Situation: I have multiple store branches, i need customer to select which branch he will pickup the order. Then On Submit, the whatsapp number will need to be the corresponding whatsapp number of the store branch he selected. Can i ask for help how to do this?
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.
Instead of configuring a WhatsApp number, you can select a form field with the WhatsApp number so that order is submitted to that number. For example, if you multiple store branches, you can create a multiple choice or dropdown question with the different branches as answer choices. You can add a short answer question with the IFS formula that automatically sets the WhatsApp number based on the selected branch. You can then configure this field with the WhatsApp number for dynamic routing.
Add a field for branch locations (skip if you have already added it)
In the Neartail Edit page, click on the + add question icon > enter the title "Branch location", select Multiple Choice or Dropdown question type > enter the different locations as answer choices > enable the required toggle button and click Save.
Question title:
Branch location
Answer choices:
Tibag
San Vicente
Matatalaib
San Miguel / Maligaya
Capas
Branch WhatsApp Number
In the Neartail Edit page, click on the + add question icon > enter the title "Branch WhatsApp", select Short answer question type > click on the gear icon for this question > Question settings page will be displayed > click Answer > enter the below IFS formula in the Calculate option and click Save.
IFS(Branch Location == "Tibag", "+63XXXXXXXXXX", Branch Location == "San Vicente", "+63XXXXXXXXXX", Branch Location == "Matatalaib", "+63XXXXXXXXXX", Branch Location == "San Miguel / Maligaya", "+63XXXXXXXXXX", Branch Location == "Capas", "+63XXXXXXXXXX")
Note: You must type @ and select the branch location question when adding the formula in the Calculate option. Replace +63XXXXXXXXXX with the relevant WhatsApp number. Also, the answer choice (location) added in the formula must exactly match the answer choice in the question. Simply put, it is case sensitive.
Configure WhatsApp number in the form
In the Neartail 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 "Branch WhatsApp number" field from the list and click Save.
This setup will allow the customer to select a branch, and based on their selection, the corresponding WhatsApp number will be used when they submit the form.
