Ask questions about our products
Hi, I have the free 7 day trial version. What does that get me? And is there a free version of this software?
Hi Jodi, Neartail is a paid product with a 7-day free trial. You get the first 20 responses free during this trial period. If you would like to collect more than 20 responses or continue using Neartail after the trial ends, you will have to subscribe to the paid plan.
The google sheets are not showing the normal 3 tabs of Order Summary, Line Items and Order Details. I don't know if it's because I created the form by clicking the Neartail extension on a pre-existing form in Google Forms and then once it made a copy in Neartail, I finished creating the form in Neartail. Please advise how to sort. Thank you!
Hi - If you used the Neartail templates to create your order form, then you will also be able export the Neartail Reports data to google sheets in the following format. When you sync the Neartail reports to Google Sheets, we create three sheets. (1) Order summary: This includes the customer contact details, amount and other fields in the form. (2) Order lineitems: This includes the order lineitems data. You can use the pivot table option on this sheet to create the aggregate reports you need. (3) Order details: This includes the quantity ordered for the products in each order. Each product will be added as a column. For products with variants, each variant will be a separate column. If you customize the existing google form using the Neartail addon, the data synced to google sheets will be in the same format as google forms sync to google sheets. All the fields in the form are included as columns and each row is a response. The responses will be synced in real time.
update payment form
Login to Neartail > list of your forms will be displayed > click on the form to open it > Edit page will be displayed > You can make the necessary edits in the form. Please try this and let us know if you face any issues.
I am setting up a charity craft fair. I want to add an option to personalise products e.g. with names but I can't see a way to do this. Please advise.
You can add a customized product with a set of predefined options and allow users to select their preferred choices. Currently, Neartail does not offer the option to collect open-ended text, such as a name, jersey number, etc., for customizable products. The workaround is to add a paragraph question below the order summary section in the form. Users can enter any customization requests such as name etc when they place their order. In the Neartail Edit page, click on the + add question icon > select Paragraph question > enter the title "Customization Requests". You can keep this field as optional so that users choose to answer if required.
Good morning, I am unable to get the amount due section to calculate.
Hi Tristin, the formula you have added in form is incorrect. Login to Neartail > click on the form to open it > Edit page will be displayed > In the Edit page, click on the Amount Due field to select it > click on the settings gear icon > Question settings page will be displayed > click Answer > delete the existing formula and enter TOTAL() in the Calculate option > click Save. You can then submit a response to test the form.
Hi not a problem just a couple questions. -Is it possible to add hidden info to an item that allows for sorting in the back end, such as a supplier where the item would be sourced from? -can it be set up so the order can be edited by the buyer after it is sent, and then same order resent?
Set up suppliers Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the product to select it > click on the settings gear icon > Product settings page will be displayed > click Advanced > enable supply chain option > enter the supplier code and click Save. Repeat the steps for other products. Once you have collected the pre-orders, you can use the sales by supplier report that shows the order quantity for each product by supplier. Edit orders When you set up the confirmation email, you can enable the option that allows the user to edit the order and participate in the workflow (view order status, update and message). Please note that this will allow the users to update the order any time. If you would like to enable this option, please follow the instructions below. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on the three dots more icon next to the Submitted status > click Notify respondent > setup wizard will be displayed > select the email field from the list, enable "Allow respondent to edit response & participate in workflow" option and click Next > update the subject and click Next > update the message and click Next to complete the set up. When the user places their order, a confirmation email with the edit response button will be automatically sent. Instead of enabling this edit option, I'd recommend you to just send a confirmation email. If the user would like to edit their order, you can edit it on their behalf. This will allow you to have more control over when the orders can be edited.
IQ is not currently supported by Stripe
You can check Stripe's availability in your country using the link below. https://stripe.com/global
cant sync this form to neartail. please add option sync this form to neartail tq
You have created your form in Neartail. You must make the edits directly in the Neartail Editor.
Hello Support, I have a form with 10 unique items on it; each can be purchased multiple times (between 1 and 5 inclusively). There is also a discount which was tallied into the pricing chart for the item as shown below. Quantity Price 1. 30 each 2 27.5 each 3 27.5 each 4 25 each 5. 25 each In the following examples, I have certain expectations which I am not finding to be true so I am expecting that I am not doing my calculations correctly which may or may not be possible within the application: 1. If a customer buys 1 of item 1, they should be charged $30. This is true. 2. If a customer buys 1 of item 1 and 1 of item 2, then they should be charged $60. This is also true. 3. If a customer buys 3 of item 1 and 1 of item 2, the math changes. They should be charged $77.50 for item 1. They should be charged $30. The total they should be charged is $102.5 dollars, but I either get a total of $27.50 or $105 as I am not able to calculate a subtotal for the individual items. My logic would be as follows for a single item which would give a subtotal for a specific item which I tried to do in one of the add on fields for the item: IFS(QUANTITY < 2, 30, IFS(QUANTITY < 3, QUANTITY * 27.5, QUANTITY * 25)) When a total is generated, I would expect to add up all of the subtotals: ITEM_1 + ITEM_2 What I am seeing at the end is the overall quantity of items for all options which doesn't work out well for calculating the correct price. Hence I would see 4 which would result in a net total of $100 for my example which is a lost of $2.50. Can you explain how to tally up this form correctly? Or provide a KB Article that explains this in more detail as the articles I did see along with the documentation about the different fields isn't as helpful as I would hope for.
HI Marie, When you enable the bulk discounts option, you must specify the amount for different quantities. Since you have set up the unit price (see below), the calculations are not working correctly.
cant install
If you have logged in with multiple google accounts in your browser, sometimes the addons may not be installed properly. Open an incognito window in your Chrome browser, login with your google account and install the addon. It should work. If you face any issues, please share the details along with the screenshot of error messages.
Hi - I'm hoping to populate my dropdown list by referencing another table? I used to be able to do this in Google Forms and Google Sheets. I have one form/table that populates the roster, and then the other form references it to populate the dropdown. I currently use formranger to help with this both forms are on the website.
Currently, Neartail does not support dynamic dropdowns that look up data from another form or Google Sheets.
Users are getting an error as follows: amount is not configured correctly please contact admin to resolve
Hi Ashton, I submitted a response to test your form and it worked well without any issues. Please check and confirm if you are still getting any errors. Note: Summary settings page allows you to select the relevant fields from the form for the Amount, Discount, Tax, Delivery Fee, Tip, Net amount option. The mapping in the Summary settings allows Neartail to identify the field with the amount to be charged and pass this amount to the selected payment option such as Stripe, Paypal etc and also show the order summary. If you have mapped a field for the Net amount option, the answer for that field will be passed to the selected payment option. Otherwise, the answer for the field mapped for the Amount option will be passed to the selected payment option. If the fields are not mapped correctly in the form, it will show the invalid amount configuration error. Login to Neartail > click on the to open it > Edit page will be displayed > In the Neartail Edit page, click on the form title to select it > click on the gear icon next to the form title > Form settings page will be displayed > click on the configure key fields icon next to the Save button in the bottom right corner > Summary settings page will be displayed > select the relevant field for the Amount option and click Save.
I have 3 forms and i need to make them look different so i planned on using 3 different logos but it still uses the latest logo i put for all 3 forms how can i use different logos for different forms?
The header, footer, logo, theme settings are for your account and it will applied to all the forms created using your account. If you need to use different logos and customize the appearance for each form individually, you must subscribe to the paid plan with separate email accounts for each form.
How can i change the currency on a neartail form? I need it to be in GBP which all my forms are, but when I imported from a Google form (which was also in GBP), the imported form is now in USD.
Login to Neartail > list of your forms will be displayed > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the settings gear icon for the submit section > Button settings page will be displayed > select the preferred currency and click Save.
How many times can I use this Whatsapp form for free (Free Plan) without Trial plan or subscribing to the paid plan? Is it 20 forms per month or 20 forms without monthly usage?
Neartail WhatsApp form is a paid product with a 7 day free trial. You get the first 20 responses free during this trial period. If you would like to collect more than 20 responses or continue using it after the trial period ends, you will have to subscribe to the paid plan.
Frequently Asked Questions
Hello! Why do some say completed and others read PAID, I am not understanding the difference. Is there something I need to do?
Hi Katrina By default, there are four order status: Abandoned, Submitted, Completed, Trash. You cannot rename the default status, but you can choose to hide a default status. When you enable automated as well as manual payments in your form, the default order status will include Abandoned, Submitted, Paid, Completed, Trash. Abandoned orders If a user starts filling the form, but does not submit it, it will be displayed in the Abandoned status. These orders will be displayed only in the Neartail Orders page and it will not be included in Reports. Abandoned orders will have * prefixed to the order number in the Neartail Orders page. Submitted orders When the user chooses the automated payment option and submits the form, the order will be displayed under the Paid status. When the user chooses the manual payment option and submits the form, the order will be displayed under the submitted status. Once you verify the payment and update the payment status, it will be moved to the Paid status. These submitted orders will be recorded in Neartail and Google Forms. You can sync Google Forms responses to Google Sheets. Submitted orders will have # prefixed to the order number in the Neartail Orders page. The order numbers should be in sequential order. Trash orders You can move redundant orders to Trash. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, you can drag and drop (place the cursor on the profile image/default icon to drag) orders to the Trash status or click on an order to view the details, select the Trash status from the dropdown list for the Move to option and click Submit. Delete orders The orders in Abandoned and Trash status will not be included in the Neartail Reports. You can enable the Privacy option to delete the orders in Trash status permanently. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders> In the Orders page, click on the three dots next to the Abandoned or Trash status > You can enable or disable the privacy settings. When enabled, the orders in Abandoned and Trash status will be automatically deleted after 7 days. Please note that the Abandoned status will be hidden when the Privacy option is enabled.
Can I remove or edit my name at the bottom of my form? "Created by_______"
Hi James, You can customize the footer, header, theme, logo, but please note that this is common for all the forms you create using your account. Customize header, footer, theme Login to Formfacade. Click on the form to open it. Edit page will be displayed. Click Preview. In the Preview page, theme settings will be displayed in the right pane. Click Page. Enter the required text in the Business name (header / account name), Footer option (replaces "This site belongs to...") and click Save. You can upload your logo (square image 1:1 aspect ratio) to replace the default profile picture in the footer.
Hello, I am getting two errors on my form, when fully submitted, here are two screenshots: 1. Right at submit: https://prnt.sc/C9idKb4uTbtI 2. Another error note, which also happens on submit: https://prnt.sc/d2hkzBekDrAv Thank you!
Submit failed: Not able to update in google forms https://prnt.sc/C9idKb4uTbtI When the user submits the form, the response is recorded in Formfacade and Google Forms. If there are any issues with submitting the form or recording the responses in Google Forms, we show an error message to the user and also send a notification email to the form creator. The submit can fail because there is an issue with the form, internet connectivity issue etc. The notification email will include the error message, draft id, link to the response (abandoned or submitted). If the draft id is prefixed with the *, it indicates that the response has not been submitted. If it is prefixed with a #, it indicates that the response has been submitted. If the error for response shows "Not able to update this response in Google Forms", then this indicates that the submit was successful and the response was recorded in Formfacade, but it was not updated in Google Forms. Google Forms might reject the responses if it fails any response validations (incorrect answers, missing answers for required questions) or if you have enabled any of the features that require signin such as limit to 1 response, collect email address - verified input, send response receipts, response too large etc. You might have also noticed that sometimes Google Forms throws a "Something went wrong" error without giving any additional details. Request entity too large error https://prnt.sc/d2hkzBekDrAv You have added 28 paragraph questions in your form. When the user fills the answer for these paragraph questions along with other required questions in the form, the resulting response exceeds the size limit supported by google forms. That's why you are getting the entity too large error. To fix this, you can add a response validation for these paragraph questions to restrict the max characters or you can enable the option to not record the responses in google forms. Login to Formfacade > click on the form to open it > Edit page will be displayed > In the Formfacade Edit page, click on the form title to select it > click on the settings gear icon > Form settings page will be displayed > click Advanced > enable the toggle button for "Don't submit to google forms" and click Save. When this option is enabled, the responses will be recorded only in Formfacade.
Does this add-on allow a Google Form to be embedded into a website if the file upload feature is part of the form?
Yes, you can use the Formfacade addon to embed a google form with file upload on your website. Google Forms file upload requires login. You must customize your google form using the Formfacade addon to convert this into a html file upload to allow users to upload files without login. You can subscribe to the Formfacade - Embed paid plan. This plan is suitable for occasional light use cases that require collecting files. You get a 10mb max size per file with a total file storage of 1gb. Only the form owner can access the files one at a time after they login with their google account. Formfacade - Embed https://formfacade.com/embed/pricing.html If your requirement is to collect large files and collaborate with your team, you should also subscribe to the file upload plan 10gb, 100gb or 1tb. You can increase the max file size to up to 1gb per file (depends on the plan), the number of files per file upload question, restrict file types, enable unlisted links to allow anyone to access the files, add collaborators to provide access to specific users and use our addon to sync the uploaded files to your google drive. Formfacade - File upload https://formfacade.com/file-upload/pricing.html Convert to html file upload + Sync to drive https://formfacade.com/file-upload/google-forms-file-upload-sync-to-google-drive.html