How to set up Forms & Connect Them To Your Bots

In AskSpot, forms are a powerful tool to collect user information and data from people engaging with your bots. This guide will walk you through setting up a form and connecting it to your chatbots.

Accessing the Forms Menu

1. Navigate to Forms: In the left-hand menu bar, click on "Forms." This will take you to the forms page.

2. Create a New Form: If no forms exist, click the plus button, give your form a name, and hit "Create."

Setting Up a Form

1. Form Setup Page: When you click into an existing form, you’ll be taken to the form setup page.

2. Header Options: At the top, you can add an image, video, or just use a headline and sub-headline.

   • Image: Recommended size is 375 by 212 pixels.

   • Video: Use a YouTube or Vimeo link.

   • No Header: Check the box to remove the header area.

3. Form Fields:

   • Default Field: Email is included by default.

   • Adding Fields: Click "Add Field," choose the field type (e.g., text for a first name), and configure options such as placeholder text and whether the field is required.

   • Examples: First Name, Phone Number.

4. Customization:

   • Button Text: Change the call-to-action text (e.g., "Submit" to "Send").

   • Colors: Adjust background and text colors for the button, headline, and sub-headline.

Automations and Alerts

1. Email Alerts: Enter an email address to receive alerts when a form is submitted.

2. Webhooks: Set up and select a webhook to offload data to another platform (detailed in another video).

3. User Data Management:

   • Collected Data: View and manage collected user information within the "Collected User Info" tab.

   • Send Data: Send data to different automations or webhooks from this tab.

Connecting Forms to Bots

1. Channel Connection:

   • Navigate to Bot Setup: Go to your bot setup pages and select "Channels."

   • Add Channel: Choose the form channel and title it (e.g., "Free Gift").

   • Connect Form: Select the form you created and click "Create."

2. Trigger Options:

   • Button Trigger: Clicking a button in the chatbot triggers the form.

   • Automatic Triggers: Set the form to trigger after the chat opens, after the first message, or after a specific number of messages.

3. Warning Message: Customize the warning message for users who need to fill out the form before interacting with the bot.

4. Multiple Forms: You can add multiple forms to a chatbot, each for different purposes, like claiming a free gift or collecting specific information.