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Pages and forms

A page is part of the campaign.

Collect a useful response, update the right relationship and continue into the workflow without copying the details by hand.

01 / Capture

Ask for what the work needs.

Use a structured page or form so the response can become useful product data.

Page response
—Company name
—Useful context
—Consent recorded

02 / Connect

Update the right object.

Map the response to a contact, company or list with the source still visible.

Record update
—Contact matched
—List updated
—Source retained

03 / Continue

Move into the next action.

Connect the response to a campaign or follow-up when the conditions are met.

Campaign hand-off
—Qualification checked
—Owner assigned
—Next action clear

Useful capture

Make the response easier to use.

Pages and forms are valuable when the information continues into real work.