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15.3. Web Forms: Importing Submissions

Importing Web Form Submissions

Web form submissions are not automatically imported into CM. Instead, they appear in an import queue from which they can be easily imported into the system. This is done to allow review of form submissions and reduce the creation of duplicate records.

To view and import submissions, navigate to "Fundraising" and select "Import Queue". The page that pops up will be your import queue. Records that have come from API sources, web forms, or online donation pages will appear here.

Each donor will have a blue label which contains the source of the donor. The web form name will appear in this blue label to let you know that individual is from your web form.

To handle submissions:

1. There is a white check box next to each record to the left of the magnifying glass. Click the check box when ready to import, and then move on to another record. 

2. Once all records that you want imported have been checked off, click on the green import queue button to bring the submission into Campaign Manager.

 

Web forms contain a notification feature that will allow you to receive alerts anytime a user in the database imports a record from the web form, or if you want to send the individual a confirmation email after they submit the web form.