Forms are surveys that users can fill out that allow Admins to collect data on the participants of their engagements. Forms can be set to public or private. This allows for the Admin to choose which form results are visible to all engagement participants.

If you choose to create your own form, read our article about Creating Forms.

Sending a Form

After creating a form, you can then send the form to the selected participant from the engagement.

  • From your Engagements page select an Engagement or create a new one.
  • Next click on Add Item and select Form. From the window select a Form to add to your Program.
  • You can Name the Form, add a Description, and add Recipients. When you are ready click Send Form.

Fill out a Form

When your coach or admin is ready they will send the form to you. You will be notified via app and email to respond to the form.

  • If the Coach or Admin have sent the Form, it can be answered by clicking on it from inside the Engagement Program > and then select Respond.
  • Respond to the Form and click Complete. Be sure to fill out all required fields or the form will not send.

Helpful Tip: You may fill out the form directly from the link in the email.

Program Items

The following program items can be added into an engagement:

  • Session
  • Form
  • File
  • Task
  • Link

Please Note: Program items will re-order based on their state. The items that have been sent or completed will move up on the program list. When an item is sent it will move up the list and when it is completed it will move up again on the program list.

Downloading Form Results

You may download forms from multiple different places, including engagements, resources, and reports.

Download from an Engagement

  • From inside the Engagement choose your desired form and click Preview Responses.
  • You may click Download Responses as a CSV file to download responses.

Download from the Resources Page

  • From inside your Resources page select the Form with Responses.
  • You may click on the Responses tab inside the form to view the Responses. Use the Download icon to download the Form results.

Download from the Reports Page

  • From inside your Reports page choose Form Submissions from the Report Type dropdown menu.
  • When the Report loads you may click the Download icon to download the Form results.

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