Forms and Landing Pages – Upsales Help Center

Create forms and embed them on your website, or build your own landing page with forms to collect information about your visitors. Then you can track the companies and contacts with form submits and assign a sales rep.

Video 4:12 How to work with forms and landing pages

This article includes information on:

Opening forms & landing pages
Viewing the Submits list

Also see related articles:

Creating a new form
Company name suggestions in forms
Requiring business address in forms
Creating a new landing page
Working with your forms and landing pages
Forms and landing pages FAQ

Opening Forms & Landing Pages

To view Contacts and Companies who have submitted forms, select Forms & landing pages under Marketing on your Upsales Home page. Or complete the following steps:

Select the Marketing tab.
Select the arrow next to Forms & landing pages.

Select one of the following:

Submits - to see a list of contacts and companies who have submitted forms
Manage forms - to see a list of forms your organization has created
Saved lists - for any of your saved lists

The list of submits or forms you selected is displayed.

You can also toggle between the Submits and Forms list using the Submits/Forms buttons at the top of the list.

Viewing the Submits Lists

The Submits lists provide an overview of information about the contacts and companies who have submitted responses to your forms and landing pages.

Contact/Company - the contact name opens the contact card to the timeline; the company name opens the company card to the timeline
Form - shows the form that the contact submitted
History overview - shows if there are activities/appointments, opportunities, or orders for this company (hover the mouse over each icon to see more details)
User - shows which user has been assigned to this contact/company or a button to easily assign a sales rep

To find a specific form submit in the list, enter the first few letters of the name of the contact or the company in the Quick Search field at the top right.

To customize your Submits list, you can:

- Sort the list
- Customize the columns shown for the list
- Filter the list

Once you have customized a list, you can save that view to return to it easily later.

Opening Forms & Landing Pages

Viewing the Submits Lists

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