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How to Find Your Form Answers

Learn where you can find form answers that your clients filled out.

Daniel avatar
Written by Daniel
Updated over a year ago

There are a few places you can find your form answers, but it depends on which form and how you sent it.

Lead Capture Forms:

When filled out, lead capture forms always create a lead, and the form answers will be viewable when opening the lead. Click on "Form Answers" on the top right part of your lead.

Instant Booking Forms:

Instant booking forms create a project when completed, and the form answers can be viewed in the "Forms" section of the created project. To view the answers, click on the form.

Questionnaires:

It matters how you send a questionnaire. There are two ways to send, and only one to get the answers to link back to a Bloom project or lead.

The recommended way to send a questionnaire is to do so through a project or lead. If you sent the questionnaire this way, then the answers will be attached to the lead or questionnaire.

However, if you copied the form URL in Settings > Forms and emailed or texted it to your client, it has nothing to tie back to in Bloom, and the questionnaire answers will be emailed to you.

When sent from a project, the questionnaire answers will be in the forms section of a project:

Scheduling Forms:

When a scheduling form is filled out, it creates an event in your calendar and will have the form answers attached to that event.

Also, if you've sent the scheduling form through a project or a lead, the form answers will be attached there as well.

When sent to a lead, you can find the form answers in the top right corner of the lead.

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