Introduction
Hello, dear user! We're excited to guide you through the process of managing your forms. This guide is divided into two main sections: Presets and Templates. Let's dive in!
1. Presets
Step 1: Accessing the Form Presets
To get started, please navigate to the "Manage forms" section, then select "Form presets". Here, you can choose the type of form you wish to create.
Step 2: Previewing the Preset
Next, click on "Thumbnails" or "Preview" to get a glimpse of what your preset will look like.
Step 3: Entering the Editor Mode
In the preview screen, please click on "Select" to enter the Editor mode.
Step 4: Adjusting Display Settings
Now, you can customize the display of your form based on your preferences. Feel free to adjust the Popup, Thank You message, and the Teaser (float button) as needed.
Step 5: Setting up Components
At this stage, you can modify the content on your form. Feel free to add elements to meet your specific needs. Each element comes with functions to show/hide, duplicate, or delete as necessary.
Step 6: Setting up Rules
Here, you can set the conditions for your form's display. This includes the trigger condition (when the form appears) and targeting (who the form appears to).
Step 7: Publishing Your Form
Finally, click on the "Publish" button to display your form on your store.
Here's how the form will look on your store:
2. Templates
The process for Templates is quite similar to Presets. Let's go through it quickly.
Step 1: Accessing the Templates
Navigate to "Manage forms" and then "View all templates". Here, you can select the type of form you wish to create.
Step 2: Entering the Editor Mode
In the preview screen, please click on "Select" to enter the Editor mode.
Step 3: Customizing Your Template
In the Editor mode, you can adjust the display settings, component settings, and rules settings of your form, just like you did with Presets.
And that's it! You're now equipped to manage your forms. Happy customizing!