Every form keeps the entries people send. You can read them, sort out spam and make sure each one is linked to a contact.

Before you start

  • The form has had at least one submission.

Steps

  1. Go to Communications → Forms. Under the form's name, click its submission count. You can also click Submissions in the form builder.
  2. Narrow the list with the search box, All, New only, ✓ Verified or Spam, and the date range (Last 7 days, Last 30 days, Last 90 days or All time).
  3. Click a row to open the submission. You'll see the Contact, the Answers, and Details such as when it was received, whether the email was verified, the source and the device.
  4. Link the submission to a person. If it Matches someone by email, click Link. If it's Not a contact yet, click Add to contacts.
  5. Click Mark reviewed & next to work through new entries, or Spam to set one aside. Mark as new undoes a review.
  6. Use Add tag to tag the linked contact, and Save note to keep Internal notes that only your team sees.
  7. To act on several at once, tick them and use Mark reviewed, Add tag, Add to contacts, Export or Spam.
  8. Click Export CSV to download the filtered list.

What happens next

Reviewed and spam entries stay in the list with their status. A tag goes on the linked contact, so a submission must be linked first, or you'll see "Link this submission to a contact first — tags go on people."

Org admins can click Columns to choose up to 6 answers to show in the table.

Donation forms work differently. Each submission is a gift, so the table shows the amount, fund, frequency and receipt status, and Open gift → takes you to it. Donation submissions can't be marked reviewed or spam; receipts are handled in Gifts.