Who This Is For / When to Use
Use this feature when you want to:
View form submissions without leaving Conversations
Respond to leads with full submission context
Centralize communication and lead data in one thread
Enable Form Submissions in Conversations
To ensure form submissions appear in Conversations, enable the setting in your form.
Steps
Navigate to Sites → Forms
Open your form
Go to the Settings tab
Enable Create Conversation on Submission
Click Save
Result:
Each form submission automatically creates a conversation thread.
View Form Submissions in Conversations
Form submissions appear as messages inside the conversation thread.
Steps
Go to Conversations
Select a contact with a form submission
Locate the Form Submitted message in the thread
Click View Submission to open full details
What You Can See
Contact details (name, email, phone)
Submitted form fields
Submission timestamp
Source and tracking data
Filter Conversations by Form Submissions
Use filters to quickly find conversations created from form submissions.
Steps
Open Conversations
Click Filters
Set:
Last Message Channel
Condition: Is
Value: Forms Submission
Click Apply
Result:
Only conversations triggered by form submissions are displayed.
View Detailed Submission Data
Access full submission details including metadata and tracking information.
Steps
Open a conversation
Click View Submission
Review the Activity Details panel
Includes
Form fields and responses
Page URL and referrer
UTM/source tracking
Form ID and name
How This Improves Workflow
This feature centralizes lead data and communication.
Benefits
Respond faster with full context
Eliminate switching between tabs
Improve personalization in replies
Keep all interactions in one thread
Common Issues and Fixes
Form submissions are not appearing in Conversations
Cause: Setting not enabled
Fix: Enable Create Conversation on Submission in form settings
Submission is missing contact data
Cause: Contact was not properly created or matched
Fix: Ensure form fields include at least email or phone
Cannot find form submission conversations
Cause: Filter not applied
Fix: Use filter Last Message Channel → Forms Submission
FAQ
Why don’t I see form submissions in Conversations?
Form submissions only appear if Create Conversation on Submission is enabled in the form settings.
Can I reply directly to a form submission?
Yes. The submission appears as a conversation message, allowing you to reply via SMS, email, or other channels.
What data is included in a submission?
Each submission includes contact details, form responses, timestamps, and tracking data such as page URL and source.
Can I filter only form-related conversations?
Yes. Use the filter Last Message Channel = Forms Submission to isolate those conversations.
Does this work with all forms?
This works with forms created within Kyrios and properly linked to a contact record.