Menu
Knowledge Base Survey (Forms) Configuration
Help Center
back Notifications
 
You can designate the person to receive the information that is submitted through the form by following these steps.
1. Navigate to the List/Edit page of the Survey. This page will show you a list of the surveys that you have created. Next to each of these surveys, you will see several options. Click on the one that says Notification.
 
2. A window will come up on your screen. First, you can customize your response to the person who submits the form. If you don’t customize this, the visitor will receive an email with default text in it. The first check box allows you to decide if you would like to send an email to the visitor.
 
3. The next box allows you to decide if you would like to attach the information that they submitted in the form. This is usually a good idea, because it gives the person a record of their form.
 
4. You can then customize the email that is sent to the person who submitted the form. There is a box that you can type text into and you can use the tokens ##fname## and ##lname## to enter the person’s name. This feature allows you to personalize the email.
 
5. The next box allows you to enter in any email address for submissions to go to. You can also designate whether the information in the form will be sent in the email as well. The email address that is entered into the box can be an email address from any email provider.
 
6. Once you are finished, you will click the Save button in the lower right corner and also you will click the Save button at the bottom of the page that you see when the window goes away.

Thank You Text
 
The Thank You text is the text that the person will see on the page they go to after they have submitted their form.
1. Navigate to the List/Edit page of the Survey. This page will show you a list of the surveys that you have created. Next to each of these surveys, you will see several options. Click on the one that says Thank You Text.
 
2. A window will come up on your screen. This window will have a toolbar and a white area for you to enter the text into.
 
3. At the bottom of the screen you will see a box that is labeled Use URL. This box would be used if you wanted to redirect people to a different website once they have submitted the form.
 
4. Once you are finished, you will click the Save button in the lower right corner and also click the Save button at the bottom of the page that you see when the window goes away.

Manage and Delete Records
 
The Manage Records feature allows you as the administrator to make changes to information that people have submitted. This can be useful if you are taking registration to an event and someone enters incorrect information that needs to be changed.
1. Navigate to the List/Edit page of the Survey. This page will show you a list of the surveys that you have created. Next to each of these surveys, you will see several options. Click on the one that says Manage Records.
 
2. On the next screen, you will see a list of the people who have submitted a form. This section will display the names of people only if you have used the Preset fields when creating the form.
 
3. To edit a record you will simply click on the Edit link next to their name. You will then see the form filled in with the information that the person entered.
 
4. Once you are finished making your changes, you will click on the Edit button at the bottom of page.
 
5. You can also delete records from this page. Simply place a check in the box beside each record that you would like to delete and then click the Delete Records button at the bottom of the page. You can also do this by editing the record and clicking the delete button at the bottom of that page.
 
Exporting Records
 
All of the information that people submit through the forms is stored on the website. It is best if you periodically export that information and store it on your computer as well.
1. Navigate to the List/Edit page of the Survey. This page will show you a list of the surveys that you have created. Next to each of these surveys, you will see several options. Click on the one that says Export.
 
2. On the next screen you will first select the survey that you would like to export. Then you will select the fields that you want to export. By default all of the fields are included. If you would like to exclude a field, you will click on it and then drag it to the box that says Fields to Exclude.
 
3. Next you can select a start date and an end date. This can be helpful if you would like to export records that were submitted between a particular date range.
 
4. You can also determine how the records will be sorted by selecting an option from the drop down menu. These options will change based on the fields that you have in your survey.
 
5. You can also choose how you would like the records to be sorted.
 
6. Another feature that the survey module has is the ability to mark records as processed. If you have exported a survey before you can filter the records and export only the ones that are unprocessed.
 
7. On this page there is a check box that allows you to decide if you would like to mark the records that you are about to export as processed.
 
8. Finally, you will select the format for this export. Then you will click the Export button at the bottom of the page.
 
Additional Information
 
On the List/Edit page, there are 2 additional links: PDF Form and View. The PDF Form option allows you to view your survey as a PDF. This is helpful if you need to print the form or email it to someone. The View option simply allows you to view your survey as visitors will see it on the website