First confirm what the customer wants to submit
The B2B website usually requires inquiry information such as company, product, quantity, market and purchasing needs; the B2C website is more commonly used for order consultation, after-sales or general contact. Form fields should be based on the information that sales or customer service really need to avoid collecting a large amount of irrelevant personal data at the beginning.
Contact form settings
A basic contact page usually includes name, phone number, email address, and a message. When you need to add drop-down selection, radio selection, multi-selection or other fields, you can use the contact form configuration function; the actual availability depends on the applications enabled on the current website.
Contact form basic settings View form scheme
Email notification settings
Email notifications can cover scenarios such as contact messages, orders, shipments, refunds, account registration, and password resets. Before enabling, you need to configure the correct sending service, sender information and template content.
Open mail settings Manage email templates
Tests that must be completed before going online
- Submit the real form once from the storefront using a non-admin email.
- Confirm that the corresponding record is generated in the background and the complete fields can be viewed.
- Confirm that the responsible person received the notification and that the sender and reply addresses are correct.
- Check the customer auto-response content, brand name, logo and language.
- Check the form prompts, required rules, and submission success status on your mobile phone and computer.
FAQ
- There is a record in the background but no email is received:Check the mail service configuration, queue tasks, spam and incoming rules.
- Customer received error language:Check whether the email template in the corresponding language is complete. Do not enable semi-finished templates.
- Insufficient inquiry information:Add fields that really impact your offer and follow-up, don’t just rely on free text.
- The form submission contains too much junk content:Evaluate CAPTCHAs, field rules, and access protection without blocking legitimate customers.