Public Forms

The Public Form feature in Agency Handy allows Super Admins and Admins to create customizable, stand-alone forms that are independent of any services. This feature supports multiple sharing methods (email, links, and iframes) and centralizes response management for easy access and analysis.


What:

Public Forms enable agencies to collect custom data by building and sharing versatile forms through various channels without service association.


Purpose:

  1. Data Collection Flexibility: Collect diverse information for different business needs without depending on specific services.

  2. Enhanced User Engagement: Share forms using email, links, or embed codes for greater reach.

  3. Centralized Management: Efficiently track and manage responses through a streamlined dashboard.


Pre-conditions:

  1. Users must have Super Admin or Admin access.

  2. The form must have a Form Name and at least one field configured.


Steps to Use (Detailed):

1. Create a New Public Form:

  • Log in to Agency Handy and navigate to the Public Forms section under Forms.

  • Click the Create Public Form button.

  • Click the Display Text button (inside the Utilities section) from the Add Form Components section. Write the name.

  • Add components using the drag-and-drop form Add Form Components section. Available fields include:

    • Full Name

    • Phone Number

    • Email

    • Address

    • Company Name

    • Date

    • Paragraph (max 500 characters)

    • Multiple Choice(Checkbox)

    • Short Answer (max 120 characters).

    • .Selection (Radio Button)

    • Formatted Text

    • .Attach File

    • Customizable Spreadsheet

    • Terms & Conditions

    • Page Break

    • Section Break

    • Display Text

  • Customize each field with additional instructions or information.

  • Give a name and a description and Save the form after completing the setup.


2. Share the Form:

  • Open the Public Form Sidebar and select the form you want to share.

  • Choose a sharing method:

    • Email Sharing:

      • Enter the recipient's email address.

      • An email with the form link will be sent.

      • You can view a list of email recipients for tracking.

    • Copy Link: Generate and copy a shareable link for easy distribution.

    • Iframe Embed: Copy the embed code to place the form on an external website.


3. View Public Form

  • Go to the Public Form link. The For will be opened.

  • Write the information in the right box and click the Next button.

  • Give the second-page information. Put your digital signature there and Click the Submit button.

  • A notification will pop up indicating your successful submission. If you want to submit another response, click the Click here button.

4. Manage Responses:

  • Navigate to the Responses section under the desired form.

  • Responses are displayed in a searchable column view (5-30 columns).

  • Click on any response to view detailed submission data in a scrollable modal (at the right side).

  • Perform the following actions:

    • Edit Responses (for Super Admins, Admins, PMs).

    • Delete Responses (for Super Admins, Admins, PMs).

    • Export responses as CSV or Excel (future scope).

4. Edit a Public Form:

  • Go to the Public Form section and choose any public form to edit.

  • Go to the 3 dot button and select Edit.

  • After Edit save the form again and you are good to go.

5. Delete a Public Form:

  • Go to the Public Form section and choose any public form to delete.

  • Go to the 3 dot button and select Delete.

  • A warning modal will pop up. Click the Delete button. Your Form will be deleted.

6. Delete a Response:

  • Go to the Public Form section and choose any public form that has at least one response.

  • Tick the response from the left side or 3 dot button at the right side.

  • A delete button will be activated.

  • Click it and the response will be deleted.


Important Notes:

  • Additional fields: Full Name, Phone Number, Email, Address, Company, Signature, and Terms & Conditions, each are allowed only once.

  • A Response can't be deleted if it has a signature attached.

  • Submission Rules:

    • All form submissions are securely stored and accessible only by authorized users.

    • Super Admins and Admins receive notifications and emails when new responses arrive..

  • Editing: Updates to forms reflect on the response list. Deleted questions leave blank fields for past responses.

  • Form Creation: Users can successfully create and save a public form with metadata and fields.

  • Security:

    • Form-related data is encrypted using SSL.

    • Only team members with appropriate permissions can access forms and responses.

  • Form Sharing:

    • Users can share forms using links and iframe options.

    • Shared links and embed codes work as expected.

  • Response Management:

    • All submitted responses are displayed accurately with options for detailed viewing, editing, and deletion.

  • System Performance:

    • Forms load quickly without lag, even with large response data.

    • All data transfers are secure and encrypted.

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