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

• Edit a form
• Duplicate a form
• Rename a form
• Change a form's status
• Delete a form

Edit a form

To edit an existing form, click the Edit icon in the Actions column.

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Duplicate a form

To duplicate a form, click the Duplicate icon in the Actions column.

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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:

1. In the actions column, click the Edit icon
2. Enter a new name in the Form Name field
3. Click Design
4. Click Summary
5. Click Done

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Change a form’s Status

Sendlane Forms can be set to draft, publish, or schedule. To change a form’s status:

1. In the actions column, click the Edit icon
2. Click Design
3. Click Summary
4. Make your desired changes to the form’s status
5. Click Save as Draft for drafted forms, Publish for published forms, or Schedule for scheduled forms

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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:

1. Click the trash can icon in the Actions column
2. Click Delete
3. 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.

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