Review Form Submissions

When to use this

Use this article when you need to review Form Submissions in Topo. The main staff surface is form submissions. It is written for Managers, Marketing.

What this covers

• Submissions list

• Field responses

• Member/subscriber association

• Follow-up actions

• Privacy

Before you start

• Use a staff role that can view or edit forms. Sending forms may require a separate send permission.

• Create or identify the custom fields you want the form to collect.

• Publish the form before sharing or sending it.

• Build and refresh the target segment before sending a form to an audience.

• Review submission privacy before exporting or sharing responses.

Steps

1. Open the form detail and choose submissions.

2. Review submitted date, member, source, and answer values.

3. Open individual member profiles when follow-up is needed.

4. Export CSV when you need an operations or reporting handoff.

5. Handle sensitive answers according to your gym privacy process.

What happens after saving or completing this

• Topo updates the related audience, message, form, referral, promotion, or conversation record.

• Email sends and automations respect subscription status, category preferences, and sender readiness.

• Review recipient, submission, or conversation history after the workflow completes.

Common issues and fixes

• Bulk send is disabled: verify sender-domain setup and confirm the environment allows real marketing sends.

• Recipients are skipped: check subscription status, category preferences, selected lists, selected segments, and whether the audience has subscribed recipients.

• AI or automation content looks wrong: update the source Help Docs, templates, or sequence steps, then review the draft before sending.

• Publish the form before sending it.

• If a send has no recipients, refresh or rebuild the segment and confirm it has members.

Related articles

• Marketing Contacts Overview

• Build a Segment

• Configure Email Delivery