Overview
This template is a consent-and-attribution ledger for newsletter signups. Even if you push the email into Mailchimp or ConvertKit via CRM Fan-Out, keep this sheet as your audit log - it proves consent when a subscriber questions why they're on your list.
Column layout
Copy this column order into a blank Google Sheet, or let SheetLink Forms create the headers for you on first submission.
| Column | Notes |
|---|---|
| Signup ID | Unique ID |
| Timestamp | When they signed up |
| Name | Optional |
| Interests | If your form captures list preferences |
| Source page | URL of the page where the form was submitted |
| UTM source | Marketing attribution |
| UTM campaign | |
| Consent text seen | The exact consent language shown |
| Policy version | Your privacy-policy version |
| IP (optional) | Or redacted/blank if you prefer |
| Delivered to ESP? | Boolean - did CRM Fan-Out succeed? |
| Unsubscribed? | Boolean - updated by a separate workflow |
Useful formulas
Paste these into a top-of-sheet summary row or a separate dashboard tab.
Active subscribers
=COUNTIFS(M:M,FALSE)Assumes unsubscribed flips to TRUE.
Signups this month
=COUNTIFS(B:B,">="&EOMONTH(TODAY(),-1)+1,B:B,"<"&EOMONTH(TODAY(),0)+1)Delivery success rate
=COUNTIF(L:L,TRUE)/(COUNTA(A2:A)-1)Conditional formatting
- Delivered-to-ESP column: red when FALSE - catches integration gaps.
- Unsubscribed column: gray background to dim inactive rows.
Pivot table guidance
Pivot by UTM source with count as values to see which channels grow the list. Separate tab: weekly signup trend chart.
Recommended add-ons
- CRM Fan-Out: Push signups to Mailchimp / Klaviyo / ConvertKit in real time.