hey everyone today i will be showing you
how to create a whatsapp grocery order
form
with google forms quickly adapting to
the covit crisis my friend sandville
started offering covid grocery essential
kits for home delivery
he wanted to receive his customers
orders directly on whatsapp
and he also wants the order form to show
his users the order total
and summary before they submit their
orders this will help both his customers
and him
to avoid any confusion in this video
today
i'll introduce you to sandal supermarket
a busy grocery store
in chennai india i'm going to show you
how i helped them use google forms to
create a whatsapp grocery order form
with neartail and what's target add-ons
to add dynamic calculations
and whatsapp integration recently i was
talking to sendo
it was truly amazing to hear how the
covet outbreak and lockdown in india
has changed his business lucky for
cendol though
this kovid 19 crisis did not shatter his
business because he had already earned
the trust of his local consumers
instead he says he gets so many orders
via phone calls and whatsapp
so following up for payments and
delivery takes almost the whole day
so sendel asked me if i could help him
with some tools
to take orders online and show his
customers the total and their order
summary
before they could place their order he
also wanted to have his orders directly
sent to his whatsapp
so i want to help him out not only
because he's my friend
but also because it's a great solution
for you
let's get started first i go to the
near-tail add-on
website you can find the link from the
video description below
first i click on try it free i see a
number of templates
and i want to try one of these grocery
order templates to see how it works
if it suits my needs i will go ahead and
customize it with the menu of my
customers business
out of these templates i choose the
multi-page grocery order form
template i see a preview of the form and
an option to copy it
so i click on make a copy on the
template preview screen
then i proceed to create a copy of this
form to my google drive
as you can see the copy of the google
form opens in the edit mode
and for now i'm just interested in
testing this form to see if it suits my
friend's needs
here i see important instructions on
where to customize the form with
near-tail add-on
so i click on the add-on icon near-tail
and then customize this form if you
haven't installed the add-on before
it will ask you to install the add-on
since i already have it installed
i see your order form is ready you can
customize it further
or preview it after clicking on preview
i see this google form template in a
cleanly designed web page
wow it looks really beautiful with this
grocery list
of vegetables and fruits i will go ahead
and quickly test this template form
i choose the vegetables i like from the
first page here
and then i click on next i see delicious
fruits here
i select some fruits from here and i
click on next
as you can see the summary of the order
is consolidated under the section titled
place your order
the total amount field has the order
amount dynamically calculating
with this i get an idea of what i
ordered
and then finally i enter my contact
details and delivery address and then
i click on place order now it's time to
check if i actually receive this test
order
so i go back to my google forms click on
the responses tab where the order is
waiting for me
there you go i have the order and the
order amount
which is exactly what i want to collect
from the customers
perfect with options for different
grocery categories and total
summary calculations this template form
precisely suits the needs for my
friend now i want to customize this
template form with the grocery menu of
sandal supermarket
to do that i go to the questions tab
where i'll change the images and product
details and prices
he has three categories of grocery items
for home delivery
the first one grocery essential kits
second vegetable baskets
and third fruit baskets in this google
forms template here
there are two sections to list the
grocery items
and then another one that asks customers
for their contact and delivery details
ideally i need to have three sections to
list cendol supermarket's grocery list
so i will duplicate one of these
sections here to make it three
now i start with changing this google
form to sandal supermarket
i have the list printed out in handy
here i'm going to start
right from the form title and modify
each google form question
one by one first i changed the form
title to send a supermarket
grocery order form i then changed the
description
to welcome to our online shop submit
this order form from your whatsapp
we will follow up with you for payment
and delivery to your doorstep
alright here comes the name for the
first category
it's a simple title and description
which i changed to grocery essential
kits
with the first question assorted baby
carrots i'm changing it to gek number
one
pulses tea powder oil and i also change
the price
to 350 indian rupees when i change the
price i will follow certain rules
i will always use the currency first and
then the amount
and i will also be consistent in using
the same format across all the products
for all their prices
later neartail will look for the price
information with this pattern
to perform its calculations of the total
price
moving on i then change the image with
the picture of the grocery essential kit
for the type of question i leave it to
drop down
because mostly cental supermarket gets
orders from apartments and groups of
families
and they order in up to five numbers in
the next question
instead of beet i change it to gek
number two daily essentials rice bread
spices
milk egg and sanitary products
i change the price and then i upload the
image
again i leave the question type to drop
down as you keep watching me create this
nice order form
i will go ahead and change the entire
menu of this template form with sundell
supermarkets menu
and deleting the other products from
this template
alright so i'm done with changing the
menu now on to the final section
placer order i see there are four
questions to ask for contact details
name phone email and delivery address
these will work for cental supermarkets
delivery as well
so i keep them as they are i see a
question
which says order amount here is where
i'll be adding a formula to calculate
the total using near-tail add-on
so i'll keep it as is now my form looks
complete
except for the calculations that i need
to add for a total amount and order
summary
so i click on neartail from the add-on
menu to further customize it
i click on customize this form and it
says your order form is ready
you can customize it further or preview
it look at the list
neatly stacked here kind of like the
display in sandals supermarket
now let's work on the formula part i
want to check the order summary
calculation now
i click on the gear icon next to place
your order
in the question description i see
another formula added here
summary of true comma true within a
dollar symbol and curly braces
just to make things clear this dollar
symbol here has nothing to do with the
currency symbol
but it is rather a part of the formula
syntax
that you need to use irrespective of
which currency you deal with
whether it's indian rupees or malaysian
ringgits you leave this dollar symbol
with curly braces as is
within the summary formula there are two
true false parameters
the true false is to say whether to add
all the fields
across all sections of the form i
recommend that you always leave it to
true
i scroll down to order amount question
and click on the gear icon
there the sidebar opens up and it gives
me the option to configure
change the question answer and add
custom css i click on answer to see the
formula
already added for me when i copied the
template
the total currency formula has the
currency in it
since we use indian rupees here i will
change it to total of inr
now that i'm finished with the formulas
for total amount and order summary
the form is ready to be integrated with
this can be done with another add-on
called what's target
i click on the add-on menu what's target
configure whatsapp number now i
configure it with my business whatsapp
number for testing
and within seconds i receive a message
with a short link of the form to my
once my testing is over i will
reconfigure this form with sandel's
number
and he will be good to go sharing this
short url with his customers on whatsapp
now it's testing time i click on the
link that i received on whatsapp
i'll use my other personal phone number
for testing
so that i can see if i receive the order
via the whatsapp number that i
configured
earlier i am going to do a test order by
entering my choices
grocery essentials kit and some
vegetables and fruits
here order summary and the total is
neatly calculated before i submit the
form
after i click on place order my whatsapp
opens and asks if i want to chat on
whatsapp with the number that i
configured
which is my business number of course i
continue with the chat
my order and contact details are readily
copied here
and it asks me to press send to confirm
i click on the send button
and aha do you hear that sound
the order i submitted has been sent to
my business whatsapp number
on a side note i'm sure sendal will be
more than happy to hear the ding sound
all day there we go in 10 minutes
i customized neartail's order form
template to make it work on whatsapp
using what's target
you too can pick this template and
customize it as you want and configure
it with whatsapp
just one tip before i leave you to work
don't forget to add the top sellers
in the top of your list your customers
will love it
i hope you enjoyed this video and please
don't hesitate to ask us any questions
at neartail guesswork.co at any time
once you are successful with your forms
please share the url of your form with
us
we'll be more than happy to see your
beautiful forms
see you soon