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Last updated on
October 18, 2024

Getting started

Serviceform will help you in increasing lead generation on your website and your conversion rates with its power-packed tools.

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:

Creating an account

In order to start using Serviceform tools, you first have to create an account by following steps below.

1. Head over to Serviceform signup page

2. Sign up using your email address and password directly or use your Google / Microsoft account to create your account

Please refer to the visual guide below if you wish to read the instructions in detail

1. Head over to Serviceform signup page. You will land on a page like this!

Document image

There are 3 ways to create your (free) account :

1. By entering your email address and password directly

2. By clicking on ‘Continue with Google’

3. By clicking on ‘Continue with Microsoft

 If you choose step #1, Please enter your email address and password and click on the Sign up button.

Sign up

If you choose step #2 or step#3, click on the continue button.

Document image

If you have multiple accounts either on Google or Microsoft, you can choose the account you wish to move forward with.

This is where you’ll land after signing up! The New Dashboard 3.0

Servicform dashboard

Now you’re all set! You can start creating your FREE tools!

Changing the password

Click on Settings

1. Click on Change Password

2. Type your current password and new password in the respective fields & click Save changes

Please refer to the visual guide below if you wish to read the instructions in detail

1. Click on the ⚙️settings icon on the left column.

Settings Icon - change password

2. Click on Change password

Change Password

3. Type your current password and new password in the respective fields & click Save changes

Change password - popup
Reset the password

Follow these simple steps to request a new password in your Serviceform account.

1. Click on Forgot your password

2. Enter the email address associated with the account you wish to recover and click Reset password

3. Click on Reset my password button on the email and you will be redirected to the Password Reset page where you can create your new password.

Please refer to the visual guide below if you wish to read the instructions in detail

1. Click on Forgot your password

Forgot your password

2. Enter the email address associated with the account you wish to recover and click Reset password

Forgot password - popup

3. You will receive a Password reset email from Serviceform, if you didn't receive the email, please check your spam/junk folder.

4. Click on Reset my password button on the email and you will be redirected to the Password Reset page where you can create your new password.

Password reset email
Changing the account language

1. Go to Settings (you'll be under Personal by default)

2. Click on the dropdown under Language.

3. Select a Language you wish to change and click on Save changes

Please refer to the visual guide below If you wish to read the instructions in detail

1. Go to Settings (you'll be under Personal by default)

Setting - language

2. Click on the dropdown under Language.

Language - english

3. Select a Language you wish to change and click on Save changes

Updating the profile picture

Follow these simple steps to add or change your profile image in your Serviceform account.

1. Click on Settings

2. Click on the image icon

3. Select a method you wish to upload your profile image and upload your profile picture

4. Click on Save Changes.

Please refer to the visual guide below if you wish to read the instructions in detail

1. Click on Settings

settings- profile image

2. Click on the image icon

Profile image

3. Select a method you wish to upload your profile image and upload your profile picture

Document image

4. Click on Save Changes.

Document image

Your profile picture is now successfully updated!

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.