Messenger-forms


View Forms

The Messenger Forms Dashboard displays a summary of both sent and draft forms. From your Forms Dashboard, you will be able to locate any form that you have created to continue working on draft forms or view the results of forms that have already been sent.

Table of Contents

Getting Started

1) To begin, click on Forms under the Messenger Forms tile.

 

Messenger Forms: View forms

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2) You will see a list of sent by the school, as well as your drafts, separated by columns with relevant information.

 

Messenger Forms: View forms

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Column Descriptions

Column

Description

Date

When activity was created or last edited

Category

Keep track of types of communication being sent (GDPR compliance)

Name

Name of form & name of template used

Sent on

Date form was sent to recipients. Blank field means the form hasn’t been sent yet (draft form).

Due By

Not necessarily the date of an activity set out in the form, but rather the date that recipients need to respond by. Blank field means the form hasn’t been sent yet (draft form).

Send to

The group (e.g. Year 7, 10A etc.) and the recipients, i.e. parents, students, staff.

Responses

How many recipients have responded out of the total recipients. Blank field means the form hasn’t been sent yet (draft form).

Actions

Results View responses, download results

Edit – Continue working on a Draft form

Send Send a draft form if it’s ready to go

 

 

 

View Responses

If you have already sent out a form to recipients, you will see the option to view View_results Results from the Actions column.

1) Click View_results Results next to the form you wish to view.
 
2) From the Responses page you will be able to see a list of all recipients, along with the responses of those that have already replied.

 

Messenger Forms: View forms

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3) From the Actions button at the bottom of the page, you will be able to access additional functionality such as downloading responses as a spreadsheet, editing the form, or sending the form to additional recipients.

 


Top Tip: Clicking Edit Form from the Actions button will allow you to make changes to the form that will be visible to the existing recipients. Ensure any important changes made to the form are done so before the required due date that recipients need to respond by.


Edit Responses

You can edit recipients’ responses from the Responses page. This is useful for circumstances in which you have been provided with a response via another method of communication e.g. over the phone. It is also helpful if the recipient has informed you that they wish to change their initial response.

It advisable to exercise caution when editing a response on behalf of the recipient and use as a last resort, where the recipient is unable to complete the form.

 

1) To change or add a note to a recipient’s response, click edit button Edit next to the recipient you wish to update.

 

2) From the Edit pop-up box, update the response as needed and add a comment into the Reason for Edit This will ensure transparency between staff when using Messenger Forms.

 

 
3) Once you have updated the response, click Submit.

4) The Replied column will be updated to show your name (rather than the recipient’s) and the time it was updated.

 

SWS_-_Responses_Replied_column

Edit/Send Form

If you or another Messenger Forms user previously began drafting a form/survey but don’t send it straightaway, you will find this draft in the list of all forms

 

1) To continue working on a form, click Edit from the Actions
a. This will take you to the Edit Form page where you can continue working on it.

b. If you are ready to send this form, click Save and Continue. From the next page, complete the Send Form page, then click Send Now.
 
2) If you are ready to send a previous created draft form, without making any further changes, click Send Send.
a. From the Send Form page, you will need to confirm the recipients for the form. When you are ready click Send Now.