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Share and Analyze your WorkForm

 

With the same ease it took to create your WorkForm, you can seamlessly share your form, collect responses and analyze the results. Just like that- bing, bang, boom! 💥

This article will take a look at the various methods of sharing, automating and analyzing your form, ensuring you have all the information you need to maximize your WorkForm experience.

 

Preview your finalized WorkForm

Wanting to test run your WorkForm before you share it? Clicking on the "Preview" button on the top right-hand corner of your screen will open up another tab, allowing you to preview your finalized WorkForm. Here, you'll be able to view and enter submissions to the form, just like your responders will after you send out your form.

Preview WorkForms.png

 

Share your WorkForm

The magic moment has arrived, it's now time to share your completed WorkForm! To do so, click on the "Publish" tab or button. From this page, you can share your WorkForm with others via a shareable link, by embedding your form in a webpage, or sharing it via a variety of social channels!

In addition, before sharing a link with your desired audience, you can choose to shorten your form link. All you have to do is click on the checkbox next to "Shorten URL" and you'll see the link to your WorkForm shrink significantly.

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Note:  For further information on sharing permissions and settings, read our article WorkForms settings and permissions 

 

Collect and analyze responses

Once your completed WorkForm has been shared, you'll be able to track all responses in the "Analyze" tab at the top of your form. By selecting the options on the left-hand side of the screen, you can view your results either as a summary, as individual responses, or through the data's analytics.

 

Tip: If you would like to see the time and date of each WorkForm submission, you can add a Creation Log Column to your board. This column will indicate the date and time of each new item added to your board via a form submission. 

 

  • Summary

By clicking on "Summary", you'll be able to get an instant, interactive overview of your form results displayed as pie charts, bar graphs, and tables. Analyzing and pulling insights from your form responses has never been easier.

Forms Summary New.gif

 

  • Responses

Selecting "Responses" will allow you to see each individual form response in the format of a monday.com board so that you can dive deeper into specific details from each one of your responses.

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  • Analytics

This "Analytics" feature enables you to get insightful analytics regarding your form. Including submission rate, average submission time, and split by geolocation, browser, and device of the form submitters. This is a great way to understand how your forms are being used, identify improvement areas, and make better data-driven decisions.

Forms Analytics New.png

 

Note: It is important to note that all information displayed on the analytics page represents data collected in the last 30 days, since publishing your form. 

 

Tip: By clicking on "Connect to monday.com" you can have endless possibilities to visualize the data you collect using board viewsDashboards, and much more.

 

Automate your WorkForm

To help further streamline the process of collecting your WorkForm responses, we offer several dedicated WorkForm automation recipes that will allow you to create various automatic actions based on a form submission!

To access this, click on the "Integrate" button at the top right-hand side of your board and search for "WorkForm". After selecting "WorkForms Automations", you'll be able to access all of our available recipes to help reduce the manual work that you have to do after a form is submitted.

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As an example, by using the below recipe "When form is submitted set date to today", you can instantly have the form submission date added to an item without having to manually do it yourself.

WorkForms Automate Example.gif

 

 

Tip: By integrating Slack with your monday.com boards, you can automate notifications to teammates via Slack when a new form is submitted.

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.