Your Forms help you easily collect information about prospective customers, making it easier to build rapport and access important details. So, follow these steps to keep this information easily accessible.
Prerequisite #
When creating a form, head to the Settings tab and enable the “Create Conversation on Submission” option.
Viewing Submissions #
Navigate to Conversations and open a conversation tied to a contact who submitted a form.
To make the location process easier, you can filter your results.
Select “Last Message Channel Is Form Submission,” then click Apply.
Locate the form submission card/message within the thread, then click “View submission” to expand and view full submission details.
This will open the form submission as a pop-up in the conversation view.
If you’d like to view all submissions your form has received, click “View all form submissions” to open it in a new tab.
And there you have it. Now, you know how to easily access and review form submissions directly within the Conversations section, improving visibility and keeping a unified view of contact interactions for complete context without switching tabs. We hope you enjoy it.
Frequently Asked Questions #
What do I need to enable before form submissions appear in Conversations? #
When creating a form, go to the Settings tab and enable the “Create Conversation on Submission” option so submissions generate a conversation.
How do I find a form submission in Conversations? #
Open a conversation tied to a contact who submitted a form, or filter by selecting “Last Message Channel Is Form Submission” and clicking Apply to narrow your results.
How do I view the full details of a submission? #
Locate the form submission card or message in the thread and click “View submission” to expand the full details in a pop-up within the conversation view.
Can I view every submission a form has received? #
Yes. Click “View all form submissions” to open the complete list of submissions for that form in a new tab.
Why view form submissions inside Conversations? #
It keeps a unified view of contact interactions, giving you complete context and improving visibility without switching tabs.
Why isn’t my form creating a conversation on submission? #
Check that the “Create Conversation on Submission” option is enabled in the form’s Settings tab. Without it, submissions will not generate a conversation.
