Add Data Entry Card

Overview

A data entry card allows you collect information from you customer. This can serve multiple purposes and benefits such as:

  • Providing personal and specific services to your customer. For example, providing shipment information based on a tracking number.
  • Collect data about the customer for future communication.
  • Reducing agent wait times by pre-collecting basic information.

Create Data Entry

  1. In the New card sidebar, click on Data entry.
  1. Fill in the following text boxes as desired for the message attached: Friendly name,Cover image Title, Text.

  2. From the Question property drop-down, select the information you want to collect and accordingly fill in any boxes shown.

  3. Click Save.

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Tip:

Some Question propertys have an Ask when choice box. Choose the desired behavior for the question when the value has already been collected.


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