How to Use Forms & Responses in UniLink (Collect Leads and Survey Your Audience)

View submissions, export leads to CSV, reply to contacts, and automate follow-ups — all from one place.

Every time a visitor fills out a Form block on your UniLink page, that submission lands in Forms & Responses. This is your central inbox for leads, survey answers, contact requests, and any other data your forms collect. Instead of routing submissions to a separate email inbox and losing track of them, UniLink keeps everything in one structured view so you can act on leads quickly, spot trends, and export data whenever you need it.

What Forms & Responses Does

Forms & Responses is the back-end companion to your Form block. The Form block is what visitors see on your page — a set of fields asking for their name, email, or answers to your questions. Forms & Responses is where you see what they submitted. Every field value, timestamp, and source URL is recorded and stored.

Beyond simple storage, the feature lets you manage the lifecycle of each submission. You can mark a lead as read once you've followed up, send a reply directly from UniLink without switching to your email client, and flag high-priority entries. If your workflow involves a CRM like HubSpot or a spreadsheet like Google Sheets, you can export everything to CSV or use a native integration so data flows automatically.

Auto-responses add another layer: configure a message that goes out immediately when someone submits the form, confirming receipt or delivering a lead magnet. This saves you from manually replying to every new contact and sets a professional tone from the first touchpoint.

How to Get Started With Forms & Responses

1. Add a Form block to your page — Open Dashboard, go to your page editor, and add a Form block if you haven't already. Configure the fields (name, email, message, custom questions) and save.
2. Publish your page — Your Form block only collects data once the page is live. Hit Publish and confirm the block appears on your public page.
3. Navigate to Forms & Responses — In the Dashboard sidebar, click Forms & Responses. If you have multiple Form blocks, you'll see a dropdown to select which form to view.
4. Review the inbox view — Submissions appear in reverse-chronological order. Each row shows the submission date, the submitter's name and email (if those fields exist), and a read/unread indicator.
5. Open a submission — Click any row to expand the full submission. All field values are displayed. From here you can mark it as read, reply, or delete it.
6. Set up an auto-response — Click Settings → Auto-Response for the selected form. Enable the toggle, write your message, and save. All future submissions will receive this message automatically.
7. Connect your CRM or export — In the same Settings panel, find the Integration section to connect HubSpot, Mailchimp, or another tool. For a one-time export, click Export CSV at the top of the inbox.

How to Use Forms & Responses

1. Filter by date range — Use the date picker at the top of the inbox to narrow submissions to a specific period. Useful when reviewing leads from a campaign or event.
2. Search by keyword — Type in the search bar to find submissions containing a specific name, email, or phrase in any field. Results update in real time.
3. Mark as read / unread — Click the circle icon on any row, or use the checkbox + bulk action menu to mark multiple submissions at once. Unread count shows in the sidebar badge.
4. Reply via email — Open a submission and click Reply. A compose window appears pre-filled with the submitter's email. Your reply is logged under the submission so you have a thread history.
5. Export filtered results to CSV — After applying a date filter or search, click Export CSV. The downloaded file contains only the filtered rows, not the entire history.
6. Delete submissions — Select one or more rows and click Delete in the bulk action menu. Deleted submissions are permanently removed — there is no trash.
7. Test your auto-response — After saving an auto-response, click Send Test to fire a sample email to your own address and verify the message looks correct.

Key Settings Explained

How to Get the Most Out of Forms & Responses

Speed matters with lead follow-up. Research consistently shows that responding within the first hour dramatically increases conversion rates compared to waiting 24 hours. Turn on both the notification email and auto-response so prospects hear from you immediately, even while you sleep. The auto-response buys goodwill; your personal follow-up closes the deal.

Use the reply thread feature instead of switching to Gmail or Outlook. When you reply from inside Forms & Responses, the exchange is logged under the submission. Six weeks later, if a lead re-engages, you can open their entry and see the full conversation without digging through email archives.

If you run regular campaigns or promotions, treat each campaign period as a separate export cycle. Filter by the campaign dates, export, and save the file with a descriptive name. This builds a documented lead history that's useful for performance reviews and avoids the common trap of having one giant unsegmented list.

For high-volume forms — contest entries, waitlists, surveys — the CRM integration is essential. Manually exporting hundreds of rows after every campaign is error-prone. A live integration means your marketing tool always has fresh data, segmentation stays accurate, and you can trigger drip sequences the moment someone submits.

Troubleshooting Common Issues