Form Analytics Guide

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Overview

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Features

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Analytics Tracking

• Form Events: Track form starts, completions, and abandonments
• Field Interactions: Monitor focus, changes, and validation errors per field
• Device Tracking: Separate analytics for mobile, tablet, and desktop
• Session Tracking: Group events by user session for funnel analysis

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Metrics

• Completion Rate: Percentage of started forms that are completed
• Time to Complete: Median and P95 completion times
• Drop-off Analysis: Identify where users abandon forms
• Field Performance: See which fields cause errors or confusion

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Enabling Analytics

1. Open Form Builder
2. Go to Settings tab
3. Toggle “Analytics Enabled” off

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Viewing Analytics

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Form Analytics Dashboard

• Overview: Summary cards with key metrics
• Completion Funnel: Visualize where users drop off
• Field Performance: Table showing field-level statistics
• Trends: Chart showing submission volume over time

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Per-Form Analytics

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Privacy & Security

• No Field Values Logged: Only field keys and interaction types are tracked
• No PII: Personal information is never logged
• Aggregate Reporting: Individual user tracking is not supported
• Opt-Out: Forms can disable analytics entirely
• Data Retention: Raw events are retained for 90 days, aggregates indefinitely

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Optimization Tips

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Improving Completion Rates

1. Identify Drop-off Points: Look for fields with high abandonment rates
2. Simplify Complex Fields: If a field has many errors, consider breaking it into simpler components
3. Reduce Form Length: Forms with fewer fields generally have higher completion rates
4. Optimize Mobile Experience: Check mobile completion rate vs desktop

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Reducing Time to Complete

1. Remove Unnecessary Fields: Every field adds cognitive load
2. Use Defaults: Pre-fill fields when possible
3. Add Helper Text: Clear instructions reduce errors and speed completion
4. Use Appropriate Input Types: Date pickers are faster than text inputs for dates

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Reducing Errors

1. Clear Validation Messages: Tell users exactly what’s wrong
2. Inline Validation: Validate as users type, not just on submit
3. Format Examples: Show expected format (e.g., “MM/DD/YYYY”)

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API Reference

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useFormAnalytics Hook

import { useFormAnalytics } from '@/platform/forms/hooks/useFormAnalytics';

const analytics = useFormAnalytics(formId, {
  enabled: true,
  batchSize: 10,
  batchInterval: 5000,
});

// Track events
analytics.trackFormStart();
analytics.trackFieldFocus('email');
analytics.trackFieldChange('email', { length: 15 });
analytics.trackValidationError('email', 'Invalid format');
analytics.trackFormComplete(submissionId);

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Analytics Functions

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log_form_analytics_event()

SELECT log_form_analytics_event(
  _form_id := '...',
  _event_type := 'form_started',
  _session_id := '...',
  _field_key := NULL,
  _submission_id := NULL,
  _event_data := '{}',
  _device_type := 'desktop'
);

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aggregate_completion_metrics()

SELECT aggregate_completion_metrics('2025-01-27');

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aggregate_field_stats()

SELECT aggregate_field_stats('2025-01-27');

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Database Schema

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pf_form_analytics_events

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pf_form_completion_metrics

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pf_field_interaction_stats

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Troubleshooting

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Events Not Appearing

1. Check Analytics Enabled: Ensure the form has analytics_enabled = true
2. Verify RLS Policies: User must have access to the form’s organization
3. Check Console: Look for errors in browser console
4. Aggregation Delay: Raw events are aggregated every 5 minutes

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Metrics Don’t Match Submissions

• Metrics are based on sessions, not individual submissions
• A user can start a form multiple times in different sessions
• Completed count may be less than submission count if analytics was disabled

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Performance Issues

• Analytics use batching (5 second intervals) to minimize impact
• Raw events are automatically pruned after 90 days
• Aggregated metrics use indexed queries for fast access

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Best Practices

1. Review Analytics Weekly: Check for trends and issues
2. A/B Test Changes: Compare metrics before and after form updates
3. Focus on High-Volume Forms: Optimize forms with the most submissions first
4. Monitor Abandonment: Set up alerts for sudden drops in completion rate
5. Respect Privacy: Never log field values or personally identifiable information