Once a form is live, you can edit it, update its rules, change notifications, or view and export submissions any time from Connect.

This guide covers everything you can do to manage an existing form. To build a new form from scratch, see How to build a form in Connect.

Topics

• Edit a form
• Update form rules
• Update form notifications
• View and export submissions
• Troubleshooting

Edit a form

You can update the fields, layout, or settings of any existing form. Changes apply to new submissions going forward — existing submissions stay as they are.

1. In Connect, go to Forms
2. Find the form you want to edit in the form list, or use the search bar
3. Click the three dots next to the form
4. Select Edit
5. Update the form as needed in the editor
6. Click Save

The system will take you to the form editor, where you can review and update as desired

ℹ️ Note — If you change a field's label, existing submissions will keep the old label. New submissions will use the updated label.

Update form rules

The rules section is where you update form restrictions (e.g. email verification, one submission per email).

1. Find the form in the form list
2. Click the three dots next to the form
3. Select Rules
4. Update the restrictions as needed

5. Click Save

   

Update form notifications

You can change who gets notified when the form is submitted, or update the confirmation messages contacts receive.

1. Find the form in the form list
2. Click the three dots next to the form
3. Select Notifications
4. Update the staff notification email, the on-screen confirmation message, or the contact's confirmation email and SMS
5. Click Save

View and export submissions

Every submission to your form is stored in Connect, both in the contact's profile and on the form's submissions page.

1. In Connect, go to Forms
2. Find the form you want to view
3. Click the three dots next to the form
4. Select Submissions

The submissions page shows timeline showing you the number of form submissions received since the creation of the form. The graph will show a trend allowing you to quickly highlight popular days for submissions.

• Number of Submissions — how many times the form has been submitted
• Form Impressions — how many times the form has been viewed. Conversion rate = Submissions / Impressions
• Total Number of Contacts — how many unique contacts have submitted (one contact submitting twice counts as one)
• Submission timeline — a graph of submissions over time, useful for spotting trends
• Submissions table — every individual submission, with date, browser, and operating system info

To dig into a specific submission, click View to see all field values, or click View Contact to jump to the contact's profile in your database. 
Clicking the View button allows you to view all form fields and the values entered by the user. As well, additional data relating to the Submission Date, Browser and Operating System are also displayed. Clicking the View Contact button navigates you to the Contact Profile Page of this user.

You can also search submissions by keyword using the search icon, or export them as a CSV using the export icon.

Delete a form

If a form is no longer needed, you can remove it from your form list.

1. In Connect, go to Forms 

   

2. Find the form you want to delete in the form list, or use the search bar 
3. Click the three dots next to the form 
4. Select Delete 

5. Confirm the deletion when prompted

   

⚠️ Warning - Deleting a form is permanent. Any active form links (e.g. buttons in past email campaigns or embeds on your website) will stop working immediately. Check what's relying on the form before deleting — and remove or redirect those links first.

 ℹ️ Note - Submission data captured against existing contact records stays on those contacts, but the form's standalone Submissions page is no longer accessible. If you want a record of submissions before deleting, export the submissions table first.

Troubleshooting

I changed the form but old submissions still show the previous labels

• Cause: This is expected behaviour — submissions keep the labels that were in place at the time of submission
• Fix: Updated labels apply to new submissions only

A field is missing from the form after editing

• Cause: The field may have been accidentally deleted in the editor
• Fix: Re-add the field from the Available Fields or Custom Fields pane. Existing submissions that captured that field will still show in the submissions table.

Notifications aren't being received

• Cause: The notification email address may be incorrect, or emails may be filtered to spam
• Fix: Check the email address under Notifications, and ask the recipient to check their spam folder or whitelist the sender

Submissions show up in Submissions but the contact isn't in my database

• Cause: The form is missing an Email field, so submissions aren't being matched or saved to a contact record
• Fix: Edit the form to add an Email field as required. Future submissions will create or update contacts.

Related articles

• How to build a form in Connect
• Getting started with forms in Connect
• How to capture guest preferences via an email campaign
• How to add a custom contact field

You should now be able to manage every part of an existing form.

Any questions? Reach out to us via email at support@meandu.com