Handling service requests can quickly become overwhelming, especially if you’re receiving them in different formats through different channels. One way to make things easier is having a dedicated online form on your website. And if this is something you’re looking for, Getsitecontrol got you covered.
This zero-code app will help you quickly build a service request form for your website without any technical knowledge. This is what it may look like 👇
The form will be placed in the corner of the page looking like a compact button titled ‘Submit a service request.’ Once a visitor clicks on the button, it will expand into a form they can fill out right there.
In this tutorial, we’ll show you exactly how to recreate this scenario for your website. Plus, we’ll provide a few tips to help you get the most of the form.
How to create your own service request form in Getsitecontrol
To get started, click on the template above and follow the prompts on the right-hand side to open it in the Getsitecontrol dashboard.
From there, you’ll be able to edit the copy, adjust the style, and change or delete fields. Follow the steps below to see how it’s done.
Step 1. Edit the copy
On the first screen, you can change everything about the way your form looks. For starters, you can change the title, add a brief description or edit the text on the button.
Keep in mind that the title at the top is the only piece of text your website visitors will see before expanding the form. Make sure it’s clear and concise.
Step 2. Add custom fields
To add a new field, hit
+ Add field and select the field format from the menu. On the following screen, you can name the field and add the text for the placeholder. That’s where you can edit or remove the existing fields, too.
💡 Notice that each field has its field ID: name, email, text, etc. It’s practical to name these IDs after the field’s purpose because they will be displayed in the submission reports next to the information typed by the customer.
3. Adjust the appearance
It’s a good practice to adjust the design of the form and make it match the design of your website. To see your options, open the
Theme menu at the top and toggle the controls.
Not only can you switch the style of the form entirely, but you can also change the font, color theme, position, and spacing.
When ready, finish by clicking
Save & close and activate the new widget on your website.
And that’s about it. These have been the service request form building essentials.
How to place service request form on selected pages
By default, once you activate the form you’ve just created, it goes live on every page of your website. If you want to display it on selected pages only, you can do that, too. Just go to the
Targeting tab and use the Include/Exclude fields to indicate the URLs where the form should display.
You can also display the form on select dates, hours, or days of the week using the
Schedule control. For example, if you’re displaying a live chat during business hours, you may want to have the form during the rest of the time.
How to improve the effectiveness of your service request form
At this point, if you’ve followed the steps from the guide, you should have a new shiny form ready to collect messages on your website. Now, the goal here is to better organize the service request flow and to create a seamless user experience for your customers.
Below are three tips to help you achieve both.
1. Let customers know when to expect a response
Once a visitor submits their service request, they will see a second page of the form. It is called a form submission success message, and it typically contains a brief note indicating that their request has been received. In your dashboard, that note is located on
Page 2 👇
Feel free to edit the default text and provide additional information on the expected response time or alternative ways to contact your team.
2. Make sure the form looks good on mobile
While customizing your form, you can easily check its appearance on mobile. Switch to the mobile preview mode at the bottom of the screen and select the device resolution to see how your form will look on different screens.
The Getsitecontrol app tends to adapt website forms to mobile very well, so you don’t have to do anything extra. However, if you add too many fields, you may notice that the form looks too long for small screens. In that case, you can remove some of the fields, place them on the second page of the form, or just shorten the copy. It’s also possible to change the size and spacing of the form for mobile.
3. Get notified about new submissions
Each time a customer fills out the service request form, you can get instant email notifications. To set up this handy feature, open the
Notifications tab and enable email notifications by specifying the email address where service requests should be directed. For instance, you can send them to your email or straight to the inbox of your IT team.
💡 You can also integrate Getsitecontrol with your CRM or Helpdesk software to automate customer query processing and have everything in one place.
Ready to create a service request form on your own?
A convenient online form on a website can be a perfect gateway to help you organize incoming service requests. Go ahead and create one today using Getsitecontrol. Then give it a spin for a week and see how it works for your business.
You’re reading Getsitecontrol usecase collection where we talk about the best practices for using website popups. This usecase is a part of Request forms section.
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