Work with form analytics

Form analytics provides insights into the performance of your forms by tracking user engagement over a selected period. The dashboard automatically captures data from all active forms used in Pages and Components as visitors interact with them.

The form analytics dashboard in XM Cloud Analytics provides insights on form performance.

Access form insights in Analytics

You can filter the data displayed on the dashboard using the following options:

  • Time - select the time frame to display data such as last 30 days, last 3 hours, last day, or a custom date range. By default, you'll see data from the previous 30 days.

  • Site - select the site where the form is published. By default, you'll see data from all sites.

  • Form - select the specific form to display analytics for. By default, you'll see data from all forms available in your tenant and site.

To update the data displayed based on your selected filters, click Apply. To revert to the default view, click Reset filters. Data on the dashboard auto-refreshes every 15 minutes.

To download the data in Form analytics as a ZIP file, click the Download Download icon icon.

For a quick overview, you can go to the Forms dashboard for a snapshot of form views and submissions.

Form engagement metrics

The form engagement metrics displays data for all types of user engagement as captured in events such as VIEWED, INTERACTION, and SUBMITTED during the selected time period. It shows not just absolute values but also displays trends, allowing you to compare data between the selected period and the previous period. This allows you to quickly see whether form engagement is rising or falling over successive periods.

The form engagement metrics includes the count and trend of form views, interactions, submissions, and abandons over the selected period.

Each metric includes a color-coded trending indicator to show if there's an increase or a decrease in value over time. For example, in the previous image, a red number under Form Views indicates that there are less forms viewed for the selected period compared to the previous one.

The following metrics are available on the dashboard:

  • Form Views - the total number of times the form was viewed. This is calculated by counting the VIEWED events for the form during the time period.

  • Form Interactions - the total number of clicks on the form. This is calculated by counting the INTERACTION events for the form during the time period.

  • Interaction Rate - the percentage of form views that led to interactions. This is calculated by dividing the number of INTERACTION events by the number of VIEWED events for the form during the time period.

  • Submissions - the total number of completed form submissions. This is calculated by counting the SUBMITTED events during the time period.

  • Submission Rate - the percentage of form views that led to submissions. This is calculated by dividing the number of SUBMITTED events by the number of VIEWED events for the form during the time period.

  • Abandoned - the total number of times the form was clicked but not submitted. This is calculated by getting the difference between the number of INTERACTION and SUBMITTED events for the form during the time period.

  • Abandon Rate - the percentage of form interactions that led to abandonment. This is calculated by dividing the number of abandoned forms by the number of INTERACTION events for the form during the time period.

Events over time

This line chart shows the trends in VIEWED, INTERACTION, and SUBMITTED events captured for the form over the selected period. It plots the total number of events on the vertical axis against time intervals on the horizontal axis.

Hover your mouse over any data point in the chart to show the individual values. Click a specific event in the chart's legend to toggle its visibility on the chart. Hidden events are marked with a strikethrough on their legend labels.

The Events over time chart shows trends in form views, submissions, and interactions.

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