How to manage Sendlane Forms
Overview
Sendlane Forms can be edited and adjusted after publication to ensure you get as much use as possible out of the forms you dedicate resources to creating. Read on to learn how to manage your Sendlane Forms
In this guide
Preview a form
Preview a form to review the form's design, copy its installation code, or go to the form's design page.
You must have visited the design page of the form builder in order for the form's design to be previewable. If the preview icon doesn't appear next to a form, open the form and click into the design page.
To preview a form, click the preview icon in the actions column:
Edit a form
To edit an existing form, click the Edit icon in the Actions column.
Duplicate a form
To duplicate a form, click the Duplicate icon in the Actions column.
Rename a form
The name of your Sendlane Form is visible on the Forms page and should describe your form. To change a form’s name:
- In the actions column, click the Edit icon
- Enter a new name in the Form Name field
- Click Design
- Click Summary
- Click Done
Change a form’s Status
Sendlane Forms can be set to draft, publish, or schedule. To change a form’s status:
- In the actions column, click the Edit icon
- Click Design
- Click Summary
- Make your desired changes to the form’s status
- Click Save as Draft for drafted forms, Publish for published forms, or Schedule for scheduled forms
Delete a form
Deleted Sendlane Forms and their associated metrics cannot be retrieved. We strongly recommend setting forms you no longer need to draft status instead of deleting.
To delete a form:
- Click the trash can icon in the Actions column
- Click Delete
- If the form is live at the time of deletion, you may see another prompt saying “This form may be live/in use currently, are you sure?” Click Delete to permanently delete your form.
