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Dynamic forms
Last updated on
December 10, 2024

Form flow

This article will guide you via different types of questions and configurations that can be utilized in the chat flow.

The following is a list of the integrations supported by our system, highlighting key features and benefits. Click on any of the below integrations to explore detailed guides and connect the right tools to your system(s).

Native integrations

Getting started with Dynamic form

Create a dynamic form within a few minutes and embed it on your own and/ or business website. Dynamic forms can be customized to serve various purposes. Here are a few ways in which Dynamic forms can be customized:

Setup the chat flow

You can navigate to the Chat flow section in the tool builder by clicking on Flow:

Questions can be added into the flow by clicking on Add question and selecting a question from the left pane. You can edit the properties of the question by clicking on Properties:

The last question in the chat flow would be set by default as the Thank you statement. The chat flow would be re-directed to this statement if you have a "Send lead" or "Stop" jump.

let's have a look at each element to get a better understanding:

Statement

To be simple, this is a line of sentence which you can include anywhere in your conversation as a message. If your message is too long, it can be broken down into paragraphs for the customer to read easily.

Text question

This is a statement with a form via which the customers can submit their data. You can add more fields into the form, such as Name, Address, Number, etc by selecting an option within it and pressing enter. The data collected can be sent as lead by configuring the jump(ADD LINK).

Form

This is similar to the Text statement but this comes with pre set text areas, which are Name, Email, Phone, and Message. You can easily customize these fields and if you do so, make sure that you update the validations.

Select one

This is a statement with a few options from which one option can be selected. The Element and it's option can be configured to jump to different sections of the flow or run custom actions.

Select multiple

This is a statement with the option to choose multiple answers.

File upload

This allows the user to upload any type of files.

Calendar

This would allow the customer to select a date and/ or time.

Loan calculator

Range

This can be used in Form, Side bar, and Pop up tool types.

Summary

Note that the elements that can be added into the flow differ based on the bot type.

FAQs

I want to know more about pricing

Serviceform starts for free and you can use it for free forever. If you want to generate more than 50 interactions per month, our plans start at,

  • $49/mo (51 - 150 interactions per month)
  • $79/mo (151 - 300 interactions per month
  • $99/mo (301 - 500 interactions per month)
How do I get support for my Serviceform account?

Our help team is always ready to help. You can visit help.serviceform.com to access our help documentation or you can chat with one of our support team members here. Also, you can ask anything in an email to our support team via help@serviceform.com.

What does my Serviceform plan include?

The free forever plan gives you access to all conversion tools. Our conversion tool suite includes Chatbots, Forms, Popups, WhatsApp Chatbots, Landing Pages, and much more. You can install as many tools as you wish and get 50 interactions every month entirely for free.

How do I create my account?

You can sign up with just a single click through Google or Microsoft. Or you can enter your company email address and sign up. No credit card required and you can use Serviceform for free forever.

Do I need to know how to code?

Our easy drag and drop builder lets you custom, personalized chatbots without having to write a single line of code. If you run into any issues, you can always refer to our help documentation.

How do I install a tool on my website?

Serviceform generates a unique pixel code which you need to simply copy and paste into the <head> tag of your website. Then all you need to do is to toggle a button from our simple website setup, and your conversion tool will be live on your website.

Can you do the setup for me?

Yes, our conversion specialists are happy to help you do the setup. Simply book an appointment with our team and let them know what you want.

Can I integrate Serviceform into my CRM?

Yes, Serviceform tools can be integrated with more than 100 applications including, Hubspot, Salesforce, ClickUp, and even Google Sheets. Click here to learn more.

How many AI Scraper jobs can run at the same time?

Currently, only 5 AI Scraper jobs can run simultaneously. If you have more jobs, they will queue and start automatically once a slot is free.

What should I do if discovery all URLs or sitemaps do not return any data (character count = 0)?

Try using Manual mode and add a few links to see if they work. If successful, you can continue using Manual mode. For websites with complex structures, also try Manual mode with the Advanced Scraper type.

What happens if the scraper gets blocked while accessing a website?

Some websites block automated requests, which may prevent scraping. To fix this, the customer must whitelist our IP addresses:

  • 167.71.15.186
  • 142.93.231.157

Whitelisting these IPs allows our scraper to access the website without being blocked or hitting rate limits. We use only these two fixed IP addresses for scraping.

Why does AI Scraper sometimes not return data even though the URL is correct?

his may happen if:

  • The content is loaded dynamically via JavaScript and not accessible with the selected scraper type.
  • Your website has security measures like firewalls or bot protection.
  • The CSS selectors or inclusion/exclusion rules are incorrect.

Solution: Use Advanced Scraper, double-check CSS selectors, and ensure required URLs are included.

Can I scrape only specific languages on multilingual sites?

Yes. Limit scraping to one language per site to avoid duplicate information. For example, set the site name to Customer FI if scraping Finnish pages only.

Which scraper type should I use?

Basic: Always try first—it’s less resource-intensive.

Advanced: Use if Basic doesn’t return results.