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Sharing and submissions

The forms list​

Contacts → Intake forms lists what you have: Name, Creates, Status and Updated. Creates reads Lead or Client. Every row that isn't archived carries a three-dot menu.

The status filter reads All forms, Draft, Published and Archived. All forms covers everything except archived ones, so choose Archived when you want those back.

Publishing​

A form has three states: Draft, Published and Archived.

Draft means only you can see it. Nothing is public until you publish, so build at your own pace.

Choose Publish from the row's menu and confirm. The link goes live and starts accepting submissions:

yourname.corehue.co/intake-form/a1b2c3

Then choose Preview to open the live form in a new tab and see exactly what someone else sees. Preview only works once a form is published, so publish, look, and fix anything that reads wrong.

Share opens the link with a copy button.

Wherever people already try to reach you:

  • Your Instagram or TikTok bio
  • The contact page of your own website
  • Your email signature
  • A QR code on a card at a wedding fair
  • Anywhere a "get in touch" link would go

The link works for anyone who has it. There's no sign-in and nothing to install. The page carries your branding at the top: your logo, or your business name when you have no logo.

What a submission does​

Someone fills the form in and chooses Send message. Then:

  1. A contact is created, as a lead or client depending on the form's Creates setting, with Intake form as its source
  2. Answers from the Contact information fields are filled in on that contact: phone, company, address
  3. Every answer is written into a conversation that opens in Messages, titled with the form's name
  4. You get a notification

Then they see "Your form has been submitted!" and your confirmation message. No email goes to them, so if you want them to have something in writing, that's your reply.

Two things worth knowing about the form itself. Nothing is saved while they type, so a closed tab loses everything. And a second submission creates a second contact rather than updating the first. Keep it short enough to finish in one sitting.

Replying​

The submission is a conversation, so reply to it in Messages like any other. Your reply goes out as an email under your business name, and theirs comes back into the same thread.

Everything stays attached to the contact, so their Message threads tab shows the whole exchange from the first submission onwards.

Unpublishing and archiving​

Unpublish takes the form offline. The link stops accepting submissions, which matters if the link is in your bio. Contacts and messages from earlier submissions are untouched. You can publish it again whenever you like.

Archive is the permanent one. An archived form can only be read. You can't edit it, and you can't publish it again. Its builder carries a notice saying so. Submissions already received are untouched, which is the point: the messages those submissions started have to stay intact.

Archive a form when you're finished with it for good. Unpublish it when you might want it back.

Delete appears only on a form that has never been published and has no submissions. Once a form is published or has a submission, archiving is the only way to put it away.

Running more than one​

You can have several forms and share them in different places. That's useful when you want different questions for different audiences, like a wedding inquiry form and a commercial one. It also tells you where someone came from, by which form they used.

Give them names that tell you apart at a glance, since the name is also the subject you'll see in Messages.

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