 Survey Widget

Using the survey widget, you can collect data for creating files later. All data entered into the widget is saved in a table.

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

Data Saving Document

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

Widget Fields

The main space of the widget consists of various elements - input fields, text blocks, dropdown lists, and more.

For each field, you need to specify:

• Field Title displayed next to the field that needs to be filled out, for example, "Last Name First Name" or "Email Address".
• Field Type determines the appearance of the field.
• Help Text is located just below the field.
• Save to Column - in which column to save the result. The column can be labeled with a letter or a variable.
• Required Field. If the switch is enabled, the visitor will be required to fill out this field.

There is a "Delete" button to remove a field, and an "Add" button to add another one.

Fields will be displayed in the widget in the order they are placed during setup. The order of fields can be changed by dragging and dropping them to the desired position.

Widget Settings

• Widget Title. Text placed in the widget header.
• In subheading, you can provide additional information or tips on filling out the widget.
• Button Label that sends the data. By default - "Send", but you can write your own text.
• Message after data submission displayed after completing the widget.

Authentication

Authentication parameters determine who can use the widget.

• Without Authentication. Any visitor can fill out the widget. If the widget contains variables %email or %phone, this data will simply be saved without verification.

• By Email. This authentication type ensures that the entered email address belongs to the visitor by sending a one-time code to their email address. If the code is not entered in the widget, the data will not be saved.

  For email authentication, the table must have an "Email Address" column, and the widget must have a field with the %email column and the "Required Field" switch enabled.

  The "Sender" parameter allows specifying which Sender to use for sending the email with the one-time code.

  List-based Authentication. When this parameter is enabled, the ownership of the specified address is verified, as well as the presence of this address in a separate table. This allows determining in advance a group of individuals allowed to use the widget. To do this, click on "Configure" directly below this parameter. In the window that opens, select the table (or the document with the table) where the list of addresses is stored, the column where they are listed. The "Delete Row" switch allows specifying whether to delete the row with this address from the table. Thus, only addresses that have not yet been used for authentication will be present in the specified table.

• By Phone Number. This authentication type ensures that the phone number belongs to the visitor by sending a missed call to the number. The visitor will need to enter the last 4 digits of the callback number. If this is not done, the data will not be saved.

  For phone number authentication, the table must have a "Phone Number" column, and the widget must have a field with the %phone column and the "Required Field" switch enabled.

  List-based Authentication. When this parameter is enabled, not only ownership of the specified phone number is verified, but also the presence of this number in a separate table. This allows determining in advance a group of individuals allowed to use the widget. To do this, click on "Configure" directly below this parameter. In the window that opens, select the table (or the document with the table) where the list of numbers is stored, the column where they are listed. Numbers must be in international format only, without any symbols except "+" at the beginning of the number, for example - +71234567890. Unnecessary characters can be removed from the table using the "Find and Replace" feature. The "Delete Row" switch allows specifying whether to delete the row with this number from the table. Thus, only numbers that have not yet been used for authentication will be present in the specified table.

Allow filling out only once

If this setting is enabled, the visitor will be able to fill out the widget only once with the entered email address or phone number. With authentication enabled, they will need to verify ownership of the specified address or number beforehand. With authentication disabled, the visitor will simply need to enter another address or number to use the widget again. Therefore, the most reliable way to prevent multiple uses of the widget is authentication based on a predetermined list. If this is not possible, authentication via phone number helps reduce the number of repeated widget fillings.

Styling

The primary color of the widget (buttons and main elements), as well as the text color of the button, can be customized. It is also possible to specify individual CSS styles for widget elements.

Domain

In this field, you should specify the domain where the widget will be placed. If someone tries to embed the code on a different site, the widget will not work. If you plan to use the widget via a link without embedding it into a site, this field does not need to be filled out.

Code for the site

To display the widget on the website, the code provided in the block should be inserted in the appropriate place on the site. The code should be inserted where the widget will directly appear. It could be, for example, a separate page on the website with the creation widget. If the website management system allows inserting JavaScript code, the standard code should be used. If not, simplified code should be used. The difference will be that in the latter case, the widget will be of standard height and have its own scroll bar. When inserting the standard code, the height of the widget will adjust to the widget itself, and no additional scroll bars will be present.

Access via link

The widget can be accessed via a link that needs to be sent to recipients. To do this, you must allow the use of the widget via a link and copy it.

Widget Modification

If it is required to modify the widget "on the fly," meaning changing certain settings depending on which page is open on the site, you can use a modifier table. This is convenient if multiple widgets need to be installed on the site or if quick changes to the email template, styling color, or even the document need to be made without creating a new separate widget. Learn more.