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Conversations

How to see a form's answers inside the contact's conversation

In the form builder (Sites › Forms), under settings, turn on Create Conversation on Submission and save. From then on each submission shows as a card in the contact's conversation in Conversations, with a View Submission button.

Updated on

Before you start

  • You need access to Sites (to edit the form) and to Conversations.
  • The form must be created and published on your website, funnel or page.
  • Only submissions made after you turn the option on appear in conversations; older ones remain under Sites › Forms › Submissions.
Where to find it

Sites › Forms › Builder › (open the form) › Settings › Create Conversation on Submission

Step by step

Turn it on in the form

  1. Open Sites › Forms › Builder.
  2. Open the form you want to set up (or create a new one).
  3. Click the Settings tab.
  4. Turn on Create Conversation on Submission.
  5. Save the form.
  6. Repeat for every form where you want this behavior: the option is per form.

See the submission in the conversation

  1. Open Conversations and click the conversation of the contact who filled in the form.
  2. A card with the form submission appears in the history.
  3. Click View Submission to open that submission's answers.
  4. Click Check all Form Submissions to open the full list of answers for that form.
  5. Reply to the contact from the same screen, by email or SMS, depending on the details they left.

Filter only conversations that came from forms

  1. In Conversations, open the filter panel.
  2. Choose Last Message Channel › Is › Forms Submission.
  3. Apply.

Tips

  • This option is for the team to see context before replying. To automate follow-up (tag, welcome email, opportunity), build a workflow with the form submitted trigger; the conversation option doesn't create automations.
  • It works with forms on websites, funnels and lead capture pages.

Common problems

  • The submission doesn't show in the conversation → Create Conversation on Submission isn't on for that form, or the submission happened before you turned it on.
  • I see the card but not the answers → Click View Submission on the card. The answers open in their own panel.
  • I need all contacts' submissions together → Use Sites › Forms › Submissions, which is still the place for the full list.
  • The filter finds nothing → Make sure you picked Last Message Channel with the value Forms Submission, and that submissions have come in since you turned the option on.

Frequently asked questions

Will old submissions show up in conversations?

No. The option applies to submissions made after you turn it on.

Does turning this on create workflows by itself?

No. It only controls what appears in Conversations. Automations are set up separately under Automation › Workflows.

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