How to read your form responses

Where the answers live, which ones became leads, and what to do about one that did not.

3 min læst

Every response is kept in full, including the answers you never mapped onto the lead. The board is where you work; the responses list is where you go when you need to know exactly what somebody typed.

  1. 1

    Find the response count

    Workspace → Forms lists each form with how many fields it has and how many responses it has taken. A form that has never been published shows as a draft with no link yet, which is also why it has no responses.

  2. 2

    Open the responses

    Click into a form and open Responses. Each row is one submission with everything the customer typed — including the answers left on Answer only, which never made it onto the lead but are still worth reading.

  3. 3

    Watch for "not added"

    If a response could not be turned into a lead, the form carries a badge saying how many were not added. That is the one thing on this screen you have to act on: the answers are safe, but nobody is going to see them on the board.

  4. 4

    Deal with a response that did not become a lead

    Open it, read the answers, and create the lead by hand from what is there. Then look at why: a board or column that was deleted after the form was published is the usual cause, and it will keep happening until you point the form somewhere that still exists.

  5. 5

    Use the empty state as a checklist

    "Share the link and responses will show up here" means the form is live and nobody has used it. That is a distribution problem, not a form problem — the link is not anywhere your customers actually look.

Pro tip

  • The responses list is the record of what was actually said. A lead's fields get edited as you work it; the response never changes.
  • If you keep needing an answer that is on Answer only, map it — then it lands on the lead from the next response onwards.

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