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Online Store and Online Marketplaces - All About Contact Forms

Important: This article applies to Online Store and Online Marketplaces customers only.

Overview

Customers or site visitors can add their contact information or send you a message through your website through contact forms. It makes it easy for them to contact you when they have questions about your products/services or need support.

In this article, we will discuss:

How Do I Create Contact Forms?

Follow these steps:

  1. Within your Ecommerce store manager, select Customers on the left menu, then click Forms.
    Red box around Forms option

  2. Next, click the + Create Contact Form button.
    Red arrow pointing at Create Contact Form button

  3. You can now begin customizing your contact form.
  4. Begin by choosing a template. Click the Templates icon on the left, and you will have two options:

Using the Customer Information Template

Follow the steps below to edit the Contact Information template:

  1. Click the Layout icon below the Templates icon.
    Red box around Layout icon

  2. You can edit the following information:

    • Top of Form – Change the Form Heading, Subtitle, and enter a Description on top of the contact form. Check the Flag for follow-up box to get reminders about submissions.
      Fields to change Form Heading, Subtitle, Description and the Flag for follow-up checkbox

    • First Name – Guide customers on what they should enter on the empty box by adding a Helper Text. If you check the Is Required box, indicated by a red asterisk on the form, it will require customers to fill out their First Name before submitting.
      Field to edit the Helper Text and the Is Required checkbox

    • Last Name - Guide customers on what they should enter on the empty box by adding a Helper Text. If you check the Is Required box, indicated by a red asterisk on the form, it will require customers to fill out their Last Name before submitting.
      Field to edit the Helper Text and the Is Required checkbox

    • Email - Guide customers on what they should enter on the empty box by adding a Helper Text. This will require customers to enter their email address before submitting.
      Field to edit Helper Text for email

    • Phone Number - Guide customers on what they should enter on the empty box by adding a Helper Text. If you check the Is Required box, indicated by a red asterisk on the form, it will require customers to fill out their Phone Number before submitting.
      Field to edit Helper Text and the Is Required checkbox

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

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

  3. Once satisfied with your contact form, you can Save or Publish it. Hit Save on the top menu to save the form for later editing, or hit Publish on the top menu to publish it on your website.

Using the Contact Us Template

Follow the steps below to edit the Contact Us template:

  1. Click the Layout icon below the Templates icon.
    Layout icon

  2. You can edit the following information:

    • Top of Form – Change the Form Heading, Subtitle, and enter a Description on top of the contact form. Check the Flag for follow-up box to get reminders about submissions.
      Fields to change Form Heading, Subtitle, Description and the Flag for follow-up checkbox

    • First Name – Guide customers on what they should enter on the empty box by adding a Helper Text. If you check the Is Required box, indicated by a red asterisk on the form, it will require customers to fill out their First Name before submitting.
      Field to edit Helper Text and the Is Required checkbox

    • Last Name - Guide customers on what they should enter on the empty box by adding a Helper Text. If you check the Is Required box, indicated by a red asterisk on the form, it will require customers to fill out their Last Name before submitting.
      Field to edit Helper Text and the Is Required checkbox

    • Email - Guide customers on what they should enter on the empty box by adding a Helper Text. This will require customers to enter their email address before submitting.
      Field to edit Helper Text

    • Subject - Guide customers on what they should enter on the empty box by adding a Helper Text. If you check the Is Required box, indicated by a red asterisk on the form, it will require customers to add a Subject before submitting.
      Is Required checkbox

    • Message – Guide customers on what they should enter on the empty box by adding a Helper Text. If you check the Is Required box, indicated by a red asterisk on the form, it will require customers to add a Message before submitting.
      Field to edit Helper Text and the Is Required checkbox

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

  3. Once satisfied with your contact form, you can Save or Publish it. Hit Save on the top menu to save the form for later editing, or hit Publish on the top menu to publish it on your website.

How Do I Manage Contact Forms?

To manage contact forms, follow the steps below:

  1. Within your Ecommerce store manager, select Customers on the left menu, then click Forms.
    Red box around Forms option
  2. You will then see your contact forms on the right. Update how you want to view your contact forms by clicking the View as Grid or View as List icon.
    Red box around View as Grid and View as List icons
  3. Please select an option below for instructions:

In the Grid View

If you select the Grid view, you can:

  • See a Preview of contact forms on the left side of the page.
  • View the Open Rate (number of people who opened the form) and number of Submissions.
  • If the contact form indicates that it is a Draft, you can delete or make a copy of the form by clicking the three dots icon. Choose Delete to remove the form, or select Duplicate to make a copy of the form. When you select Duplicate, it will prompt you to edit your contact form.
    Red arrow pointing at three dots icon and red box around Delete and Duplicate options
  • To edit the contact form, hit the Edit Form Page button. Please see How Do I Create Contact Forms? for instructions.
    Red box around Edit Form Page button

  • If the contact form indicates that it is published, you can do the following when clicking the three dots icon:
    Red box around Share, Delete, Duplicate, Form Inbox, and Pause options

    • Share the contact form or embed it on your website by selecting Share.
    • Remove the contact form by selecting Delete.
    • Make a copy of the contact form by selecting Duplicate. Doing so takes you to a page where you can edit your contact form.
    • Go to your Contact Form Inbox by selecting Form Inbox. Please see Ecommerce Essentials and Premium - Contact Form Emails for more details.
    • Temporarily stop the contact form from showing on your website by selecting Pause. If you want to republish the contact form, click the Resume option.

In the List View

If you select the List view, you can:

  • Display 10, 30, or 60 contact forms on one page by selecting an option from the Show drop-down box.Red box around Show drop-down

  • Download a .csv file on your computer by clicking the cloud icon, then Download as CSV. Red box around cloud icon and Download as CSV option

  • If the contact form indicates it is a Draft, you can remove it by selecting Delete, make a copy of it by selecting Duplicate, or edit it by choosing Edit Form. If you choose Duplicate or Edit Form, you will be prompted to edit the contact form.
    Red arrow pointing at three dots icon and red box around Delete, Duplicate, and Edit Form options

  • If the contact form indicates it is Published, you can:

    • Copy a link to your contact form by clicking Copy Link.
      Red box around Copy Link

    • Share your contact form or embed it on your website by clicking the three dots icon, and then Share.three dots icon and Share, Delete, Duplicate, Form Inbox, and Pause options

    • Remove a contact form by clicking the three dots icon, then select Delete.
    • Make a copy of the contact form by clicking the three dots icon, then select Duplicate. Doing so takes you to a page where you can edit your contact form.
    • Go to your Contact Form Inbox by clicking the three dots icon, then select Form Inbox. Please see Ecommerce Essentials and Premium - Contact Form Emails for more details.
    • Temporarily stop the contact form from displaying on your website by clicking the three dots icon, then select Pause. You will have the option to republish it by clicking on Resume.
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