For the complete documentation index, see llms.txt. This page is also available as Markdown.

Read and export responses

Read each customer's answers, add notes, and download responses.

Go to Responses to see every answer from every survey, newest first. The list shows All at first. Use the view menu to show only:

  • Complete — they finished the survey.

  • Partial — they stopped partway. These are kept only if the survey has Keep unfinished answers on. Otherwise they're removed after a short while.

Find a response

Type in Search and filter to find words in text answers or customer names. Select the box to filter by Survey, Respondent, or Text answer.

The Responses list with the Search and filter menu open showing choices for Survey, Respondent, and Text answer
Select the search bar to filter responses by survey, respondent, or text answer.
The Responses list with 'delivery' typed in Search and filter and the view menu open, showing All, Complete and Partial
Type a word to find it in answers and names, and use the view menu to show only Complete or Partial responses.

Open a response

Select a row to see all the answers. You also see the customer, the order, and the page they answered on, when available. Use Previous response and Next response to move through the list.

One response with its answers, the Notes card, the customer and the order, and the Previous and Next response buttons
Every answer sits on one page. (1) is the Notes card, which only your team can see, and (2) moves you to the next response.

To write a note for your team, select Edit note under Notes. Only store staff can see it.

The Edit note dialog with a note entered and the Save button
Type a note for your team and select Save. Only store staff can see it.

Download responses

  • One response, every answer: open it and select Export response.

    A response page showing the Export response button in the header bar
    Select Export response in the header to download a customer's individual response.
  • Several responses: tick the rows you want, then select Export selected responses. You get one line per response, with the customer, survey, text answer, status, and dates.

The file opens in Excel or Google Sheets. For totals per question, use Export summary on the results page.

The Responses list with three rows ticked and the Export selected responses and Delete buttons above the table
Tick the rows you want, then select Export selected responses to download them.

Delete a response

Tick the rows and select Delete. Or open a response and select More actions → Delete. The answers are removed from your results for good.

A confirmation window warning that deleting a response cannot be undone with Cancel and Delete buttons
Select Delete to remove selected responses permanently. Deletion cannot be undone.

Next: set up email and notifications.

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