Activity Messenger Help Center
Manage forms and submitted responses
Use this guide after you have created a form. Find the right form, organize access for your team, and review or update submitted answers. To change questions, confirmation messages or sharing options, use Build and share your first form.
Search and permissions
Click on Forms and select Manage Forms.
By accessing the forms management, you will be able to see all the forms you have created. You can filter them by name, for example, by entering the name in the search bar to display matching forms.
You can also search by a specific person. For example, if you want to see all forms submitted by a client, you can search for their name, phone number, or email address.
Tags
One of the important features is the addition of tags, especially when you have more than one over time. By pressing "Tags," you can assign new tags to forms. For example, you can assign a "Request for Information" tag to certain forms.
By accessing the list of tags, you can easily find the corresponding forms.
You can also filter forms by the type. For example, subscription, registration, or review forms.
It is possible to duplicate, modify, share, archive or visit the form directly using the three points associated with each form.
You have full control over which staff can access the forms. For example, if you want one of your instructors to be able to use a particular form, you can give them that specific access without giving them access to other forms.
Analytics
To get an overview of the responses to your surveys, it is also possible to export them into an Excel file.
Respondents
You now have your first respondent in your form.
You have the option to choose the columns you want to display. All you have to do is check the ones you want to see appear.
When downloading PDFs for selected respondents, select no more than 100 respondents for each ZIP download. You can download the complete PDFs or only answers to specific questions.
You can add approvals for administrators. By clicking on the respondent, you can check whether the request is approved or not.
You can then filter by columns. For example, you can choose to only see customers who answered 'Small' to the sweater size question.
You can filter to see who started filling out the form but gave up.
You can see the respondents you have archived.
If a customer contacts you to report that they entered an incorrect response in the form, you can access their responses to edit them by clicking on their name.
Locate the answer you want to modify and click on the pencil icon.
Then you have the option to choose whether you want to send them the PDF with the edited answers by email or not.
Completed forms
Click the Forms menu and choose Completed Forms.
You will be presented with a feed of all recently completed forms. You can search to find a respondent by name, email address or phone number. You can also search by the name of a child or parent.
The feed of completed forms can be filtered by dates. For example, find all forms filled out on a particular day.
This screen is adaptive and designed to work well on a smartphone. This allows your staff to quickly verify that all participants have completed a required form.
