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Delete Incomplete Applications
Delete Incomplete Applications

How to delete incomplete submissions from your Funnel system.

Georgie O'Neale avatar
Written by Georgie O'Neale
Updated over a week ago

Funnel users are able to delete incomplete applications from within the Forms module.

To remove any incomplete applications, navigate to the Forms Module and select the three more action dots to see the option View submissions.

From within the form submissions table you can search for a submission name or filter for incomplete submissions via the Status filter.

Once you have found the incomplete submission you would like to delete, select the checkbox alongside the submission, then click the More menu on the blue floating nav.

Select Delete submissions.

If you do not see the above button contact your CSM or Support team to update your system permissions.

Form users are also able to delete any incomplete applications associated to their email address too.

Form users are encouraged to resume their existing applications through email notifications, directing them to their incomplete form as shown below.

Despite this, some parents still proceed to start a new application, leaving their original application incomplete. Sometimes, they may complete the second submission and still leave the original incomplete application untouched. If this is the case, they'll receive an automated reminder email for the incomplete form.

You can also see the status of incomplete forms represented on the Lead Details page under Forms on the relevant lead as shown below.

Tip: You can create a dynamic list to see those leads with multiple form submissions on the one form by using the below filters.

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