What is it?
The Submission List enables you to view the information associated with each individual form submission.
- How to Access
- Viewing Deleted Submissions
- Viewing Paid or Unpaid Submissions
- Editing an Existing Submission
From the Submission List, you can:
- View how much revenue was generated from each submission.
- Access the field data submitted on the form (the registration information, such as the contact info, pre-conference, conference, optional activities, meals, donations, etc.).
- Change a registrant's submission info.
- Generate an invoice or credit memo.
- Quickly view Paid or Unpaid submissions.
- Export the submission details.
- Email the profiles associated with the submission.
The Submission List groups details by submission, as opposed to the Registrant List which groups details by registrant. If you are checking the number of registrants for an event or if you need to see registration options broken down per registrant, you will want to use the Registrant List by clicking View Registrants for the appropriate form from the Form List. This is an important distinction because several registrants could be tied to a single submission, or one registrant could be associated with multiple submissions.
How to Access
Navigate to Forms > Form List and click on the number under the Form Submissions column for any form.
Using the Submission List
Exporting Submissions or Contacting Form Takers
Click the Tag All button to tag all submissions. If you want to export or contact specific submissions, select
the check box to the left of the submission ID.
With those submissions selected, use the Actions drop-down to Export or Contact those individuals as needed. This drop-down will only appear after you have tagged at least one profile.
To delete a submission:
1. Click the Active drop-down in the Status column for the submission you wish to delete.
2. Choose the Deleted option from the resulting drop-down, then confirm you want to delete the submission.
Viewing Deleted Submissions
Select the Deleted Submissions checkbox to view your deleted submissions. We recommend deleting submissions that were created in error or which were made when testing the form.
Viewing Paid or Unpaid Submissions
Select the Paid or Unpaid checkboxes to view just your paid submissions, your unpaid submissions, or both.
Editing an Existing Submission
From the Submission List, an Admin can edit an existing Submission by clicking on the Submission ID. NOTE: Members are not able to edit their own previous form submissions, and will need to contact an Admin in order to do so.
Once viewing the Submission, choose Edit in the top righthand corner.
In edit mode, you can edit the components of the submission including fields that may need edited, or price changes that should be made. This includes applying a discount code or assigning a different pricing scheme based on date-range. In this example, we'll show you how to register an additional guest on an existing submission.
First, click the Register Guest button.
Next, enter the information for that guest, including any pricing selections.
Once finished, click Save in the top righthand corner.
If pricing changes are detected, a modal will open that allows you to create a new invoice or credit memo to balance the submission. In this example, I need to create a new invoice for $25 since I added a guest to the existing registration.
To create a new invoice, choose to Add a line item. Note: the Payment Processor and Invoice Template in the modal will default to the processor and template used on the form.
In the Amount area, add the fee for the new line item. Next, type in the Description and select the Revenue Account. If the line item is a discount, check the Discount box.
Once you have added all necessary line items, click Save.
The newly generated invoice is viewable at the top of the page.
Here's a video of editing the submission and viewing the new invoice to illustrate the process.