Form Responses
What This Page Covers
Section titled “What This Page Covers”How to view, filter, and manage data collected through custom forms — including response details, employee and location context, marketing consent content, and exporting.
Viewing Form Responses
Section titled “Viewing Form Responses”Navigate to Collected Data > Form Responses in the portal sidebar to see all submitted form data.
You can also open a Form Builder and select Activity. That view stays locked to the selected Custom Form. For an All Locations form, choose an available physical location or Global when your access allows it; the Form context remains fixed.
Contextual Activity includes Export and Send Form. Choosing Send Form carries the selected Form and location context into request setup.
Response List
Section titled “Response List”Each entry shows:
| Column | Description |
|---|---|
| Respondent | Name and contact information |
| Form | Which custom form was submitted |
| Location | The associated location |
| Employee | Attributed team member (if applicable) |
| Submitted | When the response came in |
| Status | Complete or incomplete |
Responses with an observed Customer Journey also provide a Journey action from the list.
Filtering
Section titled “Filtering”Use the filter panel to narrow results by:
- Custom Form — Filter to a specific form
- Location, Smart Link, Customer, Employee
- Has Employee (assigned or not), Sent By (team member who sent)
- Followup destination shown
- Complete / Incomplete status
- Has Phone, Has Email
- Created and Completed date ranges
Response Details
Section titled “Response Details”Click on a response to see the full submitted data:
- All answers — Every field the respondent filled out, displayed in the form’s layout
- Employee and location — Who and where the response is attributed to
- Followup — Which followup destination was shown after submission
- Observed Journey — Review the ordered path across connected resources, with links to other result records when available
- Marketing consent content — Any images, text, or media submitted with consent for marketing use
- Smart link — Which link the respondent used to access the form
Marketing Content
Section titled “Marketing Content”When respondents submit content with marketing consent, their form responses become a valuable source of material for:
- Social media campaigns
- Marketing collateral
- Contests and promotions
- AI-powered content generation
Look for the marketing consent indicator on individual responses to identify which submissions include usable content.
Understanding the Journey Timeline
Section titled “Understanding the Journey Timeline”The Journey timeline can show when each step was entered and completed, the Smart Link or Saved configuration used, available location or attribution context, and other Review Records or Form Responses in the same observed path.
The response remains linked to the same Journey when a trusted record-specific reminder is opened on another device. A fresh public Smart Link does not merge itself into that response merely because the visitor enters matching details.
Exporting
Section titled “Exporting”Click the Export button to export form response data. When exporting a single form, each answer gets its own column in the spreadsheet. For multi-form exports, answers are combined into a JSON column.
See Exporting Data for the complete guide to filters, available columns, and export workflows.