Custom Forms in NextGenSwitch

Custom Forms in NextGenSwitch are a powerful way to build forms tailored to your campaign scripts. They enable agents to capture customer information efficiently, ensuring every interaction is both meaningful and actionable. With a variety of form elements available, users can design forms to meet their specific data collection needs.

Custom Form Overview

A custom form is tied to a campaign script and allows agents to record customer responses during live interactions. Users can create forms using a range of input elements and customize them to capture the exact data they need.

Custom Form Elements

Below are the available form elements users can select to design their forms:

Form ElementDescription
TextCaptures single-line text input.
EmailCaptures a valid email address.
NumberCaptures numeric values.
SelectProvides a dropdown menu with predefined options.
CheckboxAllows for multiple selections.
TextareaCaptures multi-line text input.
DateCaptures date input.
TimeCaptures time input.

How to Build a Custom Form

  1. Access the Custom Forms Module
    Navigate to the Custom Forms section in NextGenSwitch.
  2. Create a New Form
    Click on Create New Form and provide the form name (e.g. Black Friday Discount).
  3. Add Form Fields
    1. Select desired elements from the available list (e.g. Text, Number, Date).
    2. Customize each field by specifying its Field Name, Placeholder, and other settings.

Adding New Fields

To add a new field, follow these steps:

  1. Click Add New Field
    Select the Add New button to open a modal window for configuring the field.
  2. Fill in the Modal Fields
Field NameDescription
Field NameName of the form field (e.g. Customer Name).
PlaceholderInstructional text displayed inside the field (e.g. Enter your first name).
RequiredMarks the field as mandatory.
ReadonlyMakes the field non-editable by the agent.
  1. Save and Add the Field
    Once all fields are configured, click Save to add the field to the form.

Managing Custom Forms

  1. Edit Form
    Modify existing forms by adding or removing fields or updating field configurations.
  2. Delete Form
    Remove outdated or unused forms to keep the system organized.