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Content Collection explained

How to create Content Collection forms, send email prompts to owners, and review and approve submitted content in the new Hub.

Content Collection lets you send a form to a property owner or contact so they can fill in the details of a property for you, then review what comes back before it goes into your guidebook.

ℹ️ This article covers the new Hub. If you're still on the legacy Hub, see Content Collection Explained.

Table of contents:


Where to find Content Collection

  1. Click Content Collection in the left sidebar.

  2. Use the tabs at the top to switch between Templates, Prompts and Forms.

Content Collection in the sidebar and its Templates, Prompts and Forms tabs

📌 Don't see Content Collection in your sidebar? It's switched on per account, so it may not be enabled for yours. Contact our support team to ask about it. It also doesn't appear on master accounts.


How to create a form

  1. Go to Content Collection → Forms.

  2. Click Create form. The dialog is titled Add new content collection form.

  3. Choose the guide.

  4. Enter or confirm the owner's details.

  5. Choose a Content Collection template. Don't have one yet? See How to create Content Collection templates.

  6. Optionally pick something under Select email prompt.

  7. Click Create & Send.

📌 The email prompt is optional. If you don't pick one, you'll see a Create forms without sending? warning. Click Continue and the form is still created, it just isn't emailed to anyone yet. You can send a prompt later.

💡 Tip: Create form is unavailable to users on the Viewer role.

The Add new content collection form dialog with steps 3 to 7 numbered

How to create an email prompt

Prompts are the reusable emails you send to owners.

  1. Go to Content Collection → Prompts.

  2. Click Add prompt.

  3. Pick one of the master templates shown, or choose Custom prompt to write your own.

  4. For a custom one, fill in the Add new email prompt dialog and click Save.


How to send a prompt for an existing form

  1. Go to Content Collection → Forms.

  2. Click the ⋮ menu on the form and choose View form.

  3. Click Send prompt to owner.

  4. Pick your prompt template from the dropdown.

  5. Click Submit in the confirmation dialog.

📌 If the form has no owner email address on it, sending is blocked — add the address to the form first.


How to review and approve what comes back

  1. Go to Content Collection → Forms.

  2. Click the ⋮ menu on the form and choose View form. You'll see each version with its status and completion date.

  3. On the version you want, click its ⋮ menu and choose View version.

  4. Read through the submitted content. Use Save if you want to keep edits before approving.

  5. Click Approve.

A form's versions list with the version menu highlighted
Reviewing a submitted version with Save and Approve highlighted

There's a shortcut too — the version row's ⋮ menu has Approve directly on it, if you don't need to read the detail first.

Once a version is approved, Approve disappears from its menu and the detail view becomes read-only with an OK button. You can filter the Forms list by status, including Awaiting approval and Approved.


🤝 Need help?

Our Fin AI assistant is available 24/7 and typically responds in under 10 seconds. If Fin isn't able to solve your issue, our support team will take ownership of your case from there.

You can also reach out to our team at [email protected], and we'll be happy to help.

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