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How to set up the “Form of collecting applications” and Mini-crm in the A...

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發表於 2024-11-7 16:48:56 | 顯示全部樓層 |閱讀模式
In our instructions, we will analyze how to configure the block "Psering collection of requests" and how the mini-crm works.

We go to your personal account and add a new block “Correation of Applications”. Then select the form: contact details or a call back, here you can choose the color of the button.

Next, move on to the shape setting.

Step 1. Change the name, choose shopify website design  the right fields that will be important for processing applications.

Step 2. We provide you with a template agreement, but you can always download your own.

Step 3. Fly the field inscription for the sending button. The text should reflect why leave the request / what the client will receive.

Step 4. Here we see what information the client will receive, after pressing the button. You can add a link to the page or file for download. Then the client will be automatically redirected to the page you need, after filling out and sending the form.



The form was turned, now you need to connect notifications to Telegram, so as not to miss the applications and process them in a timely manner. Press saving. Finished!

Below you can see what the customized form of applications with a transparent background will look like.

Next, you need to conduct a test: fill out the form and check. You will have an application in your personal account in the menu - on the left, as in the screen below, and is dented by a message to the Telegram.

Click on the application section, and in this form they unfold with us, then download and receive data in the form of an Excel table. This is the CRM system.  Step 4. Here we see what information the client will receive, after pressing the button. You can add a link to the page or file for download. Then the client will be automatically redirected to the page you need, after filling out and sending the form.

The form was turned, now you need to connect notifications to Telegram, so as not to miss the applications and process them in a timely manner. Press saving. Finished!

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