Optin Form Report

1. What is KPI Optin Form?

KPI Optin Form is a report that tracks the number of sign-ups for the registration form (Optin Form) you created within a specific time frame. It helps you assess the effectiveness of your Optin forms, including:

• Number of customer visits: How many people visited the webpage or landing page containing your Optin form.

• Conversion rate: The percentage of visitors who filled out the Optin form.

• Number of customer registrations: The total number of people who filled out the Optin form.

• Number of customers who made a purchase: The number of customers who registered via the Optin form and then made a purchase.

• Detailed list of sources: Identifying the sources that attracted customers to your Optin form, such as social media, email marketing, paid ads, etc.

• List of registration form pages: Identifying the specific locations on your website or landing page where customers filled out the Optin form.

2. Permissions for KPI Optinform

To view KPI Optinform on the system, you must be granted access to the KPI Optinform statistics feature.

Access: View the KPI statistics for the Optin forms you created.

View all: View the KPI statistics for all Optin forms across the system.

Department heads can view the KPI Optinform of their subordinates by default.

3. Overview of KPI Optin Form

Select filter conditions to view statistics by the desired Optin form.

Select time frame to view statistics by week, month, year, or other custom time frames.

4. Optinform Reports

4.1. Opportunity Growth Chart

This chart shows the trend of the number of customers (KHC) registering for the top 4 forms with the highest sign-ups in the month. Data is summarized by week and calculates the total number of customers registered by the end of the month.

4.2. Chart of Registered Customers vs. Total Views of the Optin Form

This chart shows the conversion rate of the Optin form, including:

Number of customers who viewed the Optinform: The total number of customers who visited the link containing the Optin form.

Number of registered customers: The total number of customers who filled out the Optin form.

Number of customers who made a purchase: The number of customers who filled out the Optin form and then made a purchase.

Total purchase value: The total revenue generated from orders placed by customers who registered and made purchases.

4.3. Quantity Chart

By source: Statistics on the source of customers who made purchases. If no source is categorized, it will display customers with no source.

By form: Statistics on the number of opportunities registered in different forms and the registration rate for those forms. You can hover over each form to view detailed numbers and percentage rates of registrations.

UTM Source and UTM Campaign:

UTM Source: The website address from which the traffic is directed to your Optin form page. For example: utm_source=facebook means the link placed on Facebook, and users on Facebook click the link and are directed to the website containing the Optin form.

UTM Campaign: The name of the campaign being run with this URL. This helps you distinguish the effectiveness of different campaigns when running multiple marketing campaigns at the same time.

The UTM Source and UTM Campaign charts will show you which source contains the Optin form link and which of your marketing campaigns is most effective, has the most customer registrations, and the percentage share of each.

4.4. Registered Customer List

A detailed list of opportunities that have registered for the form, including:

Form name: The name of the form the customer registered for.

Opportunity: The customer’s name and the primary contact person for the opportunity.

Creator: The person who created the Optin form.

Referrer: The person who referred the customer (employee or other customer).

Customer information: The name of the customer/company and the relationship status: the relationship the customer currently holds.

Campaign: The campaign this opportunity is currently part of.

Opportunity status: The current status of this opportunity.

Creation time: The time the customer registered for the form.

Source: The source where the customer came from.

Source details: The direct link to the customer source.

UTM: The URL being tracked.

UTM Source: The address of the website/source directing customers to the Optin form.

UTM Campaign: The name of the campaign being run.

UTM Medium: The medium that led customers to the Optin form page (e.g., a post, KOLs’ page, paid CPC ads, email, social, referral).

UTM Content: The name of the content used to attract clicks from users. This helps identify which topics generate the most clicks.

UTM Term: Mainly used in AdWords or search ads. Here, you will declare the keyword to analyze which keywords drive the most successful conversions.

4.5. Registration Form Page Statistics

A detailed list of registration form pages, including:

Form name: The name of the registration form.

Number of registrations: The total number of completed registrations.

Registration page link: The direct link to the registration form page.

This list provides an overview of the performance of each registration form page, helping you identify which pages have the most registrations and optimize them for better performance. You can also directly access these pages to check registration activities and information.