Ask questions about our products
How many orders are accepted on the free trial?
Hi Aliya, you can collect up to 20 responses during the free trial period. If you would like to collect more than 20 responses or continue using Neartail after the trial ends, you will need to subscribe to a paid plan.
I have an app for payment that works in Israel but I didn't succeed to understanding how and where to put it so it would work well because now it isn't
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. If you would like to use a different payment option, then you can choose from one of these 3 options. (1) Configure the thank you message to include the payment instructions or the payment link (2) Redirect users to the payment link (not recommended) (3) Customize the WhatsApp message to include the payment instructions or the payment link Customize thank you message 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 On submit > select Show customized message for this button > enter the thank you message along with the payment link and click Save. Redirect on submit 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 On submit > select Redirect to a webpage > enter the payment link and click Save. Customize WhatsApp message 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 with the payment link or instructions and click Save. You must use ${TEXTSUMMARY(true)} in the .. Please try this and confirm.
I have not been receiving any of the Venmo payments made to me through my payment page. Only PayPal and Stripe. Where are the Venmo payments going?
Hi Emily, you have enabled automated card payments via Stripe, automated Paypal and Venmo payments via Paypal. Automated payments If you enable Stripe payments in your form, the payments from your users will be made to your bank account setup in Stripe. If you enable automated Paypal payments in your form, the payments are made to your Paypal account. 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. Stripe payout schedules https://support.stripe.com/questions/common-questions-about-payout-schedules View transactions in Paypal https://www.paypal.com/us/cshelp/article/how-do-i-check-the-status-of-my-payment-help142 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 or Paypal.
Removing Neartail branding
Hi Angela, You have subscribed to the Neartail Premium plan. The Neartail branding displayed in the bottom right corner in the forms has been automatically removed from the forms created using your account.
Hello, I made a meal order form for our school cook. There are two possibilities: children can eat a meal during lunch at school or families can order a take-away meal (with warranty on re-usable glass containers). Our products are configured per day: e.g. September 5th - Soup - School, September 5th - Meal - School, September 5th - Soup - Take-away, September 5th - Meal - Take-away in various portion sizes. Families can order for one month (each month will be a form). I have two questions: I. I included ${response()} in the e-mail confirmation to the customers. Not all amounts are shown with the €-sign. Amount meal orders is calculated with TOTAL() and has an €-sign in the overview of the responses. Because take-away meals are delivered in glass containers with a warranty, I configured two extra calculations: 1. Amount of warranty 2. Total amount = amount meals + amount warranty These last two amounts have no €-sign in the overview of responses. All three of them are configured as a number. Is there any way I can have them shown in euro? II. Customers can cancel orders up until a certain time before delivery. We chose not to allow customers to change orders once submitted. Is there a way for the admin to cancel a submitted order? I know how the admin can change orders, but I'm looking for a way to cancel it entirely. We want it to disappear from the reports. Orders are typically done way up front. Our cook relies on the reports to know how many soups - meals in which sizes she has to prepare each day for school / take-away, she doesn't handle order by order. Just wanted to say that the Neartail Order Form is a huge way forward to the old way via simple Google Form and calculations in Google Sheets. Thank you in advance for your help with my questions. Best regards, Martje
Email notifications ${response()} formula will show a summary of all the answers in the form (products ordered + other fields in the form such as contact details, address etc) ${BILL()} formula will show a summary of the products ordered in the bill format. It will include the product name, quantity, unit price and amount Order summary / Formatting amounts Summary settings page allows you to select the relevant fields from the form for the Amount, Discount, Tax, Delivery Fee, Tip, Net amount option. The mapping in the Summary settings allows Neartail to identify the field with the amount to be charged and pass this amount to the selected payment option such as Stripe or Paypal and also show the order summary. If you have mapped a field for the Net amount option, the answer for that field will be passed to the selected payment options. Otherwise, the answer for the field mapped for the Amount option will be passed to the selected payment options. We do not have a specific setting for Warranty amount. You can map this field to the Delivery fee or the Tip option in the Summary settings. Login to Neartail > click on the 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 page will be displayed > click on the configure key fields icon next to the Save button in the bottom right corner > Summary settings page will be displayed > select the warranty amount field for the Tip option and click Save. Calculate total amount including warranty In the Edit page, click on the Add price field icon > select Net amount, click Next > select Standard calculation using NETTOTAL() formula, click Next > click Create. When you use the Add price field option, it will automatically map the field in the summary settings. NETTOTAL function calculates the net amount based on the fields mapped in the Summary settings page. It will automatically add the fields mapped for Amount, Delivery Fee, Tip, Taxes and subtract the Discount to calculate the net amount. Edit order 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 > click Edit > the order will open in a new tab > you can amend the order and submit it. Delete orders 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 response to view the details, select the Trash status for the Move to option and click Submit. The orders in the Trash status will not be included in the Reports.
Hello, I am trying to change the email address associated with my primary account on Neartail. Could support please reach out to me and assist me with this?
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. We do not have the option to transfer subscriptions. If you would like to use a different email account, you can subscribe to the paid plan using the preferred email account and then cancel the existing subscription.
HI Team, few of the fields which I edited are hidden. please help me to view those in preview. also I would like to view the sessions in Tabs. for Example: I will be having the same menu for all day from Monday to Friday and I need to see all the week days in each Tabs. If I select Monday tab, I should see the monday menu and add to cart, then to select Tuesday menu and then to select Wednesday menu and so on.. so it will be like ordering for a week. Please help in achieving this and you can also call me to +91 97890 95256 to discuss more on this
Hi Preethi, hidden questions will not be displayed when you preview the form or when users use the share link to submit their responses. To make a question editable, login to Neartail > click on the form to open it > Edit page will be displayed > In the Edit page, click on the question to select it > click on the gear icon for that question > Question settings will be displayed > click Answer > change the Appearance to Editable and click Save. If you would like to create an order form with menu items for different days of the week, then you can use the template below. Instead of organizing items by Breakfast, Lunch, Dinner etc, you can create a seprate page for each day of the week such as Monday, Tuesday etc. Please try this and let us know if you have any specific questions. Meal prep order form https://neartail.com/order-forms/restaurant/meal-prep-order-form.html
How do I change the picture for my platform? It has my email photo and I want it to have my company logo. Also, the name of the account is Service Truck Restocking but I want to change that since we will be using it for other types of ordering.
Hi Mike, 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), Footer option (replaces "This site belongs to..."), upload your logo (replaces the default profile picture) 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