Question: When someone fills out a Form on my Site - where does their information go?
The different ways you can track and access form submissions:
ShinePages Support
Last Update sebulan yang lalu
Sometimes we have people ask "where do I see the information that someone filled out in my form?"
The answer is that you can see this information in a few places: 1) in your own email Inbox, 2) in the "Messages" area under your CONTACTS tab and 3) in the user's account profile under "CONTACTS"
ONE: In Your Email InBox
(IN FORM SETTINGS)
If you have checked the box to "Notify me on new form submission" and added your email address to the "Send Notification To" area of the Form's Settings - you will get an email notification in your in-box every time someone fills out the form. :)
- Click on the form on your page once, then click on the Gear/Cog Icon that appears in the mini-menu and set it up here.
Remember to also "Name your Form based accordingly" and "Add to a list and make them subscribers" and "Tag accordingly" while you are in the FORM SETTINGS. This also helps you filter and see exact actions your contact has taken.
NOTE: Please also see this important article with more info on
Form Settings & How to Set Up Forms
TWO: In your Messages Area under CONTACTS
If you click the "Contacts" tab in the black bar along the top of your screen, then click on the 2nd icon down on the left (the "inbox" icon), you will get to your "Messages" area.
From there you can select to see "ALL" forms that have responses submitted on your site, or drop down to filter by form*.
*As you can see, it is important that each of the forms on your site are named appropriately within the Form Settings Window, so that you can easily differentiate between forms when searching for messages using the drop down.
- Click on the Form Submit contact and you will see the form and also click thru to their Contact Profile here.
You can also export ALL form responses, or only those selected form's responses using the small pink cloud icon with a down arrow to open within excel.
THREE: With the user's individual account CONTACT record / profile
From your list of contacts on the main screen of your "Contacts" tab - you will be able to see the tags that have been assigned to each.
If you have set your tags within your Form Settings Window - you will be easily able to identify contacts that have filled out various forms on your site.
If you click the name of the contact, you will open that contact's account record. You will see all actions this contact may have taken such as purchases made, memberships they belong to, tags, lists etc.
- From there you can click on "Forms" to see the various forms this contact has completed.
- Click the name of the form to see their responses.
NOTE: Please also see this article for more info on Contact Record Profiles
