Contacts and forms
Organize contacts and collect sign-ups.
01Keep your contacts in one placeThe Contacts section brings together people who have interacted with your business, such as subscribers, people who sent a request, and customers. View a contact record A contact record show02Import and export contactsIf you already use another platform, importing contacts can save you from recreating records one by one. Prepare an import file Arrange your data in a table with an email column and, if need03Organize contacts with tagsTags let you group people by their interests or interactions. Examples You could tag people who registered for an event, bought a resource, or want to hear about a launch. Assign a tag Depen04Add an email sign-up form to a pageA sign-up form lets visitors leave their contact details to receive the information they choose to subscribe to. Steps 1. Open the page in the editor. 2. Add the email sign-up block if it is05Create a custom formForms collect structured information for contact requests, questionnaires, applications, or registrations. Start a form Go to Forms , start creating a form, and give it a title that describe06Multi-step forms and destinationsA long form can be split into several steps to make it easier to complete. Group the questions Organize steps by topic: contact details, needs, background, and additional information. Use su07Responses, consent, and exportsOnce your form is published, you can review its responses in Plumfolio. Review responses Open Forms and view the responses for the relevant form. When recorded, check the date, fields, and c