Setting Up Lead Collection Forms

Widgion allows you to create forms that collect information from users directly through your chatbot. Forms can be used to collect lead details, qualify users, gather specific information, or guide users through a structured set of questions.

You can create and manage your forms from the Forms section under Workflow. Each form has its own builder, submission area, and settings, giving you control over what information is collected and how the form behaves.

Accessing Forms

To create and manage your forms, navigate from Workflow to Forms. The Forms dashboard displays all the forms available in your workspace, along with the number of questions and submissions associated with each one.

From the dashboard, you can open a form using Edit, create a new form, or remove an existing form. The dashboard also includes Default Settings, which lets you configure which form fields are shown and when the form should appear to users.

Creating a New Form

To create a new form, click Create New Form from the Forms dashboard. Enter a clear and meaningful name for your form, then select Create Form. The form name helps you identify its purpose when managing multiple forms, so it is useful to keep it short and descriptive.

Once created, the new form appears in your Forms list and can be opened through Edit to start building its questions. You can create different forms for different purposes, such as lead collection, booking requests, or other information you want to gather from users.

Building Your Form

After creating a form, open it and select the Form tab to start building your flow. Forms are structured as a sequence of steps, with each step representing a message or question that is presented to the user. The form builder provides several question types that you can add using the + button.

These include Message, Open ended question, Phone Number, Single Select, Yes/No, Date, and URL. You can add the steps in the order you want them to appear, creating a guided flow for collecting the information you need.

Organizing Your Questions

As you add questions, each step appears sequentially within the form builder. This makes it easy to see the order in which users will move through the form and understand how the complete flow is structured.

Different question types can be combined within the same form to collect different kinds of information.

For example, you can begin with a message, collect a user's details through an open-ended question or phone number field, provide predefined choices with Single Select or Yes/No, and collect additional information such as a preferred date or website URL.

Managing Submissions

The Submission tab gives you access to the information collected through your form. Once your chatbot is integrated with your website or app and users begin completing the form, their submissions become available in this section.

You can also export the collected submissions as a CSV file using Export as CSV. This makes it possible to take the information collected through your forms and use it outside Widgion when needed.

Configuring Form Settings

The Settings tab lets you manage the basic configuration of an individual form. You can update the current form information and customize the Thank-You Message shown to visitors after they complete the form. If you leave the thank-you message blank, Widgion uses the default message.

The Settings tab also provides an option to delete the form. Deleting a form permanently removes the form along with the data and submissions linked to it, so this action should only be used when you no longer need the form.

Completing Your Form Setup

Once your form has been created and configured, review the Form, Submission, and Settings tabs to make sure everything is set up as expected. The Form tab defines the information you collect, the Submission tab provides access to responses, and the Settings tab lets you manage the form and its completion message.

After your setup is complete, integrate your chatbot with your website or app to start collecting responses from users. You can create and manage additional forms from the Workflow to Forms section as you build different lead collection and information-gathering workflows.