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
- Open Online Actions from your EveryAction menu.
- 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
- From the main EveryAction menu, navigate to Report Manager
- Find and select the "Online Activity Report"
- Set your date range and other filtering options
- 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
- From Report Manager, find and select the "Online Forms Comparison Report"
- Select the forms you want to compare
- Choose your date range
- 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
- Search for a contact in EveryAction
- Open their contact record
- 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
- Go to "Create a List" in EveryAction
- Select "Online Actions" as a filter category
- Choose specific forms or form types to filter by
- Add additional criteria as needed
- Save your list to target these contacts for follow-up communications
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