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
- In the New card sidebar, click on Data entry.


- Fill in the following text boxes as desired for the message attached: Friendly name,Cover image Title, Text.
- From the Question property drop-down, select the information you want to collect and accordingly fill in any boxes shown.
- In the Question type section, click on your desired option
- If you chose Multiple Choice, add desired buttons.
Multiple choice gives you control over the answers you'll accept from your customers.
- If you chose Multiple Choice, add desired buttons.
Note:
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- Click Save.


Tip:
Some Question propertys have an Ask when choice box. Choose the desired behavior for the question when the value has already been collected.
Updated 4 months ago
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