Ask questions about our products
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.
how do I unhide the abounded list
Unhide status 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 any of the status) > click Hide > check Abandoned and click Save. Strict Privacy If you have enabled the Privacy option, Abandoned status will not be displayed. If you need this, you will have to disable Privacy. 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 hidden when the Privacy option is enabled.
how to resize the image from the header
Hi - Neartail Editor does not have the option to edit the header/banner image. You will have to resize the image before uploading it to Neartail.
Do you have free forever plan?
Neartail is a paid product with a 7 day free trial. We do not have a free plan. You get the first 20 responses free during the trial period. If you find it useful and would like to continue using Neartail or collect more than 20 responses, you will have to subscribe to the paid plan.
Hey (: I want to create a delivery fee according to the selection in the section before it
Calculate 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 Add price field icon > select Order amount, click Next > select Standard calculation using TOTAL() formula, click Next > click Create. 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 formula and click Create. CHARGE(Collection Point, 0, 0, 0, 0, 0, 5) 0 is the fee for the first answer choice, 0 is the fee for the second answer choice ... and 5 is the fee for the sixth answer choice in the dropdown question "Collection Point". You can update the fees as required. 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. Please try this and confirm.
Can I Automatically close forms on a schedule ahead of time for multiple days, and not just one day at a time.
Currently, Neartail does have the option to automatically close the form at a specific date/time or based on business hours. For now, you will have to manually close and open the form when required. 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 form title. Form settings will be displayed. Click Advanced. Check Close this form option, add a custom message and click Save. When you close your form in Neartail, users will not be able to view the form or submit their response, but you can edit the form and manage responses.
Hi, no problem. I just wanted to verify if you can use the redirect function with the free plan.
Hi - The free plan includes only basic features such as embedding the form on a webpage and collecting up to 20 responses per month. If you would like to redirect users to a webpage after submission, you would need to subscribe to the Formfacade Customize UI paid plan. Formfacade Customize UI pricing https://formfacade.com/website/pricing.html
add on applications do not appear in Forms
Hi - If you have logged in multiple google accounts in your browser, sometimes the Google Workspace addons may not be installed properly. Open an incognito window, login with the google account you would like to use and then install the addon. You will be able to click on the addon icon in Google Forms and access the installed addon. Please try this and confirm.
when publishing the form in facebook, the customer cannot order and pay through Venmo. This is what I paid for with the subscription. The screen just freezes. It works fine with Paypal.
Hi Lori, could you please confirm the following details. 1. Have you enabled automated Venmo payments in your form? 2. Are you facing issues with Venmo payments when submitting an order on desktop? 3. Can you try it on your mobile?
Accepting Venmo and PayPal payments
We have integrated with Paypal for automated Paypal and Venmo payments. Please note that Paypal charges a transaction fee and you need a Paypal Business account to enable automated payments. 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. Automated payments When this option is enabled, users will be able to submit the order only if the payment is successful. Please note Paypal charges a transaction fee. Manual payments When the user submits the form, we automatically generate the QR code/ pay now button that autofills the amount. The payment details are displayed after the user submits the form. Please note that you will have to manually reconcile payments by checking the transactions. When a user places an order, the payment status will be either marked as "Pending" (not paid) by default. If the user clicks on the Mark as paid button, the status will be updated as "Paid, not verified". Once you verify the payment, you can mark the order as "Paid".
not able to add the upi payment link
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 UPI payment option 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. Amount to be charged 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 the payment option such as Stripe, Paypal, UPI etc. If you have mapped a field for the Net amount option, the answer for that field will be passed to UPI. Otherwise, the answer for the field mapped for the Amount option will be passed to UPI. 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 form title > Form settings page will be displayed > Click on the configure fields icon next to the Save button > Summary settings page will be displayed > Select the relevant field for the Amount option > click Save. If you have calculated the delivery fee, tax, net amount etc, then make sure that you have mapped these fields correctly as well.
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