Help Center

Form Submissions

Form Submissions is where all inbound form data is collected and displayed in one central location. Every time someone fills out a form on your website, registers for an event, or books an appointment through a public calendar, a record is created here. Each submission is linked to a contact, stores the submitted field values, and captures marketing attribution data such as UTM parameters and the page URL where the form was submitted.

How to Access Form Submissions

There are two ways to view form submissions:

1. Global List: Go to Marketing → Menu → Form submissions. This shows all form submissions across your account.
2. Per-Contact View: Open any contact record and click the Forms tab. This shows only the submissions linked to that contact.

Understanding the Form Submissions Table

The main table includes:

Viewing Submission Details

Click the expand arrow in the More column to reveal the full submission details.

Form Data

This section shows all field values submitted on the form, including:

• Standard fields such as name, email, phone, and message
• Custom fields configured on the form
• Opt-in preferences for SMS, email, and voice communications, when applicable
• The date the form was submitted

Form Marketing Parameters

This section shows attribution data captured with the submission, including:

• Form — the form title
• URL — the full page URL where the form was submitted
• Form submission ID — a unique identifier for the submission
• Campaign source — the UTM source parameter
• Campaign medium — the UTM medium parameter
• Campaign name — the UTM campaign parameter
• Campaign term — the UTM term parameter
• Campaign content — the UTM content parameter

Searching Form Submissions

Use the search bar at the top of the page to find submissions by:

• Contact ID
• Form name
• Form URL
• Contact first name or last name

Search results update automatically as you type.

Filtering Form Submissions

Use the filter dropdowns below the header to narrow down your results:

Active filters appear as tags. Click the × on a tag to remove that filter. Your selected filters persist across sessions.

Actions

Download as PDF

When you expand a submission’s details, click Download as PDF to download a PDF copy of the submission. This is useful for record-keeping, printing, sharing, compliance, or internal review.

Convert to Task

Select a single submission using the checkbox, then click Convert to task. You can choose:

• Create task instantly — creates a task immediately with the submission data pre-filled in the task notes
• Create and update — opens the task creation form so you can review and edit the details before saving

Note: Convert to task is available only when exactly one submission is selected.

Delete Submissions

Select one or more submissions using the checkboxes, then click Delete. You can delete selected submissions on the current page or choose to select all submissions across all pages. A confirmation message appears before deletion.

Actions Menu

The Actions dropdown in the top-right includes quick links to:

• Form submissions report
• Form builder
• Website forms

Go To Menu

The Go to dropdown lets you quickly switch to:

• Calls
• Emails
• Texts

Form Types Explained

Website Forms

These submissions come from forms built in the Form Builder or embedded on your website. When someone submits a website form, LeadCenter automatically creates or updates a contact and stores the submission data and UTM parameters.

Event Forms

These submissions are created when someone registers for one of your events. The submission is linked to the event attendee record and stores the registration field data.

Calendar Forms

These submissions are created when someone books an appointment through your public calendar. The submission includes the booking details and any fields collected during the scheduling process.

Notifications

You can receive notifications whenever a new form submission is received. Notifications can be delivered by email and push notification. To enable them, go to your notification settings and turn on Form submission notifications under the lead notification category.

Workflows

Form submissions can trigger automated workflows. Use the Form Submission Created trigger in the Workflow Builder to run actions such as:

• Sending a follow-up email or text message
• Assigning the lead to a team member
• Moving the contact to a specific stage
• Creating a follow-up task

You can also add a Form Submission filter condition to run different workflow paths based on which form was submitted or what values were provided.

Contact Record Integration

Each form submission is linked to a contact. From the Form Submissions list, click the contact’s name to open their record. From the contact record, use the Forms tab to view all submissions for that contact.

Best Practices

Organize Your Forms with Clear Names

Use descriptive form names, such as Homepage Contact Form or Retirement Seminar Registration, so submissions are easier to find and filter later.

Use UTM Parameters Consistently

Add UTM parameters to the links that drive traffic to your forms. This helps capture more accurate marketing attribution data with each submission.

Set Up Workflow Automations

Create workflows triggered by form submissions so leads receive a timely response. At minimum, consider an automatic confirmation email or text.

Regularly Review and Clean Up Submissions

Delete spam or no-longer-relevant submissions regularly so your data stays cleaner and easier to review.

Use the Convert to Task Feature

For submissions that need manual follow-up, convert the submission into a task so the next step is tracked properly.

Assign Lead Sources to Your Forms

Configure a default lead source for each form so new contacts created from submissions are categorized correctly.

Check the Form Submissions Report

Use the Form submissions report from the Actions menu when you want broader trends and reporting beyond the list view.

Download PDFs for Important Submissions

Use Download as PDF when you need a portable copy of the submission for compliance, handoff, or offline review.

Leverage Opt-In Data for Compliance

If your forms include SMS, email, or voice opt-in fields, review those values in the submission details before starting outreach.

Frequently Asked Questions

How do I access the Form Submissions page?

Go to Marketing → Menu → Form submissions. You can also access submissions from the Forms tab on a contact record.

Can I export form submissions to a spreadsheet?

There is no direct CSV or Excel export from the Form Submissions list. You can download individual submissions as PDFs, or use the Form submissions report for broader analytics.

Why does a submission show Unknown as the Form Source?

This usually means no lead source is associated with the contact. You can reduce this by assigning default lead sources to forms or using matching UTM parameters.

Can I delete form submissions in bulk?

Yes. You can select individual submissions, all submissions on the current page, or all submissions across all pages, then delete them in bulk.

Where can I see form submissions for a specific contact?

Open the contact record and click the Forms tab.

Can I trigger a workflow when a form is submitted?

Yes. Use the Form Submission Created trigger in the Workflow Builder.

How do I get notified when a new form submission comes in?

Enable Form submission notifications in your notification settings.

Why can’t I convert multiple submissions to tasks at once?

Because Convert to task is designed to use one submission’s data at a time. Select exactly one submission to use that option.

What are the marketing parameters and why are they important?

Marketing parameters such as utm_source, utm_medium, and utm_campaign show where the form traffic came from and help measure marketing performance.

If you need help working with form submissions, contact support@leadcenter.ai.