To view the results for your onboarding form, go to the Users menu option, select the Onboarding Form tab, then click view next to the form. Navigate to the Results tab where you will see the Results table, which includes a row for each individual response to the onboarding form.
The Results table will display the following information:
You may need to use the scrollbar at the bottom of the Results table to view all questions and answers. You may find it easier to Export the results and view the responses in an excel format.
Click any row in the results table to open the response window, where you can view the questions and answers exactly as they were presented to the guest.
Guests cannot edit their past responses, but if a change is needed, you can enable Edit Mode to make adjustments. Once your edits are complete, select Save and close the response window. The results table will then indicate that this guest’s response was edited.
Please note that if existing questions are edited or new questions are added, guests who previously submitted responses will not be prompted to resubmit new answers. Admins can edit existing responses to align with the changes if they wish, but the most recent form updates will only be presented to guests who have not yet submitted the onboarding form.
In addition to the results table, there are two other ways to view onboarding form results:
While on the Results tab of your onboarding form, click the Export button located at the top right of the Results table. The export includes all information shown in the table below.
For users who have completed the onboarding form, a Form icon will appear under the Onboarding Form column that you can click. The responses will appear which you can review and edit as needed. You can also click into any user and navigate to the Surveys tab to access their form responses, too.
From the Users tab, you can click on the Export Users button located at the top right of the Users table. The export will include all information shown in the table, plus the following onboarding form details: completion date, form questions, and form responses.
CommuniBee does not display active communities right now. If you are looking to view a specific community, you will need the community’s website URL.
Be sure to check your email to see if you received an invitation to the community; otherwise, you should contact a community admin for access.
Still stuck? Email us at support@communibee.ca