Gathering information from the customer using a Form Pipeline

Gathering the information we need from the customer, by using a Form Pipelines and its various Element Blocks

Form Pipeline

Let's create a Form Pipeline. In your Dashboard, go Form Pipelines > + New. We can now give it a name and a slug (a unique identifier). Usually, we will name it the same as the Offering where it's used.

Adding our first Element Block

The "segments" of a Form Pipeline are called Element Blocks. Let's create one by clicking Element Block.

We will be presented with a list of different Element Blocks available to use for setting up a visually pleasing Quoting Portal.

In our example Form Pipeline we want to know how many windows a customer want cleaned. So, to start off, we choose Number Input so we can ask for the amount of windows to clean.

It would now look like following on the Quoting Portal:

As you can see, it'll only be an empty box where you can insert a number. Let's change this by giving the box a Label and a Suffix.

Label

A Label explains the input for the customer. For example:

  • How many meals do you want?
  • How wide is the bathroom?
  • What city do you live in?
  • Choose one of the following

It could look like following in our example Form Pipeline:

And in the Quoting Portal:

Suffix

Suffix is what comes after the text box to clarify what unit you enter data in. This could be "meters", "cm" or "feet" for example.

The Number Input Element Block has an input called Suffix. So, in order to set it we use what's called an Inline Value. We add Inline Values by clicking on the corresponding +. Enter the suffix, in our case "windows".

It will look like following on the Quoting Portal:

Limit decimal places

Most window cleaning businesses do not clean 2,5 windows. In some cases we will want to limit the amount of decimal places. So, let's set the Limit Decimal Places input to an Inline Value of "0".

Default number

Default number is quite self-explanatory, it's there from the start as a placeholder, and unless the user changes it, it will stay as an output.

We could, for example, enter the average amount windows customers usually want cleaned as default number. So if we live in a city, and we know most want 4 windows cleaned, we could have number 4 as default to make it faster for average users to go through the Quoting Portal.

Max and Min

In our example Form Pipeline, we could for example have minimum of 2 windows to be cleaned, and a maximum of 20. So let's also set these inputs.

Other Element Blocks

There's a variety of different user inputs that you can add to your Quoting Portal, in the following section we will go through most of them and a short description on how they can be used and how they could look like in the Quoting Portal.

Boolean Switch

Boolean Switch is a small checkbox which gives a boolean output (true/false) which then can be used to activate other parts of your Form Pipeline, or used directly as an output. It could for example ask if you want a custom colour on your ordered car, after which it asks (if you have it checked) what colour you want.

It could look like following:

And in the Quoting Portal:

                

Color Select

As seen above, you can add a Color Select into your Quoting Portal, for color selections. You can insert colors in plain text, hexadecimal and rgb (example below), which will then be displayed in the circles.

Colors that are displayed are green, yellow and gray, but we have typed the colors in different formats just to show that all three works.

In the Quoting Portal:

File Input

Sometimes it's good to make it possible for users to upload files. For example, if you have a business that turn digital photos into handmade paintings, you'll likely want your customer to upload a picture or video. You will be able to choose what kind of extensions you accept, in our example, maybe we want to accept jpg, png, jpeg, pdf, mp4.

In the Quoting Portal:

Image Input

Image Input is strictly only for images. You may want to use it in a similar case as above if you only want images, and no videos. This input will also display a preview of the uploaded picture.

In the Quoting Portal:

Image List Input

Image List Input is basically the same as Image Input, but you can upload multiple images. It can be used if you want customers to upload multiple images of a room, for example.

Rich Text Input

Rich Text is text with formatting, recommended if you expect your customer to write more than just a few words. With Rich Text Input you can enable or disable text formatting depending on your needs using the "Hide Toolbar" input.

In the Quoting Portal:

Select

You can read more about the Select Element Block in this article, but in short: You have a few pre-defined alternatives that you can choose from. These options are usually taken from a Table.

In the Quoting Portal:

Select with Image

Principle is the same as with Select, but now you click on images instead of texts. You can read more about Select with Image in detail in this article.

In the Quoting Portal:

Text Input

Text Input is a one-line text box, and is recommended for shorter texts.

In the Quoting Portal:

Remember to Save. (Also the Offering!)

Whenever you add a new thing to your Form Pipeline, or alter something in it, remember to save both the Form Pipeline, and in the Offering it's being used, or it won't go live.