How To Locate Survey and Form Answers

July 31, 2024•1 min read

Surveys and forms can be a helpful tool to connect with leads and understand how to improve your company's services. As an extra step, you can also export the information or the answers to Google Sheets to breakdown the data in whichever way you want.

Here's how to locate Survey and Form answers:

Option 1: Within Specific Contact Records

The answers are stored within each contact record.
To access answers submitted for a specific contact, navigate to their contact page.
Click on "Additional Information" on the left side to find the stored answers.

Option 2: Form Submissions Area

You can find the answers under Form Builder → Submissions.
Go to Form Builder and select "Submissions."
Search by contact to view all answers submitted through forms.
You can also filter by date, just make sure you use the correct dates.

Export to Google Sheets

Export form data to a CSV file that you can upload to Google Sheets for analysis

Select contacts, then click to select all records, and “Export Contacts”, and confirm.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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