Help -> Web Forms -> Web Form Data

Starting Point: Logged into Manager with Access to Web Forms and navigated to "Manager -> Web Tools -> Web Forms".

The purpose of Web Forms is to enable your Web Site visitors to submit information to you through the Web Forms. Below is information about how to be notified of and view Web Form submission data.

• Notifications of Web Form submissions
  • Each Web Form submission creates a new Web Form Submission Ticket, and there are a number of variables that determine who can see and be Notified of the Ticket.
    • If a Web Form does not have a "Linked Web Form Group", then only Admins can see the Ticket and only Admins will be Notified about the Ticket. Note: The Web Form Config help article has more information about the Linked Web Form Group.
  • If a Web Form does have a "Linked Web Form Group", then all Admins and some Leaders can see and be Notified of the Ticket depending on variables related to the Form's Group.
    • The Linked Web Form Group can only be a Group that is set to be Linkable in Inbox.
  • The Notification Settings page has an option where you can receive an email to alert you of Web Form submissions that are visible to you. The User Settings help article has additional information about Notification Settings.
• Viewing the Web Form Data submitted
  • Each Web Form Submission Ticket shows the data for that submission, and it also provides a link to view all the data submitted through that Web Form.
  • You can also navigate to the data submitted to any Web Form by going to the Web Form's Details page, clicking the Manage button, and clicking View Data.
  • The Data is shown as table with each Web Form submission being a row in the table.
    • There is a convenient filter to help you quickly search through all the Data submitted to your Web Form.
    • By clicking the Export CSV button, you can export all the Web Form's Data in comma-separated values format.
    • Clicking the edit icon for a row in the table gives you additional options.
      • You can add Internal Notes for each submission.
      • You can toggle on or off any Flags of the Web Form.
      • You can update the Link To Person.

Related Help Documentation:

• Help -> Web Forms -> Web Form Config
• Help -> Groups -> Manage Group
• Help -> User Settings -> Summary

Applicable Manager Links:

• Manager -> Web Tools -> Web Forms
• Manager -> Web Tools -> Web Sites