<aside> ⁉️ Disclaimers

1. We acknowledge that the Google Sheets Integration and the Downloadable reports are the most valued sales business assets that Lineup delivers. And yes, we were aware that it was challenging to maintain a clean and compatible Sheets document and Downloadable report whenever even the slightest modifications were made to the Profiling Forms. Recognizing this issue, we embarked on a team quest to process, mitigate, and update these business files. With our recent data refactor, users will now enjoy a seamless experience of tweaking and refining their Profiling Forms without worrying about disrupting their Sheet Documents and Reports.
2. Even though this enhancement operates behind the scenes, rest assured that all customers will benefit from it.

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0️⃣ Let's start at the top: Why do these files need to be synced to my Profiling Responses?

Keeping your data synced between your Google Sheets Integration, your downloadable Profiling Responses spreadsheet, and the Profiling Responses you can view inside Lineup can be very important for your business.

We have refactored the data flows to ensure that any changes made to your Profiling Forms will be automatically updated in both spreadsheets without erasing previously submitted response data. In this article, we will cover all the possible changes you can make to your Profiling Forms and how these modifications will be reflected in the spreadsheets used to track Profiling Responses for your business. While some of these changes may require action on your part to keep everything organized, our latest update minimizes the effort required to keep both files up-to-date.

1️⃣ Harmless Changes

<aside> 💡 Something you should know These changes will not have any effect on either files, so they can be executed without worrying about disturbing anything!

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1.1 Adjusting/Replacing Profiling Images

The graphic assets that go with the questions in your Profiling Form aren't synced with your Google Sheets file or your downloadable spreadsheet.

1.2 Adjusting Text on Your Profiling Form's CTA Buttons

The text in your Profiling Form's buttons isn't synced with your Google Sheets file or your downloadable spreadsheet.

1.3 Reorganizing your Question Logic/Hiding Questions through Question Logic

Since Question Logic affects the order in which your Customers progress through the form, and NOT the actual order that your questions are recorded in, reorganizing them will not affect your spreadsheets.

1.4 Changing a Question's Required Status

Changing whether or not a question on your Form is Required will have no effect on your spreadsheets.

2️⃣ Changes that Work Without Further Action on Behalf of the Users

2.1 Adding Questions to Your Form

If you add a new question in any part of your Form, both spreadsheets will add it after the columns that correspond to the “questions section”. Any Responses that precede this addition will show that column as empty. The columns to the right of the questions section ****(Ending, Score, User, Customer, UTM Source, UTM medium, UTM Campaign) will move over to the right accordingly with all the Responses they contained before.

<aside> 💡 Something you should know This change will be visible on your spreadsheets, not at the time of the question addition, but whenever a new Profiling Response comes through after the change is made.

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2.2 Eliminating Questions