Ask questions about our products
we are doing a ballot and want to hold peoples card details for future payments rather than take their payments immediately
Hi Sophie, Neartail does not support storing card details for future payments. We have integrated with Stripe for card payments. You can either process payments immediately when a user submits the form or get payment pre-authorization when a user submits the form and collect payments anytime within the next 7 days.
Hello, can the description field be added to the summary of the form sent by WhatsApp? What should I do?
Currently, the WhatsApp message summary includes only the questions and their corresponding answers. The description cannot be included in the WhatsApp message.
May I know how to use the QUANTITYIN function.
QUANTITY() You can use this formula to calculate the total order quantity for the products in the form QUANTITYIN("category_name") You can use this formula to calculate the order quantity for the products in the category_name page. For example, if you have a create a page with Vegetables as the page title, you can use the QUANTITYIN("Vegetables") to calculate the order quantity for the products in the Vegetables page.
Missing Email confirmation. There used to be an email option for us to send an order confirmation to the user. We no longer see this. Has the menu changed?
Send confirmation emails to customers 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 icon next to the Submitted status > click Notify respondent > setup wizard will be displayed > follow the prompts to complete the setup. Email content You can customize the message to include payment details, delivery instructions etc and use either of these formulas in the email message to show an order summary. You can also click on the @ icon in the message editor to include specific fields in the email. ${BILL()} This will show a summary of the products ordered in the bill format. It will include the product name, quantity, unit price and amount. ${response()} This will show a summary of all the answers in the form (products ordered + other fields in the form such as contact details, address etc)
can we only pay for one month and cancel the plan? and will i get all the benefits of the data bases?
When you subscribe to the paid plan, you can either choose the monthly or annual subscription. Monthly subscription is automatically renewed each month. You can cancel it anytime. Annual subscription is a 12 month commitment and it is non-refundable. If you need it just for 1 month, then you can choose the monthly plan, use it for 1 month and then cancel the subscription before it is renewed for the 2nd month. When you cancel your subscription, it will be valid till the end of the subscription period.
hi, when we set the field as mandatory * remarks, when customer did not fill up the info and click submit, the system will pop up as as msg showing that this is mandatory part, can we change that system pop up language or wording? if yes, how to change it?
The error messages for mandatory fields cannot be customized. You can update the language in the form so that this error message is displayed in the selected language. Login to Neartail > click on the form to open it > Edit page will be displayed > In the Edit page, scroll to the bottom of the page > click on the settings gear icon for the submit section > Button settings page will be displayed > select the preferred language and click Save. The default error messages, button text, informational messages will be displayed in the selected language. If you need to provide specific instructions, you can add a description or hint below the question to guide your customers on what is required.
Is it possible to edit the SKU or item ID to match my own SKUs instead of being auto populated?
Neartail generates a unique ID for each product. This ID cannot be changed.
When I click on the cart icon at the top left of the form, the button says "Adults" and navigates to that question in the form, instead of going to "Total Amount Due". How do I change this?
Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the 9 dots grid icon in the bottom right corner at the end of a section > Show categories settings page will be displayed > select the preferred checkout page and click Save.
Hi. I wanted to know about the payment section, do I have to bear the cost each successful transaction?
Hi Azween, Neartail is a paid product with a 7 day free trial. You will have to subscribe to the paid plan to continue using Neartail after the trial ends. If you would like to collect payments in your form, you can either enable automated or manual payments. We have integrated with Stripe (Card, Bancontact, Paynow, Cash App, iDeal) and Paypal (Paypal, Venmo) for automated payments. In addition, you can also enable manual & offline payment methods such as UPI, Cash App, Zelle, cash on delivery, bank transfer, check. Please note Stripe, Paypal charges a transaction fee. Enable payments Login to Neartail. Click on the form to open it. Edit page will be displayed. In the Neartail Edit page, click on the gear icon next to the Submit button. Button settings will be displayed. Click Enable payments. The payment options supported in your country will be displayed. You can configure the preferred payment options and click Save. Once you complete the setup, you can use the Neartail share link to submit a response and test the payment process to ensure everything is working correctly.
How do I enable payments and link them to my accounts?
Hi Nicole, We have integrated with Stripe (Card, Bancontact, Paynow, Cash App, iDeal) and Paypal (Paypal, Venmo) for automated payments. In addition, you can also enable manual & offline payment methods such as UPI, Cash App, Zelle, cash on delivery, bank transfer, check. Enable payments Login to Neartail. Click on the form to open it. Edit page will be displayed. In the Neartail Edit page, click on the gear icon next to the Submit button. Button settings will be displayed. Click Enable payments. The payment options supported in your country will be displayed. You can configure the preferred payment options and click Save. Once you complete the setup, you can use the Neartail share link to submit a response and test the payment process to ensure everything is working correctly. Automated payments When this option is enabled, users will be able to submit the order only if the payment is successful. Please note Stripe, Paypal charges a transaction fee. Manual payments When the user submits the form, we automatically generate the QR code/ pay now button that autofills the amount. The payment details are displayed after the user submits the form. Please note that you will have to manually reconcile payments by checking the transactions. When a user places an order, the payment status will be either marked as "Pending" (not paid) by default. If the user clicks on the Mark as paid button, the status will be updated as "Paid, not verified". Once you verify the payment, you can mark the order as "Paid".
I could set the delivery fee. It is so complicated. Should i be a developer to use this application? It is hard to use a small business owners... Could you make it easy to reach more customers. I am selling packaged items, each having certain weight, In My places, courier charge will be charged as Rs.40 per kg of total order weight.
You can calculate the shipping fee based on the the total weight of the products ordered. Setup unit weight for each product You can set up the unit weight for the products. In the Neartail Edit page, click on the product to select it > click on the gear icon for that product > Product settings page will be displayed > click Advanced > enable Shipping, enter the unit weight for the product and click Save. Repeat the steps for all the products. Calculate total weight In the Neartail Edit page, click on the Order Quantity field to select it > click on the Add field icon > a new field will be added below the selected Order Quantity field > enter the title Total Weight, select Short answer question > click on the settings gear icon for this field > Field settings page will be displayed > click Answer > enter the formula WEIGHT() in the Calculate option and click Save. Calculate shipping fee In the Neartail Edit page, click on the Add price field button > select Delivery fee, click Next > select Custom calculation, click Next > Enter the formula below and click Create. Total Weight * 40 Calculate total amount In the Edit page, click on the Add price field button > select Net amount, click Next > select Standard calculation using NETTOTAL() formula, click Next > click Create. Please try this and confirm.
Hi could not pull up your answer from yesterday. I dont want pictures on my al a carte menu. how do I do that
Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the form title to select it > click on the settings gear icon next to the form title > Form settings page will be displayed > click Appearance > select the default layout and click Save. Placeholder images will not be displayed for products in this layout.
Do I have to have a picture associated with an item
If you do not upload an image for products, a placeholder image will be displayed for the products in the Compact and Comfortable layout. If you don't need the products images, then you can choose the default layout. Change layout Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the form title to select it > click on the settings gear icon next to the form title > Form settings page will be displayed > click Appearance > select the preferred layout and click Save.
How do I move the form products around? I just entered them all, thinking I could organize them when I was finished.
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 on the Rearrange products icon in the bottom right corner > Rearrange products page will be displayed > you can drag and drop products or pages to rearrange them.
"This content is neither created nor endorsed by Neartail. Report Abuse" if this content reflect evry form.. our competitors..put on spam . Plz remove this link, if this problem continues..we are unable to renuwal
Hi - If you use the Neartail share link to collect responses, the disclaimer and the report abuse option will be displayed and it cannot be removed. You can choose to embed the form on your website to remove it from the form. Related announcement: https://near.tl/support/forum/announcement/new-updates-to-enhance-form-security.anc-2dc67a24-484d-4899-aaa0-384be6096aba.html
Venmo manual payment QR code is not recognized by the Venmo App.
Hi Craig, If you are trying to scan the QR code using the Venmo app, it may not work. You have to scan the QR code using the camera app. Please try this and confirm. Enable automated Venmo payments If you have a Paypal business account, you can enable the automated Venmo payments. Login to Neartail. Click on the form to open it. Edit page will be displayed. In the Neartail Edit page, click on the gear icon next to the Submit button. Button settings will be displayed. Click Enable payments. The payment options supported in your country will be displayed. Click on the configure link for the Venmo option and follow the prompts to connect with your Paypal Business account. Please note Paypal charges a transaction fee.
How many users can you have on the Order Form software, premium option?
The Neartail order form premium plan allows for a single user account. The subscription is linked to the email address used during registration for the paid plan, and only that account can be used to create forms and collect responses. If you need to add more users, you can opt for the Team or Enterprise plans. Please refer to the pricing page for more details on user limits and available plans. Neartail order form pricing https://neartail.com/google-order-forms/pricing.html Neartail enable pricing https://neartail.com/enable/pricing.html
I want go cheaper one starting $8, 100 Order per month.
If you just need the basic order form features such as amount calculations and payments, you can subscribe to the Neartail order forms paid plan. For advanced features such as custom workflow, website, reporting etc, you can subscribe to the Neartail enable paid plans. Neartail order form pricing https://neartail.com/google-order-forms/pricing.html Neartail enable pricing https://neartail.com/enable/pricing.html
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