Tracking Forms

This feature allows you to create your own surveys and forms for your group members to fill out.

You can watch the full video tutorial below or continue reading for written instructions.

How to Create a New Tracking Form

Forms can be accessed by clicking Tracking Forms from your SocialGlow dashboard menu.



Click the Create New Form button.


This opens up the Details tab for a new form.

Enter a title for your form.
You can also enter a description (optional).*
Once finished, click the Save button in the bottom right corner.



Next, click the Form tab at the top of the page.



You'll notice two different buttons here:
Add Section Title: Use this if/when you want to add a new section to your form. This is optional, but it’s a nice way to keep your form questions organized.
Add Question: Use this to add questions to your form.

Add your questions.

There are 7 types of question formats available.

These question types can be used as many times as you want, in any order you prefer.

Checkboxes: This is for specific replies that you give for your group members to choose from. You will add the options for their replies.
Dropdown: They’ll select their answer from a dropdown box of options you provide.
Number Scale: Enter in the number range you want them to rate from.
Yes/No: Enter in your question that requires a Yes/No response.
Short Text: Gives them the ability to type a short reply to the question.
Long Text: Gives them the ability to type in a longer text reply to the question.
Image Upload: This option will give your group members the ability to upload a photo or screenshot as their reply to your question.

After creating a question, click on SAVE to add it to your tracking form.

At any point while you are creating your Tracking Form, you can choose the Preview button in the bottom right corner of the screen to see how it looks as you are adding sections and questions. This will show you how the Tracking Form will look to the members of your group.

Add the Form to your Group(s)

Once you have gotten the form all completed, now is the time to choose the groups that this tracking form will be attached to.

Click the Groups tab and select the group(s) you want this form to be visible in, from the dropdown box provided.
Click Save



Publish the form.

For your new tracking form to be visible to the members of your group, toggle on the switch in the upper right corner from Draft to Published.

Congratulations! Your tracking form is now live for your group members to fill out.

Locating the Form in your Group

For those who use the mobile app, finding and filling out forms is especially easy!
Your group members can use the Forms icon in the bottom taskbar of the mobile app, to locate and fill out forms attached to any groups they are a member of.



There is also now a Tracking tab at the top of all groups you have added a form to.
Click this tab to navigate to and complete the form.

Mobile App view:



Website/desktop view:

View and Export Submitted Form Results

As the admin of the group, you can view the answers your group members have given.

From the group:
Select the Tracking* tab at the top of the page.
Click the Open* button beneath the form you want to review.
Locate the group member's name whose answers you want to view.
Click View Form to the right of their name, and you'll be directed to their completed form.



You also have the option to download your members' submissions.
Use the Export Sheet option to download all answers as a .csv file.

Updated on: 10/12/2024