Customer Service allows users to effortlessly create customized forms for collecting customer data. With its user-friendly interface, you can design dynamic forms tailored to your specific needs, ensuring an efficient and engaging experience for both your team and your customers. This guide will help you set-up your first form, and learn more about the features available in this module. Let’s get started!

View & Manage Customer Forms

From the sidebar menu go to Settings → Customer Forms to open the Customer Forms page. Here you can view all forms you have created, and create new forms.

Tap on the name of any form to open the Form Summary dialog. Here you can view form details and the fields used in the form, edit the form, activate/deactivate the form or delete it.

Create Customer Form

You can create a new customer form by following these steps:

On the Customer Forms page, tap on the Create Form button.

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This will open the Form Builder where you can start building your form. Start by adding a Name and Description for the form.
Towards the right, you will be able to see a list of available fields that you can add to the form.

Fields listed in the Saved Fields are either system-generated sample fields or were saved in a previously created form. The Create New tab allows you to create new custom fields that allow various types of data input.

Tap on a field in the Saved Fields tab and then drag it under the Form Fields section on the left to start configuring it.

For Saved Fields you have two options that you can configure:
1. This is a mandatory field
  Check this box to make this a required field, without which a customer cannot be saved.
2. Allow Search in Connected Apps
  Check this box if you wish to make the data added for this field searchable during Customer selection in the Connected App. e.g. While searching for customer to tag in Zwing POS.

Make sure you tap the Save Changes button after you make changes to a field in your form.

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Now lets create a custom field. Tap on the Create New tab on the right. Here you can see the types of custom fields you can create, each come with their own set of customizable options.

Textbox

Allows users to input short, free-form text, making it ideal for capturing single-line information.

Paragraph

Allows users to input longer, multi-line text, making it ideal for detailed feedback, descriptions of issues, or open-ended responses.

Checkbox

Allows users to select one or more options from a list, making it ideal for capturing preferences and interests, such as service selections or contact methods.

Date

Allows users to select a specific date from a calendar, making it ideal for capturing important dates like anniversaries, appointments or event registrations.

Dropdown Multi-Select

Allows users select multiple options from a dropdown menu, making it ideal for capturing preferences or interests, such as selecting product categories or areas of expertise.

Number

Allows users to enter numeric values, making it ideal for capturing data like quantities, age, or ratings, while ensuring only valid numerical inputs are accepted.

Radio

Allows users to choose one option from a list of predefined choices, making it ideal for questions like Select gender, ensuring clear and straightforward responses.

Dropdown Single-Select

Allows users to select one option from a dropdown menu, making it perfect for capturing specific choices like Select country or Choose your preferred language in a space-efficient manner.

Dependent Dropdown

Allows users to select an option in one dropdown that influences the available choices in another, making it perfect for scenarios like choosing a country first to reveal the corresponding states or cities.

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Here we have added a Radio field to the form. We now need to enter a Name, Description and create multiple Options that the radio can have. If we wish to have an option already selected for the form, we can check the Pre-selected option next to the required option.

After you have added multiple fields, you can drag any field to reorder it within the form. You can also do so by using the directional arrows on the right. You can edit and remove any field as required.

You are required to add either the Phone Number or Email unique field in the form you are creating in order to save it for use.

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Once you have completed building your form, tap on the Save Form button to save the form.

Congratulations! You have successfully created a customer form using Customer Service.

To start customer onboarding using a form you just created, you have to select the required form while configuring the Connected App in which you want to use it. Click here to learn more.

Edit Customer Form

To edit a form, tap on its name in the Customer Forms page to open the Form Summary dialog. Then tap on the Edit Form button.

In the form builder, you can now add more fields, reorder the fields, change mandatory or searchable preferences. You cannot remove previously added fields, but can hide them from appearing in future instances of this form. Once you are done with the changes, tap on Save Form to lock the changes.

Activate or Deactivate Customer Form

To activate an inactive form or to deactivate an active form, tap on its name in the Customer Forms page to open the Form Summary dialog. Then tap on either the Activate Form button or the Deactivate Form button to achieve your requirement, based on the current status of the form.

Delete Customer Form

To delete a customer form, tap on its name in the Customer Forms page to open the Form Summary dialog. Then tap on the Delete Form button at the bottom.

Cloud POS (Zwing)

Manage Customer Forms in Customer Service