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4 short steps in your portal

How to add your form leads to a campaign

A plain form stops at a list of names. Yours goes further. Every fill is already a lead in My leads. Add those leads to a campaign, and its emails follow up. You see who opens and replies.

Before you start

Step 1 of 4

1

Read the Fills tab

Start where your form keeps every answer.

  1. Open Forms in your portal and click the name of your form.
  2. Click the Fills tab.
  3. Read down the list. The newest fill is at the top.
What you should see

One row for each fill, with name, phone, email, your own questions and when they filled it in.

Step 2 of 4

2

Open one person

Each row is a real lead, not just a line in a table.

  1. Click any row in the list.
  2. Read their record. It opens in My leads.
  3. Look for Filled in a form on their timeline. Your questions and their answers sit under it.
What you should see

Their record, with From form and your form name under their name, if your form added them as new.

Step 3 of 4

3

List everyone your forms brought in

One tab gathers the people from all your forms.

  1. Open My leads in your portal.
  2. Click the From forms tab.
What you should see

A list of the new people your forms added, with the form name under each one.

Step 4 of 4

4

Add them to a campaign

Nothing is emailed before this step. A fill never starts a campaign by itself.

  1. Tick the box next to each person you want to add.
  2. Or tick one box, then click the Select all button to take everyone in this tab.
  3. Click Add to a campaign and pick a campaign that has started.
  4. Click Continue, check the summary, then click the Add button.
  5. Read the result and click Done.
What you should see

A result box that says how many leads were added and how many were skipped.

Open a person's record to see when they open or reply. If website tracking is on, you also see their visits. Home shows the totals. For more, see How to check your campaign performance.

Stuck? Send us a screenshot on WhatsApp.