Contact Tracing Setup (Smart Form)

What is Contact Tracing Form?

Is a form that Eber created in response to the current pandemic which businesses can use to

  • help identify relevant contacts who might be infected
  • build customer experience and confidence 

How does it work?

  • Check out the video on the user flow.
  • Note: This feature currently works on ipad (iOS)


Creating Contact Tracing Form

Step 1: Go to Playbooks => Smart Form. Create a new form and select type as Anonymous.

Step 2: Give your form a name, fill up the necessary fields, and save. A new form will be created.

Step 3: Click on the pencil to edit the newly created form. 

Step 4: Create new questions for your form via the 7 available formats (Text, Date, Yes/No, Single Choice-Dropdown list, Multiple Choice, NPS, Rating)

Step 5: Next, head to Channels => Store App => Buttons and enable the Smart Form button on your Store App. You may rename the button accordingly.

Step 6: Select the smart form that you created in Steps 1-4 and save!

Step 7: Your Contact Tracing Form is now ready and you can start using it via Store App and Web App!