> ## Documentation Index
> Fetch the complete documentation index at: https://www.carstoragesoftware.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Review form responses and export

> Read answers from your custom forms, spot trends in charts, and download a spreadsheet for follow-up.

Use this guide when customers have started answering a form you shared—an open house survey, detail waitlist, or feedback page—and your team needs to read the answers, spot trends, or download a spreadsheet.

You will open the **Results** page for a custom form, read what customers submitted, use simple charts to spot patterns, and download a **CSV file** (spreadsheet) when your team needs to sort or share answers outside the app.

This guide assumes you already created and published a form. If not, start with [Create and share a custom form](/docs/marketing-events/create-and-share-a-custom-form.md).

## What you will accomplish

* Open the **Results** page for any custom form and read individual answers.
* Use summary charts to see which multiple-choice answers are most popular.
* Download a **CSV** spreadsheet to share with your team or import into another tool.
* Know when to close a form that has enough responses.

**Expected result:** You can answer questions like "How many people want to attend Cars & Coffee?" without asking customers to resend their answers.

## When to use this guide

* Responses are coming in and you need to read them or count how many people answered.
* You want to see which multiple-choice options are most popular.
* You need a spreadsheet for a manager, mail merge, or follow-up calls.
* You are deciding whether to close a form that reached its response goal.

## Before you start

* The form exists on [Marketing & Events > Forms](https://www.carstoragesoftware.com/dashboard/forms).
* At least one person has submitted the form (use a test submission if you are still setting up).
* You know which form you need—the **Forms** list shows the response count in the **Responses** column.

## Step 1: Open the Forms list

**1. Open Marketing & Events**

Go to [Marketing & Events](https://www.carstoragesoftware.com/dashboard/marketing).

**2. Click Forms**

Click the **Forms** tab, or open [Marketing & Events > Forms](https://www.carstoragesoftware.com/dashboard/forms) directly.

**Expected result:** You see each form’s name, **Status** (Draft, Published, or Closed), and **Responses** count.

**3. Find the form you need**

Look at the **Responses** column to see which forms have answers waiting.

**Why this matters:** A published form with **0** responses may need a reminder email or a corrected share link—not a results review yet.

![Forms list showing published and draft forms with response counts and status badges](https://mintcdn.com/carstoragesoftware/droZyI7iE1pSf0hh/images/marketing-events/forms-list-populated.webp?fit=max\&auto=format\&n=droZyI7iE1pSf0hh\&q=85\&s=b7031df12905d12e1fa299a751a75d1b)

*The Responses column tells you how many people submitted each form. Click a row to open the editor, or use the menu to jump to Results.*

## Step 2: Open Results

You can reach **Results** in two ways—pick whichever is easier:

**1. From the form row menu**

On the **Forms** list, find the form row you need. On the far right of that row, click the three-dot menu button (it may show as **⋯** or **Form actions** when you hover).

In the menu, click **Results** (it has a small chart icon next to it).

**Why this matters:** This is the fastest path when you are on the Forms list and just need answers—not the question editor.

![Three-dot menu on a form row showing Edit, Results, Copy link, and Delete options](https://mintcdn.com/carstoragesoftware/droZyI7iE1pSf0hh/images/marketing-events/forms-row-results-menu.webp?fit=max\&auto=format\&n=droZyI7iE1pSf0hh\&q=85\&s=0d1ae519b54ef244c3a3c8fa092ffaa9)

*Use the **⋯** menu on each form row to jump straight to **Results** without opening the editor first.*

**Expected result:** You land on a page titled with the form name followed by **Results**.

**2. From inside the form editor**

Open the form from the list (click the form name), then click **Results** near the top-right of the editor (next to the **Published** switch).

**Expected result:** Same **Results** page with charts and a response table.

![Form results page showing response count, charts for choice questions, and a table of individual submissions](https://mintcdn.com/carstoragesoftware/droZyI7iE1pSf0hh/images/marketing-events/forms-results-page.webp?fit=max\&auto=format\&n=droZyI7iE1pSf0hh\&q=85\&s=d98227cbe441c82ee6fd937e6ce75498)

*Results shows how many people responded, charts for choice questions, and a row for each submission.*

## Step 3: Read the summary and charts

The top of the **Results** page answers two questions fast: **how many people responded** and **what did they choose most often**.

**1. Check the response total**

Under the form name, read how many responses you have. The count should match the **Responses** column on the [Forms](https://www.carstoragesoftware.com/dashboard/forms) list.

**Expected result:** You can tell a manager "we have 12 answers so far" without opening a spreadsheet.

**2. Review choice-question charts**

For **single choice** and **multiple choice** questions, bar charts show which answers were picked most often.

**Why this matters:** A quick glance tells you whether customers prefer Saturday events, detail services, or another option—without reading every row.

**Tip:** If one bar is much taller than the rest, that option is a strong signal for your next event theme or service offering.

![Form results page showing bar charts for multiple-choice questions and a timeline of submissions](https://mintcdn.com/carstoragesoftware/droZyI7iE1pSf0hh/images/marketing-events/forms-results-charts.webp?fit=max\&auto=format\&n=droZyI7iE1pSf0hh\&q=85\&s=4ee99e3d9625ef7d5df35a0dcbd73711)

*Choice questions show bar charts at the top of Results. Use them to spot popular answers before you read every row.*

**3. Review the timeline chart**

When you have more than one response, a line chart shows **when** submissions arrived.

**Expected result:** You can see if interest spiked right after an email blast, an open house, or a social post.

**Why this matters:** A flat line after a big send may mean customers did not see the link—time to resend the form in a [campaign](/docs/marketing-events/create-a-campaign.md).

> [!NOTE]
>
> **Text answers do not appear in charts**
>
> **Short text** and **long text** questions show up in the response table below the charts—not in bar graphs. Scroll down to read those answers row by row.

## Step 4: Read individual responses

The response table is where you read what each person actually wrote. Charts summarize patterns; the table holds the details.

**1. Scroll to the response table**

Below the charts, find the table with one row per submission. Each row is one person who filled out the form.

**2. Read each column**

Each question becomes a column. The **Submitted** column shows when the person sent their answers. If the form collected **Name** or **Email**, those appear in their own columns too.

**Expected result:** You can scan names, emails (when collected), and each answer in one place—without opening one response at a time.

**3. Look for blank cells**

A blank cell usually means the question was optional and the person skipped it. If a **required** question is blank, the form may have changed after they submitted, or they used an older link.

**Why this matters:** Do not assume a blank answer means the customer refused to answer—check whether the question was required when they submitted.

**4. Follow up outside the app**

Use the name or email from a row when your team needs to follow up. Phone numbers appear in the CSV export when the form collected them. There is no **Reply** button on this page—use [Inbox](/docs/inbox/overview.md) or your normal email when you need a conversation.

**Why this matters:** Forms collect information; **Inbox** is for back-and-forth messages.

**5. Turn answers into action**

After you read the table, decide what happens next:

* **Event interest survey** — invite **Going** respondents with [Create a social event](/docs/marketing-events/create-a-social-event.md) or email them with [Create a campaign](/docs/marketing-events/create-a-campaign.md).
* **Waitlist** — call or text the first few rows in the order they submitted (sort by **Submitted** column).
* **Feedback** — share a short summary with your manager using **Export CSV**, then close the form when the survey period ends (see Step 6 below).

**Expected result:** Responses lead to a clear next step—not a spreadsheet that sits unread.

![Form results page scrolled to the response table with one row per submission and columns for each question](https://mintcdn.com/carstoragesoftware/droZyI7iE1pSf0hh/images/marketing-events/forms-results-response-table.webp?fit=max\&auto=format\&n=droZyI7iE1pSf0hh\&q=85\&s=eb21bb07013349e4e997df18d6ca05dd)

*Scroll below the charts to read each person's answers. The Submitted column shows when they filled out the form.*

## Step 5: Export a CSV spreadsheet

A **CSV** file is a simple spreadsheet your team can open in Excel, Google Sheets, or Numbers. Use it when a manager wants a sortable list, when you need to mail-merge names, or when you want to share answers outside the app.

![Form Results page header showing Export CSV button near the response count](https://mintcdn.com/carstoragesoftware/droZyI7iE1pSf0hh/images/marketing-events/forms-export-csv-button.webp?fit=max\&auto=format\&n=droZyI7iE1pSf0hh\&q=85\&s=13ff838fb882b7d9d41bce43c71cc244)

*Export CSV sits near the top of the Results page, next to Open form when the form is published.*

**1. Click Export CSV**

Near the top of the **Results** page, click **Export CSV** (it has a small download icon).

**Expected result:** Your browser downloads a file named for the form.

**2. Open the file**

Open the CSV in Excel, Google Sheets, or Numbers. Each row is one submission; each column is one question.

**Why this matters:** Managers and vendors often want a spreadsheet they can sort, filter, or print.

**3. Export again after new responses**

Run **Export CSV** whenever you need an up-to-date copy. The download always reflects the latest submissions.

**Expected result:** New rows appear for answers that arrived after your last export.

![Form Results page header showing Export CSV button near the response count](https://mintcdn.com/carstoragesoftware/droZyI7iE1pSf0hh/images/marketing-events/forms-export-csv-button.webp?fit=max\&auto=format\&n=droZyI7iE1pSf0hh\&q=85\&s=13ff838fb882b7d9d41bce43c71cc244)

*Click **Export CSV** when you need a spreadsheet copy for your manager or for follow-up calls.*

> [!WARNING]
>
> **Keep customer information private**
>
> CSV files may include names and email addresses. Store exports securely and share them only with staff who need the information for follow-up.

## Step 6: Stop accepting new responses (optional)

When a waitlist is full or an event survey period ends, close the form so new answers do not arrive.

**1. Open the form editor**

From **Results**, click the back arrow, or open the form from the **Forms** list.

**2. Close the form**

Either flip **Published** off to save as **Draft**, or open **Settings > Advanced** and turn on **Close form** to mark it **Closed**.

**Expected result:** The public link stops accepting new submissions. Existing responses remain on **Results**.

## Common mistakes to avoid

* Do not open **Results** on a **Draft** form and expect customer answers—only **Published** forms collect responses.
* Do not email a CSV export to customers without checking privacy rules at your facility.
* Do not delete a form just to stop responses—use **Close form** or turn off **Published** so history stays on **Results**.
* Do not assume a blank table cell means the customer refused—optional questions can be left empty.

## What success looks like

* Your team can open **Results** and explain what customers chose without guessing.
* Choice-question charts match what you heard from customers on the phone.
* You can export a CSV when a manager asks for the list.
* Closed forms no longer accept submissions but keep their history.

## Troubleshooting

> [!WARNING]
>
> **Results show zero responses but someone submitted**
>
> Confirm you are viewing the correct form on the **Forms** list. Ask the customer which link they used—an old draft link or a different form will not show up here. Refresh the **Results** page.

> [!TIP]
>
> **A column is blank for some rows**
>
> That question may have been optional, or the person skipped it. Required questions should always have a value unless the form changed after they submitted.

> [!WARNING]
>
> **Export CSV does nothing**
>
> Check your browser’s download folder and pop-up blocker. Try again in Chrome or Edge if your browser blocks the file.

> [!TIP]
>
> **I submitted a test response but do not see it**
>
> Refresh the **Results** page. Confirm you used the **Published** share link—not a preview link from the form editor. Test submissions count like any other response.

## What to do next

1. [Create a campaign](/docs/marketing-events/create-a-campaign.md) — email customers who have not filled out the form yet.
2. [Add a customer in Contacts](/docs/contacts/add-a-customer.md) — then follow up by phone or [Inbox](/docs/inbox/overview.md) using names from the response table.
3. [Create and share a custom form](/docs/marketing-events/create-and-share-a-custom-form.md) — build another form for a different event or service.
4. [Marketing & Events overview](/docs/marketing-events/overview.md) — return to the full list of marketing guides.


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