Generate invoice

Under construction.

The following steps show how to create an automation that creates a contact form, sends a confirmation email to the user, and lists your customers' responses in a Google Sheet.

Topics

  • Create a contact form
  • Lists customers' responses in a sheet

Prerequisites

  • You have already added Ultradox to your account so that you can create new Ultradox files from Google Drive

Goals

  • Get your first contact form for your customers

Instructions

Adding a Form

Let user enter the form Contact Form

Create a new form by dragging a Form building block from the User Interaction category in the sidebar into the canvas.

Create the input fields

Click on the bold part of the title of the Form building block and open the customize form dialogue to configure your form. Our form editor offers many different form field types. In this case, we use three of these types to ask for the name and e-mail address of the user and to add an input field for a message.

First add a Short Text building block and enter the user prompt and a help text for the user.

While you enter the prompt Name, the variable is automatically named.

Then add a Email field and ask for Email and enter the help text Please enter your email that we should use to get in touch.

Define the input field as required field (red button) couse we need the email for contact.

Finally, add an Long Text building block for the customer message, enter the user prompt and the help text.

Click on Apply and close the editor.

Configure submit button

Finally, we adapt the caption of the button that is displayed to the users in our form.

 Click on the user interaction icon in the toolbar of the Form building block, clear the default Title and Description and enter the button Send.

This will replace the default Next button to show Send instead.

Store the fields in a Google Sheet

 After you have customize the form, click on the spreadsheet icon in the output section of the form building block.

That will create a Google Sheet to store the fields and collect the customer input.

Insert row with 3 columns to worksheet Contact form

Automatically Ultadox add an Create row building block at the end of your flow.

 You can open the Google Sheet by click on the sheets icon in the title of the Create row building block.

Send confirmation emails

Now add two Plain text email building blocks from the Email section in the sidebar to your flow, to send a confirmation message to the customer and to inform yourself.

Send email with subject Thanks for your request to ${email}

To configure the first Plain text email building block click on the bold part of the title to open the email dialogue. Specify the sender and recipient. Use the variable ${email} in the To field for the email address. Ultradox will then use the entered email address from our form.

Enter a useful subtitle and a message for the confirmation email for the customer like:

Hello ${name},

thanks for getting in touch.

We will come back to you shortly.

Kind regards,

Save the setting.

Send email with subject Contact request received to [email protected]

To configure the second Plain text email building block to inform yourself, enter your email address in the To field and the Subtitle and a message.

Therefore use the variable name and  message from our form:

We have received a contact request from ${name}

Message:

"${message}"

Save the setting.

Configure user interaction

Stop execution

Bevor we enable our form as an app, we add a Stop building block to the end of the flow. This offers the possibility to display informations after our users have completed the app.

 Click on the user interaction icon in the toolbar of the Stop building block and enter the title to be displayed and the user prompt for example:

Thanks for your request

We have received your request and you should get a confirmation email shortly.

What you have learned

  • Adding user facing forms to your app
  • Showing formatted output to your users
  • Add the form in your website

Learn more

To continue learning about Ultradox, take a look at the following resources:

Questions and Feedback

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Last Updated: 22.11.17