Creating a New Form
To set up a new form, head over to the Settings section and select Forms. Click the Add New Form button to get started. You’ll need to provide some basic details for your form:
- Form Name: This name is solely for your dashboard and settings view.
- Header Layout: Choose a layout that suits your design preferences. Refer to the provided screenshots for guidance.
- Header: If your chosen layout includes a header, enter the desired text here.
- Icon: Select or upload an icon if your layout supports one.
- Success Content: This message will display once the form data is successfully submitted.
- Fail Content: This message will appear if there are any errors during form submission.
Adding a Field to Your Form
Enhance your form by adding new fields with these steps:
- Click on the three-dot menu within the form builder.
- Select the Add Field option.
- Configure the field settings as follows:
- Field ID: Assign a unique ID to the form field. This ID can be used as a variable in your chat flow to access form data.
- Required: Indicate whether this field is mandatory.
- Label, Placeholder, and Default Value: Choose the field type and provide the necessary text for each.
- Validation Type: Select a validation method if the field requires specific input criteria.
- Include in Report: Enable this option if you want the field to appear in your inbox report, and enter the Report Column Label accordingly.
Adding a Button to Your Form
To add functionality to your form, follow these steps to include a button:
- Click on the three-dot menu within the form builder.
- Select the Add Button option.
- Fill in the button settings:
- Button ID: Provide a unique identifier for the button.
- Button Type: Choose between Submit or Link based on the desired action.
- Label: Enter the text that will appear on the button.
- CSS Class: Apply a custom CSS class to style the button according to your preferences.
