Overview

This article gives you an overview of how iVendNext's Web Forms simplify customer feedback collection. It covers creating effective forms, automating their distribution, and using responses to drive meaningful improvements.

1. Planning Your Feedback System

Key Considerations

• Define your feedback goals (service quality, product satisfaction, etc.)

• Determine rating scale (1-5, 1-10, or star ratings)

• Decide on mandatory vs optional fields

• Plan follow-up actions for negative feedback

Optimal Field Structure

1. Rating (required): 5-point scale

2. Feedback Type dropdown: Product/Service/Support

3. Comments (optional): Detailed feedback

4. Contact Permission: Opt-in for follow-up

2. Step-by-Step Form Creation

Creating the Feedback DocType

1. Navigate to Home > Build > Custom DocType > New.

2. Name: "Customer Feedback v1.2" (versioned for tracking)

3. Essential fields to include:

• Dynamic Link (connected to relevant documents)

• Rating (integer, validation: 1-5)

• Feedback Category (select field)

• Improvement Suggestions (long text)

Building the Web Form Interface

1. Go to Home > Website > Web Form > New.

2. Apply responsive layout:

• Single-column for mobile optimization

• Logical grouping (rating first, then details)

• Progress indicator for multi-page forms

3. Advanced Customization Techniques

Smart Conditional Fields

// Show follow-up options for low ratings

frappe.ui.form.on("Feedback", {

    "rating": function(frm) {

        let showFollowup = frm.doc.rating < 3;

        frm.toggle_display(["contact_ok", "urgent_flag"], showFollowup);

    }

});

Validation Rules

• Minimum character count for comments

• Required fields marked clearly

• Rating validation before submission

4. Automated Feedback Workflows

Trigger-Based Distribution

QR Code Implementation

1. Generate dynamic QR codes containing:

• Web Form URL

• Customer ID reference

• Expiration date (30 days)

2. Add to:

• Receipts

• Delivery confirmations

• Support documentation

5. Analyzing & Acting on Feedback

Response Monitoring Dashboard

• Real-time response rate tracking

• Automated sentiment analysis

• Priority flagging for scores ≤2

Continuous Improvement Cycle

1. Weekly review of feedback trends

2. Monthly cross-departmental analysis

3. Quarterly form optimization based on:

• Abandonment rates

• Feedback quality

• Response patterns

6. Pro Tips for Better Results

1. Incentivization: Offer entry into monthly draw for completed forms

2. Mobile Optimization: Test on all device types

3. Multi-language Support: For global customer bases

4. A/B Testing: Try different form versions