How do I create a review form?

Watch a short, instructional video on How to Create a Review Form

In addition to our basic Yes/No/Maybe rating system, Submittable offers the ability for organizations to create custom review forms with our
Review Designer.

To access the Review Designer, follow the steps below:

1) Go to your Categories page and click on an existing category to edit it or click the 'Add Category' button to create a new category.



2) Click the Review Designer tab. If you do not see this feature for your plan level, you can change your plan by clicking the ‘Upgrade Now’ button or contact us at sales@submittable.com.

3) To use the Review Designer, click the Enable Custom Reviews on/off switch. If you’d like to switch back to basic Yes/No/Maybe ratings, click the same switch again.



CUSTOMIZING YOUR REVIEW FORM

4) Like the Form Designer, the Review Designer has a toolbox on the right-hand side of the screen. Drag and drop fields from the Toolbox onto the review form to customize your form. By default, your review form is pre-populated with sample fields for you to customize. You can edit or delete these fields.
  • To edit a field, hover your mouse over the field and click on it or click 'Edit’ in the field’s upper right-hand corner
  • To delete a field, hover your mouse over the field and click the trash icon in the upper right-hand corner
  • To reorder fields, click and drag a field to a new location
  • To require that a reviewer answer a field, check the Required checkbox  when editing that field. Required fields will be starred.
  • To present the optional answers to reviewers in one line of text for a checkbox list, radio list, rating radio list, or rating checkbox list, check the In-line checkbox 
5)  Each new field on your form has a ‘label’ for you to customize (typically, you’ll change the label to a question or statement for the reviewer) and an option to make the field ‘required.’ You can also add a 'Description' to each question to give your reviewers additional instructions. Here is an overview of the available fields:
  • Text Box: For short, one-line text answers
  • Text Area: For long, multi-line text answers
  • Dropdown: For answers in a dropdown menu format from which the reviewer can only choose one answer
  • Checkbox: For a single-option checkbox answer
  • Checkbox List: For a list of options from which the reviewer can choose one or more answers
  • Radio List: For a list of options from which the reviewer can only choose one answer
  • Text Block: This block is read-only, editable by administrators. Use this to give instructions or other informational text to reviewers
  • Horizontal Line: Use a horizontal line break to help organize sections of your review form
  • Rating Radio List: For a list of options from which the reviewer can only choose one answer. You’ll give each option a numerical rating or score.
  • Rating Checkbox List: For a list of options from which the reviewer can choose one or more answers. You’ll give each option a numerical rating or score.

6) After you have added and edited your preferred form fields, check the Make Review Form LIVE checkbox at the bottom of the form. Then select Save Category to save your changes.


COMPLETING THE REVIEW FORM

7) Once the review form is live, reviewers will see a Reviews tab in the Submission Details page.


  • For full instructions for reviewers on how to complete a review form, see or share our video on How To Rate Submissions with Custom Reviews 
  • To open the review form, reviewers will click the My Review button in the Reviews tab
  • If the reviewer wants to exit the submission before they have completed their review, they can click the Save Draft button at the bottom of the form to save their entries
  • When finished completing the form, the reviewer will click the Finalize Review button at the bottom of the form

VIEWING AND EXPORTING REVIEW FORM DATA


8) To access the scoring data for completed review forms, administrators can click the Reviews tab on the top-right-hand side of the Submission Details page for a submission. On this tab, you’ll see all reviews that have been completed for the specific submission. Click on an individual review to view it or click the Download icon  to download it as an RTF file. To download all the reviews for a submission as an RTF file, click the Download button next to 'My Review.'



9) To export review data for an entire category, go to the 'Categories' tab and hover your mouse over the category for which you want to export data. Click the blue arrow download icon in the lower right-hand corner of the category, and you’ll automatically download a CSV file of your review data.




Questions? Email support@submittable.com 

Organizations

  1. Getting Started With Submittable Guide
  2. How do I create or edit a submission category?
  3. New status: Completed
  4. How do I set up a submission category to sell a subscription or single issue?
  5. How do I use the Form Designer when creating or editing a category?
  6. How do I create a hidden category?
  7. How do I set up a blind review process?
  8. How do I add auto-labels for our submissions?
  9. How do I turn submission categories on and off?
  10. How do I set acceptable file types for a category?
  11. How do I add conditional logic to my submission form?
  12. How do I accept multiple files with a submission?
  13. Can I request metadata from submitters when they upload a file?
  14. How do I manually enter submissions?
  15. Can emailed submissions be automatically added to my submissions manager?
  16. How does submission scoring work?
  17. How do I review, make a note on, and rate a submission?
  18. How do we display submissions online for a public audience?
  19. How do I create a review form?
  20. Can reviewers edit finalized review forms?
  21. How do I hold a multi-round review process?
  22. How do I add a table to my application form?
  23. What spreadsheet formulas can I use in Tables?
  24. How do I add a field for internal use to my application form?
  25. Can I send additional forms to submitters to request more information?
  26. Can I schedule reminders for reviewers to review submissions or for submitters to complete additional forms?
  27. How do I use keyboard shortcuts to navigate between submissions?
  28. How do I add a private note to a submission?
  29. How do I add a Terms and Conditions checkbox to my submission form?
  30. How do I request agreement to terms and conditions when I accept a submission?
  31. What are the character limits for the Category Guidelines and Organization Profile Guidelines fields?
  32. How do I add a publication date to a submission?
  33. How do I use or remove the Calendar feature?
  34. How do I filter and organize the submissions in my submissions list?
  35. How do I label submissions?
  36. How do I assign submissions to team members for review?
  37. How do I automatically assign team members to incoming submissions for a specific category?
  38. Can I randomly assign submissions to a set number of reviewers?
  39. How many submissions are assigned to each team member and how many have they not yet reviewed?
  40. How do I attach a file to a submission?
  41. How do I replace the file on a submission?
  42. How do I send submissions to my Kindle?
  43. How do I delete a submission?
  44. How do I archive or unarchive submissions?
  45. How do I export our submission data?
  46. How do I batch export custom review data?
  47. How do I send an email to a submitter?
  48. How do I ensure new submissions get an automated response?
  49. How do I add a team member?
  50. How do I edit a team member's account?
  51. What does each team member level see?
  52. How do I customize the look and feel of my submission form?
  53. How do I upgrade or downgrade my Submittable subscription?
  54. What is an inactive plan?
  55. How do I sync the Calendar with other calendars?
  56. How do I change the default view displayed in the Submission Details screen?
  57. How do I cancel my Submittable account?
  58. Can I batch archive or batch delete submissions?
  59. How do I add and delete a file for a submission?
  60. How do I change the category of a submission?
  61. Can I integrate my Submittable account with Google Analytics?
  62. Does Submittable have an API?
  63. How do I use Zapier to connect my Submittable app to 3rd Party apps?
  64. How do I use the Submittable plugin on my WordPress site?
  65. How do I allow a submitter to edit a submission?
  66. How do I turn on or off the ability for submitters to request an edit on a submission?
  67. How can my organization receive reference letters?
  68. How can using Submittable increase the number of submissions our organization receives?
  69. How do I view and print submission document files?
  70. Can I charge a fee on my form?
  71. How do I sell memberships, subscriptions, or merchandise in my submission form?
  72. Can I charge submission fees in a non-US currency?
  73. What happens to my organization's account if we exceed our submission limit?
  74. Why did I get an error message when paying my invoice by credit card?
  75. Video File Transcode Error
  76. How do I unassign submissions?
  77. How do I remove a team member?
  78. How do I use response templates to send automated email messages?
  79. I have a Yahoo! or AOL email address. Why do my organization's emails come from notifications@email.submittable.com?
  80. How do I duplicate a submission category or form?
  81. How do I archive a submission category?
  82. When I do a batch file export, can I copy all files attached to the exported submissions into a single destination directory in Windows?
  83. How do I promote my organization’s creative call?

Feedback and Knowledge Base