How to Create Forms?

To create a form, follow the steps below:

1. Login to your WhatCX account, go to the Forms Module and click on Add Form button on the top-right.
   
   
   
2. Clicking on the Add Form Button opens up the modal to enter the Form Name and then the Add Form view with relevant fields for our customer to create a form. The fields include:
   
   
   • Form Name – Here you enter the name of the form.
   • Welcome Message – It is basically involves setting off a response each time a form is triggered. Multiple Welcome Messages can be added to imitate how actual conversations happen on WhatsApp.
     
   • Questions Section – To configure questions and related settings, the fields include:
     1. Label – Here you can add a question label for your own reference.
        
        
        
     2. Question Text – This is to add the actual question which will be displayed to the person filling the form in a conversation.
        
        
        
     3. Type of Answer – This is to select the type of answer which will be accepted as a response. The types include Email, Phone Number, Text, Number, List and Button.
        
        
        
     4. Validation Message Fields – Whenever a valid or invalid response is entered for a question, it sends a success or failure response message respectively.
        
        
        
     5. Add Another Question – This button is to add the next question in the form.
        
        
        
   • Response Timeout – To define the time after posting at which the form in the chat will be closed.
     
     
     
   • Exit Form Message – Here you enter the response which will be sent when Response Timeout is triggered. There is also a checkbox that allows the user to add a web link to the form so they may view it later and fill it out.
     
     
     
   • Automated Intelligent Retry Form – It is a toggle button to enable the option for allowing the person filling the form to fill it again if left in between. This setting includes:
     
     
     
     1. Retry Message – It is to set the response which will be sent when the Retry Repetition Time is up.
        
        
        
     2. Retry Repetition Time – It is to set the time when the retry form will be triggered.
        
        
        
     3. No. of Retries – It is to set the limit of retries allowed to the person filling the form.
        
        
        
   • Form Success – This section is to configure the settings which will be triggered when the form is completed by a person. The settings include:
     
     1. Thank You Message –  This is for entering the response that will be sent when the form is successfully completed. Multiple Thank You Messages can be configured which will be triggered in a series.
        
        
        
     2. Form Success Intent – This is to set the intent which will be triggered when the form is successfully completed. The intents include:  
        • Connect to Team 
        • Connect to Agent 
        • Trigger Bot 
        • Trigger Form 
        • Log Enquiry 
        • No Intent
          
          
          
     3. Assign Tags –  This is to assign tags to the contacts who complete the form.
        
        
        
     4. Chat Labels – This is to assign labels to the chat when the form is completed.
        
        
        
3. Configure the given fields and build the form that serves your purpose the best. Click on the Save Form button at the bottommost to save the form. You have successfully added a form in the system.