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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 .






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Data Collection

Form data collection is always associated with a campaign

. You can consider a campaign as a separate

: a distinct data set into which submitted form data is recorded.

Access, reporting and exporting of

form's data are done in SmartForms within a campaign. Learn more in How Data is Collected

forms data is performed by campaign. Learn about how data is collected.

Data Retention

Each form has

the 

a Record Retention

Policy properties that define for how

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.

 You the policy set in

It can be managed from theForm-level Properties interface in the Visual Designer.

Data Modification

All campaign

Campaign data is read only

,

: once a form is submitted it is locked and cannot be modified.

The only

change allowed is modifying

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

the following ways:by adding Email Notification Workflow to

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

the 

an auto-generated PDF

 file added to email message as

document attachment.

by using 



via the Form Data List

 - an application

The Form Data List is a configurable list view that displays for viewing submitted form data

in a highly configurable list

. See How to Create a Form Data List to learn more.

 

by

exporting campaign data.

Exporting Campaign Data

You can export all or parts of forms data, for any date range in XML and CSV formats

and define the record set you want to export by selecting a submitted date range, see 

. See How to Export Campaign Data.

by adding



via Webhooks

The POST Webhook Workflow

that sends

can send an HTTP POST notification to a specified URL

adress and can include submitted

address along with form data.

via

SmartForms 

the REST API

 that allows


The REST API allows you to query metadata about your form definitions

,

and campaigns

,

and get access to

the

all campaign data, including

downloading of

file attachments.