Sync responses to Google Sheets 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 gear icon next to the form title. Form settings will be displayed. Click Advanced. Click Launch to open Google Forms. In Google Forms, click Responses and click on the spreadsheet icon to sync responses 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. Export order line items data from Neartail Reports 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. Login to Neartail > click on the form to open it > Edit page will be displayed > click Reports > click on the sync button in the bottom right corner. This includes order status, payment status & more. 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.

You can setup email notifications 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

Hi Lauren, You must setup at least one payment method when you enable payments in your form. Otherwise, the above warning message will be displayed when you submit the form. If you would like to collect payments on collection, then you should disable payments in your 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 Disable payments. Click Save. Email notifications 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

Hi Minal, what is the issue you are facing with configuring payments in your form? Are you getting any error messages? Please share the details so that we can check and help you with this.

Export order line items data from Neartail Reports If you used the Neartail templates to create your order form, then you will be able export the Neartail Reports data to google sheets. Login to Neartail > click on the form to open it > Edit page will be displayed > click Reports > click on the sync button in the bottom right corner. This includes order status, payment status & more. 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. Note: When you sync the google forms responses to google sheets, all the fields in the form are included as columns and each row is a response. If you have a product with variants, the order quantities for products variants will be included in the same column. View individual orders If you would like to view 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 status > click Print > select the number of orders by sliding the scale and click Print. Limit answers Neartail does not have the option to set a limit for the answers. You can only enable the inventory option for products or set up date / time slots using the appointments option. Please note that the addons such as choice eliminator that edits the google form will not work well with Neartail.

The reply-to address is set automatically. If you have configured the Email respondent and Email collaborators option, then when the user replies to the confirmation email, the email will be sent to the collaborators. Similarly, when the collaborators reply to the notification email, the email will be sent to the form respondent. You have not entered the correct To email address in the Email collaborators option. That's why the confirmation emails are not being sent. Login to Neartail > click on the from 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 Email collaborators > enter the correct email in the To option, click Next > if required, update the subject, click Next > if required, update the message, click Next to complete the setup. You can then submit a response to test the email notifications.

HI Lauren, You should write to your domain administrator and request to them to update permissions / add the Formfacade addon to the allowlist. Note: Michelle was using Neartail for creating the uniform order form. Your administrator would have already added Neartail addon to the allowlist. Please try it.

Hi Christina, there is no active paid subscription linked with your email account. The subscription could not be renewed on 24-June and since the subsequent retries failed as well, the subscription was automatically cancelled on 1-July. You can use the same email account to subscribe to the paid plan to continue using your forms. Formfacade Calculate pricing https://formfacade.com/calculate/pricing.html

Hi Angela, If you have moved the 2023 orders to the Trash status, these orders will not be included in the Neartail Reports. You can enable the Strict privacy option to permanently delete the orders in the Trash status. Enable Strict Privacy You can enable the Privacy option to delete the responses in Abandoned and 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 responses in Abandoned and Trash status will be automatically deleted after 7 days. Please note that the Abandoned status will be automatically hidden when the privacy option is enabled. Google Sheets If you have exported the data from Neartail Reports to google sheets, the synced data in google sheets cannot be deleted. If you prefer to have the 2024 orders only, then you can make a copy of the form and use the share link for that form to collect responses. When you export the data from Neartail Reports, only the responses in the copied will be synced to the google sheets.

The free trial will automatically end after 7 days. Please note that we do not ask for card details when you install the addon/create your account. So you don't have to worry about getting charged automatically. If you have installed the addon and would like to uninstall/remove the app from your Google Forms, here's the instructions: Open your Google Forms > click on the three dots icon next to the SEND button in the top right corner > click Addons > search for Neartail > select Neartail > click on Uninstall. If you would like to delete your account, please confirm.

You can configure your WhatsApp number in your form and allow users to submit their response to WhatsApp. When a user submits the form, Neartail composes their order as a message and opens it in WhatsApp. Users can click on the send button to send their order as a WhatsApp message to you. Please note that this is not an automated notification, but a message that the user sends manually. Instead of configuring a WhatsApp number, you can select a form field with the WhatsApp number so that order is submitted to that number. For example, if you multiple store branches, you can create a multiple choice or dropdown question with the different branches as answer choices. You can add a short answer question with the IFS formula that automatically sets the WhatsApp number based on the selected branch. You can then configure this field with the WhatsApp number for dynamic routing. Add a field for branch locations (skip if you have already added it) In the Neartail Edit page, click on the + add question icon > enter the title "Branch location", select Multiple Choice or Dropdown question type > enter the different locations as answer choices > enable the required toggle button and click Save. Question title: Branch location Answer choices: Tibag San Vicente Matatalaib San Miguel / Maligaya Capas Branch WhatsApp Number In the Neartail Edit page, click on the + add question icon > enter the title "Branch WhatsApp", select Short answer question type > click on the gear icon for this question > Question settings page will be displayed > click Answer > enter the below IFS formula in the Calculate option and click Save. IFS(Branch Location == "Tibag", "+63XXXXXXXXXX", Branch Location == "San Vicente", "+63XXXXXXXXXX", Branch Location == "Matatalaib", "+63XXXXXXXXXX", Branch Location == "San Miguel / Maligaya", "+63XXXXXXXXXX", Branch Location == "Capas", "+63XXXXXXXXXX") Note: You must type @ and select the branch location question when adding the formula in the Calculate option. Replace +63XXXXXXXXXX with the relevant WhatsApp number. Also, the answer choice (location) added in the formula must exactly match the answer choice in the question. Simply put, it is case sensitive. Configure WhatsApp number in the form In the Neartail Edit page, click on the gear icon next to the Submit button > Button settings page will be displayed > click On submit > select Submit response to WhatsApp > click Dynamic routing > Get number from this field option will be displayed > select the "Branch WhatsApp number" field from the list and click Save. This setup will allow the customer to select a branch, and based on their selection, the corresponding WhatsApp number will be used when they submit the form.

You can add collaborators provide access to your team, but please note that the collaborators will have to subscribe to the paid plan using their email account once their trial ends. When you add a team member as a collaborator in the Share page for a form in Neartail, they will have the same permissions as the form creator. They will be able to edit the form, manage orders, collect responses. If you would like to the team members to only view the orders, you can sync the orders to google sheets and add them as a collaborator in google sheets.

When you export the data from Neartail Reports to Google Sheets, the first column with the unique id will be locked. You will not be able to delete data rows, but you can apply filters on the other columns as required. If you have collected a large number of responses, then you can make a copy of the form and use it to collect responses going forward. When you export the data from this form to Google Sheets, only the new responses will be synced.

The amount values in the form will be automatically formatted to 2 decimal places. Please note that these values when synced to google sheets will have the actual value with the corresponding decimals. If the amount is not displayed properly in the form, please share the link for your form along with a sample response.

You should never add required fields in the home page. If you choose to do that, then you must not add category quick navigation or products in the home page or enable the search option in your form. You have added two required fields in the home page that also have the products. Users will be able to add products to the cart, click on the cart icon to view the cart page and then click on the call to action button in the Cart page to navigate to the checkout page (P.O. Form Request) without filling the answers for the two required fields in the home page. That's why users were able to submit the response without filling all the required fields. You can either move the required fields to the "P.O. Form Request" page or split the home page into two pages. The form will have the home page with the two required fields, a page with products and the P.O. Form Request page with the summary and the contact details you would like to collect.

Hi Omuwa, when the user clicks on the add to cart button for the product set up as "Sold as combo", the quantity options will be displayed. Once the user selects the preferred quantity, it will show the customization options. Please note that you will have to use the Compact or Comfortable layout for the form with customizable products.

Hi Jake, login to Stripe > click on the account dropdown in the top right corner and select the Neartail connected account > click on the settings gear icon > select Profile > click Edit to update the email address. For detailed instructions, refer to the link below. https://support.stripe.com/questions/change-the-email-address-associated-with-a-stripe-account