This article shows you how to open a website's Details page in the Stackably Website Builder and choose what happens to the people who fill in the forms on that website.
Watch the video below, or follow the steps in this article.
Where do I find the forms and leads for my website?
The forms and leads for a website are on that website's Details page in the Website Builder.
In the left menu, click Business Tools, then click the Website Builder tab.
In the Your websites list, tick the checkbox to the left of the website.
In the bar that opens at the bottom of the screen, click Details.
When it worked, the Details page opens with the website's name and the line Who filled in your forms, and where those leads go. Three counts sit at the top: Submissions, Contacts created and Forms on this site. Below them is one block for each form on the website, for example Contact form · 3 questions · 0 submissions, with a Submissions tab and a Lead settings tab. Click Back at the top left to return to the website list.
How do I turn website form submissions into contacts?
Every submission to a website form is stored on the website's Details page. The Create a contact for each submission setting also adds each person to your contacts.
On the website's Details page, find the form and click its Lead settings tab.
Under Where new leads go, tick or untick Create a contact for each submission.
When the box is ticked, the line under it reads On: new submissions become contacts. When it is not ticked, it reads Off: submissions are only listed here. Save your choice as described in the last section of this article.
How do I choose the contact type, tags and lead source for website leads?
The contact type, tags and lead source for website leads are set in each form's Lead settings tab, under Where new leads go.
Contact type: the list the new contact lands in. Choose Default (Lead) or one of the contact types set up in your Stackably account.
Tags: tags added to every contact that comes from this form. Pick one or more of your existing tags; the box shows None when no tag is chosen.
Lead source: the source recorded on the contact so you can see that this form brought them in. It is filled in with the form's name followed by – Website, for example Contact form – Website. If you leave it empty, Stackably uses a source named after the form.
How do I choose where each form answer is saved on the contact?
Where each form answer is saved on the contact is set in the Answers → contact fields table of the form's Lead settings tab. Name, email and phone fill the contact's main fields, and every other answer is kept as a custom field on the contact.
In Answers → contact fields, find the question in the Question on the form column, for example Message.
Check the result shown to the right of its Saved as box, for example → Full name or → Custom field "Message". With Auto-detect, Stackably chooses the field for you.
Only if the result is wrong, open the Saved as box and choose one of these options:
Auto-detect: Stackably chooses the field.
Full name, First name or Last name: saves the answer as the contact's name.
Email or Phone: saves the answer as the contact's email address or phone number.
Custom field: keeps the answer as a custom field on the contact.
Do not save: does not save this answer on the contact.
How do I save my lead settings?
Changes to a form's lead settings are not kept until you save them.
After you change anything in Lead settings, the message You have unsaved changes appears at the bottom of the form block, next to Discard and Save settings, and an orange dot appears on the Lead settings tab.
Click the blue Save settings button.
When it worked, the message Lead settings saved appears at the top right and the orange dot disappears from the Lead settings tab. Your choices are still there the next time you open the website's Details page.