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Contact management

  • Get started with Contact management
  • Contacts in Xperience
  • Work with Contact management application
  • Find a specific contact
  • Edit contact details
  • Find contact's consent agreements
  • Contact segmentation overview
  • Segmenting anonymous contacts
  • Contact groups
  • Create a new contact group
  • Update existing contact group
  • Contact activity tracking overview
  • Track contact activities
  • Verify contact tracking
  • Verify contact tracking (Developer tools)
  • Track contacts on another website
  • Cross-site tracking in detail
  • Forms overview
  • Create a new form
  • Create a Contact us form
  • Change a form's name
  • Update an existing form
  • Add a custom form field
  • Move or delete a form field
  • Provide users help with your form
  • Set up what happens after form submission
  • Adjust the form's Thank you message
  • Deeper dive into Forms
  • Create and edit forms
  • Configure form properties and after-submission behavior
  • Use smart fields in forms
  • Display forms on pages
  • Manage form submissions
  • Widget personalization overview
  • Personalize Page Builder widgets
  • Members application overview
  • Members
  • Digital marketing automation overview
  • Analyze and customize automation processes
  • Disable or modify an automation process
  • Email scenarios for forms
  • Member registration automation scenarios
  • Custom activity scenarios
  • Continue learning about Contact management

Module: Contact management

33 of 44 Pages

Manage form submissions

You can view, manage, filter, and export form submissions in the Forms application.

View form submissions

  1. Open the Forms application.
  2. Edit a form by selecting it from the listing.
  3. Select Submissions.
  4. The Submissions tab opens, listing individual submissions.

On the Submissions tab, you can:

  • Order the submitted data according to individual fields using the column headers.
  • Search for specific submissions using the search bar at the top of the page.
  • Filter submissions according to when they were received. Set the Form inserted From and To values. Both values allow you to select a time in addition to a date.
  • Select individual submissions and view their details. If the form allows users to upload files, you can also view or download the submitted attachment using the link displayed next to the uploader field.

The Submissions listing only displays fields that store text. Fields based on other data types, such as numbers, check boxes, or dates, are visible in the detail of each submission and in exported files.

Export form submissions

You can export submitted data into a CSV file, for example to analyze the results in a spreadsheet application or to pass the data to another system.

Exporting requires the Export permission for the Forms application. Without the permission, the Export button is disabled.

  1. Open the Forms application.
  2. Select a form from the listing.
  3. Select Submissions.
  4. (Optional) Use the search bar or filter to limit the set of submissions.
  5. Select Export.
  6. In the Export data dialog, select the columns you want to include. All columns are selected by default.
  7. Confirm by selecting Export.

The system generates the file and your browser downloads it. The file name consists of the form's code name with -submissions appended, for example DancingGoatContactUs-submissions.csv.

What the export contains

  • The columns you select in the Export data dialog. The dialog offers all fields of the form, not only the fields displayed in the Submissions listing. reCAPTCHA fields are the only exception, because they do not hold data submitted by visitors.
  • All submissions matching the current search term and filter, not only the submissions on the currently displayed page. The submissions are exported in the order in which the listing is sorted.

Values are exported in the following formats:

  • Individual values are separated by commas (,).
  • Fields where visitors choose from predefined options, such as drop-down lists, radio buttons, and multiple choice fields, export the text of the selected options as displayed to visitors. Multiple selected options are separated by commas.
  • Fields where visitors select a single check box export as the equivalent of Yes or No in your configured Admin UI language.
  • Consent agreement fields export as the equivalent of Agreed or Not agreed in your configured Admin UI language.
  • Dates and times export in the YYYY-MM-DD HH:MM:SS format, in the time zone of your browser.
  • Uploaded files are not included in the export. The corresponding column contains the original name of the uploaded file. To view or download attachments, open the detail of the individual submissions.
  • Fields based on custom data types export the stored value unformatted. Developers can adjust how such values appear, see Provide text representations of component values.

To prevent submitted values from running as formulas when you open the file in a spreadsheet application, values that start with =, +, -, @, a tab, or a carriage return are prefixed with an apostrophe ('). The apostrophe is added only to the exported file, it is not part of the submitted data.

Export limit

A single export can contain at most 50,000 submissions.

If the filtered listing contains more submissions, the Export button is disabled. Use the search bar or filter to limit the listing, then repeat the export for each part of the data.

For developers

You can run custom code every time a user exports data, for example to keep an audit record of who exported which data. See Handle form data export events.

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