Feedback serves as the lifeblood of product development, providing valuable insights to comprehend user needs, pinpoint challenges, and propel product enhancements. However, not all feedback is identical, which is where Multi-Forms come into play.
The benefits of Multi - Forms:
Customization: Multi-Forms allow you to create tailored feedback forms for different use cases.
Efficiency: Streamline the feedback collection process and ensure that users only provide relevant information.
Consistency: Maintain a unified approach to feedback fields’ management.
Feedback Forms Management: Creating and Customizing Forms
A form is a structured collection of fields designed to capture specific types of feedback or demand. It acts as a template for feedback submission, ensuring that the right information is collected for each scenario.
General steps for creating form
Access the Feedback Forms Section: Navigate to the "Feedback Forms" section within Craft.io's Feedback Portal settings.
Click "Add Form": Select the "Add Form" option to initiate the form creation process.
Provide a Name and Description: Give your form a name and provide a description for better clarity.
Associate Feedback Categories: Choose the feedback categories to which this form will be linked.
Add or Customize Fields: Utilize the intuitive Forms Wizard to add, edit, or customize fields according to your requirements.
Associating Forms with Categories
Associating forms with categories ensures that each type of feedback is collected using the appropriate form, thereby enhancing the user experience and the organization of feedback.
Access the 'Select Categories' Option
Open the Categories Dropdown: In the dropdown menu, you'll find a list of categories that are currently not associated with any other form. Choose one or more categories that you want to link with your form.
No Available Categories: If there are no categories left to associate with your form (i.e., all categories are already linked to other forms), the dropdown will display a caption stating "No available categories."
Disconnecting a Category: If you wish to disconnect a category from your form, follow these steps: simply click on the 'x' icon next to the category's name. This action will detach the category from your form, associating it with the default form instead.
Managing Form’s Fields
Managing fields within a form allows you to customize the information you collect from feedback submitters. Here's a step-by-step guide on how to add, edit, reorder, view, and remove fields within a form:
Access the Form's Field Management: In the form's panel, locate the 'Set Fields' button.
Open the Fields Dropdown: You have the option to choose an existing field or create a new one.
Adding a New Field: To add a new field, follow these steps:
Click the 'Add Field' button.
Choose a field type or a Guru Question.
Review and, if necessary, edit the field's metadata.
Once all required metadata is provided, save the field.
The dialog will be closed, and the new field will be added to the form panel's fields list.
The order in which fields appear here will also determine their order in the feedback form.
You can mark whether the field is a required field, which means the feedback form cannot be submitted without it being answered.
4. Adding an Existing Field: If you wish to select an existing field, it will be added below the previous field in the form panel's fields list.
5. Reordering Fields: To rearrange fields within the form, simply click and drag the field to the desired position in the list. The order of fields within the form panel will determine their order when submitted.
6. Removing a Field: To remove a field, click on the 'x' icon next to the field's name. This action will remove the field from the form but not from the Global Fields list or any other form that uses it.
The Default Form is a vital component designed to ensure that no feedback submission is overlooked, even when a category is not explicitly associated with a custom form.
The Default Form functions as a universal feedback collection template:
When a user submits feedback while choosing a category that doesn't align with any specific form, Craft.io automatically associates it with the Default Form.
While the Default Form is initially equipped with a set of default fields, it can be customized to better align with the organization's needs.
Administrators have the flexibility to add, remove, or modify fields within the Default Form, tailoring it to their specific feedback collection objectives.
Feedback Fields Repository: Centralized Field Management
The Feedback Fields Repository serves as a centralized location for storing, organizing, and managing all feedback fields used across your forms. It acts as a shared resource accessible to all forms, ensuring that feedback field management is consistent and efficient. The primary role of the repository is to promote consistency in feedback field usage, eliminating duplication and minimizing the need to recreate similar fields across different forms.
Key Highlights of the Fields Repository:
You have the flexibility to add, edit, or delete fields as necessary, ensuring that the repository remains up to date and aligned with your evolving feedback needs.
Fields stored in the Feedback Fields Repository are accessible to all forms within your Craft.io workspace.
When creating a new form or editing an existing one, you can easily select fields from the Feedback Fields Repository to include in the form.
Adaptive submission ensures that the feedback form dynamically adjusts based on the selected feedback category.
The tailored submission form ensures that users only need to provide information that is pertinent to the selected feedback category. This eliminates the need for users to fill out generic or irrelevant fields, enhancing the user experience and making feedback submission more efficient.
Craft.io's Multi-Forms feature revolutionizes feedback collection and management by providing tailored, efficient, and user-friendly feedback submission processes. This comprehensive guide explores the importance of Multi-Forms, how to create and manage feedback forms, the role of the Feedback Fields Repository, and the significance of the default form. With Multi-Forms, users can submit feedback that is precise, relevant, and aligned with their chosen categories, thereby enhancing the overall feedback collection experience for both users and product managers.