Getting started

How do I build an enquiry form?

Open Business page, then Forms, press New form and pick one of the 5 starting points: an enquiry, a callback request, an admission enquiry, a quotation request or feedback. Change the questions, press Save and then Publish. Forms are part of Basic and above. Every form asks for a name and a phone number, because the number is what makes an answer a lead. You can add short and long answers, one choice, several choices, a date, a number, an email address and a box to tick with your own sentence beside it. There are no file uploads, no payments inside a form and no questions that depend on an earlier answer. Each form has its own link and QR code under Share, and it can be the “Send an enquiry” button on your business page. An answer arrives as a lead with the answers on its timeline; if that number is already a lead, the answer is added to it and no second lead is made. You can give a form’s leads to one team member, add tags, and be told in the bell and on your phone. Fliok does not send your customer a WhatsApp message because they filled in a form. You can offer a “Continue on WhatsApp” button after they send it, and the customer starts that chat themselves. Under the Send button every form says that the answers go to you, by name, and links your privacy policy if you gave one. To collect permission for offers, add the “WhatsApp updates tick”. Its sentence is the same on every form and cannot be reworded, it is never ticked for the customer, and only people who tick it are marked as opted in. Basic keeps 5 forms and takes 1,000 answers a month across them; Pro keeps 25 forms and takes 5,000. One form takes at most 200 answers in a day and then pauses until the next day, and you are told. Answers can be downloaded as a CSV file.