Submissions, consent and follow-up
Every submission is captured with its consent, lands on your guest records, and can be routed to your inbox for a reply.
When you'd use it
To make sure enquiries are answered promptly and captured cleanly.
How it behaves
Each submission creates or updates a guest profile, matched by email so there are no duplicates, with the answers and any tags attached and the contact added to your marketing list with a consent timestamp. Every submission is also listed in one place, searchable and filterable by form, venue and source, with the answers and the UTM parameters that show where it came from, and the whole list can be exported to CSV.
For follow-up, route a submission into your inbox as a thread when it needs a reply, and use the tags it applies to build an audience and market to the contacts it captured. Beyond the success message or redirect you set, there is no automatic reply to the guest.
Configuration and options
- Submission record
- Answers, contact, source and UTM, listed and exportable.
- Consent and timestamp
- Consent captured with a record of when and where.
- Route to inbox
- Forward a submission to the inbox for a manual reply.
- Tags to audiences
- Tags applied feed your audiences and campaigns.
Good to know
Every contact captured joins the marketing list with a record of when and where they signed up.
Follow-up marketing runs through audiences and campaigns off the tags a form applies.
The guest sees a success message or a redirect; there is no automatic email reply.