Explore an overview of how to use forms and landing pages. There are also links to explore specific functions in more detail.
This article covers:
- How to view forms and landing pages
- Form details
- Landing page details
- Exporting lists of submissions
How to view forms and landing pages
Click Marketing → Forms & landing pages and then click the forms tab or the landing pages tab:
Use the icons to the right to edit or archive:
To find a specific form or landing page in the list, enter the first few letters of the name in the Search bar:
To customise your list, you can:
- Sort the list
- Customise the columns shown for the list
- Filter the list
- Save that list to return to it easily later.
Form details
Click Marketing → Forms & landing pages → Forms:
- Chart - shows a graph of the number of visits, the number of submits, the total score and number of submissions per day
- Icons - publish, edit, archive, create a new form as a copy of the selected form, or delete
- Preview - see what the form looks like to the user
- Contact/Company - the contact name opens the contact card; the company name opens the company card
- Company History - shows if there are activities/appointments, opportunities, or orders for this company (hover the mouse over each icon to see more details)
- Lead Source - shows where the form submission came from
- Export - export the submission information to a spreadsheet
- Delete - deletes this form submission
Landing page details
Click Marketing → Forms & landing pages → Landing pages:
- Chart - shows a graph of the number of visits, number of submissions, total score, number of submissions per day, and a line with the number of views per day
- Icons - edit, archive, create a new landing page as a copy of the selected landing page, or delete
- Social media preview - how the landing page looks like to the user, and where you can edit the preview image.
- Visit page - opens the landing page
- Copy link - copies the link to the landing page to your clipboard for pasting in emails, social media or other marketing activities
- Contact/Company - the contact name opens the contact card; the company name opens the company card
- Company History - shows if there are activities/appointments, opportunities, or orders for this company (hover the mouse over each icon to see more details)
- Lead Source - shows where the form submission came from
- Export - export the submission information to a spreadsheet
- Delete - deletes this form submission
Click Filter to find specific forms and landing pages:
Exporting lists of submissions
To export and download form submit information as a spreadsheet, complete the following steps:
- Click the form.
- Click Export.
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When the export is complete, you receive a notification in the top-right corner of your Upsales window.
- Click this to open and download