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Contact Forms

This article provides a complete overview of the Contact Form functionality, from setup to submission tracking.

Updated this week

The Contact Form is a powerful tool that allows businesses to collect and manage customer inquiries with ease. This feature is designed to streamline communication, improve lead capture, and support data-driven decision-making, all from a centralized platform. With Unify Messaging, you can create customized forms that can be embedded on your website. Submissions are stored securely in your dashboard, where they can be easily reviewed, filtered, and managed.


Benefits of Contact Forms

Unify messaging is designed to streamline communication, improve lead capture, and support data-driven decision-making through a single dashboard. Contact Forms serve as a direct communication channel, making it easy for customers to engage with your business. In Unify Messaging, submissions are stored securely in your dashboard, where they can be easily reviewed, filtered, and managed.


Dashboard Overview

The Contact Form dashboard provides a clear snapshot of recent activity. It displays submission statistics and includes tools for managing spam, viewing submission logs, and tracking form activity across companies. Submissions are sorted by the latest date and time, allowing for quick and efficient review.
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Form Settings and Customization

The Settings tab allows you to configure various features. To edit or create a new contact form, you will need to fill out the Form Name, link to the page where customers will be directed to upon form submission, and the contact details of the employees who will receive form notifications.


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Once created, each new form is automatically added to the 'Choose Form Settings' dropdown. This makes it easy to manage and switch between different forms from a single location.
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You can also perform the following actions:

  1. Manage Email Recipients. Add or remove email addresses for form notifications. (Ensure you select the corresponding form from the dropdown first).

  1. Manage Phone Recipients. Add or remove phone numbers for SMS alerts.

  2. Enable Security Checks. Turn on the spam filter to protect your inbox.

  3. Install the Form. Access the embed code to send to your client for website installation.

These options ensure the form aligns with your branding and communication preferences.


Managing Submissions

The Submissions tab provides a summary of all incoming messages, categorized as:

  • Valid submissions

  • Spam submissions

This breakdown helps teams monitor performance and quickly identify legitimate inquiries versus automated spam.
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The Contact Form is more than just a message box, it's a tool that helps businesses stay responsive, organized, and connected to their customers. With features that support customization, automation, and tracking, it plays a vital role in any customer engagement strategy.

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