Send a form in a chat

Learn to send a form to your customers from within a chat session.

Overview

You can send forms for your customers to fill in directly from within a chat session in your account.

Before you start

You must first create your form using our Sign up Chat form template in Pages and forms.

chat-form.PNG

Sending a form in a chat

To send a form to your Chat users:

  1. On the chat interface, select the chat session you want to reply to – this opens the chat window.
  2. Select the form icon in the Type message box.
    add-chat-form.png
  3. From the side panel, select the form you want to send from the form list. The form name appears in the chat message box.
    select-page-or-form.PNG
  4. To send the form, select Send. If you selected the wrong file, select the red X next to the form name and start again.
    chat-sign-up-form.PNG

See also

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