Using Web Forms for Feedback Collection

Using Web Forms for Feedback Collection

Overview

This article guides you through setting up, customizing, and automating feedback collection using Web Forms.



1. Why Use Web Forms for Feedback?

Benefits of Feedback Web Forms

✅ Structured Data – Standardized ratings and comments for easy analysis.
✅ Automated Collection – Trigger feedback requests via workflows.
✅ Real-Time Insights – Monitor responses directly in iVendNext.
✅ Customizable – Tailor forms to match your business needs.


Common Use Cases

  • Post-purchase ratings

  • Customer satisfaction surveys

  • Service feedback

  • Employee performance reviews



2. Setting Up a Feedback Web Form

Step 1: Create a Feedback DocType

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

  2. Name it (e.g., "Customer Feedback").

  3. Add key fields:

    • Dynamic Link Field → Links to documents (e.g., Sales Order).

    • Rating Field → 1-5 scale or star ratings.

    • Comments → Long text for detailed feedback.


Best Practice: Add a "Feedback Type" select field to categorize responses (e.g., Product, Service, Support).


Step 2: Design the Web Form

  1. Navigate to Customize > Web Form > New.

  2. Select the "Customer Feedback" DocType.

  3. Drag and drop fields into a logical layout:

    • Place ratings at the top.

    • Group related fields in sections.




3. Customizing Feedback Forms

Key Field Types for Feedback

Field

Purpose

Rating

Quantifiable feedback (1-5 scale).

Dynamic Link

Link feedback to orders/tickets.

Signature

For validation (e.g., service forms).

Geolocation

Track where feedback was submitted.


Conditional Logic

Show/hide fields based on responses:


// Example: Show "Complaint Details" only if rating is low  

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

    "rating": function(frm) {  

        frm.toggle_display("complaint_details", frm.doc.rating <= 2);  

    }  

});  



4. Automating Feedback Requests

Method 1: Email Notifications

  1. Create a Notification (Settings > Notifications).

  2. Set triggers (e.g., "After Sales Order Submission").

  3. Insert a Web Form link:


https://yourdomain.ivendnext.com/feedback?new=1&document=Sales%20Order&document_name={{doc.name}}  


Method 2: QR Codes in Printed Receipts

Embed a Web Form URL in QR codes on invoices to encourage feedback.



5. Analyzing Feedback

Viewing Responses

  • List View: Filter by rating, date, or feedback type.

  • Reports: Create custom dashboards to track trends.


Sample Feedback Workflow

  1. Customer submits feedback via Web Form.

  2. Notification alerts the support team for ratings ≤ 3.

  3. The team addresses issues and updates the ticket.



6. Best Practices

✔ Keep It Short – Limit to 5-7 key questions.
✔ Mobile-Friendly – Test forms on smartphones.
✔ Follow Up – Thank customers for feedback.



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