Submissions inbox
Where form submissions arrive now: the plain submissions list on Basic sites, and the Leads page on Pro sites.
Every form submission from your sites arrives under Leads in the sidebar. What you see there depends on the site’s plan:
- On a Basic site you get a submissions list: every submission in a table, with read and unread marking and CSV export.
- On a Pro site you get the full Leads page: each submission becomes a lead in a pipeline, with a board, a calendar, notes and follow-ups.
For what each plan includes, see Basic and Pro plans.
Looking for the Inbox? The page that used to be called Inbox is now Leads. Old bookmarks and the links in older notification emails still work and take you to the right place.
The submissions list on Basic
Open Leads in the sidebar. A badge next to it shows how many unread submissions you have.
The table lists submissions newest first, with a dot in front of the ones nobody has opened yet.
| Column | Shows |
|---|---|
| Site | Which site it came from. Shown when All sites is selected |
| Form | Which form was submitted |
| Preview | A short summary of the submission |
| Booking | The appointment the visitor picked, when the form has a booking date |
| Received | When it arrived |
When you select a single form, Form and Preview are replaced by that form’s own fields as columns, so you can read the answers without opening each row.
The list shows 10 rows per page. Change it to 25 or 50 at the bottom.
Narrowing the list
| Control | What it does |
|---|---|
| Site dropdown | One site, or All sites |
| All forms dropdown | One form on the selected site. Available once a site is chosen |
| Unread | Only submissions nobody has opened |
Reading a submission
Click a row. A panel opens with the site, the date and time, the booking if there is one, and every field the visitor submitted under Submitted.
Opening a submission marks it as read. Use Mark as unread at the bottom of the panel to flag it again, for example to come back to it later.
Mark all read above the table marks every unread submission in the selected site and form as read, not just the rows on the current page. With All sites selected it covers all of your sites. The button only appears when the page you’re looking at has unread rows.
Exporting
Pick a site and click Export CSV to download its submissions. See CSV export.
The locked tabs
Board, Calendar and People show a lock on a Basic site. Clicking one explains that the pipeline, calendar and people views are part of Pro.
You lose nothing by starting on Basic. PageFork creates a person and a lead behind every submission from day one, so when a site moves to Pro its pipeline is already filled with everyone who has contacted you.
Submissions on Pro
On a Pro site the List tab shows leads, not single submissions. A submission lives on a lead:
- When a form is submitted, PageFork finds or creates the person and attaches the submission to their open lead, or creates a new lead. Leads overview explains the matching.
- The lead shows an unread dot on the board and in the list.
- On the lead page, the submission is a card in the timeline, titled with the form’s name. Click it to read every field. That marks it as read.
- A person who submits several forms while their lead is open gets several cards on the same lead, rather than several leads.
The link in a notification email opens the Leads page for that site.
All sites
A pipeline belongs to one site, so the board, calendar and people views need a single site. If you choose All sites in the site dropdown, the page shows the plain submissions list across every site instead, whatever their plans.
Basic and Pro side by side
| Basic | Pro | |
|---|---|---|
| Where submissions show | A table of submissions | Cards on a lead’s timeline |
| Read and unread | Yes, with Mark as unread and Mark all read | Marked read when you expand the submission |
| Filter by | Site, form, unread | Stage, priority, owner, source, form, custom fields and more |
| Pipeline, board, calendar | No | Yes |
| Notes, calls and follow-ups | No | Yes |
| Correcting a submitted value | No | Yes |
| CSV export | One row per submission | One row per lead |
| Notification email | Yes | Yes |
| Destinations | No | Yes |
Troubleshooting
A submission is missing. Check the site and form dropdowns and turn off Unread. If it never arrived at all, see Forms not receiving.
The unread badge won’t clear. The badge counts unread submissions across all of your sites. Select All sites and turn on Unread to find them.
I can’t edit a submitted value. Corrections are part of Pro. On Basic the submitted fields are read-only.