Who can use Webforms?
What are Webforms?
Webforms are a form of interaction between you, the supplier, and your customer, to gather relevant information for their specific event. Webforms can be created for DJ song requests, customer feedback, staff event report, pre-event questionnaire and photo shoot requirements.
Depending on the purpose, you can create webforms for either a customer, an assigned staff member or a site admin to complete.
Once created, webforms will only appear for bookings created going forward. For bookings already created, the new webform cannot be assigned or completed.
What are they used for?
Most events rely on information gathered from Webforms to run their event. For example you may send a pre-event questionnaire to a customer and their answers to these can affect your planning of the event so you need to give yourself enough time to adjust and adapt to their requirements. This feature is key when it comes to running your event professionally and successfully.
Every event is different and has different needs so we have ensured you can be flexible with the Webform capabilities. The results from Webforms is gathered and can be exported into a CSV file for reporting.
Benefits of using Webforms?
The key benefits to using Webforms are:
- Customer Experience & Satisfaction
- Customer Accountability
How do I create a Web Form?
Note: To preview your Webform at any point during the build, click Preview in the green box on the top left of the page.
Webform visibility in BoothBook
- Head to your booking list page
- If a booking meets the requirements for a Webform, it will appear in their 'to do list' red box above the cog icon. See below.
- Click view
- You will land on a page where you will have a list of Webforms the customer or staff need to complete.
- The customer will need to log into their client portal
- They will be notified that there are incomplete forms that need to be completed
- If there is more than one Webform, they can choose from a drop down.
- This will direct them straight to the Webform.
Staff / Admin
- If a form is created and assigned to a staff member or admin, it will auto generate a Task on their overview log-in page.
- When a form is automatically assigned to a booking (depending on the form limitations), your customer can be notified/shown a webform during the booking process so you can capture important data there and then. For example: A questionnaire concerning venue facilities and ensuring they are suitable for your photobooth equipment.
Support documents related to this article:
How do I use Webform Components?
How do I use Webform Conditionals?
How do I use Emails in Webforms?
How do I use Webform Configuration?
How do I use Webform Results?