Review form responses

Every response to a form is kept in Agiled with exactly what the person entered. When the form has a submission action, the response also creates a contact, deal, ticket, task or account you can work from straight away.

Read a responseCopy Anchor Link

1. Open CRM › Forms and select the form.
2. Open Submissions to see every response.
3. Select a response to see who sent it, when, and each question with their answer.
4. Select Open record to go to the contact, deal, ticket or other record it created.

You're done when you have opened the record and given it a next step, such as a task, a reply or a stage on your pipeline.

What the labels meanCopy Anchor Link

• Processed: the response created a record. Open record takes you to it.
• Unprocessed: the response was saved, but no record was created. Check the form's Submission action if you expected one.
• Anonymous: the form didn't ask for a name or email, so the sender isn't known.

Good to knowCopy Anchor Link

• Responses are saved even when no record is created, so nothing is lost.
• If the same answer lands in the wrong place on several records, fix the field matching on the form rather than each record.
• Files people upload are kept with the response, and attached to the ticket when the form creates one.
• Before deleting an unprocessed response, copy anything you need into a record.

RelatedCopy Anchor Link

• Create a form
• Share or embed a form
• Workflows