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 Engagement Cloud.

Before you start

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

chat-signup-template.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.
    chat-add-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.
    chat-form-side-panel.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-form-send.png

See also

Did you find this article helpful?

Can we help?

Thanks for using Engagement Cloud. If you need more help or support, then contact our support team.