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Setting up Bold360 ai contact forms

Overview

Part of the Bold360 ai constant online presence is the contact form feature, an integral part of both the floating and the support page widgets, that allows you to gather vital statistics about your online consumers, as part of the question asking process. These contact forms are fully customizable and configurable, so you can structure the input from your customers to reflect the informational elements most useful to you in terms of business intelligence, market share and demographics.

 

Setting-up the contact forms

  1. In the Bold360 ai Console, go to Guided Journeys > Touchpoints.
  2. Click Personalize in Floating Widget.
  3. Select the Knowledge Base or URL for your widget. The default setting is Master Settings, which is recommended to choose, as it ensures that your changes will take effect across all your domains and URLs.
  4. On the Contact Forms tab, and go to the Popular Forms sub-tab.
    The generic options provided with the Bold360 ai solution are displayed. All of these can be edited to reflect the needs of your company when obtaining demographic data and market research information. See Customizing the Contact Form below for information about personalizing and configuring a contact form.
  5. Click the form that you want to display in your widget.
    The right-hand side of the page displays how your widget will look. 

  6. Click Save Changes. The change is made instantaneously in the widget on your website.

Customizing the Contact Form

You can modify and personalize all of the contact forms to suit your needs and reflect your requirements. To do so, click the pencil icon under the required contact form. The Customize Contact Form dialog is displayed, as shown below:
 

This dialog is comprised of three tabs: EditPreview, and Settings.

Edit Tab

  • Each field within these tabs is editable.
  • You can add new fields by clicking Add New Field.

To edit a field, move your cursor over the field until it is highlighted:

Following is a table describing all the editable options:

Option

Description

Click to change the position of the field within the form.

Click to edit the name of the field.

Note: All field text to be visible and viewed by the customer can be modified.

Click to delete the field.

Click this arrow to display the field’s settings side tab :

You can adjust these settings according to your requirements; specifying a text box type from a drop-down list and enforcing a certain type of customer-entered content; specifying whether a field is mandatory and adding a validation message if required.

 

Click to display the field’s further settings side tab:

Again, you can adjust and modify these settings according to your requirements; specifying the field name as it will be represented in the submitted ticket, or defining the class for this field in the CSS.

To save your changes, click Save.

Preview Tab

In the Preview tab, you can see how your newly edited contact form will appear to the customer, as shown in the example below.

Settings Tab

In the Settings tab you can name your Contact Form and specify its language.

 

Assign values to form fields dynamically using an API

You can assign values to fields dynamically. You can also create hidden fields to convey further ticket details. For more information about the API, click here.