Where to find responses: Open any form in the builder → click Responses in the top bar
Viewing form responses
Every submission is captured in your form’s Responses tab.1
Open your form
Go to Tools → Forms and click on the form you want to review.
2
Click Responses
In the top bar, click Responses to see all submissions.
3
Browse submissions
You’ll see a list of all responses with submission date and respondent info (if login was required).
4
View individual responses
Click any submission to see the complete response — every field and answer.
What you see per response
| Data | Description |
|---|---|
| Submission date | When the form was completed |
| Respondent | Name/email if login was required, anonymous otherwise |
| All field answers | Every question and the athlete’s response |
| Connected actions | Payment made, session booked (if applicable) |
Exporting responses
Export your form data to CSV for analysis, reporting, or backup.1
Open Responses
Navigate to your form’s Responses tab.
2
Click Export
Click the export button to download all responses as a CSV file.
3
Open in spreadsheet
Open the CSV in Excel, Google Sheets, or your preferred tool.
How responses connect to People
When you require Login/Signup on a form, submissions link to athlete profiles.| Login/Signup OFF | Login/Signup ON |
|---|---|
| Response stored in form only | Response stored in form AND linked to profile |
| No profile connection | Appears in athlete’s activity on their People record |
| Can’t see who submitted (anonymous) | Know exactly which athlete submitted |
| Contact Info fields capture data only | Contact Info fields sync to profile |
Viewing form activity on a profile
When login is required:- Go to People → Clients
- Click on an athlete
- View their activity — form submissions appear in their history
- Confirming a specific athlete signed a waiver
- Seeing all forms an athlete has completed
- Tracking engagement over time
Automations triggered by forms
Forms can trigger automations when submitted — sending messages, adding tags, or assigning credits automatically.What you can do
| Trigger | What happens |
|---|---|
| Form submitted | Automation runs when any submission comes in |
| Send message | Auto-send SMS or in-app message to the respondent |
| Add tag | Automatically tag the athlete (e.g., “Lead”, “Camp 2025”, “Waiver Signed”) |
| Remove tag | Remove a tag (e.g., remove “Needs Waiver” after waiver submitted) |
| Add credits | Assign session credits to the athlete |
What you can’t do
Setting up a form automation
1
Go to Automations
Navigate to Tools → Automations.
2
Create new automation
Click to create a new automation.
3
Select trigger
Choose Form Submitted as your trigger, then select which form.
4
Add actions
Configure what happens: send message, add tag, remove tag, add credits, etc.
5
Activate
Save and activate your automation. It will now run every time that form is submitted.
Common form automation recipes
New lead welcome
Trigger: Website lead form submitted Actions:- Add tag “New Lead”
- Send SMS: “Thanks for your interest in training! Here’s how to book your first session: [link]“
Waiver signed confirmation
Trigger: Waiver form submitted Actions:- Add tag “Waiver Signed”
- Remove tag “Needs Waiver”
Camp registration follow-up
Trigger: Camp registration form submitted Actions:- Add tag “Summer Camp 2025”
- Send in-app message with camp details, schedule, and what to bring
Post-eval feedback request
Trigger: Evaluation feedback form submitted Actions:- Add tag “Feedback Received”
- Send SMS: “Thanks for your feedback! We’d love a Google review if you have a minute: [link]”
Automations require Login/Signup on the form. To send messages or add tags, the system needs to know who submitted. Anonymous submissions can’t trigger personalized actions.
Response analytics
CoachIQ provides basic response tracking:| Available | Not available |
|---|---|
| Total response count | Completion rate |
| Individual response details | Drop-off analytics |
| Submission timestamps | Field-by-field analytics |
| Export to CSV | Visual charts/graphs |
Tips for managing responses
Check responses regularly
Check responses regularly
Don’t let leads sit. Check your website form responses daily — those are potential customers waiting to hear from you.
Use automations to respond instantly
Use automations to respond instantly
A same-day response beats a next-week response. Set up auto-messages so leads hear from you immediately, even if you’re coaching.
Tag for segmentation
Tag for segmentation
Use form automations to tag athletes by source, interest, or status. Later, you can message everyone with a specific tag.
Export before deleting
Export before deleting
If you need to delete a form, export responses first. Once a form is deleted, responses are gone.
Require login for anything important
Require login for anything important
Waivers, registrations, onboarding — anything you need tied to a specific athlete should require login. Anonymous responses have limited utility.
Summary
| Task | How to do it |
|---|---|
| View responses | Form → Responses tab |
| Export data | Responses tab → Export button |
| See responses on athlete profile | Requires Login/Signup enabled |
| Trigger automation on submit | Tools → Automations → Form Submitted trigger |
| Auto-tag new submissions | Automation with “Add Tag” action |
| Auto-message new submissions | Automation with “Send Message” action |
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