Help center

All collectionsSitesSurveys How to Manage Survey Submissions in CoachWorks Marketing CRM

How to Manage Survey Submissions in CoachWorks Marketing CRM

Learn how to effectively navigate and manage survey submissions within CoachWorks Marketing CRM with this detailed guide. You'll discover how to filter submissions by date, search specific details, and set display preferences to streamline your data management tasks.

1. Start by navigating to the sites tab.

1 Click here.

2. Next, initiate the 'Submissions' section by clicking on it.

2 Upload

3. Proceed by filtering submissions according to a specific date range.

3 Following that, click on the element.

4. Move on to refining your search by choosing a particular form.

4 Once that's done, click on the element.

5. Then, use the search bar for specific submissions by name, email, phone, or contact id.

5 Now, click on the element.

6. Finally, set your preferred number of survey submissions to be displayed on the page.

6 Afterwards, click on "10".

Did this answer your question?

😞

😐

😁

How to Manage Survey Submissions in CoachWorks Marketing CRM | Content Copilot