This article is to help you learn how to view an Email Form submission in the WEO Platform. These Email Forms are most often Request Appointment forms, but they can be setup for anything. The difference between Emails Forms and Secure Forms is that you are not required to login to the WEO Platform to view them, for each form submission is emailed directly to a specified email address and thus allows you to bypass the WEO Platform, whereas with Secure Forms the submissions are only viewable in the WEO CMS. However, the WEO Platform does have a feature to store Email Form submissions in case you delete them from your email box and still want to look at them later
Please follow the below steps to view an Email Form submission.
1. Login to the WEO Platform. If you've already logged in and navigated away from the Main Page, navigate back to the Main Page.
2. You will now see the Main Page in the Platform. On this page, front and center, is a section called Your Services. If you have a Secure Form or an Email Form with WEO, you should see a Form icon link. Click on this icon link.
3. When the Online Forms page loads, go to the Email Forms section toward the bottom of the page. Locate the Email Form for the submissions you want to view and click on the Inbox button under Actions.
4. Next, the Email Form Submissions Inbox page will load for the selected Email Form. This page displays a list of successfully submitted Email Forms. To view a form submission, click on the View button under Actions.
Please Note: All unopened submissions in the WEO Platform will show up in bold font. Once a submission is clicked on, the text will change to regular, unbolded font in the list of submissions.
5. Now that you've been able to view your form submissions, it is advised that you declutter the Form Inbox by archiving processed submissions. To do this, click on the Send to Archive button under "Actions" for the selected submission.
6. Archived form submissions are still accessible, they just are taken out of the Inbox. You can view archived submission by clicking on the Archive button that is located on the Online Forms page (Step 3).
7. That's it! You now know how to view and archive Email Form submissions!
Comments
0 comments
Article is closed for comments.