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Survey Widget

The survey widget allows you to collect data for further file generation. All data entered into the widget is saved in a table.

To add a widget, go to “Widgets” - “Survey Widgets” and add a widget using the corresponding button. You can create an unlimited number of widgets. To use a widget, it needs to be enabled.

Document for Saving Data

A document or a separate table where survey results will be saved. The document can be located either in the root directory or in any folder. Every time a visitor saves data, a new row will be added to the end of the designated table.

Widget Fields

The main area of the widget consists of various elements such as input fields, text blocks, dropdown lists, and others.

For each field, you need to specify:

  • Field Title: Displayed next to the field that needs to be filled out, such as "Full Name" or "Email Address".
  • Field Type: Defines the appearance of the field.
  • Help Text: Located just below the field.
  • Save to Column: Specifies the column where the result will be saved. The column can be labeled using a letter or a variable.
  • Required Field: If toggled on, the visitor must fill out this field.

To delete a field, use the “Delete” button, and to add another one, use the “Add” button.

The fields in the widget will be displayed in the order they were configured. You can rearrange field positions by dragging them to the desired location.

Widget Settings

  • Widget Title: Text displayed in the widget header.
  • You can add more details or instructions for filling out the widget in the Subtitle field.
  • Button Label: Text for the button that sends the data. Default is "Submit", but you can customize it.
  • Post-Submission Message: Displays after the widget is successfully filled out.

Authentication

Authentication settings define who can use the widget.

  • No Authentication: Any visitor can fill out the widget. If widget fields include variables like %email or %phone, these will be saved without verification.

  • Email Authentication: Verifies the visitor’s email address by sending a one-time code to their inbox. Data will not be saved unless the code is entered correctly.

    For email authentication, the table must include a column titled “Email Address,” and the widget should have a field linked to %email with the “Required Field” toggle enabled.

    The "Sender" setting specifies which sender to use when sending the one-time code email.

    Authentication by List: When enabled, the system checks both ownership of the email and its presence in a specific table. This allows you to limit widget access to a predefined group of users. To configure, click "Configure" below this setting. In the dialog that opens, select the table (or document with the table) containing the list of allowed email addresses, and the column where they are stored. The "Delete Row" toggle enables you to remove the email from the table after it is used, ensuring the table only contains unused addresses.

  • Phone Number Authentication: Confirms the visitor’s phone number by sending a short automated call. The visitor must enter the last 4 digits of the caller ID to proceed. Data will not be saved unless this step is completed.

    For phone authentication, the table must include a “Phone Number” column, and the widget should have a %phone field with the “Required Field” toggle enabled.

    Authentication by List: When enabled, the system checks both ownership of the phone number and its presence in a specific table. This limits widget access to a pre-approved set of numbers. To configure, click "Configure" below this setting. In the configuration dialog, select the table (or document) containing the phone numbers and specify the column. Phone numbers should be in international format without symbols, except a leading “+” (e.g., +71234567890). You can use a “Find and Replace” feature to clean up data if needed. The "Delete Row" toggle indicates whether to remove numbers from the table after use, ensuring only unused numbers remain.

Allow Single Submission

If this setting is enabled, visitors can fill out the widget only once with a given email address or phone number. If authentication is enabled, they must confirm ownership of the provided contact. If authentication is disabled, visitors can simply use a different email or number to submit again. The most reliable way to prevent multiple submissions is to use authentication against a pre-approved list. If that’s not possible, phone authentication can reduce repeat submissions.

Design

Customize the widget’s primary color (buttons and core elements) and the button text color. You can also apply custom CSS styles to widget elements.

Domain

Specify the domain where the widget will be hosted. If someone attempts to place the widget code on a different domain, it will not work. If you plan to use the widget via a direct link without embedding it on a site, leave this field blank.

Code for Website

To embed the widget on your website, insert the provided code into the desired location. The code should be placed where the widget will appear, such as a dedicated page for widget creation. If your website’s system allows JavaScript insertion, use the standard code. Otherwise, use the simplified version. The difference is that with the simplified code, the widget will have a fixed height with its own scroll bar. Standard code adjusts the widget height dynamically to fit its content, avoiding the need for separate scrolling.

Access via Link

The widget can be accessed via a direct link, which you can share with recipients. To activate this feature, allow link-based access and copy the generated link.

Widget Modification

If you need to dynamically modify the widget—such as adjusting specific settings based on the active page on your website—you can use a modifier table. This is useful for setting up multiple widgets on your site or quickly changing email templates, design colors, or even the target document without creating a new widget. Learn more.

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