Forms are a great way to get customer feedback on your website. You can use the forms extension as a way to collect contact information, submit customer testimonials, or conduct surveys.
You can add forms and results to your CMS pages in a few simple clicks.
Assuming you have already created the form, previewed and approved it, you are now ready to publish the form to your website for customer use and to begin collecting data.
Publishing forms and results is a fairly simple process. Once your form is saved, navigate to CMS > Pages > Manage Content.
Select the page you wish to add the form to and select the Content tab.
To add the form to this page, select Insert Widget.
This will trigger a pop up that contains a drop-down to select the widget type you wish to add to the page. In this instance, we want to add the widget Forms: Form.
Once you have selected the form widget type, additional information about the form will generate in the Widget Options section below the initial widget selection.
- Form- Select which existing form you wish to add to the page.
- Frontend Template- Defines how the form will be displayed.
- Default: Default forms style.
- Multistep: Displays fieldsets as steps, rather than displaying the form on a single page.
- Sidebar: Places the form in a compact sidebar rather than in the main content of the page.
- Acumen: Mimicks the theme of your website so the form looks uniform to your site.
- Display Form After Submission: Choose to hide or still display the form after the customer has successfully submitted the form.
- Focus on Form: Make the form the main focus of the page.
- Scroll to Success Message: Choose whether the customers have to scroll to see the success message after submitting the form.
After configuration is complete, select Insert Widget.
Once the widget is configured and inserted, Save Page.
System > Cache Management.
System > Index Management.
Reindex if necessary.
The form should now be visible on the front-end of your website.
Just like you can publish forms onto CMS pages, you can also post results such as survey answers or testimonials.
For this example, we will use a mock-up testimonials form:
Now that we have a functioning testimonial form on our website, we are going to start seeing results from our customers. If you haven't already, you can go into your testimonial form and edit the general setting to allow you the chance to approve or deny customer results as they come in. This is a great way to monitor your customer feedback. It also gives you the chance to deny any content that could be damaging to your business.
After you start receiving customer results, you are going to notice a new section in the Forms drop-down menu of your admin panel. This new option should be the name of the form the results are associated with.
In this instance, the new option is labeled Testimonials.
Navigate to the newly generated option, Forms > Testimonials.
Here you will be able to see a list of all results from this specific form.
As long as you have the correct setting configured, you will see the option to approve, reject or complete the results.
The results you approve will be displayed on the front-end of your site.
The results you deny will remain in the results list on the admin panel, but will not be displayed in the widget on the content page.
To add the results to a content page, navigate to CMS > Pages > Manage Content and select the page you wish to add the results widget to.
Select the Content tab of the selected page, and select Insert Widget.
This time we will be inserting the widget that reads Forms: Results.
Configure the following settings to your liking:
- Form- Select the form you would like to display the results of.
- Results Per Page- Define how many results you would like displayed per page.
- Show Rating- Display the stores average rating based on customer reviews at the top of the results widget.
- Top Toolbar/ Bottom Toolbar- Choose which toolbars to display on the widget.
- Frontend Template- Choose how you wish to display the widget.
Once the settings have been configured, Save Page.
System > Cache Management
System > Index Management
Reindex if necessary.
The example above shows the approved results displayed on the front-end of your website.