Create Form

Objective: to collect information structured since the widget.

Examples of use

• contact request;
• quote request;
• reservation;
• support;
• listing;
• qualification of a need.

##Create

1. Open the Forms tab of the site.
2. Launch the creation.
3. Give a name to the form.
4. Add a description if necessary.
5. Customize the wording of the send button.
6. Write the message of success.
7. Drag the necessary fields into the manufacturer.
8. Configure each field.
9. Register.

Design a short form

Request only what is necessary at the current stage. A pre-sale form can begin with:

• name;
• e-mail or telephone;
• subject or objective;
• message.

You can collect the rest after qualification.

Make it accessible from the widget

Create an CTA with the action Open form, then select this form.

##Check

1. activate the form;
2. trigger CTA in a test conversation;
3. fill all fields;
4. send;
5. check the success message;
6. Find the values and files in the conversation details.

Submission list

No dedicated list screen was confirmed in the current dashboard. Use the conversation details to find the visible submissions.

Example: quote request form

Create a form named Demande de devis with the success message Merci, votre demande a bien été transmise. Notre équipe vous répondra sous un jour ouvré. Add the following fields:

WhyElCHATLINEBREAK|—|—|—|

S Message: Yes: Collects the need that choices do not cover. - Yeah.

This form remains short to increase the chances of sending. Then link it to an Demander un devis CTA, test a complete submission and check the values in the conversation details.