When a patient completes a form on your website, funnel, or landing page, you can have that submission appear directly inside their Inbox conversation. This gives your front desk and coordinators the full picture before they reply, which is especially useful for consultation requests, new patient intake, and treatment inquiries. Viewing submissions in the Inbox is an additional access point and does not replace the standard Form Submissions page.
Bringing submissions into the conversation thread keeps everything your team needs in one place.
Faster follow-up: Review what the patient submitted and reply from the same screen.
Better context: See intake answers, treatment interests, or questions before you respond.
Less switching: Stop jumping back and forth between the Inbox and the Form Submissions area.
Cleaner triage: Filter the Inbox to surface only conversations tied to form submissions.
Submissions only flow into the Inbox when the form is set to create a conversation. Enable this on each form you want to track.
Go to Sites, then Forms, then Builder.
Create a new form or edit an existing form you want to configure.
Click the Settings tab for the form.
In Form Settings, turn on Create Conversation on Submission.
Save the form.
Once the setting is on, new submissions post into the patient's conversation as a card you can open.
Go to the Inbox.
Open the conversation for the patient who submitted the form.
Locate the form submission card inside the thread.
Click View Submission to open the details for that specific submission.
Click Check all Form Submissions to review every submission connected to that form.
Reply from the same screen using the channel that fits, such as email or SMS, based on the contact details the patient provided.
When you want to work through only the conversations that came from a form, apply a filter.
Open the filters menu in the Inbox.
Set the first field to Last Message Channel.
Set the condition to Is.
Set the value to Forms Submission.
Click Apply.
HIPAA note: Intake and consultation forms often capture protected health information, such as treatment interests, medical history, or reasons for visiting. Because these submissions post into the patient's conversation thread, treat the Inbox as a place where PHI can appear. Keep it inside your HIPAA-covered Aesthetix CRM account, limit team access appropriately, and never forward submission details to unsecured personal email or chat tools.
Do I need to enable this setting for every form? Yes. The Create Conversation on Submission setting must be turned on for each form where you want submissions to appear in the Inbox.
Can I still view submissions from the Form Submissions page? Yes. The Inbox is an additional access point. You can still review everything from the standard Form Submissions area.
What is the difference between View Submission and Check all Form Submissions? View Submission opens the specific submission tied to that conversation entry. Check all Form Submissions opens the broader list of submissions for that form.
Will older submissions appear after I enable the setting? The feature is intended for submissions that happen after the setting is enabled on the form.
Can I filter the Inbox to find only form submission conversations? Yes. Use the filter Last Message Channel > Is > Forms Submission.
Does enabling this feature create workflows automatically? No. This setting only controls visibility in the Inbox. Automation should be built separately using form submission triggers in Workflows.
Does this work for forms on funnels and websites? Yes. It works for forms used to capture consultation requests, new patient inquiries, and other leads across your funnels and websites.
Is patient information in a submission secure? Submission details live inside your HIPAA-covered Aesthetix CRM account. Manage team permissions carefully and avoid copying PHI into tools outside the platform.
