Locating and Reviewing Survey Responses

Accessing Survey Submission Data 

In your CRM system, you can find all survey responses under the "Submissions" tab within the "Surveys" section. This feature enables you to store, review, and manage all data collected from surveys. You can generate reports, analyze the submissions, or filter out irrelevant details. Surveys are proving to be valuable tools, and with this feature, handling even complex surveys becomes manageable. Note: Your ability to access some features may depend on your user permissions.

Filtering by Date Range 

To filter survey responses by a specific period, select the date bar at the top right of the page. You’ll have multiple pre-set options or the ability to define a custom date range. Once your desired range is selected, click the checkmark icon to refresh the submission list accordingly.

Updating Submission Data 

To ensure that your data is current, you can refresh the survey results by clicking the refresh button next to the date range selector. This will update the list with the most recent submission data.

Selecting a Specific Survey 

If you have multiple surveys in your CRM, you can filter submissions for a specific survey by clicking the "All Survey" dropdown menu. Selecting the desired survey will refresh the page to display only the relevant submissions.

Search Function 

If you're looking for a specific submission, you can use the search bar by typing in the customer's name, phone number, or email address to quickly locate their response.

Viewing Submission Details 

On the left side of the screen, you’ll see a list of all survey submissions. Clicking on any submission from this list will display the full details on the right side of the page.

Submission Timestamp 

The submission date and time for each survey will be displayed at the top right of the page, ensuring you know when each response was received.

List of Survey Submissions 

You’ll find a complete list of all survey submissions on this page. If you haven't filtered for a specific survey, it will show responses from all surveys.

Total Submission Count 

At the top, you’ll see the total number of submissions for the selected survey or, if no survey is specified, the total number across all surveys.

Adjusting Results Per Page 

To customize the number of results displayed per page, click on the dropdown at the bottom and select the desired number of entries to view.

Viewing Individual Submissions 

Each submission will display key details such as the respondent’s name, email, and submission date. You can also select multiple submissions by checking the boxes next to each entry.

Downloading Individual Submissions 

To download an individual survey submission, click the download icon next to the relevant entry.

Removing Survey Submissions 

You have the option to delete specific survey submissions, but be aware that this action is irreversible—once deleted, the data cannot be recovered.

Downloading Multiple Submissions 

You can download a summary of all submissions for a selected survey in a .pdf format, which is useful for sharing with others or for record-keeping purposes.