Form entries, chat conversations, booking requests and orders all reach you in one place: your site's inbox.
Steps
- In your site's workspace, open Messages & customers → Inbox.
- Start with Needs a reply at the top. It lists new enquiries, chat visitors who asked for a person, booking requests, orders to send and reviews to answer. Click one to open it where you deal with it.
- Open Submissions for every form entry. Filter by New, Processed, Spam or Archived.
- Open Conversations for chats from your site's chat widget.
- Mark an entry as processed when you have dealt with it.
Export
- Submissions: filter if you want only some, then click Export CSV. You can also select entries and export those.
- Contacts: open Contacts and click Export CSV.
- Customers: on store sites, export from Customers, including a file ready for ad audiences.
Good to know
- Each person who gets in touch is saved as a contact. See Manage your contacts.
- To get an email for each entry, see Get notified about new enquiries.
- Your dashboard's Waiting on you list gathers these across all your sites and clients.
- You can ask the assistant: "Show me my latest leads" or "Export last month's form submissions."
