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Categories: E-Commerce

Online Store and Online Marketplaces - Contact Forms

Overview

A contact form is a form published on your website that customers can fill out to send a message to you. It can also be a form where customers add their contact information. It makes it easy for customers to contact you if they have inquiries about your products or services or need support. 

Note: Any customer who fills out a contact form will automatically be added to your contact list. However, if the customer fills out a form that does not have a field type for Subject or a Text box, it will not show up in your Contact Form Inbox.

In this article, we will discuss:

How to Create Contact Forms

Follow the steps below to create Contact Forms within your eCommerce account:

  1. Once inside your eCommerce account, click Customers on the left menu, then select Forms.
    Forms option from Customers drop-down

  2. Next, click on the Create Contact Form button.
    Create Contact Form button

  3. On the next page, you can begin creating your contact form.
  4. You can start by selecting a template. Click the Templates icon on the left menu. You will have two options. Please select an option below for instructions.

If you select the Contact Information template, follow the steps below:

  1. Click Layout on the left menu to edit the contact form.
    Layout icon

  2. Edit the following information for your contact form:

    • Top of Form – Edit the Form Heading, Subtitle, and add a Description on top of the form. If you want to be reminded about contact form submissions, click the Flag for follow-up checkbox.
      Fields to update Form Heading, Subtitle, and Description and the Flag for follow-up checkbox

    • First Name – Add a Helper Text to guide customers on what they should enter on the empty field. If you click on the Is Required checkbox (indicated by a red asterisk on the form), it will require customers to fill out their First Name before submitting.
      Field to add Helper Text for First Name and the Is Required checkbox

    • Last Name - Add a Helper Text to guide customers on what they should enter on the empty field. If you click on the Is Required checkbox (indicated by a red asterisk on the form), it will require customers to fill out their Last Name before submitting.
      Field to enter Helper Text for Last Name and the Is Required checkbox

    • Email - Add a Helper Text to guide customers on what they should enter on the empty field. Customers will be required to enter their email address before submitting.
      Field to enter Helper text for Email

    • Phone Number - Add a Helper Text to guide customers on what they should enter on the empty field. If you click on the Is Required checkbox (indicated by a red asterisk on the form), it will require customers to fill out their Phone Number before submitting.
      Field to enter Helper Text for Phone Number and the Is Required checkbox

    • Address – Clicking on the Is Required checkbox will require customers to add their Street Address, City, Postal Code, Country, and State before submitting.
      Is Required checkbox for Address

    • Please add me to your mailing list checkbox – This checkbox will be automatically added to your contact form. If the customer clicks on this checkbox, the Subscriber status found in your Contact Form Inbox will show as "true", which means the customer has been automatically added as a subscribed contact. Otherwise, it will show as "false."
      Please add me to your mailing list checkbox

  3. Once you are done editing your contact form, you can either Save or Publish the contact form.

    • Save the contact form by clicking the Save button on the top left.
    • Publish the contact form on your website by clicking the Publish button on the top right.

 

If you select the Contact Us template, follow the steps below:

  1. Click Layout on the left menu to edit the contact form according to your preference.
    Layout icon

  2. You will then be able to edit the following information for your contact form:

    • Top of Form – Edit the Form Heading, Subtitle, and add a Description on top of the form. If you want to be reminded about contact form submissions, click the Flag for follow-up checkbox.
      Fields to updated Form Heading, Subtitle, and Description and the Flag for follow-up checkbox

    • First Name – Add a Helper Text to guide customers on what they should enter on the empty field. If you click on the Is Required checkbox (indicated by a red asterisk on the form), it will require customers to fill out their First Name before submitting.
      Field to enter Helper Text for First Name and the Is Required checkbox

    • Last Name - Add a Helper Text to guide customers on what they should enter on the empty field. If you click on the Is Required checkbox (indicated by a red asterisk on the form), it will require customers to fill out their Last Name before submitting.
      Field to enter Helper Text for Last Name and the Is Required checkbox

    • Email - Add a Helper Text to guide customers on what they should enter on the empty field. Customers will be required to enter their email address before submitting.
      Field to enter Helper Text for Email

    • Subject - Add a Helper Text to guide customers on what they should enter on the empty field. If you click on the Is Required checkbox (indicated by a red asterisk on the form), it will require customers to fill out a Subject for their email before submitting.
      Field to enter Helper Text for Subject and the Is Required checkbox

    • Message – Add a Helper Text to guide customers on what they should enter on the empty field. If you click on the Is Required checkbox (indicated by a red asterisk on the form), it will require customers to add a Message before submitting.
      Field to enter Helper Text for Message and the Is Required checkbox

    • Please add me to your mailing list checkbox – This checkbox will be automatically added to your contact form. If the customer clicks on this checkbox, the Subscriber status found in your Contact Form Inbox will show as "true", which means the customer has been automatically added as a subscribed contact. Otherwise, it will show as "false."
      Please add me to your mailing list checkbox

  3. Once you are done editing your contact form, you can either Save or Publish the contact form.

    • Save the contact form by clicking the Save button on the top left.
    • Publish the contact form on your website by clicking the Publish button on the top right.

 

How to Manage Contact Forms

To manage your contact forms:

  1. Go to your eCommerce account, click Customers on the left menu, then select Forms.
    Forms option from Customers drop-down

  2. On the right side of the page, you will see a list of contact forms. You can update how you want to see your contact forms by clicking on the View as Grid or View as List icon.
    View as Grid and View as List icons

In the Grid view, you can do the following:

  • View the Preview of the form on the left portion of the page.
  • View the Open Rate (number of customers who opened the form) and number of Submissions.
  • If the contact form is still a Draft, you can Delete or create a Duplicate of the form when clicking on the three dots icon. Clicking Duplicate will take you to the page where you can edit your contact form.
    Delete or Duplicate options

  • To edit the contact form, click on the Edit Form Page button. Please see the How to Create Contact Forms instructions.
    Edit Form Page button

  • If the contact form has been published, you will have the following options when clicking on the three dots icon:
    three vertical dots options

    • Share – Share your contact form or embed it on your website. Click the Copy button to copy the link to your clipboard.
    • Delete – Delete the Contact Form.
    • Duplicate - Create a duplicate of the form. This will take you to the page where you can edit your contact form.
    • Form Inbox – This option will take you to your Contact Form Inbox. Please see Online Store and Online Marketplaces - Contact Form Submissions for more information.
    • Pause – This option will temporarily pause the contact form from showing on your website. Click on the Resume option to publish it on your website again.

 

In the List view, you can do the following:

  • Show 10, 30, or 60 contact forms on one page by clicking the Show drop-down box.
    Show drop-down

  • Download a .csv file on your computer by clicking the cloud icon, then Download as CSV.
    Download as CSV

  • If the contact form is still a Draft, you can Delete it, create a Duplicate, or Edit the Form. If you select Duplicate or Edit Form, you will be taken to a page where you can edit your contact form.
    Three dots icon options

  • If the contact form has been published, you will have the following options:

    • Copy the contact form link to your clipboard by clicking the Copy Link icon.
      Copy Link icon

    • Click the three dots icon, then select Share to share your contact form or embed it on your website.
      Three dots icon options for Published contact form

    • Click the three dots icon, then select Delete to delete the Contact Form.
    • Click the three dots icon, then select Duplicate to create a duplicate of the form. Doing so will take you to the page where you can edit your contact form.
    • Click the three dots icon, then select Form Inbox. This option will take you to your Contact Form Inbox. Please see Online Store and Online Marketplaces - Contact Form Submissions for more information.
    • Click the three dots icon, then select Pause to temporarily pause the contact form from showing on your website. Click on the Resume option to publish it on your website again.
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