I feel we need to have more capabilities with respect to sorting the data in the 'webform tracking report'

Currently, this report shows all of the activity from a web form over the life of our activity with infusionsoft. In order to do any sort of analysis with this information, I need to export the entire list, plug it into excel, and do my sorting there.

This is very cumbersome and when we are pulling the same report every day, we are forced to export the entire list on a daily basis.

Here is what I would like to see.
1) the ability to pick a specific webform and see the results on just that form by itself.
2) the ability to search that webform by date as well.
3) the ability to send batch emails, add tags, etc from this area.

#1 - currently we have about 40,000 people that have submitted a webform. We have a number of different forms in use and both the current and historic forms are showing up. In order to find the results on a new form that we are just launching and that has been live for one day, I need to first sort the entire list by webform (this puts them in alphabetical order) then I need to change search results to 1000 per page and then I need to search page by page until I find the lone form that I'm looking for. And then the results are not in a chronological order hence, I have to end up exporting the entire list anyway if I want to see them in chronological order.

PLEASE ADD MORE ROBUST SEARCHING CAPABILITIES!!!

One option we have is to add a different tag to this form, however, this does not fit with our business model as we would like to simplify the tags versus increase the complexity.


#2 It isn't too uncommon for us to have a webform running on our site for 2-3-4-5-6 months at a time gathering data. However, I would like to be able to have more searching capabilities to search by a specific date range. i.e. I want everyone that filled out this form during this time period - I want everyone that filled out the ABC form from September 1 through September 15.

currently this isn't available.

PLEASE ADD MORE ROBUST SEARCHING CAPABILITIES!!!

#3 Once I have the specified group that I am looking for, I would like then to be able to do something with them. i.e. send them a specific email, send them a voice broadcast, ship them a product for free, give them a special bonus, give them a specific tag, etc.

PLEASE ADD MORE ROBUST FUNCTIONALITY!!!

If you have any questions about this, please feel free to contact me at 303-679-6083 or email me at jeff@mentorfinancialgroup.com


Thank you for your prompt attention.