Ask questions about our products
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
Hi I cant seem to change the footer logo of my form. Please help, thank you!
Hi Ann, To change the logo displayed in the footer, you need to be on a paid plan. Login to Neartail. 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. Upload your logo and click Save. When you subscribe to the paid plan, the profile picture in the footer will be automatically replaced by the logo you have uploaded.
Need dynamic prefill link. I.e. I want to create a client pecific link that prefills a field with their customer ID. Like as a query string would be fine, or if there is any other way. We just can't manually create prefill links.
Hi Nick, If you would like to prefill answers in the form by passing values via url parameters, you can refer to the post below. https://near.tl/support/forum/neartail/it-is-possible-to-prefill-one-text-field-with-a-pa.-OKHDUOaRif6xp1qkGUM.html
When I choose flat fee, customers can't choose the item and there is no option to add an image. For example we rent a projector in our venue space but there in only ever 1. Best if customers don't have to click to choose a quantity. Don't quite understand flat fee...
Hi Nick, If you would like to charge a fixed fee by default for each order, you can choose the "Flat fee" as the product type and specify the price. The users won't see this product in the form. The price of the flat fee product will be automatically added to the amount. If you would like to users to select an item to place an order, then you can add a product sold by quantity, weight or with variants. If you want the users to rent a projector, you can use one of the options below. Product type: Sold by quantity Product title: Rent Projector Product price: $$$ Quantity options: 1 By default, 1, 2, 3, 4 and 5 will be added as quantity options. you can delete 2, 3, 4 and 5. Product type: Sold by variants Product title: Rent equipments Variants: Projector By default, 1, 2, 3, 4 and 5 will be added as quantity options. you can delete 2, 3, 4 and 5. If projector is the only equipment that they can rent, the you can directly specify the product price. If there are other equipments, then add them as variants and use the variant price option to specify the price for each equipment.
It is possible to prefill one text field with a parameter data? I need to prefill one specifi field with a number generated by google sheet and then match with form response for postprocessing porpouse
Hi Juan, you can append the google forms prefill url parameters to the near.tl share link to prefill answers in the form. Form link: Login to Neartail > click on the form to open it > Edit page will be displayed > click Share > In the Share page, click Link > copy the short link for the form. https://near.tl/sm/2UKqqaoBX Google Forms prefill url parameters: Open a form in Google Forms > In the top right, click More ⫶ > Select Pre-fill form > Fill in any answer fields you want to pre-populate > Click Get link > copy the prefill parameters ?entry.742112851=123456 Form link to prefill reference number in the form: Append google forms prefill url parameters to the short link and use it to collect responses. https://near.tl/sm/2UKqqaoBX?entry.742112851=123456
i can`t close the form from accepting responses manually. i`m trying to unpublish the form from the button on google platform and is not working.
You can close the form to stop accepting responses. 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. 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 settings 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.
Order confirmation to customer should have details of the items they ordered
Hi Chiranjeevi, You can use the ${BILL()} or ${response()} formula in the message to setup to automatically include the order summary in the email. ${BILL()} - This will show a summary of the products ordered in a bill format, including product name, quantity, unit price, and amount. ${response()} - This will show a summary of all the answers in the form, including products ordered and other fields such as contact details. 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 for the Submitted status > click Notify Respondent > Setup wizard will be displayed > select email field, click Next > update the subject, click Next > update the message to include the ${BILL()} or ${response()} formula and click Next to complete the set up.
I'm not a customer but am interested. We only need services for forms to be live for two months a year (two shows for a middle school play), but would like to keep the data in there. Can we do that and pay monthly but see our data throughout the year?
When you subscribe to the paid plan, you can either choose the monthly or annual option. Monthly subscription is automatically renewed each month and you can cancel it anytime. Once you cancel your subscription, you will not have access to Neartail. If you would like to keep the data, you can export it to google sheets before you cancel your subscription.
I need to add a comment section to a clothing ordering template. This comment section is where they can request customizable name and numbers on the back of their children's team jerseys. Would be great it I could calculate an upcharge on this as well.
Hi David, Neartail does not have the option to collect open-ended text (such as names, numbers, or comments) for a customizable product. The workaround is to add a paragraph question below the order summary to collect these details, but you will not be able to automatically charge a fee for this.
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.