Create a custom form for an existing feedback button. If you don’t have one yet, create a feedback button before creating a custom form.
To create a custom form:
Set up auto-labeling to consistently apply labels to feedback across multiple brands and domains.
To add labels to a custom form:
Continue editing your form. When you save and activate your form, we’ll apply the labels to any feedback sent through this form.
In the Visitor Targeting step, you can specify which visitors will see your Custom Form. There are three targeting options available:
Target visitors on pages that match a specific URL or path. To target users on subpages, use a path to target that segment of the URL (example: use website.web/members to target users on pages such as website.web/members/billing).
To target a URL or path:
In the example above, the custom form will be shown when the user is on:
If, instead of "any" we would select "none", then this Custom Form would be shown on all website pages except for:
Show a Custom Form visitors from any or none of the countries you specify. Using this option can help you gather feedback from countries where your organization doesn't operate or where you’re offering different features. We determine a visitor’s location based on their IP address.
To target based on country:
Show a Custom Form when any or non of the specified IPs match. You can use several notations when specifying IP addresses.
To target based on IP address:
Once you set up your targeting options, you can finish creating your custom form by saving it.
To activate a custom form later, select Setup under Buttons & Forms. Then, toggle on the custom form.
The example below shows three different buttons that show different custom forms based on the button the respondent selects:
Automatically apply labels to responses sent through custom forms. You can use multiple custom forms across different brands, products, or demographics. Using automatic labeling makes it easier to manage, segment, and analyze feedback across your custom forms.
Example: PuppyLove is a large national enterprise that has multiple subsidiaries. Each of the 8 subsidiaries offers the same product and acts as a competitor brand within the PuppyLove group. All 8 websites of the subsidiaries are developed by the same development team and are structured in a similar way, but they are styled differently to appeal to different demographics. PuppyLove wants to align the labels applied to all incoming feedback to make it easy for management, developers, marketers, or product owners to quickly see all feedback from a certain part of the website across all subsidiaries.
Because each of the subsidiaries tries to target their own demographic, PuppyLove uses multiple feedback buttons and custom forms for each subsidiary. PuppyLove decides to label based on the customer type, product type, and interaction type. Based on their sitemap, that provided them with an instant overview of the website structure, they started with the following rules: