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How To Create A Contact Us / Partner Feedback Form

Jenna
Jenna
  • Updated

Purpose

This article goes over the necessary steps needed to implement and publish a Contact Us form for your partner users of Allbound. This form will allow you to receive communications from your partner contacts directly from the Allbound portal.

 

Getting Started

This form is designed for partner users of the portal to contact the admins of the portal. The first step is to navigate to the Allbound Account Settings. In the General Account Settings, within the Configurations section, you’ll need to enable the “Contact form” option. See below image:

 

 

 

Next, you'll navigate to Allbound Account Settings > Forms > Manage Forms. See below image:

 

 

Every Allbound portal comes equipped with a predefined Contact Us form that you can edit to make it your own. Search for "Contact Us" in the search forms box.

 

 

Click on the title "Contact Us" to edit the form.

 

Best Practices

It is recommended to capture the submitters name, partner company, email, and the reason for their request. *Note: Please do not edit predefined API database keys for these fields in the predefined form. If you choose to add new fields you will need to create your own API database keys. Allbound functions best with Snake Case style API keys for field inputs (i.e. contact_email). Snake case should be all lowercase letters with underscores instead of spaces. 

 

Make sure to Save your changes as you work by clicking the "Save Form" button.

 

 

Setting Up Contact Us Submissions Routing

You never want your partners feedback to go unnoticed. The next step is to setup the email notifications to receive these submissions from your partner users. It is recommended to create a PJA to receive these submissions, as it provides the best tools for routing and capturing details. If you don't have PJA setup in your portal, you can use the generic gravity forms notifications. Simply click on "Settings" > "Notifications" as shown in the screenshot below.

 

 

Next, click on the Admin Notification, as shown below.

 

 

You're going to want to specify who this email is going to. The {admin_email} tag is going to send it to the default portal sender email address. If you haven't implemented a custom portal email address with Allbound, and your emails from the portal are sending from "no-reply@allbound.com" then you will need to remove this tag and add the email address(s) of the portal admins that will be in charge of receiving the Contact Us form details.

 

Change to: (insert your own email aliases)

 

You can change the email subject to be more specific, or leave it as is. The {all_fields} tag in the body of the email notification will send a copy of all fields entered within the form. You can add verbiage to the form as you wish. It is recommended to leave the {all_fields} tag to capture all field inputs from the submitter.

 

 

When finished, click "Update Notification" at the bottom of the page to save your changes.

 

 

Finally, you will navigate back to Allbound Account Settings > Forms, and select the Contact Us form from the dropdown titled, "Feedback".

 

 

Lastly, you will click the "Save" button in the top right corner of the form settings page.

 

When completed, refresh your page (you may need to log out and log back in for the changes to be reflected), and select your initials to open your user menu. There you will find the Contact Us option that your partners will use to submit this form.

 

help_center_contact_us_form_settings_gear.png

 

Creating A PJA Workflow To Route Contact Us Form Submissions From Partners

If you have the Partner Journey Automation feature with your Allbound package, navigate to your settings > Partner Journey Automation and create a new workflow. 

Name the workflow to indicate the function that is being preformed. Your trigger need to be "User Has" > "Submitted a form" > "Contact Us".

 

 

You can choose to send an email, send a webhook to Zapier, or create an advanced webhook to receive this notification. Then, build your notification to your liking. When finished, activate your workflow and save it.

 

If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.

 

Also, please refer to these articles:

 

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