Form submissions

When a visitor sends one of your company's web forms, it arrives in Form submissions. Open it from the menu. The newest are at the top; filter by Form, Status and dates. On a phone they show as cards.

Review a submission

Select a submission to see what the visitor sent, where they came from and whether ASTRO already knows them.

  • Add to ASTRO creates the company and the contact, or finds them: the same e-mail or phone finds the contact, the same website or company name finds the company. It adds an activity "Web form: form name" with the message and everything the visitor sent.
  • When ASTRO already has the person, nothing you have is overwritten. Empty fields are filled in, and anything the visitor typed differently is written into the activity, so you can decide.
  • Link to this contact or Add to this company uses the one you choose from Already in ASTRO?
  • Dismiss takes it out of the inbox. Mark as spam moves it to Spam; Not spam brings it back.

Spam

Every form has spam protection that is always on: a hidden trap field, a minimum time to fill in the form and limits per visitor and per day. What fails a check is kept under the Spam status, is never added to ASTRO by itself and never causes an e-mail. The visitor sees the same thank-you message either way.

E-mails

The people on the form's notification list get an e-mail about each new submission. If a banner says notification e-mails are waiting, your company has no working e-mail provider yet: the submissions still arrive here. The line under the banner counts the e-mails that were held back to stop abuse.

You are also told in the app, under Notifications, when a submission is assigned to you. The dashboard shows a New web form submissions tile with how many wait in the inbox; select it to open them.

Export

Select Export at the top of the inbox for a CSV or Excel file of the submissions the filters show: one column per field, the page the form was on and the campaign tags. Spam is left out unless you choose the Spam status. Exporting needs the export permission.

Delete submissions

  • To delete one submission, open it and select Delete this submission.
  • When a person asks you to delete what they sent (a privacy request), select Delete a person's submissions, type the e-mail address they used on the form and select Delete their submissions. Every submission with that address is deleted for good.
  • Deleting a submission never changes what is already in ASTRO: a company, contact, activity or opportunity created from it stays. Delete those yourself if the request covers them. The form's statistics keep their counts.