How to Access, Export, and Manage Form Submissions in Arketa
Arketa provides a streamlined process for accessing, exporting, and managing form submissions. This guide outlines the steps to view submissions, export data, and handle forms created within or outside Arketa.
Accessing Form Submissions
To view form submissions in Arketa:
Navigate to Settings > Forms.
Select the name of the form you want to review. This will open the form and display its submissions.
For forms attached to workshops, responses are visible in the same Forms area under Settings, where the form was initially created. Additionally, the primary business email associated with your Arketa account will automatically receive each form response.
Exporting and Reporting Form Data
Arketa allows you to export form responses for consolidated review. To do this:
Open the desired form in the Forms section.
Use the export option to download the responses as a CSV file. This enables easy analysis and reporting.
Handling Forms Created Externally vs. Within Arketa
If you use an external website builder to create forms (e.g., for newsletter pop-ups), their submissions will not appear in Arketa. To ensure data is captured and usable within Arketa:
Create the form directly in Arketa via Settings > Forms.
Alternatively, embed an Arketa-generated form on your website. Only forms created or embedded through Arketa will feed submissions into the platform for tracking and automation.
Best Practices for Form Management
Always create forms within Arketa to leverage its tracking and automation features.
Regularly export and review form submissions to maintain organized records.
Use the primary business email notifications to stay updated on new submissions.
By following these steps, you can efficiently manage form submissions and data within Arketa, ensuring seamless integration and usability.