Setting up Form tools

Form tools is an App designed to enrich your connection with customers and streamline their shopping experience. This app captures important customer information directly from your website pages, providing valuable insights into their preferences and inquiries. It offers a host of features including single and multiple line text input, option selection, dropdown menus, and file upload capabilities. By integrating these elements into your online store, you can have a better understanding of your customer needs, enhance their shopping experience, and ultimately, drive sales growth. This article walks you through the basic setup steps and its feature overview.

Steps

1. From your Shoplazza admin > Apps, click Visit App Store.

2. Enter the app name Form tools in the search box and click on Add app.

3. In the app, click on the Create form button.

4. On the Rule configuration page, view the following settings by default.

  • Partner with us: The title of the form.
  • Name: A single line text.
  • Email: A single line text, formatted in email.
  • Phone: A single line text.
  • Subject: A single line text.
  • Message: A multiple-line text.

5. Add more types of sections from the left sidebar and edit them by clicking on them in the Widget config.

  • Single line text:
    • Label: Input a name for this section.
    • Placeholder: Input text guidance here to assist customers in understanding the kind of information they should provide.
    • Format: Select the text format from None, Number or Email.
    • Length limit: Adjust your text length limit to a preferred value, with a maximum of 1000 characters.
    • Required: Enable/disable this section as a Required one.

  • Multiple-line text:
    • Label: Input a name for this section.
    • Placeholder: Input text guidance here to assist customers in understanding the kind of information they should provide.
    • Length limit: Adjust your text length limit to a preferred value, with a maximum of 1000 characters.

  • Single choice:
    • Label: Input a name for this section.
    • Options: Edit the option text and click on Add Options to add more up to a maximum of 10.

  • Multiple choices:
    • Label: Input a name for this section.
    • Options: Edit the option text and click on Add Options to add more up to a maximum of 10.

  • Dropdown menu:
    • Label: Input a name for this section.
    • Options: Edit the option text and click on Add Options to add more up to a maximum of 10.

  • Upload:
    • Label: Input a name for this section.
    • Placeholder: Input text guidance here to assist customers in understanding the kind of information they should provide.
    • Quantity limit: Adjust the file quantity limit to a preferred value, with a maximum of 20.
    • Required: Enable/disable this section as a Required one.

Note

Please ensure all uploaded files do not exceed a single file size of 5MB.

6. Adjust the position by clicking on the Up and down arrows, or simply remove it by clicking on Delete button.

7. Switch over to Form config and complete the settings as needed.

  • Publish form button: Once enabled, this form will be published after creation.

  • Auto-subscribe button: Once enabled, if the form is submitted successfully, your customers will be automatically subscribed.

  • Auto-feedback button: Once enabled, if a customer submits this form, it will be automatically sent to the email address you have set.

  • Pages to apply: Select pages to apply this form, including Home page, Collection page and Product page.

  • Applicable Terminal: Select applicable terminal for this form, including Desktop and Mobile version.

  • Entry: Select how to display this form by Button, Pop-ups or Custom.

  • Button entry:
    • Entry button text: Input the button text displayed on product page.

    • Button Background Color: Click on the color block to extract a preferred color for the button background.

    • Button Text Color: Click on the color block to extract a preferred color for the button text.

  • Pop-ups entry:
    • Loading time: Choose your preferred pop-up loading time. Options are 3s, 5s, or 10s.

  • Custom entry: Copy the prompted HTML like <div class...> and paste it to the custom page.

8. Click on the Save button once completed.

9. Go back to the homepage of the app and click on Export feedback.

10. Here you can select forms, input an email to receive and click on Export to complete.

By following the above steps, you can easily set up the Form tools app and manage the export feedback. This will enable you to have a closer relationship with your customers to understand their needs and help you increase the product sales.

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