FIIBER USER GUIDE

Intro to Editor

The Editor allows you to easily create custom forms by adding Fields and Widgets to get the information that you need from your customers. Here we’ll break down what each of these fields and widgets do, as well as some helpful tips to keep in mind while using the Editor!

Fields

  • Short Text Field:
    A traditional text input box with a provided area above to add a label of your choosing, (i.e First Name, Last Name, Phone Number, Email Address, etc.) Add a placeholder to indicate an example of an acceptable answer. (i.e John, Smith, (999) 123-4567, john123@gmail.com).

  • Long Text Field :
    The same as an Input Box but designed for larger responses. (i.e Customer Feedback).

  • Heading :
    Add Large Heading text to the form. (Readable only, non interactive on the form)

  • Paragraph:
    Add Regular Text to the form. (Readable only, non interactive on the form)

  • Whitespace:
    Creates an empty space on the form the size of an Input field. Can be used for formatting and positioning of other fields on the form. 

  • Dropdown:
    A dropdown menu that allows users to select from a list of preset options. Click the light blue arrow icon to edit the number of options, and the option values.

  • Single Choice:
    Allows users to select a single response from a series of preset options. Highlight an option to change it's value, or click {Add Option} to add more values.

  • Multiple Choice:
    Allows users to select multiple responses from a series of preset options. Highlight an option to change it's value, or click {Add Option} to add more values.

Widgets

  • Customer Profile:
    The Customer Profile widget comes pre-added to every form by default. This field combines entries for your customer's first name, last name and email. When a user fills out these fields, their info will be stored within the Billing area as Customer profile, allowing you to track user-specific data for billing and management purposes. Choosing to remove this field will remove any customer relationship between your Results and Billing.

  • Terms and Conditions:
    The Terms and Conditions widget allows you to attach a link to your Terms and conditions page (hosted outside of Fiiber) directly to your form. It also requires your users to click a checkbox that confirms that they accept and agree to your Terms of Service, in order for the form to be submitted.

  • Inline Catalog :
    The Inline Catalog widget allows you to attach your catalog of products to your form. This lets your customers who fill out your form have the ability to choose from the collection of products and subscriptions you are offering. Upon choosing a product, your customer will be brought to a secure Checkout page in order to safely proceed with the transaction. For more information on how to create Catalogs and Products, see Catalogs & Checkout.

Helpful Tips

1.

You can reposition any field on your form by clicking and holding the grey movement icon on those chosen Field, then dragging the field to its desired position. The field will automatically switch positions with the field you drag it to.

2.

You can configure most fields by clicking on the gear icon on the top right side of the field. This will give you the option to make a field Hidden, Extend the fields length on your form, or make a field “required” in order to successfully submit the form.

3.

You can delete a field by clicking the red garbage can icon on the top right corner of the desired field. Please note that deleting a field from your form will also delete the corresponding category in the Results database, along with any results submitted under that category. If you wish to remove a field from a form you have already created, but want to retain the information you have gathered related to it in the Results page, then you can choose to make that field hidden on your form. 

4.

Fields such as the Multiple Choice, Single Choice, and Dropdown have the ability to add custom options to each of them. You can click the blue arrow icon on the right side of these fields in order to add, delete and edit these options.