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How to send automatic confirmation emails

Hi Michelle, If you would like to set up email notifications, you can do it directly in Neartail. For detailed instructions, please refer to the help articles below. Send confirmation email to customers when they submit their order. https://neartail.com/order-form/send-confirmation-emails-to-customers.html Send notification email to your team for new orders: https://neartail.com/order-form/receive-notification-emails-for-new-orders.html

just checking if you allow payments in NZ

Hi Laura, We have integrated with Stripe (Card payments) and Paypal for automated payments. In addition, you can also enable manual & offline payment methods such as 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.

Hi, jz want to cinfirm this website is something like easystore? Tq

Neartail is a form builder that is designed specifically for creating order forms. You can add products, enable inventory, offer bulk discounts, collect payments & more. Neartail also has other products that allows you to automatically create a website (online store) from your order form, build a community to engage your customers and take in-store orders using Neartail POS.

Is there a way to track the inventory to know when we run out of something? I am piloting this in our school so it would be great if I could put in the number of products that we start with & as things are ordered, the inventory decreases. If that is possible, how do we add more inventory once we run out?

Enable inventory You can enable the inventory option for a product and enter the available stock. Neartail automatically keeps track of the product orders and updates the available stock. When the stock becomes zero, the product is marked as sold out. Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on a product to select it > click on the settings gear icon for that product > Product settings page will be displayed > click Advanced > enable the inventory option and update the available stock. Inventory report Currently we do not have report specifically for inventory. If you have enabled inventory, then you can use the Sales by product report to view the quantity sold, number of orders for a product and the available stock. Login to Neartail > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, click Sales by product > sales trend report will be displayed > click on the table icon in the bottom right corner > For each product, it will display (x sold, y orders, z left) where x = the quantity sold, y = number of orders received for that product and z = the available stock for that product. You can click on the print icon in the bottom right corner to print this report or save it as pdf.

My customers always receive the following message when submitting the form : "Error: Not able to update this response in Google Forms. Submit it again. Contact owner, if this error occurs repeatedly." I dont know what I could change to avoid it? many thx Can y

Hi Nicolas, You have hidden a required question "Votre enfant est-il gardien?" in your form. Please mark this as an optional question or delete this required question in your form. This will fix the submit issue. Please try this and confirm. Notes for your reference: When the user submits the form, the response is recorded in Neartail 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 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 Neartail, but 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. You might have also noticed that sometimes Google Forms throws a "Something went wrong" error without giving any additional details.

Can I change the email that is associated with my account to another email address?

Hi Vincent, the email address cannot be changed. If you would like to use a different email account with Neartail, you will have subscribe to the paid plan using the preferred email account and cancel your existing subscription.

Hello, in my form I need the categories to be shown, and it is only showing me one of the 4 existing ones. I have used the code that is inserted but it only shows me one. ${categories()} I appreciate your help, thank you

A category page must have at least one product with name, price, image. If you enable these category pages in the Show categories settings page, then it should be displayed in the search as well as in the quick navigation. Could you please share a screenshot of the "Show categories" page in your form.

I am trying to print my orders individually for an order summary for packaging and shipping. Can you please assist.

Print individual orders If you would like to print the individual orders, login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on an order to view the details > click on the three dots more icon and click Print. Note: By default, it will show the first 10 orders in any status. You can click on the More option at the bottom of the last order to load more orders. Print consolidated orders list for delivery 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 (or the relevant) status > click Print > select the number of orders by sliding the scale and click Print.

Hi, I'm Dedy, can I pay once and for all?

Hi Dedy, Currently, we only offer subscription-based payments. 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 any time. Annual subscription is a 12 month commitment.

Can you please update our account name. Its currently displaying as "Lantern Night", can you please update it to "Greensborough Preschool"

Hi - You can edit the Title option in the Theme settings for your account to update the account name. Login to Neartail. Click on the form to open it. Edit page will be displayed. In the Neartail 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. Enter the required text in the Title (header / account name), Footer option (replaces "This site belongs to...") and click Save. Please try this and confirm.

Created a form linked to google sheet, while checking tho output there seems to be a difference between the order for user in the dashboard, report and output in google sheet. if i understand correctly, it seems that the information that goes out in the report is the up 2 date one. it seems like the update of an order is missing out updates in the order summary for user and in google sheets (for both item removal and quantity updates) if you look into it please use extreme caution, as this is a test on a real order that is about to be finalized when i noticed the inconsistencies

You can edit a submitted order to update the order quantity for existing items or add new items or remove existing news. The updated order details will displayed correctly in Neartail Orders, Reports and the data exported from Neartail Reports to google sheets. Note: If you are syncing the google forms responses to google sheets, the items deleted from the order will not be removed from google sheets.

hi (: what is the difference between combo, set menu, and meal plan?

Combo, Set menu, Meal plan are some of the most commonly used customizable products. So, we added Sold as Combo, Sold as Set menu, Sold as Meal plan as a product type with the predefined options / validations to make it easier to add these products. For example, if you would like to set up a Set menu that allows a customer to choose their preferred Entree, Main course and Dessert, then you will add these as three customizable options. Entree: Soup of the day, Garlic bread, Caesar salad Main course: Pan fried salmon, Risotto Dessert: Tiramisu, Cheesecake, Chocolate fondant Users will have to select one of each to place their order. To implement this, you will disable the allow multiple selection option and set the min, max selection to 1 for the each of the three customization options. This is the predefined configuration when you select Sold as set menu as the product type. Set menu order form template https://neartail.com/order-forms/restaurant/set-menu.html

I have sent an email about this but with no response It's in relation to Re: Your receipt from Mailrecipe LLC #2002-2297 And I wrote the following Hey guys Why am I being billed annually for this??? My current account is OFF and I have only had the $16/month subscription on for about 2 months out of 12 in the last calendar year… why am I being charged AHEAD for the next year? I only chose to use this on and off monthly so please check this thank you!! Regards,

Hi Shannelle, we replied on the same day (8-Aug) we received your email (see screenshot below). Please check your inbox and reply to that email. Note: When you subscribe, you can either choose the monthly or annual plan. Monthly plan is automatically renewed each month. You can cancel anytime. Annual subscription is a 12 month commitment and it is nonrefundable. You choose the annual option when you subscribed last year. The subscription was recently renewed on 8-Aug-2024. If you only need it only for a short term (< 3 months ), then you should choose the monthly plan, use the form and cancel the subscription when you no longer need it.

I have create a form in Neartail . How can I connect payment system with Neartail form?

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 would I enable Stripe Payments on a Neartail enabled Google Form.

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 card payments option. Follow the prompts to create a Neartail Stripe connected account and enable card payments. 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.

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