Adding a custom form to the acceptance process

Want to add a bespoke form when your buyer accepts your proposal? 

It can be helpful to ask some final questions when your client is accepting a Qwilr Page. Custom Forms are a useful tool for collecting additional information, or for giving the acceptor the option to join your mailing list. This is a great feature to have, especially for complying with GDPR regulations.

In this article:

• Creating a new custom form
• Adding a custom form to a page
• Editing and deleting forms
• What your client sees
• Viewing the form data

Creating a new custom form

Step 1. Custom forms are part of the Accept Block, so the first thing you'll want to do is add that block to your page.

Step 2. Next, head to the top left corner of that block and click on the Block Options icon (3 dots).

Step 3. In the drop down menu, click on the Custom Form section.

Step 4. From there, click on Create & Manage Forms.

Step 5. Click Create New Form.

If you've created forms before, you can either choose a form you need to edit, or click Create New Form to start a fresh one.

Step 6. From here, you can:

• Add text fields
• Add drop downs
• Make fields required
• Delete fields

Step 7. Once you've added all of your custom fields, click the Finished Editing button at the bottom of the form to save your changes.

Adding a custom form to a page

As soon as you've created a form, it will be accessible in your Accept Block.

Head back to that block now, and click the Block Options icon again. Then click the Custom Form section. You'll now see a drop down menu with your saved forms. Select the one you want.

Editing and deleting forms

If you want to tweak the text of a form, head back to the Form Library.

From there, select the form you want to edit.

That will open up the form editor and from there you can edit your fields.

You can also delete the form entirely from the Form Builder.

What your client sees

Once you've added a custom form to your Accept Block, your client will see the form during the acceptance process. It will look something like this:

Your client will also receive a copy of their responses in their acceptance email.

Viewing the form data

You'll be able to see your clients' form responses in the acceptance confirmation email you receive.

You'll also be able to access these responses by heading to the backup section of your  Audit Trail.

Questions or concerns? Contact us at help@qwilr.com!