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 view to return to it easily later.
Form details
Click on a form in the Forms list to view the details:
- 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 a landing page to view the details:
- 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
Select the Views tab to also see information about companies and contacts who have viewed the landing page without submitting the form or to assign the company to a user.
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
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