Intake
Forms, the intake inbox and analytics.
- Create an intake form
Start a new intake form from the Forms list, give it a name and category, then add its sections and fields in the form workspace and save the draft.
- Publish an intake form
Publish an intake form's draft so it goes live, create a new draft from the live version when you need changes, and retire a version you no longer want.
- Read an intake submission
What an intake submission's page shows, section by section and tab by tab, so you can see what the customer sent, where they came from and what Nova did with it.
- Read intake analytics
See how many people viewed, started and finished your intake forms, which forms, pages, sources and campaigns bring in requests, and how the workload is spread across your team.
- Update an intake submission
Open a form submission, change its status, claim it or assign it to a teammate, clear a spam flag, and see what Nova created from it.
- Work the intake inbox
Find new form submissions in the intake inbox, sort and filter them by status, form, source or assignee, and open one to work on it.