Managing Form Submissions
Once your form starts collecting responses, FluidForms provides tools to view, manage, and export this valuable data. Effectively managing your submissions is key to making the most of the information you collect.
Accessing Your Submissions
To view the data submitted through a specific form:
Navigate to the "Forms" Section: From your main FluidForms dashboard, go to the "Forms" area where all your created forms are listed.
Select Your Form: Locate the form for which you want to see the submissions.
Click the Submissions Link: The submissions tab is available in the top navigation bar.
This action will take you to the submissions dashboard for that particular form, where all its collected entries are displayed.
The Submissions Dashboard
The submissions dashboard provides an overview of all entries received for your form. It typically features:
Submissions Table/List: A grid or list view where each row represents a single submission.
Key Information Columns: You'll see columns displaying essential information at a glance, such as the submission date/time, and often a few key fields from the form itself (e.g., Name, Email).
Pagination: If your form has a large number of submissions, they will be broken down into multiple pages for easier navigation.Placeholder for image:
Managing Submissions
FluidForms provides tools to help you organize and maintain your submission data:
Archive Submissions
Purpose: Archive test entries, spam, or irrelevant submissions.
How to:
In the submissions list, select one or more submissions you wish to archive (using checkboxes next to each entry).
Click the Actions > Archive button.
Important Note: Archiving submissions does not delete them. You can always view archived submissions by toggling the "View archived submissions" button.
Exporting Submissions
Exporting submission data is a crucial feature, allowing you to use your collected information in other applications like spreadsheet software (Excel, Google Sheets), CRM systems, or for backup purposes.
Choose which submissions to export. By default, all submissions will be exported.
Click Export to CSV button: In the submissions dashboard for your form, look for an "Export to CSV" button.
The system will process your request, and the file will be downloaded to your computer.
Email Notifications for Submissions
Remember that you can configure email notifications to be alerted immediately when new submissions are received. This is set up within each form's specific settings.
For detailed instructions, please refer to: Configuring your form settings.
By utilizing these submission management features, you can effectively track, organize, and leverage the data you gather through FluidForms.
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