How to Track Form Submissions

This article explains how you can view your form submissions.

Where to Track Form Submissions

Once your forms are live and collecting responses, you’ll want to keep track of who’s submitted them and when. Here’s how you can view and manage form submissions:

Step 1: Access "Capture Forms"

Start by logging into your Pabau account using your login credentials. Then, navigate to the Marketing section located on the left sidebar menu and click to expand it. The "Capture Forms" tab will be revealed. 

Step 2: Navigate to the Forms Tab

Navigate to the "Forms" tab on the top left corner to view your created forms. On the form you want to view the submissions, click the "Actions" button to view all available options. 

Step 3: View Submissions

The actions button will reveal the "Submissions" option. Click to view the form submissions.

You’ll see all the submissions listed here. Each column gives you a quick overview of the form entries:

• Submission # – The order in which submissions were received (starting from the most recent).

• ID – A unique identifier automatically assigned to each submission.

• DOI Status – Stands for “Double Opt-In”; this shows whether the client has confirmed their email (used mainly for consent tracking).

• First Name – The first name of the person who filled out the form.

• Submitted – The exact date and time the form was submitted.

• Actions – Allows you to view or delete the submission.

To view the details of a specific submission, simply click on it to open and review the full entry.

Here you can also view the client or lead’s phone number, email address, and any additional fields you’ve included in the form.

The available actions at this stage include:

• Comment – Leave an internal note visible only to your team.

• Print – Print a copy of the submission.

• Delete – Permanently remove the submission from your records.

By following these steps, you can view all your submissions.

How to Filter Submissions

You can filter submissions by the date they were submitted. To do this, click on the Date field to select the date range you want to view.

You can filter submissions by the date they were submitted. Click on the Date field to get started— here, you can choose from preset options like Yesterday, Last 7 Days, and more. If you need a specific time frame, select the Custom Range option to pick exact start and end dates.

 

Then, click the Filter button in the top left corner to apply the filter and see only the submissions from that period.

By following these steps, you can filter your submissions by date submitted.

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How to Configure Columns

To customize which columns appear on the submissions page, click the table icon in the top right corner.

This action will reveal a dropdown where you can enable or disable the toggles next to each column name to control which fields are visible in the table view.