Manage every form on your site from one list

How to see, filter, and organize the forms you've built

The Forms list is the one table where every form on your site — contact forms, lead-capture forms, newsletter signups — sits side by side. From this screen you can audit your forms at a glance, filter down to Published, Draft, or Trash in one click, search by title, bulk-move obsolete forms to Trash, and copy the shortcode you need to paste a form onto a page. A monthly forms audit or a pre-launch clean-up takes about 5 minutes here.

What is this for?

The Forms list is your form inventory. Its job is to let you see every form you've built in one place and to handle the everyday forms-management tasks without opening each form's builder. You reach for it on launch day to confirm your contact form is Published, whenever you need to grab the shortcode for a page, and whenever you're cleaning up outdated forms.

Rows on this screen show the four things you check most often: Title, Shortcode (ready to copy and paste), Submissions count, and who authored the form.

Good use cases

The four status pills across the top are your at-a-glance audit of your form inventory — each pill carries a live count. On Acme Coffee Roasters' admin, with four live forms and one holiday promo in progress, the pills read:

Example 1: Grabbing a shortcode to embed on a page. Acme Coffee Roasters just published a Contact Us form. Open Forms. Find the "Contact Us" row — the Shortcode column shows Err: Form not found! (the number is unique to each form). Copy the shortcode, open the Contact page in Pages, paste it where you want the form, and save. The form is now live for visitors. Once pasted, the page content looks like this:

<h1>Get in touch</h1>
<p>Send us a message and we'll reply within one business day.</p>
[myform  id="1"]
<p>Prefer email? Reach us at hello@acmecoffee.com.</p>

Example 2: Pre-launch audit. You've been testing three forms on staging — a Contact form, a lead-capture form, and a newsletter signup. Open Forms, click the Published pill, and glance down the list. Every row is a form visitors can use right now. Check that the Submissions count against each form looks believable — zero for a newly-live form is normal; zero for a form that's been live a month on your homepage probably isn't.

Example 3: Seasonal cleanup. A holiday promotion ended a month ago and you never took down the related form. Open Forms, find the row, tick its checkbox, pick Move to Draft from the bulk-action dropdown, click Apply. The form disappears from public pages that embed its shortcode — the shortcode simply renders nothing rather than showing the old form. Your past submissions from that form are preserved.

Example 4: Searching for a form by title. Acme Coffee Roasters has grown to 12 forms across three years and the team needs the one called "Portland Pop-up RSVP". Type "Portland" into the Search forms... box and click Search. The table narrows to that single matching row — shortcode, submission count, and row actions all visible in one click.

Example 5: Contact form for each location. Acme Coffee Roasters has a downtown location and a roastery location, each needing its own contact form so inquiries route to different inboxes. Build the first form ("Contact — Downtown"), publish it, then hover its row and click Duplicate. SGEN creates "Contact — Downtown (Draft)" as a new row. Rename the copy to "Contact — Roastery" in the builder, update the mail-to address to the roastery inbox, and publish it. Two forms, two email destinations — each embedded on its own location page via its own shortcode:

<!-- Downtown location page --><h2>Contact our downtown café</h2>
[myform  id="1"]<!-- Roastery location page --><h2>Contact the roastery</h2>
[myform  id="6"]

Example 6: Newsletter opt-in with Form Integration. The Newsletter Opt-in form (Err: Form not found!) has collected 312 subscribers. Hover its row and click Integrations to open the per-form integration settings, where you can connect a destination such as an Airtable base or Slack channel so each new signup is forwarded automatically. The Submissions count on the list updates in real time — a quick glance after a promotional email blast tells you how many signups landed without opening the submissions page.

Cross-module: submissions from this form also trigger a Notification email to your inbox (configured in the form's Mail Settings inside the builder) and the referral source for each submission is tracked under Forms → Reports once you have traffic from multiple sources.

Example 7: Wholesale inquiry form with file upload. The Wholesale Inquiry form collects business name, contact email, expected monthly volume, and a file attachment (product spec sheet). It has 8 submissions so far from wholesale leads — a count low enough to review individually in Forms → Submissions. Because wholesale inquiries may contain sensitive pricing negotiations, you keep this form's status as Published only during your active wholesale season. When the season closes, open Forms, tick the Wholesale Inquiry checkbox, pick Move to Draft from the bulk-action dropdown, and click Apply — the form disappears from your Wholesale page immediately without losing the 8 existing submissions.

Tracking Consent: if your site has Tracking Consent enabled (GDPR / CCPA mode), the form renderer respects the visitor's cookie consent state. Submission data is still stored when the visitor consents; the session attribution columns (referrer, pages visited) are blank for visitors who declined tracking.

Empty state

A brand-new SGEN site shows an empty Forms list with a prompt to create your first form. Click + Add New to open the form builder.

What NOT to use this for

• Do not use the Forms list to read submissions. Submissions are on their own page under Forms → Submissions — this list only shows how many submissions each form has received, not the data itself.
• Do not use Trash as permanent delete. Moving a form to Trash hides it from your live site and from this list's default view — but the row is still there. The form stays in Trash until cleanup is performed; no data is lost without explicit confirmation.
• Do not paste a shortcode from one site into another's pages. The number in Err: Form not found! is unique to the form on your site. A form id from a different site will not resolve.
• Do not rely on the search box for submission search. The Search here matches form titles only. To search submission content (names, emails, message text), go to Forms → Submissions where a separate search lives.

How this connects to other features

• Pages / Posts — the Shortcode column gives you the Err: Form not found! snippet you paste into a page's content to render the form for visitors. Unpublished forms render nothing even when the shortcode is in place. See Pages for where to paste the shortcode.
• Submissions — the Submissions count in each row links into Forms → Submissions filtered to that form. Clicking the row's form title opens the builder; clicking Edit does the same.
• Reports — once you have submissions, Forms → Reports breaks them down by traffic source and over time.
• Notifications / Email — every form has Mail Settings that send an email to a chosen admin inbox whenever a visitor submits. The email template (subject, to address, body shortcodes) lives inside the form builder, not this list. Submission alerts fire per-form; you configure the recipient inside the builder.
• Form Integrations — the Integrations row action opens per-form dispatch settings. Connect a form to a destination such as an Airtable base or Slack channel so new submissions are forwarded automatically. Integrations are per-form — duplicating a form does not carry them over.
• Tracking Consent — if your site runs in GDPR / CCPA consent mode, the session attribution columns (referrer, pages visited, scroll depth) on each submission are only populated for visitors who accepted tracking cookies. The form itself and submission storage are not affected by consent state — only the session metadata columns differ.

Before you start

• You are signed in to SGEN as an Administrator.
• You have at least one form saved (even an empty one) if you want this list to look populated. A brand-new site shows a single starter form called "Contact".

Where to go

1. Open the left navigation.
2. Click Forms → All Forms (or open /sg-admin/forms/ directly). The Forms list loads with every form in one table.

Steps — Audit and filter

1. Read the status pills

A row of pills sits at the top, one per status, each with a live count:

• All Forms — every form on your site regardless of status.
• Published — forms currently usable on public pages. Their shortcode will render a working form.
• Draft — forms saved but not yet available to visitors. Their shortcode renders nothing.
• Trash — forms currently in trash. Hidden from the public.

Glance across the counts. If a form you expect to be Published is showing under Draft, open it and flip the status.

2. Click a pill to narrow the list

Clicking any pill narrows the table to that single status. The pill turns red to show it is active, and the table refreshes.

3. Search by title

For a specific form, type part of its title into the Search forms... box and click Search. Matches narrow the table. The search respects the active status pill, so search inside Published by clicking Published first, then searching.

4. Read each row

Each row shows:

• Title — clickable, opens the form builder.
• Shortcode — Err: Form not found!. Click to select; copy and paste into any page or post where you want this form to appear.
• Submissions — a colored badge counting how many submissions this form has received.
• Author — the admin who created the form.
• Created — relative time since the form was created.

Steps — Row actions

Hover any row to reveal action links under the title:

1. Edit → open the builder

Clicking Edit (or the form title) opens the full form builder where you can change the form title, content, mail settings, success message, and redirect. See Build and edit a form.

2. Integrations → per-form dispatch

Clicking Integrations opens the per-form Integrations page for this form — webhook or CRM destinations that fire every time a visitor submits.

3. Duplicate → copy as a new Draft

Clicking Duplicate creates a copy of the form with the same title plus the suffix "(Draft)", marks it as Draft, and takes you into the new copy's builder. The copy brings the form fields, mail settings, and other build details with it. It does not bring over per-form Integration destinations — reconnect those on the copy if you need them.

Important: if you duplicate a form that has Integrations configured (Airtable, Slack, etc.), those destinations are not copied to the new form. You must re-add them under the copy's Integrations row action.

4. Trash → move to trash

Clicking Trash on a row moves the form out of the active list. The page does not show a separate confirmation dialog — the row disappears immediately and the Trash pill count increases by one. Shortcodes for the trashed form render nothing on public pages; submissions already collected remain in your Submissions page. To undo, switch to the Trash pill and use Restore.

When you are ready to remove a form permanently, switch to the Trash pill, select the row, and choose Delete Permanently from the bulk-action dropdown. That action cannot be undone and shows this confirmation before proceeding:

Steps — Bulk-manage forms

1. Check the forms you want to act on

Every row has a checkbox in the first column. Tick the rows you want to include. Use the header checkbox to tick or clear every row on the current page.

2. Pick an action from the dropdown

The Bulk Action dropdown sits just above the table. Three actions are always available:

• Move to Publish — make selected forms live on public pages.
• Move to Draft — unpublish selected forms without removing them.
• Move to Trash — move selected forms to the Trash pill.

A fourth action, Delete Permanently, appears only when you are on the Trash pill. It removes the form row entirely.

3. Click Apply

Click Apply. The list refreshes with the new state.

What success looks like

• The table loads with every form visible as one row, and the pill counts at the top add up correctly.
• Clicking any pill narrows the table immediately; the active pill turns red.
• Typing in the search box and clicking Search narrows the table to matching forms.
• Ticking rows and applying a bulk action updates the list. The rows you moved to Draft leave the Published pill; the Draft pill count goes up.
• Copying a form's Shortcode and pasting it into a page makes the form appear on that page's public view after you save the page.

What to do if it does not work

• The list is empty. You have not saved any forms yet — click + Add New to create one. If you are filtered to a specific status (for example Draft), click All Forms to see everything.
• A form is in the list but doesn't show on the page where I pasted the shortcode. The form's status is probably Draft. Click into its row, flip Status to Publish on the form builder, and save.
• Pasting the shortcode shows the literal text Err: Form not found! on the page instead of a form. The page is probably rendering as plain text. Paste the shortcode into a content block that renders shortcodes (a Text block, not an HTML / code block that escapes brackets).
• Search returns no matches when I expect some. The search matches form titles only. If your form is titled "Contact Us" and you search "contact", it matches. If you search "email" and email is only a field inside the form, it will not match.

Next step