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User Guide

User Guide

Complete guide to using kollect’s dashboard and features.

Table of Contents

  1. Dashboard Overview
  2. Managing Forms
  3. Viewing Submissions
  4. Form Settings
  5. Account Settings
  6. Plans & Billing

Dashboard Overview

The kollect dashboard is your central hub for managing forms and viewing submissions.

Dashboard Home

When you first log in, you’ll see:

  • Quick Stats: Total forms, submissions this month, and plan usage
  • Recent Submissions: Latest form submissions across all forms
  • Quick Actions: Create new form, view all forms
  • Real-time Indicator: Shows connection status (🟢 connected, 🔴 disconnected)

Main sections accessible from the sidebar:

  • Dashboard - Home overview
  • Forms - Manage all your forms
  • Account - Account settings and API keys
  • Billing - Plan and billing information

Managing Forms

Creating a Form

  1. Click “Create New Form” button
  2. Enter a form name (e.g., “Contact Form”, “Newsletter Signup”)
  3. Click “Create”

Your form is created instantly with a unique endpoint:

https://kollect.app/f/abc123xyz

Form List

View all your forms with:

  • Form Name: Click to view details
  • Status: Enabled/Disabled indicator
  • Submissions: Total submission count
  • Created: When the form was created
  • Actions: Quick access to settings and delete

Sorting & Filtering

  • Sort by: Name, date created, submission count
  • Filter: Show only enabled/disabled forms
  • Search: Find forms by name

Viewing Form Details

Click on a form name to see:

  1. Form Information

    • Form name
    • Endpoint URL (click to copy)
    • Status (enabled/disabled toggle)
    • Creation date

  2. Setup Instructions

    • Quick copy endpoint URL
    • Code examples in multiple formats:
      • Basic HTML
      • AJAX/Fetch
      • File Upload
      • jQuery (if needed)

  3. Submissions Table

    • All submissions for this form
    • Real-time updates (submissions appear automatically)
    • Expandable rows to view full submission data

  4. Bot Submissions Tab

    • View spam/bot submissions separately
    • Analyze spam patterns
    • Review honeypot triggers

Deleting a Form

⚠️ Warning: Deleting a form is permanent and will delete all submissions.

  1. Click the “Delete” button on the form
  2. Confirm deletion in the popup
  3. Form and all submissions are permanently deleted

Viewing Submissions

Submissions Table

The submissions table shows:

ColumnDescription
DateWhen the submission was received
Data PreviewFirst few fields of the submission
OriginWebsite where form was submitted from
ActionsView full details, export

Real-Time Updates

Submissions appear automatically when:

  • Connection indicator shows 🟢 (connected)
  • Someone submits your form
  • No page refresh needed!

If showing 🔴 (disconnected):

  • Refresh the page
  • Check your internet connection
  • Submissions still saved, just not appearing live

Viewing Full Submission

Click on a row to expand and see:

  • All form fields and values
  • Metadata:
    • Origin URL
    • User agent
    • IP address (if available)
    • Timestamp
  • Actions:
    • Export this submission
    • Copy data

Filtering Submissions

Filter submissions by:

  • Date Range: Last 7 days, 30 days, custom range
  • Search: Find by any field value
  • Origin: Filter by submitting website

Exporting Submissions

Export your data in multiple formats:

Single Submission:

  1. Click on a submission
  2. Click “Export”
  3. Choose format (JSON, CSV)
  4. Download file

All Submissions:

  1. Go to form details
  2. Click “Export All”
  3. Choose format and date range
  4. Download file

CSV Format:

Date,Email,Name,Message
2025-01-15 10:30,user@example.com,John Doe,Hello!

JSON Format:

[
  {
    "date": "2025-01-15T10:30:00Z",
    "data": {
      "email": "user@example.com",
      "name": "John Doe",
      "message": "Hello!"
    },
    "metadata": {
      "origin": "https://yoursite.com"
    }
  }
]

Form Settings

Access form settings by clicking the “Settings” button on any form.

General Settings

Form Name

  • Change the display name
  • Does not affect the endpoint URL

Status

  • Enabled: Form accepts submissions
  • Disabled: Form rejects submissions with error

Endpoint URL

  • Your unique form endpoint
  • Click to copy
  • Cannot be changed (delete and recreate form if needed)

Redirect Settings

Redirect URL

  • Where to send users after successful submission
  • Leave empty to show default success message
  • Must be a valid URL (e.g., https://yoursite.com/thank-you)

How it works:

<!-- Users redirected to https://yoursite.com/thanks after submit -->
<form action="https://kollect.app/f/YOUR_KEY" method="POST">
  <input type="hidden" name="_redirect_url" value="https://yoursite.com/thanks">
  <!-- ... -->
</form>

Spam Protection

Honeypot Field Name

  • Default: _gotcha
  • Change to any field name you prefer
  • Update your HTML forms to match

How to use:

<input type="text" name="_gotcha" style="display:none">

Bots that fill this hidden field are marked as spam.

Tips:

  • Use realistic field names (e.g., website, company)
  • Hide with CSS (display:none or absolute positioning)
  • Add tabindex="-1" and autocomplete="off"

Origin Whitelist

Restrict submissions to specific websites.

Enable Whitelisting:

  1. Click “Add Origin”
  2. Enter domain (e.g., https://yoursite.com)
  3. Save settings

Examples:

https://yoursite.com
https://www.yoursite.com
http://localhost:3000  (for development)

Rules:

  • Must include protocol (https:// or http://)
  • No trailing slashes
  • Exact match required
  • Case-sensitive

Leave empty to accept submissions from any website.

Notifications

Email Notifications (coming soon)

  • Get notified of new submissions
  • Configure recipient email
  • Choose notification frequency

Webhook Notifications (coming soon)

  • Send submissions to external services
  • Configure webhook URL
  • Custom payload format

Account Settings

Access via the user menu (top right) → Account.

Profile

  • Name: Display name
  • Email: Account email (from Clerk)
  • Avatar: Profile picture

API Keys

Generate API keys for programmatic access:

  1. Click “Generate New Key”
  2. Give it a name (e.g., “Production API”)
  3. Copy the key (shown only once!)
  4. Store securely

Using API Keys:

curl -H "Authorization: Bearer sk_live_..." \
  https://kollect.app/api/forms

Security:

  • Never commit to version control
  • Rotate regularly
  • Revoke if compromised

Organizations

If using Clerk organizations:

  • Switch Organizations: Select from dropdown
  • Create Organization: Add new organization
  • Members: Invite team members

Each organization has separate forms and submissions.

Plans & Billing

Plan Tiers

Free Plan

  • 100 submissions/month
  • Unlimited forms
  • Basic spam protection
  • Email support

Starter Plan - $9/month

  • 1,000 submissions/month
  • Everything in Free
  • Email notifications
  • Webhook integrations
  • Priority support

Professional Plan - $29/month

  • 10,000 submissions/month
  • Everything in Starter
  • File uploads
  • Custom integrations
  • Advanced analytics
  • Dedicated support

Viewing Your Usage

Check your current usage in the dashboard:

  • Submissions this month: Progress bar showing usage
  • Plan limit: Total allowed per month
  • Resets on: First day of each month

Upgrading Your Plan

  1. Go to Billing in the navigation
  2. Click “Upgrade Plan”
  3. Select plan tier
  4. Enter payment information
  5. Confirm subscription

Downgrading Your Plan

  1. Go to Billing
  2. Click “Change Plan”
  3. Select lower tier
  4. Confirm (takes effect next billing cycle)

Note: If you exceed the new limit, form submissions may be rejected.

Managing Billing

  • Payment Method: Update credit card
  • Billing History: View past invoices
  • Cancel Subscription: Downgrade to Free plan

Tips & Best Practices

1. Organize Forms

Use clear, descriptive names:

  • ✅ “Homepage Contact Form”
  • ✅ “Blog Newsletter Signup”
  • ❌ “Form 1”

2. Test Before Launch

  1. Create form in dashboard
  2. Submit test data
  3. Verify it appears in submissions
  4. Test spam protection (fill honeypot)
  5. Check redirect works (if configured)

3. Monitor Real-Time

Keep dashboard open while testing to see submissions appear instantly.

4. Regular Exports

Export submissions regularly as backup:

  • Weekly for high-traffic forms
  • Monthly for low-traffic forms

5. Review Bot Submissions

Check bot submissions periodically:

  • Ensure honeypot is working
  • Look for spam patterns
  • Adjust settings if needed

6. Plan Ahead

Monitor usage as you approach limits:

  • Set up alerts (coming soon)
  • Upgrade before hitting limit
  • Archive old forms you don’t need

Keyboard Shortcuts

Speed up your workflow:

ShortcutAction
NCreate new form
FFocus search
/Quick search
EscClose modal
?Show shortcuts help

Troubleshooting

Submissions Not Appearing

Check:

  1. Form is enabled (green indicator)
  2. Real-time connection is active (🟢)
  3. Form endpoint URL is correct
  4. No browser console errors

Try:

  • Refresh the page
  • Check form settings
  • Verify form key in your HTML

Real-Time Not Working

If showing 🔴:

  1. Refresh the page
  2. Check internet connection
  3. Try different browser
  4. Submissions still saved (just not live)

Form Disabled Error

Reasons:

  1. Form manually disabled in settings
  2. Plan limit exceeded
  3. Form deleted

Fix:

  1. Enable in settings
  2. Upgrade plan
  3. Check form still exists

Missing Submissions

If you expect submissions but don’t see them:

  1. Check Bot Submissions tab
  2. Verify honeypot field is hidden
  3. Check origin whitelist settings
  4. Review logs (if available)

Plan Limit Reached

When you hit your limit:

  1. Submissions may be rejected
  2. Upgrade plan immediately
  3. Export existing data
  4. Clean up unused forms

Getting Help

Documentation

Support

  • Email: support@kollect.app
  • Response time: 24-48 hours (faster for paid plans)
  • Include: Account email, form ID, error screenshots

Feature Requests

Submit feature requests:

What’s Next?

Now that you know the dashboard, explore:

Last updated on
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