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Form Responses

Managing form responses effectively helps you turn collected data into actionable insights. This guide covers everything from viewing submissions to exporting data for analysis.

Access all form responses from your dashboard:

  1. Navigate to Forms section
  2. Select the form you want to view
  3. Click “Responses” tab
  4. View submissions in real-time

Each submission shows:

Submission Info:

  • Date & Time - When submitted
  • Respondent - IP address and location (if available)
  • Device - Mobile, tablet, or desktop
  • Completion Time - How long to fill out

Response Data:

  • All field answers
  • File attachments (if applicable)
  • Metadata (browser, OS, referrer)

Response States:

  • New - Unread submission
  • Viewed - You’ve seen it
  • Starred - Marked as important
  • Archived - Saved but not in main view

Get notified immediately when someone submits your form:

  1. Open form settings
  2. Navigate to “Notifications” tab
  3. Enable “Email Notifications”
  4. Enter notification email address(es)
  5. Save settings

Email Settings:

  • Instant - Email sent immediately on submission
  • Daily Digest - Summary once per day
  • Weekly Summary - Summary once per week
  • Multiple Recipients - Send to team members

Email Content:

  • Full response data
  • Respondent information
  • Direct link to view in dashboard
  • Option to reply to respondent

Send confirmation emails to people who submit:

  1. Enable “Auto-Reply” in settings
  2. Compose thank you message
  3. Include next steps or additional info
  4. Personalize with response data (e.g., “Hi {{name}}, thank you…”)

Best Practices:

  • Thank respondents immediately
  • Set expectations (“We’ll respond within 24 hours”)
  • Include helpful resources or links
  • Keep it concise and friendly

Monitor how your form performs over time:

Key Metrics:

MetricDescriptionWhy It Matters
ViewsNumber of times form was loadedShows reach and interest
SubmissionsTotal completed formsActual conversions
Conversion RateSubmissions ÷ Views × 100Form effectiveness
Avg. Completion TimeHow long to completeUser experience indicator
Abandonment RateStarted but didn’t submitForm friction points

Visual Charts:

  • Submission trends - Daily/weekly/monthly submissions
  • Traffic sources - Where respondents came from
  • Device breakdown - Mobile vs desktop usage
  • Geographic data - Where respondents are located

Time Periods:

  • Last 24 hours
  • Last 7 days
  • Last 30 days
  • Custom date range

Identify Problem Fields:

See where users abandon your form:

  1. Field-by-field completion rates
  2. Time spent on each field
  3. Error rates per field
  4. Exit points - where users leave

Common Issues:

  • Required fields that are too invasive
  • Confusing question wording
  • Technical errors (validation failures)
  • Long forms without progress indicators

Available on Growth+ and higher plans:

CSV Export:

  • Download all responses as CSV
  • Open in Excel, Google Sheets, or any spreadsheet
  • Perfect for data analysis

Export Steps:

  1. Go to Responses tab
  2. Click “Export” button
  3. Select format (CSV)
  4. Choose date range (all time or specific period)
  5. Download file

Export Contents:

  • All response data
  • Submission timestamps
  • Respondent metadata
  • Custom field labels

CSV Structure:

Submission ID, Date, Name, Email, Rating, Comment
SUB-001, 2025-01-15, John Smith, john@email.com, 5, Great service!
SUB-002, 2025-01-16, Jane Doe, jane@email.com, 4, Very helpful

Zapier Integration (Growth+ and above):

  • Auto-send responses to CRM
  • Add to email marketing lists
  • Create support tickets
  • Post to Slack channels

API Access (Pro+):

  • Programmatic response retrieval
  • Custom integrations
  • Real-time data sync

Filtering:

  • Filter by date range
  • Filter by response status
  • Filter by specific answers
  • Search within responses

Sorting:

  • Newest first
  • Oldest first
  • By specific field values
  • By completion time

Bulk Actions:

  • Export selected responses
  • Mark multiple as viewed
  • Star important submissions
  • Archive old responses

Individual Response Options:

View Details:

  • Full submission data
  • Respondent information
  • Submission journey (time per field)

Follow Up:

  • Reply to respondent (if email captured)
  • Add internal notes
  • Assign to team member
  • Mark for follow-up

Export Single:

  • Download individual response as PDF
  • Print for physical records
  • Share via link (internal)
PlanAnalytics HistoryExport Available
Free30 daysNo
Starter+90 daysNo
Growth+365 days (1 year)Yes
Pro+730 days (2 years)Yes

Data Retention Settings:

  1. Auto-Delete - Remove responses after X days
  2. Archive - Move old responses to archive
  3. Export & Delete - Save locally, remove from platform

Compliance Considerations:

POPIA (South Africa):

  • Only collect necessary data
  • Secure storage and transmission
  • Respond to data deletion requests
  • Clear privacy policy

Best Practices:

  • Regular data exports for backup
  • Delete test submissions
  • Archive completed campaigns
  • Review retention policies quarterly

Slack Integration:

  • Post new submissions to Slack channel
  • Include key response data
  • Tag team members automatically

Webhook Notifications:

  • Send submission data to your server
  • Real-time integration capability
  • Custom processing workflows

Automated Actions:

Send to CRM:

  • Auto-add leads to Salesforce/HubSpot
  • Create contact records
  • Trigger follow-up sequences

Email Marketing:

  • Add to Mailchimp list
  • Trigger welcome series
  • Segment based on responses

Task Creation:

  • Create Asana/Trello tasks
  • Assign to team members
  • Set due dates based on urgency

Not Receiving Notifications:

  • Check spam/junk folder
  • Verify email address is correct
  • Check notification settings are enabled
  • Test with a submission

Export Not Working:

  • Ensure you’re on Growth+ or higher
  • Check if you have responses to export
  • Try smaller date range
  • Contact support if persistent

Missing Responses:

  • Check filtered view (may be filtered out)
  • Verify form is published and active
  • Check if form has submission limits
  • Review spam filtering

Data Seems Incorrect:

  • Check for validation errors
  • Review form logic (conditional fields)
  • Verify field mappings
  • Test form yourself

Regular Review:

  • Check responses daily for time-sensitive forms
  • Weekly review for general feedback
  • Monthly analysis for trends

Quick Response:

  • Respond to inquiries within 24 hours
  • Acknowledge submissions immediately
  • Set expectations for follow-up

Data Organization:

  • Use consistent naming conventions
  • Archive completed campaigns
  • Export data regularly for backup
  • Clean up test submissions

Data Protection:

  • Only collect necessary information
  • Secure sensitive data properly
  • Train team on data handling
  • Regular security reviews

Transparency:

  • Clear privacy policy
  • Explain how data is used
  • Easy opt-out options
  • Data deletion on request

Return to Forms overview:

Forms Overview

Learn about creating forms:

Creating Forms

Explore field types:

Field Types


Need help with response management? Contact our support team for assistance.