How do I track responses to Online Actions?

Tracking responses to your Online Actions forms helps you understand supporter engagement and measure the success of your digital outreach efforts. 

Step 1: View basic metrics on the Dashboard 

1. Open Online Actions from your EveryAction menu.
2. On the Forms overview, each form displays basic metrics including: 

• Number of views 
• Number of submissions 
• Conversion rate (submissions divided by views) 

These metrics provide a quick snapshot of form performance 

Step 2: Access the Online Activity Report 

1. From the main EveryAction menu, navigate to Report Manager 
2. Find and select the "Online Activity Report" 
3. Set your date range and other filtering options 
4. Run the report to see detailed information about online engagement 

This report shows form submissions broken down by form type, source code, and other attributes 

Step 3: Use the Online Forms Comparison Report 

1. From Report Manager, find and select the "Online Forms Comparison Report" 
2. Select the forms you want to compare 
3. Choose your date range 
4. Run the report to see side-by-side performance metrics 

This helps identify which forms are performing better than others 

Step 4: View responses in individual contact records 

1. Search for a contact in EveryAction 
2. Open their contact record 
3. Navigate to the "Online Actions" section 

Here you'll see all the forms they've submitted and their responses 

This provides insight into individual supporter engagement 

Step 5: Create lists based on form responses 

1. Go to "Create a List" in EveryAction 
2. Select "Online Actions" as a filter category 
3. Choose specific forms or form types to filter by 
4. Add additional criteria as needed 
5. Save your list to target these contacts for follow-up communications 

What else do you need help with? 

• How do I create an Online Actions form? 
• How do I manage Online Actions form statuses? 
• How do I use the Online Action Forms Dashboard? 
• Understanding Online Actions

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