The Custom Form feature is a great solution for generating app users/customer feedback, taking appointment/reservation requests and gathering information from your app users.
The Custom Form feature can be really useful if through your app:
- you offer custom-priced services or products that aren't well suited to the Merchandise feature. The Custom Form feature can act as an interest or request form.
- you consider running contests or sweepstakes that require the user to submit something. The Custom Form feature can act as a submission form.
The Custom Form Feature is great for these industries:
- Law Firms
- Service Providers
- The Custom Form Feature will not work offline. You need to have an internet connection to use it.
- The WuFoo Form feature is also a great option if you're looking for more custom features than our native option offers.
Adding the Custom Form Feature
- On you app Dashboard, navigate to the Create -> Build tab
- Click ADD FEATURE.
- Choose the Custom Form feature from the menu, then click SELECT.
- Name your feature, then click ADD. Your new feature will now appear in the left-side menu.
4. You will now be presented with the menu for this feature (See the Adding the Content Section)
Adding the Content
Having navigated to Create -> Build -> <name_of_custom_form>, you can rename the feature and add forms.
- Under Screen Info, change your Screen/Feature Name or leave as-is. This is the name that will appear in the app's feature menu (e.g. "Feedback" as opposed to "Custom Form").
- Under Custom Form, click ADD NEW CUSTOM FORM. Complete the sections below, then click ADD. Repeat this process for each form.
- Add a field: Drag and drop your desired fields from the left-side menu onto your form on the right. You can remove a field by clicking the trash can icon at its bottom right.
- Field Properties: Click any field on the right side to view its individual properties. You'll see a preview of your changes on the right.
- Field Label: Give the field a name.
- Field Size: Set the width of the input field to small, medium, or large.
- Required: Check this box if you want to make this field mandatory. If checked, users will not be able to submit the form without completing it.
- Guidelines for User: Provide field-specific instructions for the user. This will appear next to the field when they select it.
- Choices: List the choices users can select from. (This property applies to the Checkboxes, Multiple Choices, and Drop Down fields.)
- Format: Select the appropriate time, phone number, or currency format. (This property applies to the Time, Phone, and Price fields.)
- Form Properties: This is where you control the form's main settings. Complete each field below.
- Send To: Specify the email address that will receive user submissions.
- Email Subject: Select a subject name for user submission emails (e.g. "User Feedback").
- Form Title: Name your form. This will appear in the feature's list view within the app.
- Description: Describe the purpose of this submission form for your users. Be specific! For example, “We love to hear from our clients. Please fill out this form if you have any valuable feedback about our services."
- Success Message: This is what users will see after they complete & submit the form successfully.
- Error Message: This is what users will see if they try to submit without completing all required fields.
- Submit Button Label: This text will appear on the submission button.
- Back Button Label: This text will appear on the back button.
- Theme: Adjust the color, font, and border settings of your form here. Use the preview on the right to check out your changes.
- Color: Select colors for each aspect of your form.
- Font: Select fonts for your form's text.
- Border: Adjust the color and width of the border that appears between sections.
- Click SAVE at the top right when you're done.
Customizing the Design
If you wish to create a custom design for this feature instead of using the Global Design, you can do so by navigating to Create -> Build -> <Custom_Form> -> Custom Design. If not, skip this section.
Checking the Transactions
Navigate to Manage -> Transactions and select the Tab bearing the name of your Custom Form feature.
You can check the submissions and also export them in CSV or PDF files.
Under the Usability Statistics Page you can get a graph for a time range you have selected.
Important: To check the statistics for a certain period, you have to select the range till the day after. That is if you want to check statistics up to the 'Xth' date, you have to select a range ending at the '(X+1)th' date. This graph get updated on a daily basis and this means that you cannot check statistics including form submissions that took place on the same day you are viewing this graph.
Custom Form Overview Video
You can watch an overview of the feature in the video below: