Ask questions about our products
When we are updating the status of someones order, we put notes for our staff so they know what is left to fulfill, but our customers are seeing the notes. Is there a way to shut that off so only we can see the notes and not them?
Currently, Neartail does not have the option to add internal notes visible only for your team. You can only add comments to the order that are visible to both staff and customers.
I acidentally added sections to my form, but I want to delete them. How can I delete them without deleting the questions and answer choices?
Hi Julie, you can use the merge option for this. In the Neartail Edit page, click on the section title to select it > click on the Merge with above icon (see attached screenshot).
How do I add applepay onto my order form? at the moment I use stripe for payment, however to implement apple pay, I need to import a code into the domain for verification
Hi Sarah, Currently Apple Pay is not supported. This feature is part of our roadmap. 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 Cash App, Lydia, cash on delivery, bank transfer, check. If you enable automated payments, then you will have to pay the transaction fees charged by Stripe / Paypal.
I would like to add another team member email so they can access the forms as well. How do I do that and is there an added cost?
Hi Abigail, you can add another team member as a collaborator in Neartail to provide access. Please note that they will need to subscribe to the paid plan using their email account to access the forms after the trial ends. Neartail order form individual plan https://neartail.com/google-order-forms/pricing.html Neartail Team plan https://neartail.com/enable/pricing.html
I can't seem to find where I can change my logo photo. I went through a name change with my business and need to see if I can change the logo on my order forms thank you.
Hi Rita, To change your logo, login to Neartail using the registered email > click on the form to open it > Edit page will be displayed > In the Edit page, click on the profile name in the top right corner > click Change theme > Theme settings will be displayed in the Preview page > click Page > upload your logo and click Save.
i installed the near tail, when i go to the option near tail there should be an option create order form. However, I dont see this . please help
Hi - There are two options to create your order form: [1] If you have already created your form in google forms, you can use the Neartail addon to add amount calculations and enable payments. Neartail order form addon https://workspace.google.com/marketplace/app/neartail_order_form/743172720058 [2] If you haven't created your form yet, you can use our Neartail templates to create your order form. Neartail templates https://neartail.com/order-forms/index.html
Can we not import questions in neartail? The same way we can when working in Google Forms directly?
Currently, Neartail does not offer the option to import questions from other forms. You can only copy an existing form and then edit it to add, delete, or update questions.
Removing the browse option on my page
Instead of the standard call to action buttons (Order now, Browse) in the home page, you can choose the form as button to add links to specific forms as call to action button. Instructions below. Login to Neartail > list of your forms will be displayed > click on the form to open it > Edit page will be displayed > click Share > In the Share page, click Website > click Edit website > Your near.tl website home page will open in a new tab > click on the Edit page button in the bottom right corner > Home page settings will be displayed > select Forms as buttons > Select the order form from the list and click Add (if required, repeat the steps to add multiple forms) > click Save.
not having the menu options
Hi - If you open your form in Google Forms, click on the addon icon and select Neartail (or any Google Workspace addon) immediately, sometimes only the Help option will be displayed in the menu. This is a Google Workspace issue. Please try clicking on the addon icon a few minutes after opening your google form (wait for the form to load); the addon menu options will be displayed.
After the 7-day trial period, will my form be accessible to me and others still trying to make orders?
Hi Alex, Neartail is a paid product with a 7 day free trial. You get the first 20 orders free during this trial period. If you would like to continue using Neartail after the trial ends or collect more than 20 orders, you will need to subscribe to the paid plan.
My website is still not working. No one can pay online. Please fix this problem. Also, when clicking on the cart and then clicking proceed to check out, it just goes back to the beginning of the website. This should be an easy transaction. I'm losing business.
Hi Linda, you have mapped the home page as the checkout page in your form. That's why users are taken to the home page when they click on the proceed button in the cart page. Login to Neartail > click on the form to open it > Edit page will be displayed > In the Edit page, click on the 9 dots grid icon on the bottom right corner at the end of a section (see screenshot below) > select the preferred page for the "Configure the checkout page" option and click Save.
Needing to add a Delivery Option to the form only if the total is above $30. Then give an option for Delivery for a $10 fee. Is this possible to do? If not, would like to add an option for someone to select a "Delivery" as an option and apply a $10 fee if chosen.
Hi Amanda, you can set up your form to provide a pick up, delivery option and charge a delivery free based on the selected option. Currently, we do not have the option to disable the delivery option based on order amount, but we can dynamically set the minimum order amount and add a response validation to enforce it. Please follow the steps below to set up the pick and delivery options. Add pick up, delivery option Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the Email question to select it > click on the + Add question icon to add a new question below the selected Email question > enter the title "Delivery or Pick up", select Multiple choice question type > enter Delivery and Pick up as the two answer choices in that order. Set minimum order amount In the Neartail Edit page, click on the + Add question icon to add a new question > enter the title "Min order amount", select Short answer question type > click on the settings gear icon > Question settings page will be displayed > click Answer > click Get help > paste the below text and click Create > the formula to set the minimum order amount will be added in the Calculate option > click Save. CHARGE(Delivery or Pick up, 30, 0) Calculate delivery fee In the Neartail Edit page, click on the Add price field icon > select Delivery fee, click Next > select Custom calculation, click Next > enter the below text and click Create. CHARGE(Delivery or Pick up, 10, 0) Calculate total amount In the Neartail Edit page, click on the Add price field icon > select Net amount, click Next > select Standard calculation using NETTOTAL() formula, click Next > click Create. Add response validation for order amount In the Neartail Edit page, click on the Order amount question to select it > click on the settings gear icon > Question settings page will be displayed > click Answer > click Configure for the validation option > select Number > select Greater than or equal to > enter 30 and click Save. If you prefer, you can add a custom error message. Please try this and confirm.
In a dropdown menu, how are the different prices attached/assigned to the items?
Hi Bruce, you can use the Add product option in the Neartail Editor to setup items with price. Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the add product icon > enter the product title > select Sold by Variants for the product type > enter the different option as variants > click on the settings gear icon > Product settings page will be displayed > click Variant price > enter the prices for different variants > if required, enable the "Allow users to select multiple variants" option > if the users can select only one quantity for each variant option, you can delete the default quantity options 2, 3, 4, 5 and click Save.
Why isn't my payment showing up on my bank account?
Hi Beronica, If you enabled Stripe payments in your form, the payments from your users will be made to your bank account setup in Stripe. You can refer to the Stripe help article for payout schedules (see link below). Stripe transactions and payouts Login to Stripe > click Payments > You will be able to view all the transactions. You can also click Balances to view the balances and payout schedules. View orders in Neartail Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on the order to view the details > Order summary including the payment details will be displayed > you can click on the payment reference id to view the transaction in Stripe. Payout schedules https://support.stripe.com/questions/common-questions-about-payout-schedules
error in delivery calculation, the logic I require is order $75 and above to have FREE delivery else a $12 delivery fee will be charged. however the cart shows weird numbers like delivery $12 X 12 however the
Please make the following changes to fix the issues with delivery calculation. [1] If you add any dollar amount in the description for a question, it will be used in the amount calculation. Since you have added "Free delivery for orders above $75, else a $12 delivery fee will apply" in the description, this question is being considered as a product with a price of $12 and used in the amount calculation. To fix this, you can remove the dollar amounts in the description or, if it is a must, then you can use the currency code or words instead of the $ currency symbol. For example, "Free delivery for orders above 75 dollars, else a 12 dollar delivery fee will apply". Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the "Select Delivery Option" question to select it > click on the description and update it to "Free delivery for orders above 75 dollars, else a 12 dollar delivery fee will apply" > I'd recommend you to change the question title to "Delivery Fee" instead of using "Select Delivery Option" [2] The delivery fee is based on the order amount. So, the delivery fee question must be added after the order amount question. You must rearrange these two fields in the form. In the Neartail Edit page, click on the "Delivery Fee" question to select it > click on the settings gear icon for this question > Question settings page will be displayed > click on the rearrange questions icon next to the Save button in the bottom right corner > drag and drop this delivery fee question below the order amount question. [3] You must add the order amount and delivery fee to calculate the total amount. In the Neartail Edit page, click on the Add price field icon > select Net amount, click Next > select Standard calculation using NETTOTAL() formula, click Next > click Create. Please try this and confirm.
I am setting up the order form, bakery style, and when I choose variation. It started out giving me the variation option and now it isn't.
Hi Joshua, when you add a product, you can select the Sold by Variant product type to setup items that come in different sizes, flavours etc. Add product with variants Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the Add product icon > enter the product title, select "Sold by Variant" for the product type > enter the variants, price to setup the product. Please refer to the example in the attached screenshot. Your form has two products with variants -- Sourdough Chocolate and Sourdough Cinnamon. If you are facing any issues with these products, please share the relevant details and we will check it.
Trying to add payment option Venmo to the form but when you click on it, it takes you to Paypal and not Venmo
Hi Amanda, the setup for both PayPal and Venmo automated payments is done through PayPal, as Venmo is a service provided by PayPal. To enable automated Venmo payments, you need to connect your PayPal Business account. Enable 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 settings gear icon for the submit (Place order) section > 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 listed under Automated payments > You will be redirected to connect your PayPal Business account. Follow the prompts to complete the setup and click Save. Note: Reference Transactions option must be disabled for automated Venmo payments. Instructions below. Log in to PayPal: Go to the PayPal website and log in to your account > Go to the Account Settings: Click on the gear icon (Settings) at the top right corner of the page. > Access Payments Settings: In the Settings menu, go to the “Payments” tab. > Manage Pre-approved Payments: Click on “Manage pre-approved payments.” > Find Reference Transactions: Look for the section related to Reference Transactions or recurring payments. > Disable Reference Transactions. Once you have connected your PayPal Business account, users will be able to make payments via Venmo. The payments will be processed through PayPal, and you will be able to see the transactions in your PayPal account.
Hi there, at the moment when a customer submits and order and pays through Stripe, I have to log into Stripe and manually 'capture' the payment. Can you please tell me how I go about updating my form so it chargers customers on the spot when they place the order? thank you
HI Sarah, If you would like to collect payments immediately when the user submits the form, then login to Neartail > click on the form to open it > Edit page will be displayed > In the Edit page, click on the settings gear for the Place order (submit) section > Button settings page will be displayed > select Disable for the "Pay on approval with hold payment" option and click Save.
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