Form Management
Step-by-step process for creating and managing forms on your GetSite websites
Overview
The GetSite form management workflow provides a comprehensive process for creating, customizing, and managing forms on your websites. This guide walks you through everything from basic form creation to advanced form management and data collection.
Form Creation Workflow
Access Forms Dashboard
Navigate to app.getsite.ai/forms and log in to your account.
Create New Form
Set up Email Notifications
Configure who receives notifications when the form is submitted.
Test Your Form
Submit test entries to ensure everything works correctly: - Verify all fields work as expected - Check validation rules - Confirm notifications are sent - Test the success message or redirect
Managing Form Submissions
Access Forms Dashboard
Navigate to app.getsite.ai/forms.
Select Form
Click on the form whose submissions you want to view.
View Submissions List
Access the list of all form submissions, showing: - Submission date and time
- Submitter information - Submission status - Key field values
Filter and Search
Use filters and search to find specific submissions: - Date range filters - Status filters - Keyword search - Field value filters
View Individual Submissions
Click on any submission to view its complete details.
Manage Submission Status
Update submission status for tracking purposes: - New - In Progress - Completed - Flagged - Archived
Export Submission Data
Export submission data in various formats: - CSV - Excel - PDF - JSON
Managing Collected Emails
Access Collected Emails
Navigate to app.getsite.ai/forms/emails.
View Email List
Access the consolidated list of all emails collected across your forms.
Export Email List
Export your email list for use in other systems: - CSV format - Excel format
- Email service provider format
Email Validation
Verify email validity: - Check for format errors - Identify potential fake emails - Mark verified emails
Form Editing and Management
Access Forms Dashboard
Navigate to app.getsite.ai/forms.
Select Form to Edit
Click on the “Edit” button next to the form you want to modify.
Related Information
- Form Handling Features - Detailed feature documentation
- Website Creation Workflow - Process for creating websites
- Automation Features - Set up automated workflows for form submissions