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I would like to create email and text templates for the following senerios how do I do that 1) a template for an email reminder customers that payment is due before a certain date or their order will not be able to be processed and completed 2) a text message template to let customers know that their payment has been recieved. These two templates ideally need to be saved and easy to access
Hi Mave, You have enabled automated as well as manual payment options in your form. By default, there will be five order status: Abandoned, Submitted, Paid, Completed, Trash. 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. You can setup automated email notifications for Submitted and Paid status. Since you have enabled automated as well as manual payment options, I'd recommend the following set up. Setup Notify respondent option for Paid 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 next to the Paid status > click Notify respondent > setup wizard will be displayed > follow the prompts to complete the setup. This will be the automated order confirmation email sent to the customers confirming receipt of payment.
I am not able to download the weekly order report to xls file. Only download to .csv option is there.
You can sync the orders to google sheets. Login to Neartail > click Forms > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, click on the ⚙️ settings gear icon (see screenshot below) > click Sync all orders to google sheets.
how to add payment method to form
Hi Michelle, We have integrated with Stripe (Card, Apple Pay, 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, Lydia, cash on delivery, bank transfer, check. How to enable payments? Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, scroll down to the bottom of the page > click on the Enable link in the Payments section (see screenshot below) > Payments settings will be displayed > click Enable > The payment options supported in your country will be displayed > configure the preferred payment options and click Save.
Why it keep shows * Indicates required question when I launched the form to google form and the order summary does not appear for review before submit?
You will need to use the near.tl share link to collect responses for your form. Please note that customizations and calculations won’t work with the standard Google Forms link, as these features are not supported by Google Forms.
How do I turn off the sound effects? It's way too loud — it startles me every time I open the order page.
Sound alerts are automatically enabled when you open the Neartail Orders page. Currently, it cannot be disabled. I'll share your feedback with our team. In the meantime, you can mute the browser tab where you’ve opened the Neartail Orders page to disable sound notifications.
How can i add transaction fees to a Card payment but not a Bank Transfer?
Currently, Neartail does not have the option to set a transaction fee for each payment method separately. This feature is part of the roadmap.
Hello. Did you remove the old export format (the file with the line items tab) ? Is it possible for us to find or create the same export as before ? I don't think so. Thanks.
Yes, you can sync the orders with line items details to google sheets. Login to Neartail > click Forms > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, click on the ⚙️ settings gear icon (see screenshot below) > click Sync all orders to google sheets.
Can I add a surcharge for credit card payments on the form?
Currently, Neartail does not support adding a surcharge specifically for credit card payments directly on the form. This feature is part of the roadmap.
If I’m selling cookies for a per cookie price, say $3 each, how do I offer a discounted price as well for, for example, 6/$15 or 12/$30?
Hi Tina, You can set up bulk discounts for products sold by quantity or weight. Login to Neartail > click Forms > list of your forms will be displayed > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the Add product icon > enter the product name, select the product type “Sold by quantity” > click on the settings gear icon > Product settings page will be displayed > click on the Bulk discount option > enter the actual amount for the different quantity options. Please note that you must enter the amount and not price per unit quantity. For example, if the standard price per unit is $3 and you would like to offer 6 for $15 and 12 for 30$, then you can have the set up as shown in the screenshot below.
Se pueden enviar a varios números de WhatsApp?
Hi Oswaldo, 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. Currently Neartail does not have the option to submit the response to a WhatsApp group or send it to multiple WhatsApp numbers at the same time, but you can send the responses to different WhatsApp numbers based on the form response. Instead of configuring a WhatsApp number, you can select a form field with the WhatsApp number so that response is submitted to that number. You can create unique prefill links to autofill the WhatsApp number or use the IFS function to set the WhatsApp number based on the preferred criteria. When a user submits the form, the response will be sent to the respective WhatsApp number. Add a field for WhatsApp number In the Neartail Edit page, click on the + Add question button > enter the title "Submit to WhatsApp number" (change as required), select Short answer question type > click on the settings gear icon for this question > Question settings page will be displayed > click Answer > enter the IFS formula in the Calculate option, change the Appearance to hidden and click Save. Note: You can also mark this field as readonly if you would like to show the whatsapp number to the user filling the form. Configure WhatsApp number in the form Login to Neartail > click on the form to open it > Edit page will be displayed > 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 > click Dynamic routing > Get number from this field option will be displayed > select the "Submit to WhatsApp number" field from the list and click Save.
Hi, We would like to introduce our takeaway orders using watsapp by giving QR code on the menu. Is this possible and can you help with setting this up?
Create an order form https://neartail.com/order-forms/ You can use the Neartail templates to easily create your order form. Pick a template, edit it to add your products and customize the theme settings for your account. Submit orders to WhatsApp If you would like to receive orders on WhatsApp, you can configure your WhatsApp number in your form. 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. 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 > configure the WhatsApp number and click Save. Please note that you must enter the country code when configuring the WhatsApp number. Once configured, the number cannot be changed. Share QR code or form link to collect orders Login to Neartail > click on the form to open it > Edit page will open in a new tab > click Share > In the Share page, click Link > copy the link and share it with your users to collect orders or download / print the QR code for your form and use it to collect orders
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