You can view and manage form records (data submitted by website users) in the Forms application:
- Open the Forms application.
- Edit ( ) a form. The Recorded data tab of the form's editing interface opens, where you can see the individual records.
You can export form's records into an external file using either the XLSX (Excel), CSV or XML format, using the Exporting data from the user interface for details.icon in the header of the Actions column. See
When editing (notification and autoresponder emails when you save the record.) or creating a record via the administration interface, the form is displayed the same way as on the live site, letting you enter or change the values. Additionally, you can decide if the system sends
Accessing uploaded files
If your form contains a field for uploading files, you can access such file by editing () a form's record. Click the file's name to download the file.
Using form data in on-line marketing features
You can also use form data to segment and process your site's contacts. For example, you can build a contact group for visitors who used the word "buy" or the words "problems with" anywhere in the Description field of your form.
This functionality works for fields into which contacts enter text.
This option is available for the following features:
Use the Contact has filled in form field with value containing specific text in the last X days macro rule in the conditions of contacts groups or the rules of scores and personas. The system then segments or adds points to contacts who enter the specified text values into form fields.
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