Forms and Surveys Submissions Page

The submissions interface makes it much easier to manage leads and data from forms, surveys, and quizzes. It’s designed to help you see and organize everything clearly, so you can analyze your submissions, act on them quickly, and keep your workflow smooth. Whether you’re collecting leads, feedback, or qualifying information, it’s all about making the process more straightforward and efficient for you.

How to Use the Submissions Interface

Step 1: Access the Submissions Page

• Navigate to Sites and then to the Forms, Surveys, or Quizzes section.
• Select Submissions from the dropdown menu.

Step 2: Filter and Search Submissions

• Use the Date Picker in the top-right corner to filter submissions by specific timeframes.

• Use the Search Bar to locate submissions using name, email, phone, or contact ID.

Step 3: Customize Displayed Fields

• Click Manage Columns (gear icon) to choose which fields to display.
• Select or deselect fields, then click Apply to update the view.

• Resize column width in the table view by dragging the edges.

Step 4: Export Submissions

• To export submissions, click the Export button at the top-right.
• The file will be emailed to you for download.

Step 5: View Individual Submissions

• Click on the timestamp of a submission to expand its details.
• Download the submission as a PDF from the expanded view.

Step 6: Download or delete the submissions

• Select form submissions to download (in CSV format) or delete entries.

Use Cases

1. Lead Qualification:

Compare multiple submissions from forms to identify high-quality leads based on revenue, location, or other custom fields.

2. Feedback Analysis:
Review survey submissions to gauge customer satisfaction or collect feedback for product improvement.

3. Reputation Management:
Use quiz submissions to analyze customer sentiment and implement necessary changes to enhance reputation.

Frequently Asked Questions (FAQs)

1. How do I access the submissions for a specific form or survey?
Go to the Forms, Surveys, or Quizzes section and click on Submissions. Use the dropdown menu to select the specific form, survey, or quiz you want to view.

2. Can I export submissions in bulk?
Yes, you can select one or multiple submissions and export them as a CSV. The file will be sent to your email for download.

3. How do I customize the data displayed on the submissions page?
Click the Manage Columns icon, choose the fields you want to display, and click Apply to update the view.

4. Can I download an individual submission as a PDF?
Yes, click on the timestamp of a submission to expand its details, and use the Download PDF option at the top-right corner.

5. What types of data can I filter by?
You can filter submissions by date range or search for specific leads using their name, email, phone number, or contact ID.