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.