Forms

Introduction

Forms in EveryAnswer are crucial for gathering input from users during expert conversations. They allow for structured data collection, which can be utilized for various purposes such as lead capture, feedback, and more. This documentation provides comprehensive guidance on creating, configuring, managing, and viewing form submissions within the EveryAnswer platform.

Purpose and Uses of Forms

Forms can be used to collect user information, streamline interactions, and ensure that data is captured consistently. You can integrate forms with Expert conversations to prompt users for specific information when it's needed.

Integration with Expert Conversations

Forms can be seamlessly integrated into your Expert conversations, ensuring a smooth and interactive user experience. Once configured, these forms can be triggered during conversations as needed, enabling users to provide required information without leaving the chat interface.

Language and Translation Considerations

EveryAnswer supports virtually all languages used on the Internet. Forms automatically adapt to the user's language preferences, aligning with the multilingual support and response features in EveryAnswer. This ensures users interact with forms in their native language for better clarity and understanding.

Relationship with Q&A Data Source

It is recommended to create forms before incorporating them into your Q&A data source. This helps in effectively managing the data and ensuring the forms are readily available for use in various Q&A scenarios.

Data Storage and Security

EveryAnswer ensures that all form submissions are securely stored, regardless of additional settings. Admins have extensive control over data security and privacy, aligned with organization-wide policies and granular user access controls.

Admin Permissions

Only admins have the permissions to create, configure, manage, and view form submissions. This role-based access ensures that sensitive information is handled securely and appropriately within your organization.

Creating a New Form

To create a new form, follow these steps:

1. In the left navigation, under Settings, click Experts.
2. From the list of Experts, click the pencil icon on the Expert you'd like to add data to.
3. Click on the Forms tab.
4. Click on the Edit Forms sub-tab.
5. Click the New Form button.

Form Configuration Pop-up Window

General Settings

• Form Name
• Submit Button Text
• Pre-Submission Text (up to 1000 characters)
• Post-Submission Text (up to 1000 characters)

Field Configuration

The field configuration table includes columns for Field, Type, Required, and Enabled:

• New Field button adds a row to the table with inline editing capabilities.
• Field properties include:
• Name (e.g., First Name)
• Type (Text, Phone Number, Email)
• Required status (checkbox)
• Enabled/Disabled toggle

Submit Actions

• Email Notifications (add email address, one per line)
• Webhook URL

Note: Form submissions are always saved regardless of settings on this tab.

Managing Existing Forms

Editing a Form

To edit an existing form, follow these steps:

1. In the left navigation, under Settings, click Experts.
2. From the list of Experts, click the pencil icon on the Expert you'd like to add data to.
3. Click on the Forms tab.
4. Click on the Edit Forms sub-tab.
5. Click the pencil icon beside the form to edit it.

Deleting a Form

To delete an existing form, follow these steps:

1. In the left navigation, under Settings, click Experts.
2. From the list of Experts, click the pencil icon on the Expert you'd like to add data to.
3. Click on the Forms tab.
4. Click on the Edit Forms sub-tab.
5. Click the trash can icon beside the form to delete it.

Form Submissions

Viewing Submissions

To view form submissions, follow these steps:

1. In the left navigation, under Settings, click Experts.
2. From the list of Experts, click the pencil icon on the Expert you'd like to add data to.
3. Click on the Forms tab.
4. Click on the Submissions sub-tab.
5. Use the filter fields at the top of the table to filter by Form, Date Range, and key form fields.
6. Click the eye icon beside the submission to view all details of the submission.
7. Click the trash can icon beside the submission to delete it (useful for spam).

Downloading Submissions

To download form submissions as a CSV, follow these steps:

1. In the left navigation, under Settings, click Experts.
2. From the list of Experts, click the pencil icon on the Expert you'd like to add data to.
3. Click on the Forms tab.
4. Click on the Submissions sub-tab.
5. Click the Download button in the top right corner of the table to download the CSV.

Additional Features

EveryAnswer forms come with additional features to enhance functionality:

• Lead Generation Form: For detailed information on lead capture, see the Lead Capture Documentation.
• Form Appearance in Chat: Forms are designed to integrate seamlessly within chat interactions, ensuring a coherent user experience.
• User Interaction Limitations During Form Submission: To maintain form integrity, certain interactions may be restricted until the form is submitted.

Related Documentation

• Lead Capture
• User Roles and Permissions
• Multilingual Support
• Questions and Answers Data Source
• Experts