Where to Access and View Survey Submissions

Survey Submission Overview

Within your CRM, the Submissions area found under the Surveys section enables you to store, sort, and review all responses from a survey. This is the place to conduct detailed analysis, extract reports, or eliminate any unnecessary data. Surveys are becoming increasingly important, and with this tool, managing even the most complex online polls is simplified. Note: Your access to certain features may depend on your user permissions.

Filtering by Date

To view submissions from a specific time period, click on the date bar at the top-right corner of the page. You can select predefined options or choose a custom date range. Once your preferred range is set, click the checkmark to refresh the submissions list.

Refreshing Submission Data

You can always refresh your submission data by clicking on the refresh button next to the date selector. This will ensure you're seeing the most up-to-date survey data.

Selecting a Specific Survey

If you manage multiple surveys within your CRM, use the dropdown labeled All Survey to select the specific survey you want to review. The page will automatically refresh, showing submissions for your chosen survey.

Search Functionality

You can search for a particular submission by entering the customer’s name, phone number, or email address in the search bar.

Viewing Submission Data

The left-hand side of the page displays all survey submissions. Clicking on any individual submission will show more detailed information on the right.

Submission Date

At the top-right corner of the submission details, you can find the date and time when the survey was completed. 

Survey Submission List

This section presents a complete list of submissions for the selected survey. If no survey is specified, it will display submissions from all surveys.

Total Number of Submissions

In this area, you can see the total number of survey submissions. This can either be for a specific survey or for all submissions if no survey is selected.

Results Per Page

You can change how many submissions appear per page by adjusting the dropdown to display the number of results you'd like to view.

Viewing Individual Survey Submissions

Each submission includes essential details like the submitter’s name, email, and submission date. You can also select individual or multiple submissions by checking the boxes next to each.

Downloading a Single Submission

To download a specific submission, click on the download icon.

Deleting Selected Submissions

If you choose to delete a submission, it will be permanently removed and cannot be recovered.

Downloading Multiple Submissions

You can download data from multiple submissions in a PDF format for easy sharing or record keeping.