Skip to main content
All CollectionsHelp ArticlesDonor ManagementForms
How do I manage responses to my form?
How do I manage responses to my form?
Updated over a week ago

The article below will explain two ways to track responses submitted through forms you create in your 'Donor Management' system.

E-mail Confirmation

'Donor Management' can send an automated e-mail confirmation to specified recipients each time a new form submission is created.

Step 1: Navigate to your 'Forms'

From your 'Donor Management' Dashboard, click the 'Communication' tab on the left navigation panel and select 'Forms'.

Step 2: Edit your form

To update your form's settings, click the 'Actions' button next to it and select 'Edit' from the drop-down list of options.

Step 3: Update the 'Email Submissions To' field

Add e-mail addresses for individuals in the 'Email Submissions To' field who should be notified when the form is submitted.
​

Click the 'Update & Save' button when you are finished making your updates.

Submission Report

Step 1: Click to view all submissions

From your main 'Forms' page, click the 'View All' link in the 'Submissions' column next to the form you want.

Step 2: Export your data

When directed to the 'Form Submissions' page, click the 'Export' button in the upper right corner.

Step 3: Download your report

Open the downloaded file in Excel to format, print, and share as you like. We recommend saving it as a .xlsx file type.


What else do you need help with?

Not quite what you were searching for?

Navigate back to the Donor Management Index.


Level up your skills!

Explore our in-depth training resources and watch the advanced webinar for this feature below to get started:

Did this answer your question?