Best Practices: Forms Report
This document provides guidelines for creating effective forms in the report interface of IBM Corporation in 2017. It covers essential practices and recommendations to optimize the use of forms for efficient data collection and reporting within the organization. Readers will gain insights into best practices for ensuring the accuracy and usability of forms in their reporting processes.
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Best Practices: Forms Report IBM Corporation 2017 1
Table of Contents Description & Intended Use Common Form analysis scenarios Form Action Tagging Data Collection Analyzing Forms Report IBM Corporation 2017 2
Forms Report: Description & Intended Use Provides a list of all tagged forms on your site Delivers insight to help assess overall effectiveness of each form in driving visitor completions/submissions. For each form listed in the report, the number of sessions where the form was accessed by a visitor is displayed as well as the total number of page views for the form. The number of times each form was either submitted or unloaded is provided along with the amount of time visitors interacting with each form. Setup Form Action Tag: This tag is thrown automatically for forms on a web site as long as you are using the most current tagging library and pages where forms appear are tagged. IBM looks for HTML forms on a web site and populates form action tags for these forms Best Practices Tip: We advise our clients to use business/ user friendly names for form names and fields. IBM Corporation 2017 3
Common Form Analysis Scenarios How many visitors interacted with the form ? Can be determined using the Unloads metric in the Forms Report. Unloads indicates the total number of times a visitor interacted with a named form by editing a text field or dropdown, but then failed to submit the form. How many visitors completed filling out a form? Can be determined using the Submit metric in the Forms report. However, this metric is irrespective of whether the form submit was successful. How many visitors edited a form but did not complete it? Can be determined using Unload metric. See above. Where within each form are visitors abandoning the forms? Can be determined using the Form Zoom report Form Field Analysis. To identify areas of abandonment, determine which Form Field has the highest Unload %. Are my forms too complicated to fill out? Can be determined using Average Time metric in the Forms report. Evaluate forms with high Average Time to review design flaws that may be creating visitor confusion. IBM Corporation 2017 4
Data Collection: Form Action Tag IBM Corporation 2017 5
Data Collection: Form Action Tag Setup Tags thrown automatically for forms on your site IBM looks for HTML forms on your site and populates form action tags for these forms Data from these tags automatically shows up in the Forms report Form Names and Form fields are decided by client s developers and as they appear in the page code Three Main Fields in the Form Action Tag: Form List Form Action Type Form Field Change IBM Corporation 2017 6
Data Collection: Form Action Tag Form pulls data for any named form on a client s page IBM Corporation 2017 7
Data Collection: Form Action Tag Form List (fo): Identifies various forms on the page lead_form:0 corresponds to the first form found on the page. In this example, there is only one form on the example page. However, client s can have multiple forms on one page. If there were second search form on the page, than the list would read search_form:1 to indicate a second form. IBM Corporation 2017 8
Data Collection: Form Action Tag Form Action Type (ac): Identifies what action was taken on a form S = submit U = unload R = reset 1:S shows that the lead_form:0: form was submitted IBM Corporation 2017 9
Data Collection: Form Action Tag Field Change List (fi): Identifies form fields that were edited & the order in which they were touched IBM Corporation 2017 10
Data Collection: Form Action Tag Field Change List (fi): Can also captures fields when multiple forms on a single page are edited IBM Corporation 2017 11
Data Collection: Form Action Tag Field Change List (fi): Last field edited for a form that was unloaded will be reported as the Unload Field in the Form Zoom report IBM Corporation 2017 12
Analyzing Forms Report IBM Corporation 2017 13
Forms Report Report displays forms as named by client in the HTML page code All standard report features supported - Trending, download, email report, and configure metrics IBM Corporation 2017 14
Forms Report Metrics IBM Corporation 2017 15
Form Field Zoom Report Provides field level detail for a selected form Identify key fields leading to form abandonment Fields most frequently edited IBM Corporation 2017 16
Forms Report: Zoom Metrics IBM Corporation 2017 17
THANK YOU IBM Corporation 2017 18
