Infinity3 Help Centre

Confirm that visitor submissions reach your team and that the intended follow-up happens.

Before you start

You’ll need access to the page, its form and the relevant contact records.

Check a submission

1. Open Sites → Forms → Submissions.
2. Select the form used on the page.
3. Find the entry and review its answers.
4. Search Contacts for the submitted email or phone number.
5. Check that the relevant information appears on the contact record.

For a survey, use Sites → Surveys → Submissions.

Check team follow-up

Review configured form notifications and any workflow using the relevant submission trigger.

If a workflow should create a task or opportunity, check that record and the workflow’s Enrollment History and Execution Logs.

Test the complete journey

Open the live page and submit an entry using contact details you control. Note the time, then check the confirmation, saved response and follow-up.

Review page performance

Open the website or funnel’s Stats tab and choose a date range. Review views and opt-ins where available.

Things to know

• Page statistics don’t replace checking individual submissions.
• A thank-you message doesn’t prove that an email notification arrived.
• Submissions appear in Conversations only when the relevant form setting is enabled.

If an enquiry is missing, contact Infinity3 with the page URL, form name, submitted details and test time.