Collecting on the mobile app, online or offline

How do I collect responses offline on a phone or tablet?

Install the Survtapp app from the App Store or Google Play and have your agents sign in with their web email and password. Each response is saved on the device the moment it is submitted and uploaded later, so collection keeps working with no signal and syncs when the device is back online.

The Survtapp app is how your agents collect in the field. It is built for places with no connectivity — a response is saved on the device the moment it is submitted and uploaded later, so a day of work is never at the mercy of a signal.

Installing it

iPhone and iPad: search the App Store for Survtapp, or open https://apps.apple.com/us/app/survtapp-offline-survey-app/id1364436466
Android: search Google Play for Survtapp, or open https://play.google.com/store/apps/details?id=com.survtapp

Signing in

Agents sign in with the same email and password they use on the web. Add them to your team first — see Add your team and choose what each person can do — and make sure they have set their password from the invitation email, because an invitation that has not been accepted cannot sign in anywhere.

The app registers the device against your account on first sign-in. Your plan limits how many devices you can have; if you see "Device limit reached", remove a device under Settings, then Devices, or move to a larger plan.

The Survtapp mobile app Sign In screen with an email address and a masked password entered — Signing in to the app with your Survtapp email and password.

Which forms an agent sees

The app shows the published forms assigned to that agent. If a form is missing, the usual cause is that it has not been assigned to them, or that it is still a draft. Assign it from the form card actions on the web, and pull to refresh in the app.

The Forms screen in the mobile app listing published surveys, a checklist and a waiver, each with a Start button — The Forms screen shows the published forms assigned to the agent.

Collecting with no connection

Fill in and submit the form exactly as normal. The response is written to the device immediately and queued. The app shows how many responses are waiting to be sent, and uploads them automatically as soon as a connection returns — on hall wifi an hour later, or back at the hotel that evening. Nothing is lost by closing the app or restarting the device.

Because a queued response is uploaded later than it was taken, we keep the time it was actually captured. That original time is what you see in Responses and in every export, not the time it happened to reach us.

The Forms screen with "1 unsent" under a form and a badge on the sync icon — A response waiting to upload: the form shows “1 unsent” and the sync icon carries a badge.

The Responses screen showing four responses, each marked Pending — The Responses screen lists what is still waiting to upload.

The Responses screen after a sync, with every response marked as synced — After a sync, every response shows as synced.

When a plan limit holds responses on the device

Collecting never stops because of a plan limit: the app does not need to reach Survtapp to save a response, so agents can keep working. What a limit can stop is the upload. If the account has hit one of these when the app syncs, the affected responses are not uploaded and are not thrown away either — they stay on the device, marked as pending, and go up on a later sync once the limit is resolved:

Response credits used up for the month — "Response Credit exhausted". Clears when credits reset or the plan is upgraded.
Storage full — "Storage Limit Reached". Clears when media is deleted or the plan is upgraded.
Vault mode — "Collection is paused — this account is in vault mode". Clears when the Owner leaves vault mode under Settings, then Billing.
Contact limit reached — "Contact limit reached". Only responses that would add a new contact are held; responses from people already in your contacts, and anonymous ones, still upload. Clears when contacts are removed or the plan is upgraded.

Once the limit is resolved, open the app and tap the sync button (Sync now) at the top of the Responses screen rather than waiting. Responses that were held this way upload as normal and keep their original capture time.

A message at the bottom of the Forms screen: Response Credit exhausted, with 4 responses still saved on this device — Syncing with no response credits left: nothing is lost, and the app says how many responses are still saved on the device.

A confirmation after syncing that 4 responses were uploaded — Once credits are available again, Sync now uploads the held responses.

Scoring a lead after a response

On plans that include lead scoring, the thank-you screen offers "Add lead details" for a few seconds before the app returns to your forms. Tap it to give the person a score from 1 to 5 stars and add an optional note, such as what they want to hear about next. The score is saved with the response, shown on the Responses screen, and uploaded with it.

The thank-you screen after submitting, with an Add lead details button and a return countdown — “Add lead details” appears on the thank-you screen.

A Rate this lead panel with four of five stars selected and a note reading Wants a demo for the sales team — Score the lead from 1 to 5 stars and add a note.

The app’s language

The app’s own screens, buttons and messages are available in English, French, German, Spanish, Portuguese, Hindi and Japanese — choose one under Settings, then Language. This changes the app around your forms, not the forms themselves: your questions and answer choices are always shown exactly as you wrote them.

A form in the mobile app set to Japanese: the progress line and the phone number placeholder are in Japanese while the form title and questions stay in English — Set to Japanese: the app’s own text is translated, the form stays as written.

Kiosk mode

To leave a tablet out for people to fill in themselves, lock it to a single form using the lock icon on the app dashboard. See Kiosk Mode for how it behaves and how to unlock it.

When a device is locked

Agents and Viewers are tied to the first device they sign in on, so a shared password cannot quietly spread across a dozen phones. If someone changes phone, they see a device-locked message with a Request Device Release button, which emails a one-hour unlock link. An Administrator can also release the device for them.

Frequently asked questions

Does the app work with no internet?

Yes. Forms that have already been downloaded to the device can be filled in and submitted with no connection. Each response is saved on the device and uploads automatically when a connection returns.

How do I know if my responses have synced?

The app shows how many responses are still waiting to be sent, and each response on the Responses screen shows its status — Pending, Synced, Failed or Conflict. Tap the sync button (Sync now) at the top of the Responses screen to send pending responses straight away.

My responses are stuck as pending. Are they lost?

No. A pending response is still on the device. The usual causes are no connection, or the account having reached a plan limit — response credits, storage, vault mode or the contact limit. Fix the limit, then tap Sync now on the Responses screen. Do not uninstall the app or clear its data while responses are pending, because that removes them from the device.

Will my agents lose work if we run out of response credits during an event?

No. They can keep collecting. Responses that cannot upload because of the limit stay on the device and upload once credits are available again.

Can I use the app in my own language?

The app’s screens are available in seven languages: English, French, German, Spanish, Portuguese, Hindi and Japanese. Your forms are shown as you wrote them — the app does not translate your questions.