Understand how a page captures enquiries

Learn how page content, forms, submissions and CRM routing fit together before you publish.

Before you start: You need access to Pages and an existing page you can inspect.

What each part does

• Page: the visitor-facing content. Sections and blocks arrange headings, text, images and forms. A template is a starting layout; replace its sample claims with your own accurate information.
• Form: the questions visitors answer. Each field has a label and type, and may be required. Ask only for information your team needs to handle the enquiry.
• Submission: the saved response. A success message alone does not tell you whether the answers were retained.
• Route: what should happen to the response next. A Lead route can send mapped fields to a selected CRM space. A lead represents an enquiry to assess, not a completed sale.

Find the parts of an existing page

1. Check the workroom, then open Pages. Find the page by its full name.
2. Open Overview. Check whether it is Draft or Published and read any published address shown.
3. Select Edit Page. Use the Page and Block controls in Inspector to see how page settings differ from the selected block’s content.
4. Open Preview to inspect the visitor layout. Return to the page and look at Submissions to find saved responses.

Expected result

You can identify the page, its form and where saved responses are listed. You know that publication and CRM routing need their own checks before launch.

Remember

All changes saved describes editing; it does not mean the page is published. An enquiry also does not automatically give permission for unrelated marketing.

Continue learning

In this series: Build enquiry pages — guide 1 of 7.

• Next: Prepare an enquiry page
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