What you will accomplish

You will open the Results page for a custom form, read what customers submitted, use simple charts to spot patterns, and download a CSV file (spreadsheet) when your team needs to sort or share answers outside the app.

This guide assumes you already created and published a form. If not, start with Create and share a custom form.

When to use this guide

• Responses are coming in and you need to read them or count how many people answered.
• You want to see which multiple-choice options are most popular.
• You need a spreadsheet for a manager, mail merge, or follow-up calls.
• You are deciding whether to close a form that reached its response goal.

Before you start

• The form exists on Marketing & Events > Forms.
• At least one person has submitted the form (use a test submission if you are still setting up).
• You know which form you need—the Forms list shows the response count in the Responses column.

Step 1: Open the Forms list

1. Open Marketing & Events

   Go to Marketing & Events.

2. Click Forms

   Click the Forms tab, or open Marketing & Events > Forms directly.

   Expected result: You see each form’s name, Status (Draft, Published, or Closed), and Responses count.

3. Find the form you need

   Look at the Responses column to see which forms have answers waiting.

   Why this matters: A published form with 0 responses may need a reminder email or a corrected share link—not a results review yet.

Step 2: Open Results

You can reach Results in two ways—pick whichever is easier:

1. From the form row menu

   On the Forms list, click the three-dot menu (⋯) on the right side of the form row. Choose Results.

   Expected result: You land on a page titled with the form name followed by Results.

2. From inside the form editor

   Open the form, then click Results near the top-right of the editor (next to the Published switch).

   Expected result: Same Results page with charts and a response table.

Step 3: Read the summary and charts

1. Check the response total

   Under the form name, read how many responses you have.

   Expected result: The number matches what you see on the Forms list.

2. Review choice-question charts

   For single choice and multiple choice questions, bar charts show which answers were picked most often.

   Why this matters: A quick glance tells you whether customers prefer Saturday events, detail services, or another option—without reading every row.

3. Review the timeline chart

   When you have responses, a line chart shows when submissions arrived.

   Expected result: You can see if interest spiked right after an email or open house.

Step 4: Read individual responses

1. Scroll to the response table

   Below the charts, find the table with one row per submission.

2. Read each column

   Each question becomes a column. The Submitted column shows when the person sent their answers.

   Expected result: You can scan names, emails (when collected), and each answer in one place.

3. Follow up outside the app

   Use the name or email from a row when your team needs to follow up. Phone numbers appear in the CSV export when the form collected them. There is no Reply button on this page—use Inbox or your normal email when you need a conversation.

   Why this matters: Forms collect information; Inbox is for back-and-forth messages.

Step 5: Export a CSV spreadsheet

1. Click Export CSV

   Near the top of the Results page, click Export CSV.

   Expected result: Your browser downloads a file named for the form.

2. Open the file

   Open the CSV in Excel, Google Sheets, or Numbers. Each row is one submission; each column is one question.

   Why this matters: Managers and vendors often want a spreadsheet they can sort, filter, or print.

3. Export again after new responses

   Run Export CSV whenever you need an up-to-date copy. The download always reflects the latest submissions.

   Expected result: New rows appear for answers that arrived after your last export.

Step 6: Stop accepting new responses (optional)

When a waitlist is full or an event survey period ends, close the form so new answers do not arrive.

1. Open the form editor

   From Results, click the back arrow, or open the form from the Forms list.

2. Close the form

   Either flip Published off to save as Draft, or open Settings > Advanced and turn on Close form to mark it Closed.

   Expected result: The public link stops accepting new submissions. Existing responses remain on Results.

What success looks like

• Your team can open Results and explain what customers chose without guessing.
• Choice-question charts match what you heard from customers on the phone.
• You can export a CSV when a manager asks for the list.
• Closed forms no longer accept submissions but keep their history.

Troubleshooting

What to do next

1. Create a campaign — email customers who have not filled out the form yet.
2. Create and share a custom form — build another form for a different event or service.
3. Marketing & Events overview — return to the full list of marketing guides.