Forms and surveys can help you understand and connect with your clients or leads. This guide will teach you where to find their survey answers.
Navigate To The "Sites" Tab
On your main menu, click on "Sites".
Go To Survey Submissions
Click on "Surveys", then click on "Submissions".
Select The Survey
Click on the "All Survey" dropdown to look for submission on an specific survey.
Or you can leave it on All forms to see all survey submissions.
Search For Contacts
Use the search bar to look for a specific contact or lead.
Select Specific Contacts
Click on top of the contact's name to see their form submission
Select All Contacts
Click "Select All" to select all contacts in order to copy, export or delete their submissions.
(Optional) Delete The Submissions
Click on the trash can icon to delete the selected submissions.
(Optional) Download The Form Submissions
Click on "Download all submissions" do export the forms submissions on a .csv file.
Sort By Date
Click on the date range at the top right to sort the form submissions by date.
Within A Contact
Navigate to The "Contacts" Tab.
Select The Contact
Choose the contact that you'd like to check.
Go To Additional Info
Click on "Additional Info".
Hide Empty Fields
Click on the "Hide Empty Fields" box to see only the information this contact submitted.
(Optional) Go To Activity
You can also check the survey submission on the "Activity" tab within a contact.
Check The Survey Submission
Click on the "Notepad" icon next to "Survey Submitted" in order to check the survey submission for this contact specifically.
