You can export all submissions for selected forms/surveys or all forms/surveys in a batch job and receive an email with a download link. When you initiate the export option, you will see a toast message saying that the export will be emailed once it is ready. The exported file will be available for download 7 days before it expires.

Here's what we'll cover:

• Navigating to the Form Submissions Dashboard
• Filtering Form Submissions
• Exporting Form Data

Steps to import your form submission data:

Step 1- Login to your sub-account and navigate to sites

Step 2-  Locate the ‘Forms’ and from the dropdown click on ‘Submission’. 

Once you’re there, you'll be greeted with the Form Submissions dashboard, where all your collected form data is stored.

Filtering Form Submissions

Choose a single form or all forms and Click on the Export button. You can filter the form submission that you want to export. You can filter on these bases:

By Form Type    

On the left side of the dashboard, you'll find a dropdown menu that lets you filter submissions by form type. You can choose from multiple forms if you've created more than one.

By Source    

If you’ve connected your social media accounts, like Facebook, you can filter submissions by the source, making it easy to see where your leads are coming from without switching platforms.

By Name

You can also filter by name, email, phone number, and contact ID.

By Date    

On the right-hand side, you'll see a “Date” section. You can filter by pre-set date ranges like "Last 7 Days," "This Month," or even set up a custom date range to fit your needs. 

Step 4-  Export the submission

Your export has started, and you will see the message on the Top right, and you will get an email with a download link in 5 minutes.

Step 5-  You should see the email with the download link. Make sure to download from the link. 

Frequently Asked Questions (FAQs)

1. How can I export form submissions from my CRM? To export form submissions, navigate to the "Sites" section on your CRM platform, hover the cursor on "Forms," and then select "Submissions." Use the filters as needed, and click the "Export" button. You'll receive an email with a download link once the export is ready.

2. How long is the export file available for download? The exported file will be available for download for 7 days after you receive the email with the download link. Make sure to download it within this timeframe.

3. Can I filter form submissions before exporting them? Yes, you can filter form submissions by form type, source, or date range before exporting. This allows you to export only the specific data you need.

4. What should I do if I don’t receive the export email? If you don't receive the export email within a few minutes, check your spam or junk folder. If it’s not there, try exporting the data again or contact our support team for assistance.

5. Is it possible to export submissions from multiple forms at once? Yes, you can choose to export submissions from a single form or all forms at once. Use the filters to select the forms you want to include in your export.