How to Manage Your Published Web Forms

How to Manage Your Published Web Forms 

Managing your published web forms  effectively is crucial for maintaining an organised and efficient lead generation process. This guide will walk you through the key features and functionalities available in the platform's published web form area, helping you monitor, edit, and optimise your web forms..

Getting Started with Managing Your Published Web Forms 

To start managing your published web forms, navigate to the “Website” > ‘Forms’ tab and select the “Published” option. This area provides a comprehensive view of all your active web forms and offers a snapshot summary of each one.

In the published web forms table, you can see a quick snapshot of each form. This includes the web form name, which can be customised in the Campaign Builder, the date the web form was published, the user who created it, and the web form's current status—whether it is active or archived.

The “Preview” column gives you a visual overview of the web form, showing how it looks and the elements it includes. 

The “Views” column gives you a visual overview of the web form, showing how it looks and the elements it includes. 

The “Leads” column gives you a visual overview of the web form, showing how it looks and the elements it includes. 

Managing Your Web Forms

The “Manage” ellipse icon provides several options for managing your web forms. You can edit the webform by selecting the “Edit” option, which opens a pop-up window to the campaign builder.

If a web form  is no longer needed, you can delete it by choosing the “Delete” option. Please be aware that once deleted, the web form cannot be retrieved.

Archiving a web form, available through the “Archive” option, hides it from your active web form list while keeping it accessible through filters. This helps maintain an updated view of your active web forms.

The “Duplicate” function makes it easy to create a copy of your web form. Selecting this option redirects you to a duplicated version of your web form, including all the fields and settings. 

Filtering your Published Web Forms 

The published area includes a filtering option. You can toggle the filters switch to start filtering web forms based on their status, owner, and creation date. This makes it easier to find and manage your web forms efficiently.

By using these features, you can effectively manage your published web forms ensuring they remain organised and functional. The published webforms  area offers a range of tools to monitor, edit, and optimise your web forms, helping you maintain a streamlined and effective lead generation process.