How to Create a Contact Form in Wabo.ai

A well-structured contact form helps you manage customer data efficiently in Wabo.ai. Follow this step-by-step guide to create and customize a contact form based on your business needs.

Step 1: Access Settings

1. Click on your profile icon at the top-right corner of the dashboard.

2. Select Settings from the dropdown menu.

3. Navigate to the Data Management section.

Step 2: Customize Contact Properties

1. Click on Contact Properties to manage or modify existing contact fields.

2. To add a new field, click on the ‘Custom Field’ button at the top.

Step 3: Add a New Custom Field

1. Choose the Custom Field Type (e.g., Text, Email, Number).

2. Assign a Label or Name for easy identification.

3. Customize the field properties:
   ✅ Mark as Required – Ensure this field must be filled when adding a contact.
   ✅ Mark as Read-Only – Prevent users from editing the field after creation.
   ✅ Enable Show in Contact Form – Make this field visible when adding a new contact.

4. Add additional details like tooltip and placeholder text (optional).

5. Click Save to finalize the new field.

Step 4: Arrange the Contact Form Fields

• Click on Show in Contact Form to add the field to the contact form.

• If needed, rearrange fields by dragging and dropping them for a structured layout.

Step 5: Verify the Changes

1. Go to the Contact Module from the main menu.

2. Click the Add Contact button to open the contact form.

3. Ensure that the newly added fields are visible and working correctly.

4. Try adding a test contact to confirm that everything functions as expected.

 

🎉 That’s it! You’ve successfully created and customized a contact form in Wabo.ai to streamline your contact management process. 🚀