Working with Forms

Overview

Forms are a powerful way to collect information from your website visitors. Whether it's a contact form, booking request, or newsletter signup, our platform automatically tracks all submissions.

Viewing Forms

Accessing the Forms Panel

1. Open your site from the Dashboard
2. Click on the Forms tab in the navigation bar
3. You'll see a list of all forms on your website

Forms List

The Forms panel shows:

• Form name — title of each form
• Creation date — when the form was created
• Submissions count — number of entries received

Viewing Submissions

Opening Form Submissions

1. Click on any form in the list
2. A table of submissions appears
3. Each row represents one form entry

Submissions Table

The table displays:

• Row number — submission order
• Form fields — all data entered by visitors
• Submission date — when the form was submitted

Field Types

Forms can include different types of fields:

Exporting Data

Exporting to CSV

Need to analyze your data in Excel or Google Sheets?

1. Open the form you want to export
2. Click the Export to CSV button
3. A file will download to your computer

What's Included

The exported CSV contains:

• All submission data
• Submission dates
• All form field values

Tip: Open the CSV in Excel or Google Sheets for advanced filtering and analysis.

Email Notifications

Get instant alerts when someone submits a form.

Setting Up Notifications

1. Open a form's submissions view
2. Click the Settings button (⚙️ icon)
3. The settings modal will open

Enabling Notifications

1. Toggle Email Notifications to ON
2. The email list section will appear
3. Add email addresses to receive notifications

Adding Email Addresses

1. Type an email address in the input field
2. Click the + button or press Enter
3. The email appears in the list below
4. Repeat to add multiple addresses

Removing Email Addresses

1. Find the email you want to remove
2. Click the trash icon (🗑️) next to it
3. The email is removed from notifications

Saving Settings

1. Click the Save button
2. Your notification settings are now active
3. You'll receive emails for new submissions

Notification Emails

When someone submits a form, you'll receive an email containing:

• Form name and your site name
• All submitted field values
• Submission date and time
• Link to view in the dashboard

Adding Forms to Your Site

Forms are created automatically when you ask the AI to add them.

Example Prompts

Contact Form

Add a contact form with fields for name, email, phone, 
and message. Include a submit button that says "Get in Touch".

Booking Form

Create a booking form with:
- Full name
- Email and phone
- Service selection dropdown
- Preferred date picker
- Time slot selection
- Special requests text area

Newsletter Signup

Add a newsletter signup section with email input 
and "Subscribe" button. Include a checkbox for 
marketing consent.

Quote Request

Add a quote request form with:
- Company name
- Contact person
- Email and phone
- Service type (dropdown)
- Project description
- Budget range

Best Practices

Form Design Tips

Improving Conversions

• Keep forms short — fewer fields = more submissions
• Add trust signals — privacy notices, secure badges
• Mobile-friendly — test on phones and tablets
• Clear purpose — explain why you're collecting data

Form Security

All form submissions are:

• Encrypted during transmission (HTTPS)
• Stored securely on our servers
• Private to your account
• Backed up regularly

Troubleshooting

Not Receiving Email Notifications?

1. Check that notifications are enabled in settings
2. Verify email addresses are correct
3. Look in spam/junk folders
4. Try adding a different email address

Submissions Not Showing?

1. Refresh the Forms panel
2. Check you're viewing the correct form
3. Verify the form is properly connected to your site

Export Not Working?

1. Make sure there are submissions to export
2. Check your browser allows downloads
3. Try a different browser if issues persist

Next Steps

• Perfect your Prompt Writing Skills
• Learn about Publishing Your Site
• Explore Editing Features