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.

Hi Christie, the max file size was automatically increased to 100mb per file (see screenshot below) when you upgraded your account to the file upload plan. If it is still showing as 10mb for you, it might be because of the cache. Please try to preview on a different browser/device or do a hard reload.

Hi Michael, 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 manage responses. If you have added your team members as collaborators in Formfacade, they will have to subscribe to the paid plan after the trial ends to continue using Formfacade.

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.

Hi Ruchi, If you have already created a form in Google Forms, you can customize it using the Neartail addon to add amount calculations and show order summary. Otherwise, you can use the Neartail templates to create an order form. Neartail pricing https://neartail.com/order-form/pricing.html Neartail templates https://neartail.com/order-forms You can pick the preferred template, edit it to add your products and then use the Neartail share link to collect responses. Order amount, summary calculations are included in the templates by default. If required, you can also add discount, tax, delivery fee calculations in your form. Neartail - Order form addon for google forms https://workspace.google.com/marketplace/app/neartail_order_form/743172720058 Open your form in Google Forms > click on the addon icon > click Neartail > click Calculate order amount > select the currency, enable format prices option, click Next > select Calculate amount based on price option, click Proceed > Neartail Edit page will open in a new tab > if required, you can then customize the form and the use the Neartail share link to collect responses.

Hi - 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, Lydia, Zelle, cash on delivery, bank transfer, check. Currently we do not have the option to add custom payment options. What is the preferred payment option in your country? How would you like to collect payments? Please provide the details and I'll share your feedback with our team. You can also send an email with the details directly to support@neartail.com

Hi Jennifer, 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.

The first page in the form with the required fields will be set as the checkout page by default. You have added the required fields in the home page. That's why it is set as the checkout page. Login to Neartail > click on the form to open it > Edit page will be displayed > In the Edit page, click on the 9 dots grid icon on the bottom right corner at the end of a section (see screenshot below) > select the preferred page for the "Configure the checkout page" option and click Save.

Hi Justin, there is no paid subscription linked with your email account. Please send an email to support@formfacade.com with the last 4 digits of the card used to make the payment and the recent transaction date.

Hi - The confirmation emails have not been setup for the form that you shared. Please follow the instructions in the help article below to enable it. https://neartail.com/order-form/send-confirmation-emails-to-customers.html Once you have completed the setup, you can submit a response and test the confirmation emails. If you face any issues, you can follow the instructions below to check the email 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 order to view the details > check the Additional details section. Does it display the email address for the Email respondents ? - By default, it will display the configure link that indicates that the emails have not been set up. - If the emails are configured and sent successfully, email addresses will be displayed. - Otherwise, it will display the error message or 📫 icon next to the email to indicate that the email was not delivered.

Hi Ryan, you can set the current stock for an item by enabling the inventory feature. When you enable this feature, you can specify the available stock for each product. Neartail will automatically track the stock levels, and when the stock reaches zero, the product will be marked as sold out, preventing any further orders. For detailed instructions on how to set this up, you can refer to the help article below: https://neartail.com/order-form/add-products-with-limited-stock.html

Could you please provide more details about the issue you're experiencing? Are you encountering any specific error messages or problems when trying to configure the points? A screenshot of the issue would also be helpful.

Hi Juan, Instead of adding the payment details as separate sections in the form, you can enable the preferred payment options such as Paypal (automated) and Bank transfer (manual) in Neartail payment settings. Instructions below. 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 click on the configure link for the Paypal automated payments, connect your Paypal account and enable payments. Similarly, you can enable the bank transfer payment option and add the bank account details for the wire transfer. 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 (Paypal) When this option is enabled, users will be able to submit the order only if the payment is successful. Please note Stripe, Paypal charges a transaction fee.  Manual payments (Bank transfer) When the user submits the form, the responses are recorded and then the payment details are displayed. 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". Please note that Neartail does not have the option to upload files for Bank transfer payment.

Hi Rafael, the autosave option is enabled by default. Currently it cannot be turned off.

Hi Clay, you can add new fields or edit existing fields in your form using the Formfacade Editor. If you face any issues, please let us know.

Score calculations Google Forms does not have the option to assign different points for answer choices and calculate scores. You will have to use the Formfacade - Assign points addon to add score calculations in your google form. Please note that you must use the Formfacade share link or the embed code to collect responses. Otherwise, customization and score calculations will not work. When you use the Formfacade link, the responses will be recorded in Formfacade and Google Forms. You can sync google forms responses to google sheets as well. Score calculations is a paid feature. You must subscribe to the paid plan to use it after the trial ends. For pricing detials, refer to the links below. Formfacade - Assign points pricing https://formfacade.com/calculate/pricing.html Formfacade - Enhance pricing https://formfacade.com/enhance/pricing.html Delete abandoned responses You cannot change the status of the abandoned responses, but you can delete them. Please note that you will not be able to delete the responses created in the last 48 hours. Login to Formfacade > click on the form to open it > Edit page will be displayed > click Responses > In the Responses page, click on the three dots more icon next to the Abandoned status > click Delete All > select All responses and click Confirm. This will delete all responses created before 48 hrs. Delete responses You can move redundant responses to Trash status. These responses will not be included in the Reports. If the Strict privacy is enabled, these responses will be permanently deleted after 7 days. Login to Formfacade > click on the form to open it > Edit page will be displayed > click Responses > In the Responses page, you can drag and drop (place the cursor on the profile image/default icon to drag) responses 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. When you move a response to the Trash status, any uploaded files will be deleted. Once deleted, you cannot access these files. Enable Strict Privacy to delete responses You can enable the privacy option to delete the responses in Abandoned and Trash status permanently. Login to Formfacade > click on the form to open it > Edit page will be displayed > click Responses > In the Responses page, click on the three dots next to the Abandoned or Trash status > You can enable the privacy settings and click Save. 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. Export responses When the user fills the form and submits, the response is recorded in Formfacade and Google Forms. You can sync Google Forms responses to Google Sheets. This will only include the answers for the questions in the form including the total score if you have set up your form to record it in Google Forms. Sync Google Forms responses to Google Sheets Open your form 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. Export points and responses data from Scorecery reports Login to Formfacade > click on the form to open it > Edit page will be displayed > click Reports > click on the Export button in the bottom right corner. Please note that all the responses will be synced to Sheets. There will be three tabs in the Google Sheets (1) Responses - Shows the answers for all the questions in the form (2) Scores - Shows the points for individual questions along with the answers for other form fields (3) Q & A - You can use pivot table to analyse the data and create aggregate reports.

Hi Devin, you are using the Formfacade share link for your email account. Since there is no active paid subscription linked with your email account, it is showing the response limit warning message.

Header, footer, logo, theme settings are for your account. These settings will be applicable for all the forms you create using you account. 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. Click Page. Enter the required text in the Title (header / account name), Footer option (replaces "This site belongs to...") and click Save.

Hi Lori, you have enabled manual Venmo payments in your form. 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".

HI Karen, you have subscribed to the File upload plan. You can setup your form to automatically sync the uploaded files to google drive when the user submits the response. For detailed instructions, please refer to the help article below. Sync to drive https://formfacade.com/file-upload/google-forms-file-upload-sync-to-google-drive.html Formfacade - File upload addon for google forms https://workspace.google.com/marketplace/app/formfacade_file_upload/146202960515 Note: We have renamed the "Petaform" addon as "Formfacade - File upload' addon.

Hi Alex, when you customize your form using the Formfacade, the service account email is added as a collaborator in Google Forms so that you can make the edits directly in Formfacade. If this fails or if you manually remove the editor service account, then a warning message will be displayed when open the form in Formfacade. Open your form in Google Forms > click on the addon icon > click Formfacade > click Customize this form > click Proceed > Formfacade Edit page should open in a new tab > You should be able to make edits in your form. If you face any issues, please send an email to support@formfacade.com. We can do a screenshare and check this.

Hi - If you delete fields from your form after collecting responses, the submitted responses for those fields will also be deleted. You will not be able to access these responses in Formfacade or Google Forms. Note: If you had already linked your google forms to google sheets before deleting the fields, you will be able to view these responses in Google Sheets. Also, if you had set up email notifications for new responses, you will be able to view these responses from your email inbox. Close form You can close the form to stop accepting responses. When you close your form in Formfacade, users will not be able to view the form or submit their response, but you can edit the form and manage responses. 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 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. You can also close your form in Google Forms. Open your form in Google Forms > click Responses > disable Accepting responses option > click on the addon icon > click Formfacade > click More options > click Update to sync the changes. When you close your form in Google Forms you will not be able to view the edit the form or manage responses using Formfacade.

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 order details.

Hi Amanda, when you use the SCORE function to assign points and calculate scores, it will assign the points for all the multiple choice, checkboxes and grid questions. You have used the SCORE(SECTION, 1, 2, 3) formula to assign the points and calculate the section scores for the 5 sections in your form. Each of these sections has one grid question, a paragraph question for comments and a short answer question with the formula for the section score. These section scores are calculated correctly. You have used the SCORE(ALL, 1, 2, 3) formula to calculate the overall score. This formula assigns the points for each of the grid questions in the 5 sections as well as the multiple choice question "Type of Audit" in the home page. If you don't want to include the "Type of Audit" multiple choice question in the score calculations, then you can use the SUM function to add the 5 section scores instead of the SCORE function. SUM( section#1, section#2, section#3, section#4, section#5 ) where section#1, section#2, section#3, section#4, section#5 are the short questions you want to add to calculate the overall score. You must type @ and select the required field from the list to include them in the formula above. In the Edit page, click on the gear icon next to the total score question > Question settings page will be displayed > click Answer > enter the above SUM formula in the Calculate option and click Save.

Hi Charlie, We have integrated with Stripe for Card, Cash App automated payments in the US. If you would like to enable Stripe 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 Card payment option > create a Neartail Stripe account to enable card payments and 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.

You can customize the WhatsApp message as required. The default message includes response summary along with 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. Please try this and confirm.