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Active Campaign Modal Form Submissions

Menu Location: Reports > Email/SMS > Active Campaign Modal Forms

Access Level: Manager and above

Last Updated: 2026-03-01

Overview

The Active Campaign Modal Form Submissions page tracks customer interactions with Active Campaign popup forms on your website. Monitor form views, submission rates, and lead capture effectiveness.

Primary Functions:

  • View all Active Campaign form submissions
  • Track form view and submission counts
  • Monitor conversion rates
  • Export submission data
  • Identify most effective forms
  • Review customer responses

Page Layout

Header Section

  • Page title and overview
  • Date range selector
  • Export to CSV button
  • Form filter dropdown

Summary Statistics

  • Total forms viewed
  • Total submissions
  • Overall conversion rate
  • Top performing form
  • Submissions today/this week/this month

Submissions Table

  • Submission timestamp
  • Customer name/email
  • Form name
  • Fields submitted
  • IP address
  • Referral source
  • Action taken (subscribed, interested, etc.)
  • View details button

Form Performance Summary

  • Form name
  • Total views
  • Total submissions
  • Conversion rate percentage
  • Average time on form
  • Most common responses

Primary Features

Submission Tracking

Complete log of all Active Campaign popup form submissions including customer details and responses.

Performance Analytics

Track which forms perform best. View conversion rates, identify high-performing forms, and optimize underperforming ones.

Lead Capture Monitoring

Monitor lead generation effectiveness. Track email captures from popup forms across website.

Customer Response Review

View detailed responses from form submissions. Understand customer interests and preferences.

Common Use Cases

Use Case 1: Review Daily Form Submissions

Goal: Monitor lead capture activity

Steps:

  1. Navigate to Active Campaign Modal Forms
  2. Set date range to Today
  3. Review submissions table
  4. Check submission count vs goals
  5. Review customer details
  6. Verify submissions synced to Active Campaign

Use Case 2: Analyze Form Performance

Goal: Identify which forms convert best

Steps:

  1. Set date range to Last 30 Days
  2. Review Form Performance Summary
  3. Sort by conversion rate
  4. Identify top performing forms
  5. Note characteristics of successful forms
  6. Review underperforming forms
  7. Plan improvements for low converters

Use Case 3: Export Lead Data

Goal: Get list of form submissions for follow-up

Steps:

  1. Set date range as needed
  2. Optionally filter by specific form
  3. Click "Export to CSV"
  4. Download file
  5. Open in Excel or CRM
  6. Use for sales follow-up or analysis

Use Case 4: Troubleshoot Form Not Converting

Goal: Investigate why form has low submissions

Steps:

  1. Filter to specific underperforming form
  2. Review view count (are people seeing it?)
  3. Check conversion rate
  4. Review when people view form but don't submit
  5. Possible issues:
    • Too many required fields
    • Poor value proposition
    • Timing/placement issues
    • Technical problems
  6. Make adjustments and monitor improvement

Use Case 5: Verify Form Integration

Goal: Confirm submissions reach Active Campaign

Steps:

  1. Submit test form on website
  2. Navigate to Modal Form Submissions
  3. Verify test submission appears
  4. Check submission details are complete
  5. Log into Active Campaign
  6. Verify contact created/updated
  7. Confirm automation triggered if applicable

Troubleshooting

No Submissions Showing

Symptoms:

  • Table is empty
  • Zero submission count
  • Expected submissions missing

Check:

  1. Verify date range includes expected period
  2. Check form filter isn't too restrictive
  3. Confirm Active Campaign forms are active on site
  4. Test submit form yourself
  5. Check integration connection status
  6. Review system logs for errors

Form Views High but No Submissions

Symptoms:

  • Many form views recorded
  • Zero or very few submissions
  • Low conversion rate

Investigation:

  1. Test form yourself - does it work?
  2. Check for technical issues:
    • Form loads properly?
    • Submit button functional?
    • Fields validate correctly?
  3. Review form design:
    • Too many required fields?
    • Value proposition unclear?
    • CTA not compelling?
  4. Check form timing/triggers
  5. Review error logs

Submissions Not Syncing to Active Campaign

Symptoms:

  • Submissions show in admin
  • Not appearing in Active Campaign
  • Sync status shows failed

Check:

  1. Verify Active Campaign integration is active
  2. Check API credentials are current
  3. Review sync error messages
  4. Verify form mapped to correct AC list
  5. Check AC account status
  6. Contact administrator if persistent
  • Active Campaign Tags - Manage Active Campaign tag assignments
  • Email Stats - Email campaign performance
  • Mailchimp Active - Mailchimp integration monitoring
  • Customers - View customer accounts

Best Practices

Daily Monitoring

  1. Check submissions each morning
  2. Track toward daily/weekly goals
  3. Follow up on leads within 24 hours
  4. Monitor conversion rate trends
  5. Alert team to unusual patterns

Form Optimization

  1. Test forms monthly
  2. A/B test form copy and design
  3. Adjust timing and triggers based on data
  4. Keep forms simple (fewer fields = higher conversion)
  5. Provide clear value proposition

Data Management

  1. Export submissions weekly for backup
  2. Segment leads by form source
  3. Track lead quality by form
  4. Remove duplicate submissions
  5. Maintain clean Active Campaign lists

Performance Analysis

  1. Review conversion rates monthly
  2. Compare forms against each other
  3. Identify seasonal patterns
  4. Test improvements to low performers
  5. Share insights with marketing team

Quick Reference Card

Task Action/Location
View submissions Navigate to AC Modal Forms page
Set date range Use date range selector
Filter by form Use form filter dropdown
Export data Click "Export to CSV" button
View submission details Click "View Details" button
Check conversion rate View Form Performance Summary
See today's leads Set range: Today
Search by email Use search field
Sort table Click column headers
View form stats Scroll to Form Performance section

FAQs

How often are submissions recorded?

Submissions are recorded in real-time as customers submit forms on your website. There's no delay - they appear immediately in this report.

What's a good conversion rate for popup forms?

Average popup form conversion rates range from 2-5%. Rates above 5% are excellent. Below 1% indicates potential issues to investigate.

Can I see which page the customer was on when they submitted?

Yes, submission details include referral source and page URL where form was displayed.

Why do some submissions have no customer name?

Forms may not require names, or customers may skip optional name fields. Email is typically the only required field.

Can I delete spam submissions?

Contact your administrator to remove spam submissions. Don't include spam in performance calculations or exports.

How long are submissions kept?

Submissions are retained indefinitely for tracking and analysis. Export regularly for backup and archival purposes.

End of Documentation

For additional help, contact your system administrator or Kiva Logic support.