Collecting Feedback with Dubsado

Updated November 2026: I moved my feedback form from Jotform to Airtable and added how I use More Good Reviews.

Okay let me be clear up front, this title is misleading, this blog isn’t about collecting feedback with Dubsado. The reality is that I do NOT recommend using Dubsado forms to collect testimonials on your services or products. This is a big soapbox for me that I’ve spent lots of time saying over and over again, so I’m here to write my soliloquy once and for all.

When I first got all of my Dubsado workflows up and going, I felt like such a badass creating a beautifully designed form with all the questions I could want and I sent it automatically after a project was finished. I read every single submission (still do), and then moved on with my life.

Then I redesigned my website.

And I realized that I would have to go individually open all 20+ feedback forms inside 20+ projects. No matter how I did it, this was a 5+ click process PER FORM, and then I had to copy and paste every answer into a spreadsheet so that I could identify the best ones to use at key points throughout my website.

It was miserable. And frustrating. And delayed the process. And I immediately decided that this process was NOT the best way.

Remember that the goal of collecting feedback is to do analysis on your service so that you can (1) improve your services next time and (2) gather success stories that will help future customers feel secure in booking you. This means that when you’re collecting feedback, you’re ultimately going to want to be able to look at the information you are collecting in aggregate, and we just CAN’T do that in Dubsado.

I would never leave you hanging by telling you NOT to do something without giving you an alternative solution.

Solution

The good news is that the structure of your workflow *probably* doesn’t need to change very much. I still highly recommend sending an automated email to your clients after the conclusion of a project to ask what they thought.

Step 1

The first thing you’ll need to do is recreate your feedback survey in another tool that will better help you with analyzing your data in aggregate. Since I’m a Systems Lady, I’ve got some opinions an recommendations. Here are my recommendations and considerations for how to choose which one is right for you:

• Airtable.
  • PROS: A little prettier than google, conditional logic, and better sorting/filtering options of responses.
  • CONS: Steeper learning curve, branding
• Google Forms.
  • PROS: Very easy to create and access later. Quickest to get up and running.
  • CONS: Design
• Jotform.
  • PROS: beautiful design, conditional logic, advanced sorting and filtering on the back end.
  • CONS: Longer setup, learning curve.

I personally use Airtable for this. My feedback form is an Airtable form, so every response lands in one table I can sort and filter, and it sits in the same base as my projects and services. That means a response can link to the client’s project and the service they bought, and I can pull up every 5 star response for one service without opening a single project. The form also asks whether I can use their answers in marketing, so when I redesign my website I already know which testimonials are fair game.

You don’t HAVE to go that far. The responses are easy to view in any of these tools, so you don’t need to send the data anywhere else unless you’re already using Airtable for some backend management.

I also got a platform called More Good Reviews on a lifetime deal, and I use that for reviews too. It’s more general, so I save the longer Airtable feedback form for certain projects where I want more information for a case study.

Step 2

Once your form is created, it’s time to make sure you’ve got the public link to the form and to go write your email that you’ll use to send your new form. If possible, I highly recommend embedding it on your website so that you can control the URL and it’s 100% on brand!

Head to your Dubsado Canned Email that you’re currently using to send your feedback form. You can simply remove the Dubsado smart field {{form | formLink}} and instead insert an actual link as a button. In Dubsado 3.0, type your button text, select it, click the link icon, paste your form URL and tick “Button”.

Step 3

It’s time to update your workflow! If you’re currently using a Dubsado form to collect, it simply means that you’ll change your workflow action from “send form” to “SEND EMAIL”. Reselect the email that you just edited in Step 2, hit “save”, and VOILA! YOU’RE UPDATED!

Bonus

I’ve recently set up an automation to email my social media manager when I receive a rating of 5 stars, and to include the testimonial text. It has been a HUGE relief to know that she’s getting all the information she needs without me needing to remember to send it! I personally do this using Airtable automations, it would be possible through Jotform automations as well, AND you would easily be able to create a Zap that does this if you’re not using Airtable. There’s no reason not to automate this and it’s AMAZING.

And that’s how I feel about collecting feedback with Dubsado.

Note

This blog contains affiliate links which may get me a small profit if you sign up for a paid service. I never recommend a tool or system that I don’t genuinely love.

Want your entire Dubsado account built this way, start to finish? Take a look at my done-for-you Dubsado setup.