Hello, readers! Welcome to my blog post where I will guide you step-by-step on how to track order submissions in HighLevel. In this post, I will share my own experiences and provide you with valuable insights on effectively monitoring your order submissions using this powerful tool. So, let’s dive right in and discover the secrets to successful order tracking in HighLevel!

A Step-by-Step Guide on Tracking Order Submissions in HighLevel

Introduction

In this video, I explain how to track form submissions inside Go High Level. Tracking form submissions is crucial for businesses as it allows them to keep a record of their customer orders and streamline their processes. With HighLevel’s built-in features, you can easily track and manage your order submissions efficiently.

Step 1: Accessing the Form Submissions

To begin tracking your order submissions, log in to your HighLevel account and navigate to the “Forms” tab. Under this tab, you will find the “Submissions” section. Click on it to access the form submissions dashboard.

Step 2: Filtering the Submissions

To filter the form submissions, you have the option to filter them by date or by names. This feature comes in handy when you want to focus on a specific time period or specific clients’ orders.

Step 3: Selecting Custom Date Ranges

HighLevel provides a flexible feature that allows you to filter through different forms and choose custom date ranges. This is especially useful when you want to track the progress and submissions of a specific campaign or promotion during a certain period.

Step 4: Searching for Specific Submissions

Searching for specific submissions by name, email, or contact info is easy within the HighLevel platform. You can simply enter the customer’s name or contact details in the search bar, and the system will display the relevant submissions matching your search criteria.

Step 5: Viewing Detailed Submissions

By clicking on an entry in the submissions dashboard, HighLevel displays the data submitted by the customer. This includes the order details, customer information, and any additional fields specified in the form.

Step 6: Tracking Information

The tracking information displayed in HighLevel includes details about the source of the form submission. This can help you identify the marketing channel or campaign responsible for driving the order submissions. It gives you valuable insights into your marketing efforts and allows you to optimize your strategies accordingly.

Step 7: Exporting Submissions

HighLevel allows you to export your form submission data as a CSV file. This feature is beneficial if you want to analyze the submissions further or integrate them with other software or systems. By exporting the data, you can gain a deeper understanding of customer preferences, order patterns, and more.

Conclusion

Tracking order submissions in HighLevel is a straightforward process that can greatly benefit businesses in streamlining their operations. By following the step-by-step guide outlined above, you can easily access, filter, and analyze your form submissions. The tracking information provided enables you to gain insights into customer behavior and optimize your marketing strategies accordingly. With HighLevel’s user-friendly interface and powerful features, managing your order submissions has never been easier.

FAQs

1. How do I access the form submissions in HighLevel?

   • You can access the form submissions by logging in to your HighLevel account and navigating to the “Forms” tab. Under this tab, you will find the “Submissions” section.

2. Can I filter the form submissions by date?

   • Yes, HighLevel allows you to filter the form submissions by date. This feature comes in handy when you want to focus on a specific time period.

3. Is it possible to filter the form submissions by names?

   • Yes, you can filter the form submissions by names. This feature is useful when you want to track the orders of specific clients.

4. Can I view a specific submission in detail?

   • Yes, HighLevel allows you to click on an entry in the submissions dashboard to view the specific submission in detail. This includes the order details and customer information.

5. Can I export the form submission data for further analysis?

   • Yes, you can export the form submission data as a CSV file in HighLevel. This allows you to analyze the data further or integrate it with other software or systems.