Manage your Form inbox

View, organize, and assign your form submissions from Wonderly's Inbox.

When clients fill out your intake forms, their submissions land in the Form Inbox. From there you can review responses, assign them to team members, and tag them with labels to stay organized.

View your Form submissions

When to use: You want to see all incoming form submissions and take action on them.

1. Click Inbox in the main sidebar.

2. Select the Client intake tab in the secondary sidebar.

3. Review your form submissions.

4. Use the available options on any submission: Archive, Mark as unread, Snooze, or Copy message link.

Expected outcome: All form submissions appear in the Client intake tab as they come in.

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Assign a team member to a submission

When to use: A submission requires action from a specific person on your team.

1. Click Inbox in the main sidebar.

2. Select the Client intake tab in the secondary sidebar.

3. Open the submission you want to assign.

4. Click Unassigned at the top of the submission.

5. Select the team member from the dropdown.

Expected outcome: The submission now shows the assigned team member, and they will see it in their Assigned to Me tab in the Inbox.

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Tag a form submission with a label

When to use: You want to categorize a submission by priority or type.

1. Click Inbox in the main sidebar.

2. Select the Client intake tab in the secondary sidebar.

3. Open the submission you want to label.

4. Click the label icon at the top of the submission.

5. Choose from the available labels: Urgent, To do, or To read.

Expected outcome: The submission is tagged and accessible from the top of the My Inbox tab for quick filtering.