‎Contact Details Form | Sprinklr Help Center

Contact Details Form

Updated

17 days ago

Introduction

A contact details form allows you to capture user information efficiently. This form can be customized to suit various requirements and can be integrated into live chat applications.

It allows you to include multiple fields, which can be designated as mandatory or optional based on your needs. This flexibility ensures that you gather all necessary information while providing a seamless user experience.

Key Benefits of Contact Details Form

Customization: Tailor the form to capture specific information relevant to your business needs.
Integration: Easily integrate the form into live chat applications, enhancing user interaction.
Efficiency: Streamline the process of collecting user data, reducing manual entry and errors.
Accessibility: Configure the form to be accessible to all users, including those using screen readers.
Security: Implement reCAPTCHA validation to ensure that only legitimate users can submit the form.

Use Case and example

Gather detailed and accurate information from customer during live chat sessions.
For instance, when a user initiates a live chat to inquire about a product, the service agent can send a customized form to capture the user's name, email address, and phone number. The email address can be marked as mandatory to ensure essential information is collected. Once the user fills out the form, the details are automatically populated in the Profile tab of the Agent Console, allowing the representative to address the user by name and follow up via email if needed. This streamlined process improves efficiency and ensures a seamless user experience.

Create a Contact Details Form in the Digital Asset Manager

Click on Digital Asset Management under the Integrate section of Sprinklr new tab.
In the top right corner of the Asset Management window, click Create Asset in the top right corner and select Omni Chat Templates from the dropdown.
On the Create New Asset window, enter a Name and optional Description for your asset under the Basic Details section.
Under the Asset Specific section, select Contact Details Form from the Template Type dropdown and Sprinklr Live Chat from the Channel dropdown.
Under Asset Details, select Campaigns, Sub Campaigns, Status, Available from, Visible from, Expires on, Tags, Restricted, Brands, Persona, Customer Journey Stage, Automated Tags, and Information.
Fill in the required fields under Asset Sharing and Properties.
Switch to the Translation tab if you wish to translate your form into other languages. Select all the languages to translate the form into from the Select Languages dropdown. Next, select the Translation Language to open the editor for that particular language. You can view the form in your base language in the left pane and add the translated text in the right pane.
Click Save.

View Information captured by the Contact Details form

The details captured via a contact details form will appear within the Profile tab of the third pane of Agent Console and Care Console.

Contact Details Form — Field Descriptions

Field Name/Term	Description
Hide Attachment Option	If you check the box, your customers will not be able to send any attachments before/after selecting a response from this template until you (brand) send a message again.
Disable Manual Response	If you check the box, your customers will not be able to send any message before/after selecting a response from this template until you (brand) send a message again.
Enter the form title	Provide a title for your Form. You can bold, italicize, underline, and strikethrough the text.
Submit Button Text	Enter the label for the submit button
Show user response after submission	Check the box to send the details, that the user submitted via this form, as a brand message. Next, enter a message that will appear after the user submits the form, e.g. Thank you, in the Submit Button Post Feedback field.
Hide post-submission image	Hide the checkmark that appears after submitting the form.
Enter the post back submit title	Enter the message that the users will see after they submit the form, for example, Thanks.
Field 1	Type: Select the contact information that you want to capture from the users such as their Full Name, First Name, Last Name, Email Address, and Phone Number. You can also add generic fields in the template . Label: Enter the label for the field. You can also bold, italicize, underline, strikethrough, and hyperlink the text. Help text: It will be displayed when users hover over the "i" icon. This help text offers users extra information or guidance about the specific fields, helping them to complete the form accurately. Placeholder: Add the background text shown in the input ﬁeld, e.g. Full Name, Email Address, Type here, etc. Copy field value to custom field: Select a profile custom field to copy the value entered by the user. Mark the field as mandatory: Mark the field as mandatory for the users to fill. Field validation using regular expression (RegEx): Enter your Regular Expression for the validation of the user input. It also supports POSIX regex. Make field non-editable when default or prefilled value is present - Fields that have pre-filled data from previous entries (Standard Fields) or a default value (Generic Fields).
Add New Field	Click to add a new field to the template.
Enable Recaptcha	Enable reCAPTCHA validation to allow only legitimate users to fill out the form. You will need to create a site and secret keys in Google reCAPTCHA. For more information, please refer here. Please note only the v2 captcha is supported.
Standard Fields	Full Name - field to capture the full name of the user. First Name - field to capture the first name of the user. Last Name - field to capture the last name of the user. Email Address- field to capture the email address of the user.You can provide a list of allowed domains for validation. The form cannot be submitted if the email does not match the allowed domain list. To configure, contact support at tickets@sprinklr.com. Phone Number - field to capture the phone number of the user, including international dialling code. Note: You can get any country code and flag removed from the Phone Number dropdown by reaching out to our support team at tickets@sprinklr.com.
Generic Fields	Checkbox - single checkbox field. You can mark the checkbox as selected by default. Checkbox Group - A group of checkboxes allowing multiple selections. You can mark options as selected by default. Email - text field for capturing an email address. Pick List - dropdown list of predefined options to choose from. You can set an option to be selected by default. Multi Pick List - multi-select dropdown list, allowing multiple options to be selected. You can set options to be selected by default. Text - field that allows users to enter free text Number - field that allows users to enter numerical data. Can enable Increment/Decrement controls with a counter field that includes +/- buttons, providing a more intuitive method for entering numbers. You can set minimum, maximum, and step values. Password(masked by default) - field for entering a password, where the entered value is obscured (masked). Date - field that allows users to select a date using a date picker. You can enable a date picker in a specific format, and restrict users to select only future dates, past dates, dates before/after a specific date and disable few dates. Reach out to support at tickets@sprinklr.com to get this capability configured. Text Area - larger text input field for capturing more detailed information (multiple lines) Pick List Open(allows free text) - A dropdown list of predefined options where users can also add their own custom options. Multi Pick List Open(allows free text) - A multi-select dropdown list that allows users to add custom options as well. Default Value: You can configure a default value for any field to be pre-filled Ensure the value of the field is the same as that of the following field added in the same form - Ensures that the value of a field matches the value of another field in the form.
Adding Help Text	Help text can be added to each field, providing users with guidance through an "i" icon. To add help text, enter the help text description within the Help Text field.
Screen Reader Label	You can configure a custom label for contact details form to enhance accessibility for users. By default, the asset is identified as a "form," and the screen reader announces it as "You have received a form." However, if you prefer a more specific label, such as "Registration Details Form," you can customize it accordingly.