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Viewing and managing responses

How to view and manage Forms responses in Socket: the Recipients and Answers tabs, the response grid, responses by version, and exporting to Excel or CSV.

Written by Simon Evans

Every form keeps its responses in one place, so you can see who has replied, read what they sent, and export the lot. Here is how to find your way around.

Open a form from the "Forms" area and go to its responses. You will see two tabs: "Recipients" and "Answers".

The Recipients tab

"Recipients" lists everyone the form has been sent to, along with anyone who has filled it in from a public link. Each one shows its status at a glance, whether they have not started, are part way through, or have submitted. Across the top you also get a summary of your totals: total responses, completed, and in progress.

Click any recipient to open their full response and read their answers.

You can narrow the list using the status and delivery filters, or search by name, which helps when you are working through a long list.

If you sent the form to someone directly and they have not submitted yet, you can chase them up. Open the menu at the end of their row and choose "Copy link" to grab their personal form link, then paste it into an email or message so they can carry on where they left off. Submitted responses do not show this, as there is nothing left for them to complete. The same option is available from the Forms tab on the client's record.

The Answers tab

"Answers" lays every response out in a grid, with your questions as the columns and one row per response. The "Responder" column is pinned to the left, so you can scroll across a wide form and always see whose answers you are looking at. As on the Recipients tab, each row shows whether it is not started, in progress or submitted.

Responses by version

If you have edited a form after it went live, its responses are kept separately for each version. A version switcher lets you move between them, and the grid and the summary counts update to match the version you are viewing, so a version with fewer questions simply shows fewer columns. There is more on this in our Editing a live form and versions guide.

Exporting your responses

From either tab you can export to Excel or CSV. The export respects whatever is on screen, so if you search or filter first, you get just the matching rows.

When you export the Answers grid, the recipient's email, their status and the date they submitted are added in before the question columns, so every row is easy to place.

šŸ’” Searching or filtering before you export lets you pull just the responses you need, for example everyone who has submitted, rather than the whole list.

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