Import contacts
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
|
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.
Note that the spreadsheet icon in the title of the form
building block contains a different function.
|
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.
|
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.
|
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
|
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:
Quickstarts
Create contract | Calculate values | Request files | Contact form
Questions and Feedback
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Last Updated: 11/22/17