This article is a summary of how to add custom forms to your site, edit them, and export data. For more information about forms, see the guide here.
Navigation, Configuration, and Menus
- General settings can be found under Amasty > Custom Forms
Configuration
- Admin Notification
- Enable Notification to Email: Sends emails to your email list when customers submit a response.
- Send Emails To: Controls which emails will be sent to by default. Individual forms can override this
- Email Sender / Email Template: Controls which email address and which email template will be used
- Reply Form Configuration
- When you reply on a form response, you can receive a copy of the reply
- Email Sender / Email Template: Controls which email address and which email template will be used
- Send Blind Copy to: Will BCC emails on this list.
- Autoresponder
- When customers submit a form response, the website can send them an email to let them know a response was received.
- An email must be collected in the form or be used from the customer's account in order to use this feature
- Enable Auto Response: If this is off, emails will not be sent to customers when they submit the form.
- Email Sender / Email Template: Controls which email address and which email template will be used
Creating and Editing a Form
- Navigate to Content > Forms, or use the link from the Amasty section
- Configure general settings. Here are some of the common settings used
- Form Information
- Title: The name of the form
- Code: The internal code of the form, not seen by the customer
- Success Url: If you want to send the customer to a specific page after they submit, add that here.
- Customer Groups: If you want to limit this to specific customer groups, set that here
- Status: If the form is active or not
- Form Content
- Submit Button: The text used in the button at the bottom of the form
- Success Message: The message displayed after submitting. Note, this will not always display on homepages, depending on your store's design.
- Form Information
- Edit the form
- Drag and drop form parts to create your form. Each piece can be edited, renamed, and adjusted to control what it collects.
- Embedding
- Copy the Cms Embedding Code
- Insert this into a cms page or block. To see how to edit these, see our article here.
Exporting Responses
- Go to Content > Custom Forms > Submitted Data
- Here you'll be able to view all the submissions to your forms, filter them, and export them
- At the top of the screen, you can use any of the filters to narrow down which submissions you're looking at.
- For example, you can filter by the form code, date submitted, response status, and more. This lets you view submissions for just 1 form in the last week that you haven't replied to, which will have the pending status.
- If you want to export these responses, you can export as a csv file from the top of the screen.
- This will export all of the data visible to your current filters.
- Here you'll be able to view all the submissions to your forms, filter them, and export them
Additional Information:
See the full Amasty documentation at https://amasty.com/docs/doku.php?id=magento_2:custom_form