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

Hi - If you would like to change the form linked with your website, please login to Neartail > click on the form you would like to add as the main form on the website > Edit page will be displayed > click Share > In the Share page, click Website > click Switch form > click Confirm.

Yes, the "Create your own form" button will be automatically removed when you subscribe to the paid plan. Please note that the branding displayed in the bottom right corner in the form will be removed only in the Premium plan and above.

You can use the TOTALIN() function to calculate the order amount for a category. Syntax: TOTALIN("category name") Note: category name that you use in the function must exactly match the name in the category page. This parameter is case sensitive. For example: If you have added a page with "Vegetables" as the title and added products in that page, then you can use TOTALIN("Vegetables") formula to calculate the total amount for products added to cart from the vegetables category page. You can then apply a discount on specific categories based on the discount code.

Hi Kathy, open an incognito window, login using the preferred google account and then install the addon from the Google Workspace marketplace. Please try this and confirm.

You can click on the login button in the Neartail website and select the preferred google account to login. Please note that it won't ask you to select the google account if you have already logged in to Neartail using your google account. If you would like to use a different google account, then you can click on your profile in the top right corner and click Logout. Once you have logged out, you can then login using a different email account. Please note that an upgrade message will be displayed if you login using an account without an active subscription. You will be able to close the upgrade message only if you are in the home page or the account page and then logout.

The default message includes the link to the mobile app that the users can use to manage their orders. If you don't want to include this link, you can add your own custom message. Instructions below. Login to Neartail > click on the form to open it > Edit page will open in a new tab > In the 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 > enter the preferred message and click Save. You must use ${TEXTSUMMARY(true)} in the WhatsApp message setup to include the response summary.

You are currently using the Colorful theme that includes a banner at the top with the start button. You can select the preferred language in your form, but the caption for the start button in the banner cannot be customized. Colorful vs Minimal theme. You can either choose the Colorful or Minimal theme and customize the colors, fonts for your account. In the Colorful theme, the banner image will be set as a cover image that will be displayed at the top. Users will have to click on the start button to view the form. The banner image has an overlay depending on the primary, secondary color. Please note that the logo is displayed only in the footer in the Colorful theme. In the Minimal theme, the banner image will be displayed above the form title. Users will directly see the form when they open the link. You can set the primary color that will be used for the button and the secondary color will be set as the background color for the page. Login to Neartail. 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. Select Minimal or Colorful theme. Customize the colors, fonts, font sizes. Click Page. Enter the required text in the Title (header / account name), Footer option (replaces "This site belongs to..."), upload your logo (replaces the default profile picture) and click Save.

The product price cannot be set dynamically based on the customer type. The workaround is to create 3 different forms for Non-members, Members, VIP member and share the respective link with them to collect responses.

Minimum order amount You can add a response validation for the order amount question to enforce the minimum order amount. Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the order amount question to select it > click on the gear icon for this question > Question settings page will be displayed > click Answer > click on the Configure link for the Validation option > select Number, Greater than or equal to, enter the minimum amount (for example, 20), enter the custom error message and click Save. This will prevent users from submitting the form if their order total is below the specified amount. WhatsApp messages You can configure the number in your form to allow users to submits their order to WhatsApp. Please note that we Neartail does not have the option to send it to multiple numbers. Excel document You can either sync the google forms responses to google sheets or export the data from Neartail Reports to google sheets. Please note that the format of the export cannot be changed. Also, the first column with the unique id will be locked in Neartail. 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.

Hi Charlie, You can customize the header title, footer, theme for your account. These settings will be applied for all the forms you create using your account. 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..."), upload your logo (replaces the default profile picture) and click Save. Please try this and confirm.

Hi Mariah, 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 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 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 Cayce, Neartail uses google signin. We do not have the option to transfer subscriptions or ownership. The subscription is linked with the email account used to subscribe to the paid plan. Only that account can be used to customize the form and collect responses.