Add form
Adding a contact form to a product configurator
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Adding a contact form to a product configurator
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For each configurator the platform allows you to add a contact form to collect data from customers and allows them to submit their design for a quote request. Having a contact form is optional and in some cases, such as when integrating the configurator with an e-commerce platform like Shopify, WooCommerce or BigCommerce, there is no need for a contact form other than the "Submit" button, which will turn into an "Add to Cart" button to redirect the order to the e-commerce checkout protocol.
The logic behind creating a contact form is similar to the logic found in creating option sets already discussed in previous chapters. It uses block logic, each block shares an attribute like (name, phone, email address, text, etc.). You can add as many blocks as you want to the contact form depending on what kind of information you want to collect from the client using the configurator.
Users can select from the drop-down menu in the top right, where they can select the field type and then click “Add Field” to add the block to the contact form block list.
Please find below the field blocks available in standard subscriptions:
Name - The "Name" field allows customers to fill in their name. For example, you can add 2 blocks, one for "First Name" and another one for "Last Name".
Text - The "Text" field is used for any type of field where customers need to enter their physical address, comments, message, or anything else that may be required before submission. It can be added multiple times with different roles to collect more information, for example one text field for 'physical address' and another one for 'comments'.
Email - field for entering an email address.
Telephone - field for entering phone number. It can be added multiple times with different roles to collect more information, for example one field for 'Office Number' and another one for 'Mobile Phone'.
Acceptance - This block generates a checkbox with a popup text document and customers can submit their configuration only after agreeing to terms like GDPR, DSA or any other privacy act.
Submit - Add and name the Submit button. If your configurator is integrated with an e-commerce platform, you can simply add the Submit button and name it "Add to Cart."
Header Title - Write a custom header for your contact form, the default is "Submit Your Information".
Please find below, how to:
Add Field - Add a field and create a contact form for the configurator.
Email Settings - Trigger emails by applying SMTP settings
