If you've updated a lead or parent/guardian profile in Funnel but the changes aren't showing in the form, don’t worry — this is expected behaviour. Funnel saves a draft version of the form when a parent/guardian first starts filling it out. That draft captures the data at that time, so any updates made afterward won’t appear unless the draft is removed.
📋 Steps to Follow
1. Update the Lead or Parent/Guardian Profile
Make any necessary changes to the lead or parent/guardian’s details in Funnel.
2. Delete the Incomplete Form Submission
To ensure the form pulls in the updated data:
Go to the Forms Module in Funnel.
Click the three dots (⋮) next to the form and select View Submissions.
Use the search bar to find the parent/guardian’s name.
Select the checkbox next to the incomplete submission.
Click the More menu (blue floating nav) and choose Delete submissions.
🔒 Note: Only delete submissions that are incomplete. Completed forms should not be removed.
3. Resend the Form Link
Now that the old draft is deleted:
You can send the family a new form link via a Funnel email.
Or, they can use the original email link — this will now start a new submission with the updated data.