FIIBER USER GUIDE

Glossary

  • Account:
    The Account page lets you change your Account owner and organization name, as well as the email and password associated with the account.

  • Billing:
    The Billing page is where you are able to manage financial information for all of your Workflows. You are able to create and edit new products to be sold, manage your invoice and transaction history, bill and refund existing customers and much more, all within the Billing page. For a full breakdown of each component of the Billing page and how to use them, see Fiiber Billing.

  • Catalogs:
    Catalogs are collections of the Products that you have created. You can attach your Catalogs to your forms using the Inline Catalog Widget in order to offer them to your customers.

  • Checkout:
    The Checkout that your customers will be brought to when making a purchase from your form or paying and invoice you have sent them is handled exclusively by Stripe. Fiiber has partnered with Stripe to ensure that all of your transactions and customer billing  information is handled securely.

  • Customers:
    The Customers tab allows to view the transaction history and financial information you have stored for each of your customers who have made a purchase. From here, you also have the ability to Invoice or create a Subscription for any customer you select.

  • Cycle:
    The Cycle refers to a product's billing frequency and allows you to set whether a product is a one-time purchase, or if it is a recurring purchase on a Daily, Weekly, Monthly or Yearly basis.

  • Dashboard:
    The Dashboard is the first page you see when you open the Fiiber app, and the place where you are able to select an existing Workflow you want to interact with, or begin a new one. You can access each Workflows Results page, Form Settings, and Editor by clicking on the icons of the desired Workflow.

  • Editor:
    The Editor is where you are able to design, edit and add functionality to your form using Fields and Widgets. Once you are satisfied with your form, you can click {Publish} inside the Editor to make your form live to the world!

  • Fields:
    Fields are input boxes that you can add to your form to allow your users interact with your form and easily provide the information you're looking to gather. These include but are not limited to Short Text Fields, Long Text Fields, Multiple Choice Questions, Drop Down Menus and more! For more details on each Fields functionality, see Intro to the Editor.

  • Inline Catalog widget:
    This Widget allows you to offer products through your form by attaching one of your catalogs directly to it. Your customers are able to select their chosen products that you have added to the catalog, and they will be brought to a Stripe checkout page to securely make the purchase.

  • Invoices:
    The Invoice tab allows you to create and send out invoices to your customers. When a new invoice is created and you select “send via email”, it is first saved as draft, where you then have the option to make changes to it before you send it to the customer.

  • Plan Settings:
    The Plan Settings page is where you can go to upgrade your account! Click here to view account prices and details: https://fiiber.ca/pricing

  • Products:
    These are items that you create in order to sell them to your customers. Products can be given Custom Price, Pricing Plan, Name, Product Image and Billing Cycle.

  • Results:
    The submission data that you collect through your forms is stored in the Results page. Each Workflow you create gets its own corresponding Results page, which can accessed either from the Dashboard or within the selected Workflow. The Results page allows you to filter through your submission data and search for individual entries, edit them, delete them or add new ones to your database.

  • Subscriptions:
    Subscriptions allow you to set up a customer with one or your products that has a recurring purchase cycle. This tab lets you select a start date, end date and tax rate to begin billing your customer for the selected products.

  • Toolbar:
    The Toolbar is the menu on the right side of the Editor, and allows you to select which Fields and Widgets you want to add to your form.

  • Transactions:
    The Transactions tab allows you to view all previous transactions and provide Refunds.

  • Widgets:
    Widgets are special fields you can attach to your form that gives it increased functionality. These include things like the Inline Catalog Widget, Terms and Conditions Widget, and the Customer Profile Widget. For more details on each Widgets functionality, see Intro to the Editor

  • Workflow:
    Workflows are the beginning-to-end funnel that your business uses to retrieve and manage client data. This term encapsulates the process of building a form within the Editor, managing submissions within the Results table, and everything in between. An account can have multiple Workflows based on different circumstances. For example, a gym may have a Workflow for their general registration process, as well as one for selling their gym merchandise.

  • Workflow Navigation Bar:
    This is the Nav bar that stays at the top of your screen the whole time while in the app. This lets you quickly access the Dashboard, Billing page and Account page from any page you are currently on.

  • Workflow Settings:
    Workflow settings can be accessed by clicking the gear icon in either the Dashboard or inside the desired Workflow, and allows you to change the Form Image, Thank-You page message and the Form Success Link.