Call Form Creator
What Is The Call Form Creator?
The Call Form Creator is a tool used in the Call Group Category, in order to create a form our virtual receptionists use to gather information. Moreover, call forms are used to help our virtual receptionists collect specific information from callers, depending on the forms presented or chosen.
E.g. Name, Phone Number, Message, etc.
You have the option to choose a standard call form (a call form already created and unable to be changed or altered), or a custom call form (a call form partially created and able to be changed or altered). With custom call forms, you can add new fields, delete fields and more, depending on what kind of information you would like our virtual receptionists to collect from your callers.
How Do I Create A Call Form?
Step 1: Go to www.OfficeEarth.com. At the top of the homepage, click Customer Login.
Step 2: Enter your login details and click Log In. You will be directed to your personal Account Dashboard.
Step 3: Mouse over the Settings menu at the top of your Account Dashboard. Click Call Groups.
Step 4: A list of premade call groups will exist in a list. E.g. New Booking (Sales Enquiry), General Calls, Accounts, etc. You will be able to use any of these call groups for your business, including any call groups you have made previous at the bottom of the page. To create a new call group, click the + symbol at the top right of the page. To edit a call group, click + Create New Rule below any existing call group.
Step 5: Scroll down to 'Form Data'. You will have the option here to use a standard call form, or to create a custom call form.
**Note: If the user chooses the standard form, the form will be basic, default and unchangeable. If the user chooses the custom form, they will be allowed to add new fields and edit the form.
Step 6: When satisfied with your standard/custom call form, scroll down to the bottom of the page. Click 'Save Rule'.
Why Should I Create A Custom Call Form?
When creating a custom call form you have the option to add new fields to your call form. When clicking on a new field, you have the option to edit that field however you like. When you click 'Add Field' at the top right of the call form box, a menu will pop up with how to edit that particular field.
Label: The label is the overall name of the field you will be creating. It is an input field that our virtual receptionists can use to input data into that they collect from the caller.
Type: The type is the overall type you want your new field to become. There are four different types to choose from. The textbox is a single-lined space to input small data into, such as names and dates. The textarea is multiple-lined space to input larger pieces of data into, such as messages. The dropdown feature allows you to create a number of options for the caller to choose from, Option1, Option2, Option3, etc. The date is a standard dd/mm/yyyy feature.
Pre-filled Data: The pre-filled data is a field in which you can input your own data so that the field is already filled and cannot be edited by our virtual receptionists.
Required: The required field is the option to make the field you are creating a necessity to fill out. If the field is checked to yes, the caller must provide the information. If the field is checked to no, the caller does not have to provide the information.
When you are satisfied with your new custom field, click Save to have it added to your current call form, or click Delete to have the call field removed. Once you have saved or deleted your new call field, click Save Rule at the bottom of the page to finalise your changes, or click Delete at the bottom of the page to remove the call group entirely.