We can create custom forms using the form component under the general settings.
How To Create A Form
Let's create a new form by clicking the "Create Form" button. We will get a pop-up where we have to provide a name & description(optional).
After filling up the pop-up we will land in the form builder. The form builder is divided into three columns:
The most left column displays the form name, description, created by & date of creation. Here is a setting as well (red box), where we either allow or disable the chat panel to let customer type.
In the middle column, you'll add the form elements you wish to use. Once an element is added, simply click on it to expand its settings, allowing you to customize and adjust each element to perfectly suit your needs. The chronology of the elements we add here will be same when a customer views the form.
The right most column(highlighted in yellow), is where all the form components will be available to use. We, simply have to click an element to add.
Form Elements
Name
We can use the name action to gather customer's name.
In the label text box (marked in green), we can ask our question.
If we want, we can show a placeholder text(marked in yellow) for customers better understanding
Lastly we need to select an attribute to save the customers input.
Phone
We can use the phone action to collect customers phone number.
In the label text box (marked in green), we can ask our question.
If we want, we can show a placeholder text(marked in yellow) for customers better understanding
Lastly we need to select an attribute to save the customers input.
Email
We use the email action when we want to collect the customers email.
In the label text box (marked in green), we can ask our question.
If we want, we can show a placeholder text(marked in yellow) for customers better understanding
Lastly we need to select an attribute to save the customers input.
Text Box
We can use the 'Text Box' action to gather customer's free form input.
In the label text box (marked in green), we can ask our question.
If we want, we can show a placeholder text(marked in yellow) for customers better understanding
We can limit how many characters (marked in blue) by providing a minimum & maximum value. We can also limit the writing size to either long or short.
Lastly we need to select an attribute to save the customers input.
Sub header
We can use this element if we want to provide a sub header to the form. There is also a "Description" area where we can add additional information if needed.
Choice List
We can use this element to allow our customers to select between different options (They can only select one option).
In the label text box (marked in green), we can ask our question.
If we want, we can show a placeholder text(marked in yellow) for customers better understanding
In the choice list box (marked in yellow), we have a provide the options we want to display to our customer. If we want, we can also provide each option a specific value.
Lastly we need to select an attribute to save the customers input. If no value is given for each option, the option text will be saved in the attribute.
Dropdown
We can use this element to allow our customers to select between different options (They can only select one option).
In the label text box (marked in green), we can ask our question.
In the choice list box (marked in purple), we have a provide the options we want to display to our customer. If we want, we can also provide each option a specific value.
Lastly we need to select an attribute to save the customers input. If no value is given for each option, the option text will be saved in the attribute.
Multiple Choice
We can use this element to allow our customers to select between different options (They can select more than one).
In the label text box (marked in green), we can ask our question.
In the choice list box (marked in yellow), we have a provide the options we want to display to our customer. If we want, we can also provide each option a specific value.
Lastly we need to select an attribute to save the customers input. If no value is given for each option, the option text will be saved in the attribute.
File Upload
Customers sometimes may need to upload a file, for suppose opening a bank account, applying for a loan etc.
We have a new file upload element using which we can ask a customer to upload a file.
In the label text box (marked in green), we can ask our question.
If we want, we can change the button text(marked in yellow) for customers better understanding
Then we have to enable which type of files our customer can upload, by enabling them individually & selecting a maximum file size (marked in purple).
Lastly we need to select an attribute to save the customers input.
Rating
There is also a customer feedback collection are which we can use to rate our service/ products etc.
In the label text box (marked in green), we can ask our question.
Next we have to select the scale ( rate between 1 to 5 stars) & the rating shape ( between stars & emoni)
Lastly to save the customers input, we have select or create an attrbibute.
Numeric
Using this element we can get a numeric based response for a question.
In the label text box (marked in green), we can ask customers to provide a number. If we want, we can also show a placeholder text for customer's better understanding.
We can also add a prefix or suffix depending on the numeric value
Date & Time
We can use this to allow customers select a date & time to book an appointment, schedule a meeting and many more.
Date
First we have to select between a Time Zone from the drop down (marked in green). But it is optional.
Then we have to choose a date format like MM/DD/YYYY (marked in yellow)
After that we have to select for which date segment, date selection will be available for- present, past Or future (marked in blue)
Next we have to select the weekdays (when our services will be available) & add holidays so that customers can't select a date for a meeting or appointment when our office will be closed.
Lastly we have to select an attribute that will save the provided data.
Time
By enabling the time picker, customers can select specific time of a day for appointments, meeting etc.
First we have to provide when the business will be open by providing opening time & closing time (marked in green).
Next we can select how the time will be displayed in the time picker, as 12 hour format(using am/pm) or 24 hour format. (marked in yellow)
We can also select the time slot the whole day will be divided (marked in blue). Here if we select 30 minutes and our office hour starts from 9am, time slot for appointment will be available as 9am, 9:30am, 10am etc.
