Send Form

🍏 Only available on the Apple Messages for Business channel.

With the Send Form node, you can create rich, multipage interactive forms for customers to complete on their mobile devices.

Configure the node

Setup of Send Form node

Send Form node as displayed on a customer's device

If you've selected the "Show Results Page" option when configuring the node (see above), a summary of the customer's responses is shown to them upon completing the form. They have the option to send the form if they are happy with their responses, or to step back and amend their answers if they wish.

Summary of customer's responses to the form as displayed on their device.

Configure the form

1. When configuring the node, click on Configure Form (as shown above).

2. Build out your form by adding pages and configuring each page.

   • You can add as many pages as you want, but always keep the customer's experience in mind.

   • Drag-and-drop the pages on the left to rearrange them.

   • Delete pages by hovering over the page on the left and clicking the "bin" icon.

1. You can select from the following page types:

• Single/Multi-Selection Page

• Picker Page

• Date Picker Page

• Input Page

1. Click Save Form once you are happy.

When a customer reaches this node in the workflow, they have to complete the form before they can continue with the next step/flow as configured on the node above.

Select the type of page you want to add.

Add Single/Multi-Selection Page

This page type allows customers to select one or more options from a list.

Configure a Single/Multi Selection page

Single/Multi Selection page as displayed to customers on their device

Add Picker Page

This allows customers to select one option from a scrollable pre-configured list.

Configure a Picker page

Picker page as displayed to customers on their device

Add Date Picker Page

Use the Date Picker page to ask customers to select a day, month, and year within a set date range.

Configure a Date Picker page

Date Picker page as displayed to customers on their device

Add Input Page

Configure an Input page

Input page as displayed to customers on their device