Forms Setting applicable to Conversational Forms

Introduction

The following article lists the settings associated with the operation and presentation of the Conversational Forms Add-On. Note that all these are shown under the standard Form Settings area for whichever from you enable conversational mode for—there are no add-on area global settings.

Enable Conversational Mode

SettingDescription
Enable Conversational Page For FormEnables conversational forms for the specific form. Once switched on, this will provide access to additional settings, as detailed in the rest of this article.
PermalinkA unique permalink that users can visit to view and fill out your form. Note: Validation of permalinks may be affected by certain environments (see limitations).

Form Design Settings

These settings can be used to tailor the look and feel of your conversational mode form.

SettingDescription
LayoutSet overall layout for dedicated form page.
Background ColorSet a background color.
Form Accent ColorUsed for various form elements, such as buttons and progress bars.
Input Accent ColorUsed for aspects of individual form inputs, such as checkmarks and dropdown choices.
Text ColorSet text color for form.
Enable LogoDisplay a logo.
LogoSet a logo image.
Logo LinkSet a link for the Logo to be directed to when it is clicked.
Enable Background ImageDisplay a background image.
Background ImageSet a background image.
Background Image BrightnessSet brightness of the background image.

Welcome Screen Settings

To properly orient users to a conversational mode form, it can be good practice to use a “Welcome Screen”. This can avoid any disorientation that may happen when landing a user directly into the first question on your form. Use the welcome screen to introduce your form and provide any instructions or information needed to know before users proceed.

Conversational Form Welcome Screen Settings including settings for Enabling the Welcome Screen and the  text areas and images for the Welcome Screen.
SettingDescription
Enable Welcome ScreenDisplay a welcome screen before user begins the conversation.
HeadingPrimary text used as title on welcome screen.
DescriptionSecondary text used as message on welcome screen.
Start Button TextText on button used for beginning the conversation.
ImageDisplay an image on the welcome screen.
Image Alternate TextText used as image alt attribute for welcome image.

Buttons Settings

Conversational Forms Button Settings for the Confirm Button Text.
SettingDescription
Continue Button TextText to be displayed on button used for progressing to next field.

Customize the look and feel of your form navigation which appears below the form fields on all conversational mode pages.

SettingDescription
Footer Background ColorSet a background color for the navigation bar.
Enable Progress BarDisplay a progress bar.
Progression TypeSet progression indicator as percentage or proportion (e.g. 20% or 1/5).
Bar Background ColorSet a background color for the progress bar. By default this color is based off your accent color.
Bar Foreground ColorSet a foreground color for the progress bar. By default this color is based off your accent color.

Limitations

  • When Basic Auth is in use, setting a permalink will always fail because the permalink can’t be verified.
  • Rules that redirect 404 pages will cause failure in setting a permalink.