 Survey Widget

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

To add a widget, go to "Widgets" – "Survey Widgets" and click the corresponding button to add a widget. You can create an unlimited number of widgets. To use a widget, it must be enabled.

Data Storage Document

A document or a separate table where survey results will be stored. The document can be located in the root or any folder. Each time a visitor submits data, a new row will be added at the end of the specified table.

Widget Fields

The widget consists of various elements, such as input fields, text blocks, dropdown lists, and more.

Each field requires the following details:

• Field Title – Displays next to the field to indicate what needs to be entered, for example, "Full Name" or "Email Address".
• Field Type – Defines the appearance of the field.
• Help Text – Appears right below the field.
• Save to Column – Specifies which column the result should be saved in. The column can be labeled with a letter or a variable.
• Required Field – If enabled, the visitor must fill out this field before submitting the form.

To remove a field, click "Delete". To add another field, click "Add".

Fields will appear in the widget in the order they are arranged in the settings. You can reorder them by dragging and dropping.

Widget Settings

• Widget Title – The text displayed in the widget’s header.
• Subtitle – Additional information or instructions for filling out the widget.
• Submit Button Label – The text displayed on the submission button. Defaults to "Submit", but can be customized.
• Post-Submission Message – The message shown after the widget is completed and submitted.

Authentication

Authentication settings determine who can use the widget.

• No Authentication – Any visitor can fill out the widget. If fields contain %email or %phone variables, the data will be saved without verification.

• Email Authentication – Ensures that the entered email belongs to the visitor by sending a one-time code for verification. If the code is not entered correctly, the data will not be saved.

  For email authentication, the table must have a column titled "Email Address", and the widget must include a field associated with %email marked as "Required".

  The "Sender" setting allows you to choose which sender email address will be used to send the verification code.

  Authentication by list: If enabled, the system will not only check email ownership but also verify whether the email is listed in a predefined table. This helps restrict widget access to authorized users. Click "Configure" to select the table containing approved emails. You can also enable the "Remove Row" option, which will delete an email from the table once it is used for authentication, ensuring that each email is used only once.

• Phone Authentication – Ensures that the phone number belongs to the visitor by sending a short call. The visitor must enter the last 4 digits of the returning number. If not entered correctly, the data will not be saved.

  For phone authentication, the table must have a column titled "Phone Number", and the widget must include a field associated with %phone marked as "Required".

  Authentication by list: If enabled, the system will verify both phone number ownership and whether the number exists in a predefined table. Click "Configure" to select the table containing approved phone numbers. Numbers must be in international format, starting with "+", e.g., +71234567890. Enabling the "Remove Row" option removes used numbers from the table, ensuring they are not reused for authentication.

Allow Only One Submission

If enabled, a visitor can only submit the widget once using the same email or phone number. If authentication is required, they must first verify their ownership of the email or number. If authentication is disabled, a visitor can simply enter a different email or number to submit again. The most reliable way to prevent multiple submissions is authentication via a predefined list. If that is not an option, phone authentication can help reduce repeated submissions.

Design

You can customize the main color of the widget (buttons and main elements) and the button text color. Additionally, custom CSS styles can be applied to widget elements.

Domain

Enter the domain where the widget will be hosted. If the code is embedded on an unauthorized site, the widget will not function. If the widget is accessed via a direct link instead of being embedded, this field does not need to be filled.

Embed Code

To display the widget on a website, copy and paste the provided code into the desired location. Paste it where the widget should appear, such as on a dedicated page for form submissions. If the website’s CMS supports JavaScript, use the standard code. Otherwise, the simplified code should be used, which will have a fixed widget height and internal scrolling. With the standard code, the widget adjusts its height dynamically, eliminating extra scroll bars.

Access via Link

The widget can be accessed via a direct link, which can be shared with recipients. To enable this, allow link-based access and copy the provided link.

Widget Modification

If you need to modify widget settings dynamically depending on the webpage, you can use a modifier table. This is useful for setting up multiple widgets on a site, changing email templates, adjusting design colors, or even switching documents without creating a new widget. Learn more.