonymous
Not applicable

Re: How to see info captured from form

Hi Mariah,
for that I always just create a smart campaign, filter for people who submitted the form and then you can download all the leads who match the rule.

Best regards

Steffen
Anonymous
Not applicable

Re: How to see info captured from form

Hm, would setting up a smart list work the same? And how about any extraneous information (for example, we asked for a time of day to contact) -- that's not normally captured. How would we view that?

Hope I'm not misunderstanding you. Thanks!
Anonymous
Not applicable

Re: How to see info captured from form

Maybe this is something that would have to be done manually? If I create a smart list and filter by  those who filled out the form, then click on each lead, it shows lead activity and there I can see what they filled out (RE: time of day to contact).

But I'm really, really hoping there's a simpler way to go about collecting this!
Anonymous
Not applicable

Re: How to see info captured from form

Hi Mariah,
you can filter for very much criteria:

0EM50000000RzFJ.jpg

And when clicking at Schedule on the Leads you can see the Leads and if you want to export them to Excel.

Hope that's what you wanted to know?

Best regards

Steffen

Anonymous
Not applicable

Re: How to see info captured from form

I'm not understanding that at all. This is how we can see what each lead put for "best time to call"? What is "dummy"?

What we want to do is see what each lead put for "best time to call" and what they selected for "company category" -- those are two things I'm not seeing when I export. How do we do that?

Anonymous
Not applicable

Re: How to see info captured from form

This is just an example Smart List and "Dummy" is just any field which I filtered for, so for example when you just want to see people who have company category xy. But you can filter what you want to filter for....

When you go to the Leads you can right click on the columns and change the fields you want to be displayed and exported:

0EM50000000RzFn.jpg

Best regards

Steffen
Anonymous
Not applicable

Re: How to see info captured from form

Ah, got it! That makes sense -- thank you so much for your help!!
Matt_Stone2
Level 9

Re: How to see info captured from form

Just to add to this... the problem with this solution is if you want to do this for multiple unique forms with different questions on them. Smart list views are global, so you'd have to continually change them. I know lots of people have been wanting Marketo to create a better solution for this, but until they do, Steffen's method is best.