Forms & Submissions FAQ

Answers to common questions about building custom forms, managing public links, and reviewing submission data.

How do I export form submissions to a spreadsheet?

To download form responses:

1. Navigate to Forms and select the form you want to review.
2. Go to the Submissions tab.
3. Click the Export CSV button in the top right.
4. The system compiles all submissions, including custom fields, dates, and submitter names, and downloads the file instantly to your device for use in Excel or Google Sheets.

Can we close or disable a public form after a deadline?

Yes. You can manage the availability of any form:

• Manual Close: Open the form settings and toggle the status from “Active” to “Closed.”
• Scheduled Close: In the form settings, set a Closure Date and Time. The platform will automatically deactivate the public link once the deadline passes, displaying a custom message (e.g., “Registration is now closed”) to anyone visiting the link.

How do guest submissions map to existing directory profiles?

To prevent duplicate records:

• Field Matching: When a guest submits a form, the platform checks their email address and phone number against the active CRM directory.
• Auto-Linking: If a match is found, the system links the form entry directly to their existing profile card.
• Review Queue: If a match is not found or is ambiguous, the entry goes to the administrator’s Profile Mapping Queue where they can create a new member profile or merge the submission with an existing profile manually.

Can we customize the confirmation message or redirect users?

Yes. In the form builder configuration:

• Success Message: Customize the text shown on screen after submission (e.g., “Thank you! Your registration is confirmed.”).
• Page Redirect: Toggle redirect options and paste a destination URL (like your church website’s welcome page). Submitters will be automatically redirected to that page after completing the form.