Submissions

Created by Ezra Weinstein, Modified on Tue, Aug 30, 2022 at 12:24 PM by Ethan Harris

Survey Submission Data

 

This section is where your CRM collects and organizes all survey submission data. You can analyze, download, and delete survey submission data from inside this section.

 

NOTE: Depending on your user permissions, you may not have access all of the components.

 

Date Range

 

Choose the date range you want to use when analyzing your form submissions.

 

 
Refresh Submission Data

 

You can refresh the submission data at any time by pressing this button.

 

 
Select Survey

 

Choose from all of your surveys in order to analyze the submissions made on that survey.

 

Search Bar

 

After you've selected a certain survey, search for specific submissions by using the search bar here.

  

 
Submission Data

 

Here you will see all of the data submitted by the chosen individual who filled out the survey.

 

 
Date Submitted

 

You can see the date of each submission in the top right corner here.

 

 
 

 

Here is a list of all submissions for any particular survey.

 

 
Total Survey Submissions

 

Here you can see the total amount of survey submissions for any particular survey selected.

 

 
List Results Per Page

 

You can change the total amount of submissions shown per page by switching the total number here.

 

 
Individual Survey Submission

 

Each survey submission will be listed with some basic information front and center including name, email, and the date submitted.

 

If you want to select an individual survey submission, or multiple submissions, you can click the checkboxes on the left side of each submission.

 

 
Download Individual Submission

 

To download an individual survey submission in PDF format, you simply click the icon.

 

 
Delete Selected Submissions

 

You can choose to delete selected survey submissions. If you delete the survey submission, you cannot get that data back. It will be gone forever.

 

  
Download Selected Submissions

 

You are able to download all survey submission data in the survey of a .pdf file if you want to send this data to a client or keep it in you computer records.

 

 
Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!


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