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Dear Neartail Support, I am contacting you because, although I canceled my subscription, I was clearly informed that I would still have full access to the platform until June 16th, the end of the current billing cycle. However, I am now being prompted to upgrade my plan in order to continue using features that should still be available to me. This is both unexpected and disruptive, especially since I rely on Neartail for ongoing projects and order collection. I would appreciate it if you could review and restore my access immediately, as per the subscription terms. Please also clarify why this issue occurred, and what measures will be taken to avoid such inconvenience in the future. Thank you in advance for your prompt assistance. Best regards, Stelios Vasilas
Hi Stelios, You subscribed to the Neartail paid plan on April 16 and cancelled your subscription on May 14. When you cancel your subscription, it remains valid until the end of the subscription period, which expired on May 16. You will need an active subscription to access Neartail and use your form to collect responses. That’s why you’re seeing the upgrade message when you log in to Neartail.
I would like to compile multiple different selected checkboxes that are spread across multiple different fields throughout the form, into a single field, saying some thing like "your selections are, [their selections]". how would I do that?
You can use the + operator to concatenate text values. If you would like to concatenate the answers from three checkbox questions, add a paragraph question to your form and enter the formula Field1 + Field2 + Field3 in the Calculate option to combine the answers from those fields. Please note that you must type @ and select each required field from the list when adding the formula.
On the orders report. I want to see the total amount with the discount. Right now, it shows the total and the discount, not the final total. Also I want to be able to delete some of the abandoned carts like 1 and 8 As for #5 and #7, I want to move it as it's basically a full order, but there is nothing under the move to drop down. Also is there anyway to display the products in one line so I can see more of a description on the product page. Also is it possible to have the description show first when people click on the cart from the product list page? I want them to see the description before ordering
Delete abandoned orders Login to Neartail > click Forms > 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 next to the Abandoned status > click Delete all > you can delete the abandoned responses older than 48 hrs only.
I want to customize the form answers sent to Whatsapp when a customer submits tne form to Whatsapp. How do I get the answers to each field? I used ${RESPONSE(name)} for the name field but I get undefined when it is sent to Whatsapp
You can use ${TEXTSUMMARY(true)} in the WhatsApp message setup to include the response summary. However, it is not possible to include specific fields individually. 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 for the Submit section > Button settings page will be displayed > click On submit > select Submit response to WhatsApp > enter the preferred message and click Save.
i'm setting up upload file size limit to 1 GB in google forms but formfacade reverts it to 10mb when i embed it to my web page
Formfacade supports only public forms. "Form is not publicly visible" warning message will be displayed if you have enabled any of the Google Forms' features that require signin. You can refer to this help article below to fix this. https://formfacade.com/website/form-not-publicly-visible-fix.html File upload Google Forms file upload option requires users to login to view the form, upload files and submit it. You must convert the google forms file upload that requires login into a html file upload question using the Formfacade addon before embedding the form on your website or using the Formfacade share link to collect responses. The file upload size limit in Formfacade is determined by the subscription plan you have. If your primary requirement is to collect large files, you should upgrade to the file upload plan 10gb, 100gb or 1tb. You can increase the max file size to up to 1gb per file (depends on the plan), the number of files per file upload question, restrict file types, enable unlisted links to allow anyone to access the files, add collaborators to provide access to specific users and use our addon to sync the uploaded files to your google drive. Formfacade - File upload https://formfacade.com/file-upload/pricing.html
Not able to link correct sheet for responses
Formfacade: Sync responses to sheets You can sync responses from Formfacade to Google Sheets. Login to Formfacade > click Forms > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, click on the ⚙️ settings gear icon > click Sync all responses to google sheets. When you sync for the first time, Formfacade will automatically create a new Google Sheet and sync the responses to it. After that, each time you click on the sync option, new responses will be synced to the same sheet. Please note that it is not possible to select a different destination Google Sheet. Google Forms: Link to sheets If you have enabled the "Submit to Google Forms" option, the responses will be recorded in Google Forms. You can then use the "Link to Sheets" option in Google Forms to automatically sync responses to Google Sheets in real time. When linking to Sheets, you can choose to either create a new spreadsheet or use an existing spreadsheet. Please note that in both cases, a new tab (sheet) will be created within the selected spreadsheet. If you unlink the form, you will not be able to sync responses to the same sheet again—it will create a new sheet instead.
I am testing FormFacade for a form I've embedded on a Squarespace site I see the response come through on the FormFacade dashboard --- are there ways to easily download/export this information outside of Formfacade? I would like a way to process the information gathered outside of FormFacade, such as Excel In addition - is there any way to set up a notification when a new Form is submitted?
Form submissions You have enabled the "Submit to google forms" option in your form. When the user fills the form and submits it, the responses will be recorded in Formfacade and Google Forms. If you have linked your google forms with google sheets, the responses will also be synced to sheets in real time. You can view the form submissions in the Formfacade Responses and the Reports page. You can download the reports data as csv. Login to Formfacade > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, click on the Response summary (or the preferred report) to view it > click on the three dots more icon > click Export as csv. You can then open this downloaded csv file in Excel or import it to Google Sheets. Email notifications for new responses 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 icon next to the Submitted status > click Notify collaborators > follow the prompts to complete the setup.
Hi, if our currency is in Philippine peso is the transaction fee will be converted into Dollars?
Yes, the transaction fee will be converted to US dollars.
I added a discount code to my order form. It is a fixed discount amount that they will be given out to staff by their management as a stipend to use towards ordering food/drinks through my form. If a staff decides to only get a snack that costs less than the stipend (discount), how can I get the Net Amount to be zero dollars and not appear as a negative amount.
You can use the MAX function to set the total amount to zero when the ordered snacks cost less than the stipend. Login to Neartail > click Forms > click on the form to open it > Edit page will be displayed > In the Edit page, click on the Total Amount field to select it > click on the settings gear icon > Question settings page will be displayed > click Answer > enter MAX(NETTOTAL(), 0) in the Calculate option and click Save.
how to allow buyer to attach a paynow screenshot after making payment?
The payment page cannot be customized. You can either choose to create a Neartail Stripe connected account and enable automated PayNow payments or enable manual PayNow payment option and enter your account details to set up PayNow payments. 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 Enable link in the payment section > click Enable > The payment options supported in your country will be displayed. > configure the preferred payment options and click Save. Automated payments When you enable the automated PayNow payment option, users will be able to submit their order only if the payment is successful. The payments will be made directly to your bank account configured in the setup. Please note Stripe charges a transaction fee. Manual payments 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".
I am selling products but how do I keep track the number of stock for each product live? Can the form prompt out of stock if the item is sold out?
If you have products with limited stock, you can enable the inventory option and set the available stock quantity. Neartail will track product orders and automatically update the stock. When the available stock reaches zero, the product will be marked as out of stock on the form, and users will no longer be able to place orders for it. Enable inventory Login to Neartail > click Forms > click on the form to open it > Edit page will be displayed > In the Edit page, click on the product to select it > click on the ⚙️ settings gear icon > Product settings page will be displayed > click Advanced > check Enable inventory, enter the available stock and click Save.
Where will i receive my pre orders from?
You can view the submitted orders in the Neartail Orders and Reports pages. Since you have enabled the 'Submit to Google Forms' option in your form, the orders will also be recorded in Google Forms and the linked Google Sheets
I want to round a field answer to two decimal places, reducing the accuracy of the number, how would I do that? I have a special entry that will calculate depending on a couple criteria that the user provides, but the number always goes past two decimal places, can someone help me?
You can use the ROUND function to round the answer to the nearest integer or decimals. Use ROUND( existing formula ) to round to 2 decimal places. Use ROUND( existing formula, 0 ) to round to the nearest integer.
I close my google form and simultaneously update Formfacade to sync my action. However, every time I do this, the underlying google form is set back to accepting responses. Please help fix it.
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 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. Note: If you close your form in google forms, you will not be able to edit the form or view the submitted responses in Formfacade.
We are looking at your service and have a question. Does the 100 submissions per month in the basic package mean that we get 100 submissions per form per month or 100 submissions in total for all forms together?
The 100 submissions per month is the total limit for all forms combined, not per form. When you subscribe to the Formesign Basic plan, you can collect a total of 100 responses across all forms you create using your account.
How can you delete entries. I would like to go to 0 I am starting a new year-New Groups.
Hi Mike, The response id cannot be reset. The workaround is to make a copy of the existing form and use it collect responses. The response id will start from 1 and it will be incremented by 1 for each new response.
Hello, I have added formfacade add-ons to my google form and from icon add on I have configured the score points for multiple choice options. I can see the total score from formfacade however when I am testing google form URL the total score is now showing at the end of questions or in the cutom Confirmation message (that I have added in the formfacade and removed from Google form settings. Why the this ${POINTS()} is not working in google form? How I can get the google form working to be able to share the google form assessment with the total score?
Hi Mara, you will have to use the Formfacade share link to collect responses. Otherwise, customization and score calculations will not work as these features are not supported by Google Forms. When you use the Formfacade Share link, the responses will be recorded in Formfacade and Google Forms. You can also sync the google forms responses to google sheets.
I have the results of my survey, but I am not able to produce a report of the abandoned questionnaires. How do I fix this, please?
Hi Michael, login to Formfacade > click Forms > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, click on the report to select it > click on the Edit report icon (see screenshot below) > Report setup page will be displayed > click More options, enable the "Include abandoned responses" option, click Next > customize the report columns as needed, click Next > choose the report option -- table, nested table, matrix, click Finish.
We are experiencing issues with our form where the taxes and delivery charges are not translating to our payment methods (with Stripe). I have communicated with Stripe directly and they told me that the issue is with Formacade and not with Stripe. I can provide the message thread by e-mail once you contact me. Thanks, Derick Bryan
Hi Derick, The Summary settings page allows you to select the relevant fields from the form for options such as Amount, Discount, Tax, Delivery Fee, Tip, Donation, Net amount option. The mapping in the Summary settings allows Neartail to identify the field with the amount to be charged and pass this amount to the selected payment option. This mapping is also used to show the order summary. If you have mapped a field for the Net amount option, the answer for that field will be passed to the selected payment option. Otherwise, the answer for the field mapped for the Amount option will be passed. Update settings Login to Neartail > click on the 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 page will be displayed > click on the configure key fields icon next to the Save button in the bottom right corner > Summary settings page will be displayed > select the correct fields (see below) for the Amount, Tax, Delivery Fee, Net amount option and click Save. Amount - Select the Order Subtotal field Tax - Select the Sales Tax (15%) field Delivery Fee - Select the Delivery Charge field Net Amount - Select the Total amount to be paid field Please try this and let me know if you have any questions.
I would like to create email and text templates for the following senerios how do I do that 1) a template for an email reminder customers that payment is due before a certain date or their order will not be able to be processed and completed 2) a text message template to let customers know that their payment has been recieved. These two templates ideally need to be saved and easy to access
Hi Mave, You have enabled automated as well as manual payment options in your form. By default, there will be five order status: Abandoned, Submitted, Paid, Completed, Trash. 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. You can setup automated email notifications for Submitted and Paid status. Since you have enabled automated as well as manual payment options, I'd recommend the following set up. Setup Notify respondent option for Paid 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 three dots next to the Paid status > click Notify respondent > setup wizard will be displayed > follow the prompts to complete the setup. This will be the automated order confirmation email sent to the customers confirming receipt of payment.
I can not find out from your FAQ or UI how to output which categories received the most points. I assigned points with category names to each question, but I can not see which formula I should use to determine which category is the winner.
You can use the TITLE function with the MAX function to display the name of the question with the max score. MAX function You can use the MAX function to find the highest value in a set of give data. MAX(category_score_field_1, category_score_field_2, category_score_field_3) The above formula will return the highest score of the 3 fields. For example, if the value for the category_score_field_1, category_score_field_2, category_score_field_3 fields are 2, 10, 8 respectively, then the above formula will return 10. TITLE function If you would like to find the field with the highest score, then you can use the TITLE and MAX function. TITLE(MAX(category_score_field_1, category_score_field_2, category_score_field_3) The above formula will return the name of the field with the highest score. For example, if the value for the category_score_field_1, category_score_field_2, category_score_field_3 fields are 2, 10, 8 respectively, then the above formula will return the name of category_score_field_2. Note: You must type @ and select the fields from the list when adding the formula in the Calculate option.
I am not able to download the weekly order report to xls file. Only download to .csv option is there.
You can sync the orders to google sheets. Login to Neartail > click Forms > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, click on the ⚙️ settings gear icon (see screenshot below) > click Sync all orders to google sheets.
We’re currently using Google Forms integrated with Formfacade. While responses are now visible within Formfacade, they’re not appearing in the Google Form’s connected response sheet. How can we resolve this so that responses are also reflected in the Google Sheet?
By default, forms created using Formfacade templates do not submit responses to Google Forms. If needed, you can enable the "Submit to Google Forms" option Submit to google forms Login to Formfacade > click on the form to open it > Edit page will be displayed > In the 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 Submit to google forms option and click Save.
NO PUEDO CERRAR EL FORMULARIO
Login to Formfacade > click on the form to open it > Edit page will be displayed > In the Edit page, click on the form title to select it > click on the settings gear icon > Form settings will be displayed > Click Advanced > Check Close this form option, add a custom message and click Save. 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.
how to add payment method to form
Hi Michelle, We have integrated with Stripe (Card, Apple Pay, 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, Zelle, Lydia, cash on delivery, bank transfer, check. How to enable payments? Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, scroll down to the bottom of the page > click on the Enable link in the Payments section (see screenshot below) > Payments settings will be displayed > click Enable > The payment options supported in your country will be displayed > configure the preferred payment options and click Save.
Please contact me for support. (2nd Request)
Hi Julie, we removed your last post from the community forum and sent an email as requested on 11-March. If you need further help with your form, please post your question here in the community forum, reply to my email or send an email to support@formfacade.com with the relevant details.
The form we have created is like a self-guided assessment. We have assigned points for each question and a response outcome based on the total points tallied at the end of the assessment. The assessment gives the user key details/suggestions based on how they scored during the assessment. The problem I am having is 1. I am not receiving notifications of completed forms 2. I would like to give a copy of the recommended options steps to the user as a PDF copy (not just an outline of the questions they have answered) 3. I also want a copy of their recommended options 4. Are you connected with Zapier for more advanced automations How can I add/update these options?
Track email status Login to Formfacade > click on the form to open it > Edit page will be displayed > click Responses > In the Responses page, click on the response to view the details > check the Additional details section. Does it display the email address for the Email collaborators? - 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. For more details, please refer to this help article. https://formfacade.com/collaboration/check-email-status-error-codes-description.html Customize PDF You have subscribed to the Formfacade Assign points Basic plan. If you would like to customize the PDF attachment in the email, you should upgrade to the Formfacade Assign points Business or Formfacade Enhance plans. Zapier You can enable the "Submit to google forms" option in your form so that the responses are recorded in google forms. You can link the google forms to google sheets so that the responses are automatically synced to Sheets. You can then use the Google Sheets Zapier integration.
How can I access copies of my signed forms. When I view the form response, the signature field has a bunch of numbers and letters.
Hi Sharon, you can view the signed forms in the Formesign Responses or the Reports page. Login to Formesign > click on the form to open it > Edit page will be displayed > click Responses > In the Responses page, click on a response to view the details > click on the signed document to access it. You can also set up your form to sync the signed forms to your Google Drive folder. For detailed instructions, please refer to the link below. https://formesign.com/esign/how-to-sync-signature-and-signed-document-to-google-drive.html
Why it keep shows * Indicates required question when I launched the form to google form and the order summary does not appear for review before submit?
You will need to use the near.tl share link to collect responses for your form. Please note that customizations and calculations won’t work with the standard Google Forms link, as these features are not supported by Google Forms.
How do I turn off the sound effects? It's way too loud — it startles me every time I open the order page.
Sound alerts are automatically enabled when you open the Neartail Orders page. Currently, it cannot be disabled. I'll share your feedback with our team. In the meantime, you can mute the browser tab where you’ve opened the Neartail Orders page to disable sound notifications.
How can i add transaction fees to a Card payment but not a Bank Transfer?
Currently, Neartail does not have the option to set a transaction fee for each payment method separately. This feature is part of the roadmap.
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.
Does this add-on allow a Google Form to be embedded into a website if the file upload feature is part of the form?
Yes, you can use the Formfacade addon to embed a google form with file upload on your website. Google Forms file upload requires login. You must customize your google form using the Formfacade addon to convert this into a html file upload to allow users to upload files without login. You can subscribe to the Formfacade - Embed paid plan. This plan is suitable for occasional light use cases that require collecting files. You get a 10mb max size per file with a total file storage of 1gb. Only the form owner can access the files one at a time after they login with their google account. Formfacade - Embed https://formfacade.com/embed/pricing.html If your requirement is to collect large files and collaborate with your team, you should also subscribe to the file upload plan 10gb, 100gb or 1tb. You can increase the max file size to up to 1gb per file (depends on the plan), the number of files per file upload question, restrict file types, enable unlisted links to allow anyone to access the files, add collaborators to provide access to specific users and use our addon to sync the uploaded files to your google drive. Formfacade - File upload https://formfacade.com/file-upload/pricing.html Convert to html file upload + Sync to drive https://formfacade.com/file-upload/google-forms-file-upload-sync-to-google-drive.html