three questions please (:
1. Can I place a minimum-price order? for the whole order
2. can I send a costume message to several phone numbers?
3. how can I edit the Excel doc?
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.
Comments (1)
Jul 28, 2024
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.
Add your comment
Add photo