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You have designed, tested and released your form, and now it has begun collecting responses. This section explains how you can manage submitted form data .





Data Collection

Form data collection is always associated with a campaign: a distinct data set into which submitted form data is recorded.

Access, reporting and exporting of forms data is performed by campaign. Learn about how data is collected.

Data Retention

Each form has a Record Retention Policy that defines long form data will be kept.

For submitted records the default setting is 12 months. It means that the user data will be kept for 12 months from the moment the user clicks "Submit" button, after that the record with user data will be automatically deleted.

Make sure you adjust the Record Retention Policy to suit your business needs. It can be managed from the Form-level Properties interface in the Visual Designer.

Data Modification

Campaign data is read only: once a form is submitted it is locked and cannot be modified.

The only attribute that can be changed is the runtime state of a record, a special field that can store a custom state (see Assign Form State Workflows to learn how you can use this field).  

For details on when campaign data might be deleted refer to each campaign type (Production / Stopped / Test).

Data Access

Submitted data can be accessed in a variety of ways.

via Email

An Email Notification Workflow can be added to deliver form data to a specified email address.

You can configure the workflow to include the form data as formatted text in the body of the message or in an auto-generated PDF document attachment.



via the Form Data List

The Form Data List is a configurable list view that displays for viewing submitted form data. See How to Create a Form Data List to learn more.

by Exporting Campaign Data

You can export all or parts of forms data, for any date range in XML and CSV formats. See How to Export Campaign Data.



via Webhooks

The POST Webhook Workflow can send an HTTP POST notification to a specified URL address along with form data.

via the REST API

The REST API allows you to query metadata about your form definitions and campaigns and get access to all campaign data, including file attachments.





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