Hassle-Free Way To Get Information From Your Customers

· Filed under Merchant, New features, Selling

Hi everyone,

we still haven't told you about custom forms in product checkout pages, but let me rectify that right now. "Custom forms" is a very useful, flexible, yet simple to use feature.

Many of vendors need to get some information from their customers before allowing them to use their purchased products or services. Some vendors need buyers to specify their preferred usernames and passwords, others need phone numbers and preferred call hours, color/style choices and so on. Usually this "problem" is solved by using scripts which generate forms to be filled before purchasing products/services or by simply sending emails to customers asking about their preferences. Unfortunately, both ways are fairly inconvenient as they require special coding knowledge or a lot of manual work.

You can avoid all this hassle by clicking just a few times in "Custom Form" page at Click2Sell. This way you can have a form of several questions (or hundreds of questions, if you wish!) displayed in your product checkout page. Every single question can be made as mandatory or optional, be of very different types (not just text fields; see below for examples), they can also have symbols validation (e.g., it can check if a customer entered a real email address or numeric phone number). In just 5 minutes you can have a fully working, self-validating and unmissable form for getting additional information from your customers.

So what exactly question options are available in our "Custom Form" feature?

You can add such things to your form for asking various information from your customers:

  • Checkbox (for questions like "Send me the additional tips");
  • Multiple select box ("Select which things you want to be included in the package");
  • Password ("Enter your password");
  • Radio button ("Choose your preferred color");
  • Single select box ("Size: S, M, L, XL");
  • Text ("Enter your phone number"); Validation options:
    • accept any symbols;
    • accept only numeric symbols;
    • accept only dates (dd-MM-yyyy);
    • accept only email address;
    • accept only website URL address.
  • Text area ("Additional comments")

Such a wide variety of question types will let you create any type of form you want, even the most complex one if there is a need. So you are fully covered in this area.

I'm sold, where can I get this stuff?

"Custom Form" is a product-level feature. This means that each of your products can have a unique form. You will find the page to create the form in this way:

  1. Log in to your Click2Sell account;
  2. Go to "For Vendor" section;
  3. Click on your product name there;
  4. Click on "Configure basic settings" link;
  5. Go to Step 4: "Custom Form";
  6. Start adding your questions!

There you will find full explanations about each option, so you will not get lost. Quick preview panes will help you to understand and see everything immediately, so it won't take long for you to set up the first question form for your customers.

Your customers' answers to your additional questions will be inserted into our sale notification emails and API notifications.

As always, if you need further explanations, have some questions or a feedback, please do not hesitate and contact us at any time!

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