Editing the Responses to a Form

Users in your Planning Pod account can modify the Form responses for each respondent from inside the Forms Builder tool. In addition, respondents can update/modify their answers to a Form by clicking on the Form link and entering their email address to pull up the Form (populated with their responses to-date).

IMPORTANT NOTE: For a respondent to be able to re-open a Form to update/modify their responses, you MUST capture their email address at the top of the Form because it will be used to identify them when they return.

To Edit Form Responses Inside Planning Pod:

  1. Click on the "Forms Builder" tool button on the Event or Lead Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Forms Builder" tool.
  2. Find the appropriate form and click on it.
  3. Click on the "Responses (by Respondent)" tab.
    • NOTE: You can only edit responses by respondent.
  4. Find the respondent for whom you want to edit responses and click on their name. Then click on the "Edit Responses" button under their name.
  5. This takes you to a new browser window where you can update/edit the form responses to-date for the respondent. Once you make your edits, make sure to click on the "Submit Now" button at the bottom of the form page.

How Respondents Can Update/Modify Their Form Responses:

  1. The respondent clicks on the form URL link to open the form in a browser window.
  2. The respondent enters the email address they used when they first filled out the form.
  3. The respondent is presented with the form so they can update/modify the form responses to-date.
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