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Form tracking

How to track form submissions in the dashboard

James Sweeney avatar
Written by James Sweeney
Updated over a week ago

Form tracking allows you to keep tabs on who has submitted a form, and who has yet to do so. It achieves this by adding a tracking button to the notice you attach the form to, and monitoring submissions based on your notice permissions.

So how do I enable form tracking on my form?

Simple! We'll go over the steps below:

How do I set it up?

  1. Create a new notice and change the notice type to 'Form'.

  2. Make sure to check the 'Enable tracking for form submissions' checkbox.

  3. Insert your form as normal using the 'Forms' button.

  4. If you would like to track the form for a specific group of people make sure to add permissions to the notice. You can find detailed instructions for this here.

  5. Fill in any additional information and publish the notice as per usual.

  6. Once published you will see that an 'Open form tracking' button has appeared above the body of your notice - this is where you will access the form tracking features.

Now that you have your form tracking set up, let's take a look at how it works.

Click the 'Open Form Tracking' button in your notice.

How does it work?

When first opening the form tracking, you will see a list of all the people that have submitted your form. You will also see some tabs at the top.

These tabs denote each of the stages a submission can go through. Submissions are moved through these stages by you and your administration team. You can move entries through these stages by bulk selecting them using the checkboxes on the left, and changing their stage using the dropdown menu at the top, as seen below:

This can also be done per entry. To do this, hover your cursor over the entry and click the 'Entry Activity' button.

Here you will see a variety of information on the entry as well as the details of the submitter. There are a few things you can do on this page:

  1. You can update the status of the entry by using the update status dropdown menu and button.

  2. You can view the form submission itself by expanding the 'Entry Details' menu at the bottom of the page.

  3. You can manually amend the submission by clicking the 'Edit Details' button.

For now, let's click the 'Back to form tracking' link at the top of the page.

How do I send reminders?

One final feature of forms tracking is the ability to send reminder notifications to people who have yet to submit the form. Here's how you can do this:

  1. Click on the tab 'Not Complete' at the top of the page.

  2. Tick each checkbox next to the name of the people you would like to remind.

  3. Using the dropdown box at the top of the page, select 'Send Reminder' and then click 'Apply'.

This will send a notification to the device of each person you selected reminding them to submit the form.

That's it! You're now fully up to speed on how to utilise the form tracking features.

Just remember you can access the form tracker anytime by editing the relevant notice in your dashboard.
โ€‹Note: Form tracking is specific to the notice, not the form. Using the same form on a

different notice will provide different tracking results.

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