This integration is available for Heroic KB Pro Users.
The Formidable Forms integration aims to reduce support tickets by requiring users to search the knowledge base before submitting a request.
Installation
- Ensure the latest version of the Heroic Knowledge Base plugin is installed and the license is activated.
- Ensure the Formidable Forms plugin is installed and activated.
Usage
- Activate the Integration:
- Once the Heroic Knowledge Base plugin is installed and the license is activated, a new field called “KB Suggest” will appear in the Formidable Form editor.
- Implementing the KB Suggest Field:
- Add the KB Suggest field to your “Submit a Ticket” form to gather information for support requests.
- Use conditional logic to hide the support request fields until the user has searched the knowledge base.
- Users will either find an answer (avoiding a support ticket) or confirm they couldn’t find a solution.
How It Works
Integrating the KB Suggest Field of the Heroic Knowledge Base plugin with your Formidable Form is a straightforward process. Here’s how it works:
- Add our special “KB Suggest” form field to your form:
- Include any additional necessary fields in your Formidable Forms support form that are essential for providing support:
Use Formidable Forms’ Conditional Logic feature on a checkbox field so that it only appears when the KB Suggest field isn’t empty. Then, use the Conditional Logic feature again on the rest of the fields in your support form to display those only if the checkbox is checked.
- Here’s what the form will look like:
- When a user enters a keyword to search, they will be presented with suggested knowledge base articles:
- If none of the suggested articles are helpful, the user can check the box and continue to open a support ticket:
By following these steps, you can seamlessly integrate the KB Suggest Field of the Heroic Knowledge Base plugin with your Formidable Forms support forms, providing users with helpful suggestions and the option to submit a support ticket if needed.
FAQs
Do I need a paid version of the Formidable Forms plugin to use this integration?
No, you can use the free version of the Formidable Forms plugin as well. However, keep in mind that the Conditional Logic functionality is not available in the free version, meaning all the form fields will always be visible instead of conditionally.