The Managing Forms feature in TAAX Pro allows you to efficiently handle all customer-facing and internal forms within the platform. From this section, you can create new forms customized to your workflow, view existing forms, and manage them with ease. Each form comes with a set of actions, such as View Responses, Edit, and Send Email to Customer, that help you stay organized and responsive. Whether you're collecting client information or streamlining internal processes, TAAX Pro gives you full control over your form management.
Follow the step-by-step guide below on how you can create and view a form on the TAAX Pro platform.
Creating a Form
The Creating a Form feature in TAAX Pro lets you build custom forms to collect customers' information. This section guides you through the steps to create and configure a new form.
Step 1: Navigate to the left side panel, hover the cursor over the Custom Form Builder section, then click on the “Forms” option.
Step 2: A view forms page will appear, click the “Create a Form” button.
Step 3: You will be directed to the Add Form page, where you need to:
- Enter a title for your form.
- Select existing questions by ticking the checkboxes next to the ones you want to include.
Step 4: Click on the “Create Form” button to save your form.
You have successfully created the form. It can now be viewed on the View Forms page. Follow the section below to learn how to view your created forms.
Viewing the Created Forms
Once your forms are created, you can easily access and manage them from the Forms section. This area allows you to view all your saved forms, check their details, and take further actions like editing, viewing responses, or sending them to customers.
Step 1: Navigate to the left side panel, hover the cursor over the Custom Form Builder section, then click on the “Forms” option.
Step 2: A view forms page will appear, where you can view all the forms which are added previously.
To perform some actions on an existing form, click the three dots (ellipsis icon) next to the form. This will open the Actions menu, where you’ll find options such as View Responses, Edit, and Send Email to Customer. Follow the guide below to learn more about each option.
View Responses
The View Responses feature allows you to review customer-submitted answers for each form. This helps you track customer inputs, analyze feedback, and maintain organized records, all in one place.
Step 1: Click the three dots (ellipsis icon) next to the form, then choose the “View Response(s)” option.
Step 2: You will be directed to the View Response Form page, where you can see the form title, total number of questions, and review the responses submitted by customers.
Edit the Form
The Edit the Form feature allows you to make changes to an existing form, such as updating the title or modifying the selected questions. This ensures your form remains accurate and aligned with your current requirements.
Step 1: Click the three dots (ellipsis icon) next to the form, then choose the “Edit” option.
Step 2: You will be directed to the “Edit Form” page, where you need to:
- Update the title of your form.
- Modify the selected questions by unticking existing ones and selecting the checkboxes next to the questions you want to include.
Step 3: Click the Update Form button to save your changes. After updating, you will be redirected back to the View Forms page.
Send Email to Customer
The Send Email to Customer feature allows you to directly share a form with selected customers or additional recipients via email. This ensures that customers receive the form promptly and can complete it at their convenience. You can choose multiple customers, add guest email addresses, and send the form invite with just a few clicks.
Step 1: Click the three dots (ellipsis icon) next to the form, then choose the “Send Email” option.
Step 2: A modal window will appear where you can enter the details. Select a form you want to send from the dropdown.
Step 2: Select the customers you want to send the form email invite to. You can choose multiple customers from the dropdown menu.
Step 3: You can also enter the email addresses of additional recipients (guests) who are not existing customers. Multiple email addresses can be entered, separated by commas.
Step 4: After entering all the values in the fields, click the Submit button to send the form email invite.
After clicking on the “Submit” button, a success message will flash at the top of the page.
You have successfully sent the form email invite to the customers. They will receive the email in their inbox and can access the respective form.
Importing Form Questions
Step 1: Click the “Import form Questions” button to import the questions for a form.
Step 2: A modal window will appear where you can enter the form title and upload a .csv file to import questions in bulk. Once ready, click the Submit button to begin importing the form questions.
After successfully importing the form questions, a success message will appear at the top of the page. You can then view your form and its questions on the View Forms page.
