To create a new form, please go to the Settings section and select Forms. Then, click the Add New Form button. Next, fill in the basic information for the form:
- Form Name (This will only appear in the dashboard and settings).
- Choose a Header Layout (Refer to the screenshots below for guidance).
- Enter a Header (If you selected a layout with a header).
- Select or upload an Icon (If you selected a layout with an icon).
- Enter “Success Content” (This will be displayed if the form data is successfully sent).
- Enter “Fail Content” (This will be shown if there are errors while sending the form data).
Adding a field
To add a new field to the form, follow these steps:
- Click on the three-dot menu.
- Select the Add field option.
- Fill in the field’s settings:
- Field ID: This is the ID of the form field. You can later use this ID as a variable in the chat flow to access form data.
- Indicate if the field is required.
- Label, Placeholder, and Default Value – Choose the type of field.
- Enter Label, Placeholder, and default Value (if applicable).
- Validation Type: Choose a validation type if needed.
- Include in Report: If you want the newly added field to appear in the inbox report, enable this option and enter the “Report column label”.
Adding a button
To add a new button to the form, follow these steps:
- Click on the three-dot menu.
- Select the Add button option.
- Fill in the buttons’s settings:
- Button ID: unique ID of the button
- Button type: can be Submit or Link
- Label: label of the button
- CSS class: A custom CSS class to be applied to the button HTML element.