Finding your form/survey/event data

Forms, surveys, and events each store data differently in UbiQuity. This page explains where to find what you are looking for.

When you use forms, surveys, and events in UbiQuity, the data from each is stored and accessed in different ways. Understanding where to look saves time and helps you get more out of the platform.

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Form Data

Form submissions feed directly into your UbiQuity database. When someone submits a Subscribe or Subscribe/Update form, they are added to or updated in the database as a contact. You can find their record in the Database section and view their submission history under their contact history.

To see all contacts who have completed a form, use the Advanced Filter in the Database. Click Advanced Filter, expand Forms, find the relevant form and expand it, then expand Header and click Form Completed. Set the condition to is true and click OK.

How to filter for all contacts who have completed a specific form.

This will return all contacts who have completed your form, whether they were new contacts or updates to existing ones. To narrow this down to contacts who were specifically added to your database via a particular form, click Advanced Filter in the Database, then expand Database, find and expand System Fields, and click Source. Add a filter such as Source = YOURFORMNAME — this will return only contacts whose database record was created from that specific form.

How to use the Source field to filter for contacts added to your database via a specific form.

Each form also has a basic report which is accessible from the Form Dashboard, showing submission activity over time.

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Survey Data

Survey responses are stored against the survey itself, not in the UbiQuity database. You can access them directly from the Surveys module.

To view responses, go to the Survey Dashboard and click View Responses. From there you can filter by completion status, response type (Live or Preview response), and survey answers. If your survey was deployed via a UbiQuity email, you can also filter by database fields and download responses with database contact details included. You can also view a contact's survey history from their record in the Database section if your survey was deployed via a UbiQuity email.

A view of survey responses

Each survey has a default report showing results for every question. You can also build custom reports and share them with others via a link, without requiring a UbiQuity login.

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Event Data

Event registrations are stored against the event itself. You can access them from the Event Dashboard by clicking View Registrations.

From there you can filter registrations by status, event fields, and if the event was deployed via a UbiQuity email, by database fields. You can also download registration data for use outside UbiQuity. You can also view a contact's registration history from their record in the Database section if your survey was deployed via a UbiQuity email.

A view of event responses

Each event has a shareable report accessible from the Event Dashboard. No personally identifiable information is included in the shared report.

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Deploying surveys and events via email

Deploying surveys and events via UbiQuity emails rather than a plain link significantly enriches the data available to you. Responses and registrations are linked to database contacts, giving you a fuller picture of each person's interactions with your organisation across forms, surveys, events, and emails.

See Deploying Your Survey and Deploying Your Event for more detail on how this works.