Main Menu
The main navigation is the row of buttons on the left of the app. It stays available as you move between the main areas of your account. Its main areas are:
- Home
- Forms
- eSign (Documents)
- Mailings
- Contacts
- Actions
- Inbox
Your landing page after signing in. It shows a quick overview of your account — responses collected this week, live forms currently collecting, active mailing campaigns, and open inbox tickets — plus a “Happening now” list of your live and recently-edited forms and a summary of your plan usage. Use the New form button here to jump straight into creating a survey, quiz, or calculator.
Forms is a table of your surveys, quizzes and calculators. Use the workspace selector above it to choose personal or team forms. View chips above the list switch the type or folder; Status and Label filters narrow the current view.
Select a row to open its details and actions panel, or use the row’s quick actions.
eSign (Documents)
Section titled “eSign (Documents)”Documents lets you send PDFs for signing or collect answers through a form that fills the PDF first. Its view chips show requests waiting for you, requests needing attention, drafts, completed documents and templates.
Mailings
Section titled “Mailings”From here you can access the email invitations (campaigns) linked to your surveys, forms, and quizzes. Your options include:
- All: All campaigns created on the site, ordered chronologically.
- Drafts: All emails that have not yet been sent or scheduled.
- Outbox: All emails that have been scheduled or due to be sent.
- Sent: All sent emails.
Contacts
Section titled “Contacts”This is where all your contacts are stored on site. Toggle between Contacts and Organisations, filter by Lists to segment your audience (or view contacts that are Not in a list), and use the search bar to find someone by email or name. The download and add icons let you export contacts or add one manually.
Actions
Section titled “Actions”Actions is where you create and manage Actions that run when a form response, contact or inbox event occurs. The Actions area also contains Available apps and Connected apps. See the Actions overview for the available starters and steps.
Opens your team’s shared inbox, where conversations from live chat and email appear as tickets you can view, assign, and reply to.