Note: Access to the Forms app is exclusively available to DashClicks Pro plan subscribers.
Step-By-Step Guide to Accessing, Managing, and Reviewing Your Form Submissions
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Forms’.
2. Navigate to Your Form Submissions:
In the 'Forms' application, click on the 'My Forms' tab. Locate the name of your form under 'Form Name' and click it. This will lead you to a page titled 'Form Responses' where you can review all submissions made through your form.
3. Reviewing Submissions:
Your submission details are displayed in columns corresponding to the response fields you included in your form. The 'Submission Date' is always displayed as the first column.
4. Managing Your Form Submissions:
After viewing your form submissions, there are a few operations you can perform:
Deleting Form Submissions:
If you need to delete certain submissions, check the box to the left of the submission date and then click 'Delete' at the top of the table.
Downloading Single Submissions:
Hover over a specific submission to reveal a menu icon next to the submission date. Click on this icon to open a detailed view of the submission. To download this submission data in CSV format, click the download icon next to the date.
Downloading All Submissions:
To download all current submissions in CSV format, click on the 'Export' button located at the top right corner of the page.
Deleting a Submission from the Detailed View:
In the detailed view of a submission, you can delete the submission by clicking the trash can icon next to the download button.
Inviting Specific Individuals to Fill Your Form:
Navigate to 'Request Submissions' from the tabs at the top of the page. Here, you can send invites by clicking the '+ Invite to Fill Form' button. Submissions from invited individuals will appear under this tab.
Managing Pending Requests:
'Pending Requests' refers to outstanding form invitations. To view these, click on the 'Pending Requests' tab. You can resend an invitation by hovering over an entry and clicking the resend button. A menu will pop up asking whether you'd like to resend the form to the person's email or phone number. Make your selection and click 'Resend'.