Q: How to create a form

<ol> <li>Log in to your account.</li> <li>Click the <strong>Create form</strong> button in the upper left corner of your Workspace. <img src="https://storage.crisp.chat/users/helpdesk/website/80670e8576832000/5a302fc6-76dd-4a81-a221-0ff235_f4o9y8.png" alt="" /></li> <li>Name Your Form To name your form, start typing in the <strong>Untitled form</strong> textbox. <img src="https://storage.crisp.chat/users/helpdesk/website/55f9de1e64e44400/a6594b3c-8e57-42d5-8522-f4cc66_arnw20.png" alt="" /></li> </ol> <h3 id="nextsteps">Next steps:</h3> <p>Customize the <a href="//help.yayforms.com/article/9-how-to-customize-the-welcome-page">welcome</a> and <a href="//help.yayforms.com/article/11-how-to-customize-the-ending-page">ending page</a>, <a href="//help.yayforms.com/article/14-how-to-add-and-delete-questions">add questions</a>, <a href="//help.yayforms.com/article/12-how-to-customize-the-design-of-your-form">customize the design</a> and <a href="//help.yayforms.com/article/13-how-to-publish-a-form">publish your form</a>.</p>

Question 1

Guide to Placeholders for Email and Messages Customization

Accepted Answer

This guide provides a detailed overview of the placeholders that can be used to customize emails and messages. Placeholders allow dynamic information to be automatically inserted, making each email more relevant and personalized for the recipient.

Available Placeholders

Below are the available placeholders that you can use to customize your email or message:

Form Information

{{form.id}} : Inserts the form's ID.
Example: "Your form #{{form.id}} has been received"
{{form.title}} : Inserts the form's title.
Example: "Submission confirmation: {{form.title}}"

Response Information

{{response.id}} : Inserts the response's ID.
Example: "Response #{{response.id}} successfully recorded"
{{response.created_at}} : Inserts the date and time the response was created.
{{response.submitted_at}} : Inserts the date and time the response was submitted.
Example: "We received your response on {{response.created_at}}"

Hidden Fields

For each hidden field added to the form, use {{hidden_field_name}} to insert its value.
Example: "Additional details: {{promo_code}}"

UTM Tracking

For each UTM parameter provided, use {{utm_name}} to insert its value.
Example: "Campaign: {{utm_campaign}}"

Custom Variables

In addition to specific placeholders for form information, responses, hidden fields, and UTM tracking, you can also use custom variables to include specific data important to your communication. These

Question 2

How to integrate webhooks to your form

Accepted Answer

To integrate a webhook that sends data when someone submits a form, click on Integrate, then Webhooks.

Clicking on Add Webhook will open the screen for you to configure your new webhook.

Yay! Forms also offers security features to enhance the integrity and reliability of webhook integrations. These include:

Payload Signature Secret: You can now specify a "Secret" that will be used to sign the webhook payload with HMAC SHA256. This allows you to verify that the payload indeed came from Yay! Forms, ensuring the authenticity of the received data.
SSL Verification: We have added the option to verify SSL for payload deliveries. When the Verify SSL option is checked, Yay! Forms will validate SSL certificates when delivering payloads, providing an additional layer of security in communication.
Custom Header: For greater flexibility, you can now add a Custom Header to the webhook payload. Simply specify the desired custom header, and it will be included in the sent payload.

These features enhance the user experience and ensure the security of webhooks in Yay! Forms. To use these options, access the webhook editing screen:

Afte

Question 3

How to create a form

Accepted Answer

Log in to your account.
Click the Create form button in the upper left corner of your Workspace.
Name Your Form To name your form, start typing in the Untitled form textbox.

Next steps:

Customize the welcome and ending page, add questions, customize the design and publish your form.

Question 4

How to use the ChatGPT plugin for Yay! Forms

Accepted Answer

The ChatGPT plugin allows you to easily create forms, surveys, quizzes, or questionnaires (and their respective questions) using the power of ChatGPT, and then directly import them into your Yay! Forms account.

To create a form using the ChatGPT plugin, follow the steps below:

1) Log in to your ChatGPT account.

2) Access the plugins area.

3) Look for the Yay! Forms plugin.

4) Install the Yay! Forms Plugin.

5) Select the Yay! Forms plugin to use in the chat.

6) Ask ChatGPT to create a form for you. Example: "Create a customer feedback form for me."

7) ChatGPT will generate the form and return an import link to you.

8) Click on the generated link and the form will be automatically imported into your Yay! Forms account.

Note: To use the plugin, you need a Plus account on ChatGPT and an active plan on Yay! Forms.

Question 5

How to integrate Yay! Forms with ActiveCampaign

Accepted Answer

Follow the steps below to integrate Yay! Forms with ActiveCampaign:

Log in to your ActiveCampaign account using the link:

Search for "Yay" in ActiveCampaign Native Application Search and select Yay! Forms:

Click "Add an Account" to connect to your Yay! forms account.

Enter your Api Token in the field indicated below and press Connect

You can generate/get your API Token key at https://app.yayforms.com/me as indicated in the image below:

Select Workspace and Form as indicated in the image below:

Map the fields between Yay! Forms (left) and ActiveCampaign (right), as indicated in the image below. You can add as many fields as you like. After completing the mapping, click Finish.

After the above configuration is completed, you will see t

Question 6

How to customize the ending screens

Accepted Answer

To change the text on the Ending Screens of your form, click on the previous text and start editing.

To edit the formats of your text, highlight the specific text you want to change

To insert an URL highlight the text and select the last button available. Then type or paste the URL on the pop-up window.

To change the button text, start typing in the input under Button text (this feature is available on paid plans).

To change the button's link, paste a link in the input under Button link (this feature is available on the paid plans).

If you don't want to publish the changes, you can discard them.

If you have finished the editions and want to publish your form, you can publish it.

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