Access Form Submissions in Conversations
Users can now easily access and review form submissions directly within the Conversations section, enhancing visibility and streamlining response workflows.
• Form Submissions Embedded in Conversations
Form responses are now automatically linked to the relevant conversation thread.
This feature enables quicker context without the need to switch tabs.
• Unified View of Contact Interactions
View messages, form submissions, and interaction history all in one place.
This reduces the necessity to navigate across multiple sections.
• Improved Lead Context for Faster Follow-ups
Instantly see what a lead submitted before replying.
This helps personalise communication and enhance conversion rates.
To navigate to Conversations:
Open a conversation linked to a contact who submitted a form.
Locate the form submission card/message within the thread.
Click to expand and view the full submission details.
This works for forms created within Clixio.
Submissions appear automatically when connected to a contact/conversation.
Visibility relies on proper form-to-contact association.
Benefits include:
- Faster response times
- Better context for sales/support teams
- Streamlined communication workflows
