Forms and analytics
Collect form responses
Collect signups, RSVPs, and answers from any form, then download them as a CSV.
Every response shows up under Leads in your dashboard's sidebar. There's no code to add and nothing to switch on: publish a page that has a form on it, and PageSumo collects whatever people submit.
Start collecting responses
- Ask Claude to add a form to your page, or include one in the file you upload. It can ask anything: name, email, business, a yes or no question, multiple choice, a paragraph.
- Publish the page, or update it if it's already live. Capture is added at that moment.
- Check the Leads screen in the dashboard after your first signup.
If you added a form to a page that was already live, you must update the page for capture to be added. A form that was never published with the page won't collect anything.
How to tell it worked: the page shows an Opt-in form badge on the Pages screen.
Where to find your responses
- Leads in the sidebar shows every submission across all your pages, grouped by page. The Group by toggle switches between Page and All leads.
- One page's leads: open the page from Pages, then the Leads tab. It shows total leads, a "This week" count, and the conversion rate.
- The page's Overview tab shows the five most recent leads.
- A site's leads: open the site from Sites, then the Leads tab.
See everything someone answered
Click any lead, on any of those screens, to open it. You'll see their name and email, when they submitted, which page it came from, and every answer they gave, each under its question.
Export to CSV
- Everything: go to Leads, then click Export all.
- One page: on the Leads screen, click Export CSV on that page's card, or use the Export CSV button on the page's own Leads tab.
- One site: open the site from Sites, then Export CSV on the Leads tab.
The CSV has each lead's email and name, then one column for every question your form asked, then when they submitted. The time is in your own time zone, and the column heading says which one, for example submitted (Pacific Time). The all-pages and site exports also include a page column. If your form doesn't ask for an email, the email column is blank.
Send leads to your email tool
New leads can flow straight into Mailchimp, Kit, Klaviyo, ActiveCampaign, Brevo, or EmailOctopus as they arrive. See Send leads to your email tool. PageSumo always keeps its own copy, so nothing is lost if your email tool is down.
What your form needs
- An email address or a name. A form needs at least one of them to count as a lead, so a search box or chat input on the same page never pollutes your lead list. An RSVP that only asks for a name works fine.
- Named fields. If submissions aren't being recorded, ask Claude to "make sure every field in my form has a name" and update the page. A lone email input works fine on its own.
- Real choice buttons. Yes or no and multiple choice questions should be radio buttons or checkboxes (Claude can style them to look like anything). Only the answer the visitor picked is saved.
- Everything else the visitor fills in, like a business name or a paragraph, is stored with the lead, shown when you open it, and included in your export.
FAQ
Do I get an email when a new lead comes in? No. New leads appear on the dashboard and the Leads screen, but PageSumo doesn't send a notification email. To get leads out as they arrive, connect your email marketing tool or export to CSV.
Submissions aren't showing up. Check that the form asks for an email or a name, and that you updated the page after adding the form. If they're still not recorded, ask Claude to "make sure every field in my form has a name" and update the page.
Someone submitted twice but only one response appears. That's on purpose. When the same person submits the same form again from the same browser, their new answers replace the old ones, so you get one response per person instead of a "yes" and a "no" from the same name. The response shows an "Updated" time when that happens. This works whether the form asks for an email or only a name.
Two people with the same name filled in my form. Both are kept, and both are marked "Same name" so you can look at them. PageSumo never merges two responses that came from different people's browsers, because two guests really can share a name. If it turns out to be one person, open the response you don't want and click Delete response.
How do I delete one response? Open it from any list of leads and click Delete response at the bottom. It asks you to confirm, and it can't be undone. Deleting a response here does not remove that person from an email tool you've connected.
My yes or no answers show both options. The page was published before PageSumo saved only the picked answer. Update the page once and new submissions record just the choice.
Where does the source column come from? Every lead records where the visitor came from: a tracking tag on the link they clicked, or the referring site. That feeds the sources table in Analytics. See See your traffic and results for how to make pre-tagged share links.