Table of Contents

Forms block

Anna P Updated by Anna P

The Forms block allows you to ask more than one question within a single message, making it easier for the customer to provide all the relevant information.

Forms block

  1. On top of the block's configuration menu, you can set the Message: the main text that will show up on top of your multi-question message:
  1. Under the block's configuration you will find a Settings option, when you click on it you will see 5 options:

  • Submit button label: This is the button the will be displayed at the end of the Multi-Question form. You can customize it.
  • Skip button: Allow users to skip the full block:

Note when you allow to skip:
  • Required field error message: The error message that will appear when the user tries to press Send in the form, in case the "Required field?" is enabled.
  • Mark required fields with a * on the label: Every time you enable the required field option on a question if you tick this box it will put an * on the end of the Label text or the Placeholder text.
  • Stack fields on mobile: If you tick on this box it will have a more responsive layout for users who are on a mobile device.

  1. If you scroll to the bottom you will see Row 1 and you will also see the preview screen on the right side of the screen, so you can see how your form is looking while creating it.

You will also be able to minimize the preview form by clicking on the block with the two arrows pointing at each other at the bottom right hand side:

You can preview the form in mobile or desktop mode. Just click on the mobile or desktop mode at the bottom of the preview display.
  1. When clicking on the circle with the + inside of it, it will open up the question you want to ask:
  1. When you select the type of question you will need to click on the box inside of the Row, once you click on it you will see a form on the right side followed by the preview display:

You can as many rows as you want, and can also drag and drop the questions in the Row section.

  1. Once you formulate the Questions, you have the option to organize the input fields for each Row by selecting the options located on top of each question:

Keep in mind that if the toggle "Required Field?" is not clicked, users will be able to click on the Send button and skip the questions without any input.

Question Type

Now we'll show you all the available question types:

Text

This is an open text question and it allows users to type anything in the field.

  • Label: The title for your question. This will be shown on top of the box input. 
  • Required field?: When enabling this option it will make the answer mandatory. Meaning the user cannot skip it.
  • Help text: A little piece of text that gives context to the user. This will be shown at the bottom of the input box. 
  • Hints: The text that will show up inside the input field, you have two options:

1. Placeholder: The text that shows up inside the field itself.

2. Default Text: The text that will be pre-filled if you already have the variable saved.

  • Size of text area: You can create basic single-line text fields using the Short option or if you want an extensive answer you can use Long.
  • Save answers in the variable: The variable name where the answer will be saved in. This is mandatory that you create and save the variable.
You can now add minimum/maximum characters and regex patterns that will also apply to the single Text block
Email

It's designed to ask for the user's email.

If a user does not input a correct email format it will show the following error message:

  • Label: The title for your question. This will be shown on top of the box input. 
  • Required field?: When enabling this option it will make the answer mandatory. Meaning the user cannot skip it.
  • Help text: A little piece of text that gives context to the user. This will be shown at the bottom of the input box. 
  • Hints: The text that will show up inside the input field, you have two options:

1. Placeholder: The text that shows up inside the field itself.

2. Default Text: The text that will be pre-filled if you already have the variable saved somewhere.

  • Save answers in the variable: The variable name where the answer will be saved in. This is mandatory that you create and save the variable.

Number

It's great to use it when you want to ask the user for a value input and it lets you customize the range and value.

  • Label: The title for your question. This will be shown on top of the box input. 
  • Required field?: When enabling this option it will make the answer mandatory. Meaning the user cannot skip it.
  • Help text: A little piece of text that gives context to the user. This will be shown at the bottom of the input box. 
  • Hints: The text that will show up inside the input field, you have two options:

1. Placeholder: The text that shows up inside the field itself.

2. Default Text: The text that will be pre-filled if you already have the variable saved somewhere.

  • Format: You can decide whether you want to capture whole numbers or Decimals. The Auto option will adapt to the users input.
  • Add a prefix: A special character to add so your users can know exactly what they are replying to (e.g. €, lb, $, etc.).
  • Minimum / maximum value: to make sure you keep answers within a given range (if any of those is exceeded, the interface will show a warning text).
  • Save answers in the variable: The variable name where the answer will be saved in. This is mandatory that you create and save the variable.

Phone

By using this question it lets you ask for the users Phone number.

  • Label: The title for your question. This will be shown on top of the box input. 
  • Required field?: When enabling this option it will make the answer mandatory. Meaning the user cannot skip it.
  • Help text: A little piece of text that gives context to the user. This will be shown at the bottom of the input box. 
  • Hints: The text that will show up inside the input field, you have two options:

1. Placeholder: The text that shows up inside the field itself.

2. Default Text: The text that will be pre-filled if you already have the variable saved somewhere.

  • Show Country Code Selector: Here you can turn on or off the Country Code Selector. The default country code that shows in the bot will be determined depending on the browser language of the user accessing the bot.
  • Save answers in the variable: The variable name where the answer will be saved in. This is mandatory that you create and save the variable.

Date

This question type allows a user to pick a date.

  • Label: The title for your question. This will be shown on top of the box input. 
  • Required field?: When enabling this option it will make the answer mandatory. Meaning the user cannot skip it.
  • Help text: A little piece of text that gives context to the user. This will be shown at the bottom of the input box. 
  • Hints: The text that will show up inside the input field, you have two options:

1. Placeholder: The text that shows up inside the field itself.

2. Default Text: The text that will be pre-filled if you already have the variable saved somewhere.

  • Format to save the date: You select how you want the date to be saved when users select a specific date.
  • Show date picker: By enabling this option a calendar will pop up so users can either select from the calendar or type in the date.
  • Set available dates: You can select All, Past, Future or customize the available dates.
  • Disable specific days: You can disable which days of the week you don't want to display for your users.
  • Save answers in the variable: The variable name where the answer will be saved in. This is mandatory that you create and save the variable.

Autocomplete

This type of question is perfect for when you have a lot of options. As soon as the user's click on the text area the options will be displayed, but also the user's will be able to type in the option.

  • Label: The title for your question. This will be shown on top of the box input. 
  • Required field?: When enabling this option it will make the answer mandatory. Meaning the user cannot skip it.
  • Help text: A little piece of text that gives context to the user. This will be shown at the bottom of the input box. 
  • Hints: The text that will show up inside the input field, you have two options:

1. Placeholder: The text that shows up inside the field itself.

2. Default Text: The text that will be pre-filled if you already have the variable saved somewhere.

  • Add another button: You can add as many buttons as you need. These won't be displayed as buttons but as choices.
  • Save answers in the variable: The variable name where the answer will be saved in. This is mandatory that you create and save the variable.
Checkboxes

This option is perfect for Yes/No questions, commonly used for accepting terms or policies.

  • Label: The title for your question. This will be shown on top of the box input. 
  • Required field?*: When enabling this option it will make the answer mandatory. Meaning the user cannot skip it.
  • Help text: A little piece of text that gives context to the user. This will be shown at the bottom of the input box. 
  • Add options: The options you'll give users to check

- Checkbox label: Text shown for each checkbox

- Value to save: Value you want to save when checked.

  • Save answers in the field: The field name where the answer will be saved in - this is mandatory*
For all question types it is mandatory to Save answers in the field. If you don't assign a field, and you hit "apply", you will get an error.
Radio button

With this option, you will be able to display options in radio buttons that users can select.

You can add up to 15 radio options, each with a label and a value to be stored.

  • Label: The title for your question. This will be shown on top of the box input. 
  • Help text: A little piece of text that gives context to the user. This will be shown at the bottom of the input box. 
  • Add options: The options you'll give users to check

- Radio button label: Text shown for each button

- Value to save: Value you want to save when checked.

  • Save answers in the field: The field name where the answer will be saved in - this is mandatory*

For WhatsApp

The Forms block is not compatible.

For Messenger

The Forms block is not compatible.

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