Creating and Managing Forms in your Streamline Site

Add a form to a page, understand form field types, and add a form, email assignments, and add/remove fields

Last updated: September 2024

Overview

Streamline Forms are an easy and efficient way to offer a form of contact for site visitors for applications, general feedback, or a simple contact page. They're even a step ahead of fillable PDF forms and can be easily managed in Streamline or exported as a spreadsheet.

Adding a Form to Your Page

1. Navigate to the Page: Start by going to the page where you want to add a form. Click on 'Edit this page' at the top right corner of your screen.
2. Insert Element: In the Main Body Content area, find the '+' icon to the left of where you'd like to place the form. Click this icon to bring up the Insert Element menu. If these icons aren't visible, just click outside the Main Body Content area to make them appear.
3. Choose Form Element: Select the 'Form' element from the menu and then click 'Insert' in the top-right corner.
4. Customize Your Form Fields: Add a prompt or question for each field, choose the appropriate field type (read more on field types below), and indicate whether a field is required for submission.
5. Add More Fields: If you need additional fields, simply click the 'Add field' button.

Save Changes: Remember to click 'Save' when you're done.

Copying a Form

While copying a form isn't fully supported, here's a quick workaround!

1. Find the page where the form lives on your Streamline site.
2. Navigate to your Content Library
3. Duplicate the page in your Content Library.
   
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4. Now you have the same form on two different pages!

Editing Fields

Editing Fields

Remove a field

1. Delete a Field: When editing a page, hover over the form, click to edit it, and find the red trashcan icon next to the field you want to remove.
2. Confirm Removal: Click the green 'Remove' button to confirm.
3. Save Your Form: Make sure to click 'Save' to apply these changes.

Add a field

1. Add a Field: When editing a page, hover over the form, click to edit it, and find the “Add Field” in the bottom left of the form editor. Click “Add Field”
2. Change the field type as needed.
3. Save Your Form: Make sure to click 'Save' to apply these changes.

Understanding Form Field Types

Managing Notifications on an Existing Form

Setting Up Email Assignments & Notifications

We do recommend setting up notifications when you first make your form so that no submissions get missed. 

1. Access Form Editor: While still editing the page with your form, hover over the form and click on it to access the form editor.
2. Toggle to the Form Settings Tab: When in the form editor, click the form settings tab.
3. Assign Submissions: Under the 'Form settings' tab, you can choose a user from the dropdown menu under the 'Assign new form submissions' section. This user will be notified via email whenever there's a new submission.
4. Additional Notifications: You can also add extra email addresses to receive notifications. Type each email address separated by a comma.
5. Save Changes: Click 'Save' to confirm these settings and save the changes on your page. 

Managing Form Submissions via the Submissions Tab: Keeping your Submissions Tab Organized

Filtering Submissions, Recategorizing Submission Status, Checking the Spam Folder, Downloading Submissions, replying to submissions & More!

You can filter submissions by page, status, and assignee by using the dropdowns at the top, or search the submissions using the search bar. 

To export submissions, ensure you have filtered to one page of submissions, and click download in the top right corner. 

Click "View / Edit" to the right of a submission to reply, change the status, add a note, or view the full submission.

To ensure you don't miss any important messages, we recommend periodically checking your spam folder in the submissions tab on your Streamline site and reviewing any items that may have been incorrectly filtered (See how below). If you find any mislabeled emails, recategorize them as submitted, archived, or complete.

• Use the dropdown to view submissions with a status of "Spam"
• Click "View / Edit"
• Click the dropdown and change to Submitted or Archived.
• Click "Save and close"

Any spam filter may occasionally mistakenly flag legitimate comments or submissions as spam, but this will also help the spam filter learn what not to categorize as spam. (If you would like the filter turned off, please reach out to support).

Replying to Form Submissions via the Submissions Tab

So you received a form submission and you wanna respond directly to the submitter's email through Streamline? Now you can!

If you receive a form submission where the submitter has included their email (like this submission here):

You can click on Reply / Manage in the email notifying you of a new submission to log in to your Streamline account and respond to them directly from the Submission tab.

Have more questions? Reach out to us at support@getstreamline.com