How to

How to create a web form whose submissions open conversations

Create a hosted form for an inbox, add its fields and subject template, set the success message, and embed it so submissions open conversations.

Updated 2 min readDescribes the product as it works today

A web form belongs to one Gmail, Outlook or IMAP inbox. Every submission opens a conversation in that inbox from the person who filled it in, so it is scored, tagged, assigned and answered by email like any mail. Forms are created under Settings, Forms, and each one gives you an embed snippet and a link.

  1. Create the form

    Go to Settings, then Forms, and choose New form. Give it a name, which is shown as the page title, and pick the inbox it writes into.

  2. Add the fields

    Add fields, mark the required ones and order them. Keep the email field, which cannot be removed.

  3. Write the subject and the ending

    Write the subject template, the success message shown once the form is sent, and optionally a redirect address that opens instead of the message. Pick a color for the page.

  4. Place the form

    Copy the embed snippet into your page, where it follows the width of its container, or share the form link. Send a test submission and open it in the inbox.

  5. Pause or resume

    Turn off Accepting submissions to pause the form. The hosted page and the snippet then show that it is closed, and nothing is lost.

Fields

A form holds up to twenty fields of five kinds: text, email, phone, long text and select. Exactly one email field is always present and required, because it becomes the sender of the conversation. Fields are reordered with the arrows, and a select field lists its options one per line. The subject template can use any field, such as Quote request from {{company}}, and a form can be renamed without changing its link.

What arrives in the inbox

A submission is one inbound message with the fields laid out as a short table and a closing line that names the form. The conversation shows a Form chip in the list, goes through the inbox's round robin, and is found by search with the form's name. The first reply leaves from the inbox's mailbox as a fresh email to the submitter, and their answer threads under it.

Spam

A hidden field catches automated senders and reports success while storing nothing, and a per-address limit stops bursts. Daily caps of one hundred submissions per form and address, and ten per form and sender, hold the volume down. When the server is set up with a human check, the hosted page asks for it as well. Required fields and the email address are checked first, and the page names the field to fix.

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FAQ

Common questions about this guide

Short answers to the questions people ask most about this subject. If yours is not covered, write to support.

Contact support
Can a form send to a WhatsApp or chat inbox?

No. A form belongs to an email inbox on Gmail, Outlook or IMAP, because the reply to a submission goes out by email from that mailbox.

Does the submitter get a confirmation email?

The page shows the success message or opens the redirect address. No email is sent until a teammate replies from the inbox, and a rule on the inbox can send a template reply at once if you want one.

Still need help?

Write to hello@sektra.ai or send a message through the contact page. A person on the team replies within one business day.

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