All guides/Forms, care, outreach/Office admin · 6 min

Forms and submissions

Build a form, publish it, read what came in. The welcome form is the first one that matters.

Forms & QR → Forms is the builder. Submissions and Analytics are the result. A form can start follow-up and fire a workflow — that is why the welcome form is a setup step.

  1. 01

    Build and publish

    Open Forms, create or edit, add questions, set the thank-you, then publish. Unpublished forms do not collect.

  2. 02

    Read submissions

    Submissions is the inbox. Analytics is counts. If a submission should have opened follow-up and did not, check the form's outcome settings before assuming the pipeline is empty.

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