How do I see form submissions in Conversations?

When a family fills out a care inquiry form on your website, you can have the submission show up right inside their conversation. Your team sees exactly what they asked for before replying, without switching to the Forms area.

Turn it on for a form

1. Go to Sites, then Forms, then Builder.
2. Create a new form or edit an existing one.
3. Click the form's Settings tab.
4. Turn on Create Conversation on Submission.
5. Save the form.

Repeat this for every form you want to show in Conversations.

View a submission

1. Go to Conversations and open the contact's conversation.
2. Find the form submission card in the thread.
3. Click View Submission to see that submission, or Check all Form Submissions to see all submissions for that form.
4. Reply by text or email from the same screen, depending on what contact details the form collected.

Show only form submission conversations

1. Open the filters in Conversations.
2. Set Last Message Channel > Is > Forms Submission.
3. Click Apply.

Save it as a Conversation View if your team checks it daily.

Common questions

• Will older submissions show up? No. Only submissions received after you turn on the setting.
• Can I still use the Form Submissions page? Yes. This is just another place to see them.
• Does this start a workflow? No. To automate follow-up, set up a workflow with the Form Submitted trigger.
• Does it work for forms on funnels and websites? Yes.

Have a question about your own account? Submit a ticket and our team will follow up.