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form fill out report

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Ashley1
Level 2

form fill out report

Does anyone know if there is a way to create a report that includes the timestamp of when a person filled out the form?

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Beth_Massura
Level 8 - Champion

Re: form fill out report

Hi Ashley,

 

How are you hoping to use this data? If you're looking to see when various people converted (filled out the form) as part of a particular program, you could potentially use that specific program's Members tab - be sure to customize the view so it includes the Member Date column. This method would require that there is a trigger campaign to set the person's program status/add them to the program immediately upon form fill, if they aren't automatically added as members based on the program's configuration. If the people are added as program members before they fill out the form (such as an "invited" status), unfortunately this method won't be accurate. This method will apply only to one form/program at a time; you'd have to replicate it on all programs with forms you were interested in.

 

Unfortunately there aren't any out-of-the-box Marketo reports that would display a list of individual form fill activities across all forms. However, you could potentially pull the activity data via the API (including activity type and activity date) and manipulate it outside Marketo. This is fairly advanced though and will require someone familiar with the Marketo API.

 

Hope this helps!

 

Cheers,

Beth Massura

2022 Adobe Marketo Engage Champion

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3 REPLIES 3
SanfordWhiteman
Level 10 - Community Moderator

Re: form fill out report


@Ashley1 wrote:

Does anyone know if there is a way to create a report that includes the timestamp of when a person filled out the form?


There’s no form-centric canned report in Marketo. You can of course export the Activity Log via API and create such a report, but that requires (a small amount of) technical prowess.

Beth_Massura
Level 8 - Champion

Re: form fill out report

Hi Ashley,

 

How are you hoping to use this data? If you're looking to see when various people converted (filled out the form) as part of a particular program, you could potentially use that specific program's Members tab - be sure to customize the view so it includes the Member Date column. This method would require that there is a trigger campaign to set the person's program status/add them to the program immediately upon form fill, if they aren't automatically added as members based on the program's configuration. If the people are added as program members before they fill out the form (such as an "invited" status), unfortunately this method won't be accurate. This method will apply only to one form/program at a time; you'd have to replicate it on all programs with forms you were interested in.

 

Unfortunately there aren't any out-of-the-box Marketo reports that would display a list of individual form fill activities across all forms. However, you could potentially pull the activity data via the API (including activity type and activity date) and manipulate it outside Marketo. This is fairly advanced though and will require someone familiar with the Marketo API.

 

Hope this helps!

 

Cheers,

Beth Massura

2022 Adobe Marketo Engage Champion

Christiane_Rode
Level 6 - Community Advisor + Adobe Champion

Re: form fill out report

Another option, if the form you're using is local to your program, is to create a Program Member Custom Field that is just for a Form Submission Date/Time. 

 

You would then create a trigger smart campaign that would fire when someone fills out the form and and would use the {{system.dateTime}} token to add the system time to that field. 

 

The caveats to this approach are that:

  • You cannot use PMCFs with global forms. So if your form isn't local to a program, this won't work.
  • This burns through one of your 20 PMCFs.
  • This is not permanent. So, unless you set your smart campaign only to allow someone to run through it once, any time they fill out the form, this value may be overwritten with the most recent time they filled out the form.
  • This info can ONLY be pulled from the Members tab of your program -- so you can't have it automatically sent to you. While you can export this info, it's more ad-hoc than a report subscription.