Forms and Inbox

Inbox

Read and follow up form submissions, set their status, add notes, reply by email and link them to contacts.

View as Markdown

Every submission from the forms on your site lands in Inbox → Inbox. Each one gets a number (for example INQ-0042), keeps the questions as the visitor saw them, and can be followed up with a status, notes, an email reply and a link to a contact.

The inbox list

The header shows how many submissions are New, for example 3 new. The table lists the most recent submissions first:

ColumnDescription
NumberThe submission number, for example INQ-0042.
FormThe form it was sent with.
FromThe visitor's name and email address (No name when the form did not ask for one).
StatusNew, Open, Done or Spam.
ReceivedWhen it arrived.

Submissions you have not opened yet are shown in bold (Unread). Click a row to open it (Ctrl/Cmd-click opens it in a new tab).

Filter the list with:

  • the search box, Search name, email or number;
  • the Form filter button (type to search when you have many forms);
  • Status: tick the statuses to show. By default the inbox shows New, Open and Done and hides Spam.

Reset brings back the default view. Your filters stay in the address bar, so going back from a submission returns to the same list. See Working with lists.

Statuses

StatusUse it for
NewEvery submission starts here. The bell and the new count in the header count these.
OpenYou are working on it.
DoneHandled.
SpamJunk. Hidden from the inbox unless you tick Spam in the Status filter.

Opening a submission marks it as read but does not change its status. Change it with the status menu (Change status) at the top of the submission.

A submission

The submission page shows:

  • Answers: every question the visitor answered, grouped by step, with the labels of the version they answered and in your default language. Choices show their option labels; a consent box shows Agreed. Uploaded files are listed under their question (see Files). Questions that were hidden for this visitor are not there, and neither are questions added to the form later.
  • Details: the visitor's name, email (a link that opens your mail program) and phone; the Page the form was on, the Referrer, the Campaign values and the Browser, when the site sent them; and the Form, its Version, when it was Received and the visitor's Language.
  • Contact: the contact this submission is linked to, see below.
  • Notes: internal notes for your team.

An Address answer is shown on one line. When the question has a service area and the address is outside it, the line ends with the distance, for example "12.5 km, outside service area".

The visitor's IP address is never stored.

Files

Files the visitor uploaded with a File upload question are listed under that question with an image or PDF icon, the file name and the size. Click a file to open it in a new tab. The link is created when you click and works for 5 minutes, so click again later rather than sharing it. If a file cannot be opened, "Could not open this file. Try again." appears below it.

Files from forms are private: they are not in your media library and have no public address.

Reply by email

Reply by email opens a new email to the visitor in your mail program, with the subject Re: {form} {number}. When the visitor left no email address, the button is disabled ("This submission has no email address to reply to.").

Notes

Type in Add a note and click Add note. Notes are internal: the visitor never sees them. Each note shows who wrote it and when; a note by someone who has left the team shows Former member. A note can be up to 5000 characters.

When the visitor's email address matches exactly one of your contacts, the submission is linked to that contact automatically. Borkol never creates contacts on its own.

Otherwise the Contact card says "Not linked to a contact yet." and offers Create contact: a dialog filled in with the visitor's name, email and phone creates a person contact and links it to the submission. If a contact with that email already exists, the dialog says so ("A contact with this email already exists: ...") and offers Link existing contact instead. When your workspace has required custom fields on contacts, the dialog cannot fill them in: it says "This workspace requires extra contact fields. Create the contact from Contacts > New contact." with an Open new contact button, so create the contact there and link it with Link existing contact.

A linked submission shows the contact's name; click it to open the contact. On the contact's page, the Submissions card lists every form submission from that contact (number, form, status, date) and links to each.

Mail errors

When the email to your team or the confirmation to the visitor could not be sent, a banner at the top of the submission says so, for example "A mail for this submission could not be sent", with which mail failed (Notification to your team or Confirmation to the visitor) and the reason. The submission itself is always stored. Check the mail account under Settings → Email (see Email accounts).

Delete a submission

Delete asks Delete this submission? first. The submission leaves the inbox at once and is erased for good, notes and files included, after 30 days.

Notifications

Besides the notification email (see Notifications), every new submission appears in the notifications bell in the bar above the page: "New submission INQ-0042 on Quote request". Click it to open the submission.

Webhooks

Your developer can be told about every new submission and every published form version through webhooks: Settings → Webhooks offers form_submission.created and form.published (see Webhooks). The webhook carries the number, form, name and email, never the answers.