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WebrenewDocs

Leads and business tools

Turn website forms into conversations

Collect useful enquiries, find the saved submission, and notify the people who can respond.

Who this helps
Anyone with site access can see submissions. Owners and Admins manage alert recipients.
Before starting
Publish a form on the website. Decide which fields are required to respond.
Done when
A test submission appears in Leads and the intended confirmed recipients receive its alert.

01

Create a form for a clear next step

Ask Launch for a quote request, contact, or appointment enquiry form. Describe the fields and what the visitor should see after submission.

Include an email field when the business needs an email reply or automatic follow-up.

Example form request
Add a quote request form called garden-quote to the Services page.
Require name, email, neighborhood, and a short description.
Make phone optional.
After a successful submission, explain that the team will review the request.
Keep a phone contact link visible if the form cannot submit.

A request form does not confirm an appointment or charge a payment. Use the appropriate booking or payment service for those actions.

02

Find the saved enquiry

Leads in the main navigation collects website enquiries. A site's Hosting → Forms view shows its submissions and form filters.

The submission record is the evidence that Launch received the request. Email alert status describes the separate notification.

  1. Open the live website and send a clearly labeled test enquiry.
  2. Open Leads or Site overview → Forms.
  3. Find the submission and inspect its form, page, time, and fields.
  4. Filter by form when the site has more than one.

Emailed, Email sending, Email failed, and Alerts off refer to the team's notification. An alert failure does not mean the saved lead disappeared.

03

Choose who receives alerts

Open the site's Forms tab and its Email alerts controls. The Owner or an Admin can enable the owner's alerts and add up to five other addresses.

Each additional recipient must confirm the invitation before receiving alerts. This does not give that person access to the site dashboard.

  1. Turn on the owner's alerts if needed.
  2. Enter an additional recipient and select Add.
  3. Ask that person to open their confirmation link.
  4. Check that their status changes to Gets alerts.
  5. Send a controlled live test and check the destination inbox.

Alert changes apply immediately without Publish. Every alert includes a link that lets its recipient stop those notifications.

04

Send a reply to the visitor automatically

Team alerts tell the business about an enquiry. Email flows send a message to the person who submitted it.

Open Email → the website → Flows to set up the visitor's first reply and later follow-ups.

  1. Ask Launch for the exact form identifier used by the form.
  2. Use that identifier in the flow's Form name field, or leave it empty for all forms.
  3. Verify the sender and check the flow before enabling it.

An enquiry creates a contact without marketing permission. Campaigns require a subscribed contact.

05

Export or investigate submissions

Export CSV in Forms follows the selected form filter. Keep the export in a location intended for private customer records.

  1. Choose All or the relevant form.
  2. Select Export CSV.
  3. For a missing alert, check confirmation status and the recipient's spam folder.
  4. For a missing submission, check the live page and the form's visible error.
  5. Use Help with the site, form, time, and safe reproduction steps.

A downloaded website running outside Launch needs its own form receiver. Its form does not automatically save leads in this dashboard.