How to Enable Tracked Responses

To track responses, you will need to have distributed your survey using the Email Invitations method. This will automatically link your collected results with the details stored in your Contacts.

1. Open a project you’re ready to send
2. Go to the Send section of your project
3. Scroll to Send email invitations and click Send by email (this creates a Survey Invitation campaign in Mailings)
4. If the project isn’t published yet, you’ll be prompted to publish it before continuing
5. On the Subject step of the campaign, scroll to Invitation tracking and make sure Enable tracking is checked (it’s checked on by default)

Note

Enabling tracking means responses submitted via that invitation will no longer be anonymous — each response is linked to the respondent’s CRM contact profile, and you’ll get email open-rate and click analytics for the campaign. If you operate under GDPR or similar rules, you’ll need a lawful basis for tracking users, such as informed consent, employment contract, or legitimate interests.

Allowing Tracked Respondents to Edit their Responses

If you enable Edit After Completed (Build > Settings > Completion & Notifications in the builder), tracked respondents will be able to edit their response even after it’s been submitted.

Making Tracked Responses Anonymous

To separate respondent names and email addresses from their responses (to keep their response anonymous), you can enable Pseudonymization under Build > Settings > Privacy & Security in the builder. This is available for surveys, forms, and quizzes alike.

Tracked Responses in your Report

To check the tracked responses for your survey, quiz, or form:

1. Go to Results
2. Click the Tracked responses tab