Forms
Responses and matching them to contacts
Reading what came back, and the identity fields that connect a response to the person who sent it.
Last updated September 2, 2026
Responses are listed against the form. The valuable part is that they can be tied to the people in your database rather than sitting as anonymous answers.
Identity fields
A question can be marked as holding an identity — a first name, last name, email address or phone number. Marked answers are what match the response to a contact.
Matching is done on the email address. On a tribe's own form, matching stays inside that tribe — so a response is tied to their contact rather than to somebody else's with the same address.
Saving respondents as contacts
Save people who respond as contacts adds anybody new to your database. That turns a survey into a source of leads — and it is a decision to make deliberately, not a default to leave on.
Reading the results
- Read the free text first — it is where the useful surprises are.
- Follow up the responses that are really complaints or enquiries, quickly.
- Close the loop: tell people what changed. It is the cheapest goodwill available, and it makes the next survey work.
