As your business actively collects leads and customer data through online forms, it’s crucial to gain insights into the effectiveness of these forms. Understanding how often these forms are accessed and completed helps in optimizing lead generation strategies. Additionally, you want to utilize standard reports to analyze the sources of leads coming into your company, providing actionable insights for your sales and marketing teams.
Summary:
Tracking online form engagement statistics and utilizing lead source analysis reports are essential in gauging the performance of your lead generation efforts. By understanding how often forms are viewed and submitted, as well as identifying the sources of leads, your business can make informed decisions to optimize its lead acquisition strategies.
Solution:
Here’s how you can access and analyze online form engagement statistics and lead source reports:
NetSuite keeps track of how often your online forms are viewed and filled out.
Statistics for online lead forms can be viewed on the External subtab of the form record. You can see:
- Number of Requests – Number of times someone navigates to this form
- Number of Submits – Number of times the form is submitted
To view online form statistics, go to Setup > Marketing > Online Customer Forms, and click View next to the online form you want to view. Then, click the External subtab.
There are two sets of standard reports you can use to analyze how leads are coming into your company.
- Lead Source Analysis Summary Report
- Lead Source Analysis Detail Report
Note: These reports only include records that were originally entered as leads. Prospects and customers that do not start out as lead records are excluded.