Doc > Form settings

In Documentation, Uncategorized by loopus

Form settings

The form settings panel is made of several tabs that contain the different options relative to the current form :

General

The “General” settings tab contains the main options of the form. Here are some details about some of them :

  • Order reference prefix : This value defines the prefix that will be used to generate the reference of the orders submitted from this form.
    This value must be unique for each form.
  • Google Analytics ID : Filling your Google Analytics ID allows you to track the visited steps of the form on your Analytics dashboard, thanks to anchors in the tracked URLs.
    Ex: https://www.yourwebsite.com/the-form-page/#step-1-title
  • Google Maps browser key : Filling your Google Maps API key unlocks the “Map” component and the distance calculation options in prices and quantity calculations.
    Here are the services that must be activated on the used API key :
    • Distance Matrix API
    • Maps JavaScript API
    • Places API
    • Geocoding API
  • Distances calculation mode : This option allows you to choose if the calculations must use road travels or fly travels to recover the distance of the travel duration between two addresses.
  • Use steps visual builder : If this option is disabled, the components will be managed from a classical table list instead of the visual builder
  • Automatic next step : If this option is enabled, when a step has its “Selection required” option activated and when all the components inside have the same “Radio group” name, the next step button will be hidden, and the next step will be called as soon as a component will be selected.
  • Add a button “Save form to finish later” : This option adds a button at top of the form that allows the user to save the form progression to be able to continue it later.
    The plugin uses the browser local storage to save the progression of the form.
  • Distances calculation mode : This option allows you to choose if the calculations must use road travels or fly travels to recover the distance of the travel duration between two addresses.

Date & currency

This panel contains all the options relative to the dates, time, currency and price separators.

Texts

The options of this panel allows you to modify all the texts used in the form.

Email

This panel contains all the options relative to the email & pdf file sent to the admin and customer at end of the form :

  • Admin email : Fill your email email address in this option to receive the orders by email when the form is submitted.
    You can fill several addresses separated by comma to send it to several addresses.
  • Email content : Both admin and customer’s email content template are fully editable by using WYSIWYG editors.
    The first button “Add a dynamic value” button allows you to show the value/quantity/price iof any element of the form in your custom content :

    The second button “Add a shortcode” allows you to place predefined elements (like total price, summary table etc…) in your content :
  • Admin email : Fill your email email address in this option to receive the orders by email when the form is submitted.
    You can fill several addresses separated by comma to send it to several addresses.
  • Send contact to Mailchimp / MailPoet / GetResponse : These options allow you to send the contact information (detected thanks to the “Type of information” option of the text fields) to the wanted service.
  • Send contact as soon the email field is filled : When this option is enabled, the contact information will be sent to the configured MailChimp/MailPoet/GetResponse list as soon as the step that contains the email field is finished.

Last step

This panel contains all the options relative to the static final step of the form.

  • Final redirection : If you fill a URL in this option, it will be called once the form submitted.
  • Conditions on redirection : This option allows you to configure different possible final redirection and their corresponding conditions
  • Apply V.A.T : Use this option to configure a tax that will be applied on the final total price of the form.
  • Use reCaptcha : This option allows you to configure a Goggle reCaptcha 3 protection for your form.
    This is a non-friction system, the form will not ask the user to fill any captcha to work.
  • Download order as PDF : This option allows the user to download its order as PDF as soon as the final button of the form is clicked.
  • Woo Commerce : Use these options if you want to assign woo products to some components of the form and add automatically add them to the woo cart at end of the form .
    The products will be added to the Woo cart with the price of the corresponding form components. You can freely use price calculations to change their prices depending on conditions.
  • Zapier : This option allows you to send the values of the wanted components to Zapier when the form is submitted. It allows you to use Zapier to pass the data to any CRM or external service.
    Once this option enabled, you will see a new option named “Send as variable” in the component edition panel, to allow you to choose which values must be sent.
    To use this option, you first need to create a GET web hook on Zapier, then fill this hook url in this option. Zapier will ask you to send the data once to be able to detect the parameters to collect. Simply save your form, preview it and fill it to the end to allow Zapier to detect the sent data and finalize the web hook configuration.

    • Last step

    This panel contains the options that allow you to configure online payment at end of your form.

  • Use subscription : When this option is enabled, a new option “Price mode” will be displayed on the component edition panel, to allow you to define if its cost is a part of the single total or of the subscription total.
    The result of the form can be a single total cost + a subscription cost at same time. It also works with payment (the single cost is paid immediately, and the subscription starts the next month/week/day, depending on the chosen frequency). You can also choose in the main progress bar follow the single or the subscription total cost amount.
  • Use Paypal payment : Use this option to configure a Paypal account to receive the online payments.
    A Business Paypal account is required to work with subscriptions.
    By default, the order is sent as soon as the paypal button is clicked, even of the payment is not validated.
    To send the order only when the payment is verified, you need to use the “IPN” paypal option and configure the mentioned URL as IPN callback on Paypal (See Paypal IPN documentation)
  • Use Stripe payment : Use this option to configure a Stripe account to receive the online payments.
    Once your Stripe account created, simply copy and paste your Stripe keys (live or test ones) in the corresponding options to activate Stripe payment.
    Please note that the live keys require a “HTTPS” protocol, it will not work if SSL isn’t activated.
  • Use Razorpay payment : Use this option to configure a Razorpay account to receive the online payments.
    Once your Razorpay account created, simply copy and paste your Stripe keys (live or test ones) in the corresponding options to activate Razorpay payment.

    • Summary

    This panel contains all the options relative to the summary that can be displayed in the final step of the form and sent by email to admin and customer.

    Discount coupons

    This panel allows you to create reduction codes that can be filled in the final step of the form by the customers to apply the corresponding reduction.
    Each discount coupon can be defined as fixed amount or percentage, and you can freely define their maximum number of use.
    When a discount coupon has no more possible use, it is automatically deleted by the plugin.

    GDPR

    The GDPR option allows you to add a link in the customer’s email that allows the customer to log in to be able to see his data and modify his information.
    To be ale to use this option, you first need to enable the “Customer account management” option in the “Global settings” panel of the plugin.

    Once the GDPR option enabled, you will be able to customize the link that will be displayed in the email sent to the customer.
    If the email filled by the customer in the form is already stored, a password (sent by email) will be asked to him .

    Design

    This panel contains all the options that allow you to customize the appearance of the form .

    Colors

    All the colors used in the form can be modified from this settings panel.