Read intake analytics

See how many people viewed, started and finished your intake forms, which forms, pages, sources and campaigns bring in requests, and how the workload is spread across your team.

In the sidebar, open Intake, then Analytics. The page address is /intake/analytics. The page heading reads Intake Analytics. It reports on the forms customers fill in: how many get finished, where they come from, and who on your team is handling them.

Before you start

• Your role needs permission to read intake analytics.
• If your organization uses branches, the numbers respect your branch scope.

Steps

1. Under Reporting Filters, set Received from and Received to for the period you want. They start on the last 30 days; clear both for everything.
2. Narrow further if you need to: Form, Publication (the hosted page or embed), Branch, Assignee, Source kind, Source channel or Source surface. Reset filters clears them all.
3. Choose Trend granularity (Daily, Weekly or Monthly) to set how the trend lines are grouped.
4. Read Public intake funnel first. It follows a visit from first view, to starting the form, to submitting, to confirmation, to whatever was created from it. A big drop between two steps is where people give up.
5. Scroll to the breakdowns to find out why: Public funnel by form, Public funnel by publication, Public funnel by source, Public funnel by campaign, Public funnel by domain and Public funnel by branch.
6. Check the team side: Workflow Distribution shows how many submissions sit in each status, Assignee Load shows who has what, and Branch Performance compares branches.
7. To take the numbers elsewhere, press Queue analytics export. Nova prepares a file in the export center; Open export center takes you there.

What you see

• Marketing overview summarises public demand by source, campaign, domain and publication and calls out the biggest drop-off points.
• Form Performance compares forms on submissions, spam rate and how many turned into something. Publication Surfaces and Source Performance do the same for pages and sources.
• Attribution Performance shows which channels produce real submissions rather than just visits.
• Shortcut buttons at the top open the Open inbox, Manage forms and Publication settings pages.

If something looks different

• A section reads that no data is available for the current filters: widen the dates or clear a filter. New organizations see empty panels until forms have been live for a while.
• Queue analytics export is greyed out: your role cannot create exports. Ask your admin.
• The funnel shows views but no starts: the form is being seen but nobody presses into it. Check the page it is embedded on, then review the form's first questions; see Create an intake form.

Open intake analytics