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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.

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Form Creation Workflow

1

Access Forms Dashboard

Navigate to app.getsite.ai/forms and log in to your account.
2

Create New Form

Click on the “Create a form” button.
3

Set up Email Notifications

Configure who receives notifications when the form is submitted.
4

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

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Managing Form Submissions

1

Access Forms Dashboard

Navigate to app.getsite.ai/forms.
2

Select Form

Click on the form whose submissions you want to view.
3

View Submissions List

Access the list of all form submissions, showing: - Submission date and time
  • Submitter information - Submission status - Key field values
4

Filter and Search

Use filters and search to find specific submissions: - Date range filters - Status filters - Keyword search - Field value filters
5

View Individual Submissions

Click on any submission to view its complete details.
6

Manage Submission Status

Update submission status for tracking purposes: - New - In Progress - Completed - Flagged - Archived
7

Export Submission Data

Export submission data in various formats: - CSV - Excel - PDF - JSON

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Managing Collected Emails

1

Access Collected Emails

Navigate to app.getsite.ai/forms/emails.
2

View Email List

Access the consolidated list of all emails collected across your forms.
3

Export Email List

Export your email list for use in other systems: - CSV format - Excel format
  • Email service provider format
4

Email Validation

Verify email validity: - Check for format errors - Identify potential fake emails - Mark verified emails

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Form Editing and Management

1

Access Forms Dashboard

Navigate to app.getsite.ai/forms.
2

Select Form to Edit

Click on the “Edit” button next to the form you want to modify.