The form detail page gives your team a working view of submissions. Use it to review new entries, check field values, refresh counts, and export records when needed.

What this guide helps you do

• Open the submissions table for a form.
• Review recent submissions and field values.
• Export submissions to CSV for offline work.

Before you start

• Make sure you are viewing the correct form.
• Know whether the export is for follow-up, reporting, cleanup, or audit review.
• Avoid exporting private customer information unless the team has a clear business need.

Do it manually

1. Open Forms and select the form.
2. Review the total submissions, last submission time, field count, and contact sync status.
3. Use Refresh if you are waiting for a recent test or live submission.
4. Review the submissions table for the records you need.
5. Choose Export CSV when an offline copy is needed.
6. Store or share the exported file according to your business data policy.

Ask Faster AI

• Summarize recent submissions for this form and identify follow-up themes.
• Find submissions from the last week that look urgent and suggest follow-up tasks.
• Review this form’s submissions and tell me whether we should add a field before the next campaign.

Review before publishing or using the form

• Refresh before exporting if a recent submission is expected.
• Check whether exported data contains private customer details.
• Use Customer 360 for customer context instead of relying only on a CSV.

Common issues and fixes

• If the table is empty, submit a test entry and refresh.
• If an export is incomplete, retry after the submissions table finishes loading.
• If field names look unclear in export, update form labels or field names before the next campaign.

Lead capture workflow

For the weekly review rhythm that turns submissions into better forms and cleaner follow-up, read the lead capture forms article. Lead Capture Forms That Actually Convert.

Smarter Forms workflow

For how the submissions workspace fits with tracking, mapping, customer records, and follow-up, read the Smarter Forms product article. Smarter Forms: Tracking, Mapping, and Follow-Up Built In.

Connected workflows

• Connect a form to an Audience or journey
• Map form submissions to customer records
• Create a segment from customer behavior
• Connect trackers to pages, forms, and campaigns

Placeholder media

• Screenshot placeholder: add an annotated screenshot of review and export form submissions with names, emails, submission values, and private tracking details blurred.
• Video placeholder: add a short walkthrough that starts from Forms, shows the manual path, then shows how to ask Faster AI for the same outcome and review the result.

Related help

• Review and export form submissions
• Add tracking fields to forms
• Troubleshoot form submissions

Use it in daily operations

• Review active forms weekly during campaigns so new submissions, customer sync, and follow-up tasks do not fall behind.
• When a form supports a journey or Audience, test the full path from published page to customer record before using paid traffic.
• Keep screenshots and videos as placeholders until final assets are approved, then replace them during the launch review.