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WebForms Pro - Form Builder for Magento

website·Indexed 33 days ago

https://docs.mageme.com/

A professional form builder for Magento stores that allows users to create sophisticated form layouts, manage submissions via a results grid, and configure various field types including date/time, star ratings, and HTML editors. Features include customer dashboard integration, PDF export of submissions, and support for Magento 2 and version 3.

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What's inside WebForms Pro

  1. Overview of EU Withdrawal customer emails

    The module sends seven customer-facing emails and one admin alert. Six are lifecycle emails configured under Stores → Configuration → MageMe Extensions → EU Withdrawal → Customer Notifications, and one is a digital-waiver confirmation configured under Stores → Configuration → MageMe Extensions → EU Withdrawal → Digital Waiver (Art. 16(m)) → Confirmation Email (Art. 11a(4)).

    Lifecycle Emails:

    1. Submission Confirmation: Sent after storefront withdrawal confirmation.
    2. Approval: Sent when the request is approved in admin.
    3. Denial: Sent when the request is denied in admin.
    4. Cancellation (Admin-Initiated): Sent when the merchant cancels on the customer's behalf.
    5. Cancellation (Customer Self-Cancel): Sent when the customer cancels their own pending request.
    6. Receipt — Durable Medium: Sent immediately after confirmation (legally required proof under Art. 11a(4)).

    Waiver Email:

    • Digital Waiver Confirmation: Sent after an order containing a digital item is placed (required by Art. 11a(4) to make the Art. 16(m) waiver effective).

  2. Overview of the EU Withdrawal customer workflow

    The EU Withdrawal module implements a legally compliant process for customers to withdraw from a contract. The workflow is as follows:

    1. Entry: Logged-in customers access the flow via the footer, 'My Account' (Withdraw from contract link), or CTAs in order/shipment emails. Guests can enter by providing an order number and email.
    2. Process: Customers navigate to /withdraw-contract/ (configurable prefix), select eligible items, and complete a mandatory two-step confirmation ceremony (Selection $\rightarrow$ Review) to comply with Article 11a(3).
    3. Completion: Upon confirmation, the customer receives a durable-medium email receipt with a content-hash fingerprint (Article 11a(4)).
    4. Merchant Action: Admins manage requests in Sales $\rightarrow$ Withdrawals, where they can approve or deny requests. All state changes are recorded in an append-only audit log.

  3. Overview of EU Withdrawal Auto-Approval

    Auto-Approval is a Pro feature that automates the processing of pending withdrawal requests based on a set of user-defined rules. The engine runs on a schedule (every minute), checking pending requests against rules from top to bottom; the first matching rule wins. If no rule matches, or if an order is flagged for fraud, on hold, or missing a required receipt, the request remains pending for manual human review.

  4. Overview of Dynamic Grid field type

    The Dynamic Grid field type allows the collection of structured, tabular data from form submissions. It provides a spreadsheet-like interface where users can add multiple rows of data, making it suitable for multi-item requests, event registrations, and service orders. On mobile devices, the table automatically transforms into stacked, card-like field blocks for better usability.

  5. Retrieve a specific quote using eqQuote

    Use the eqQuote operation to fetch detailed information about a specific quote. You can optionally include quote items by setting the addItems argument to true.
    query {
  eqQuote(quote_id: 123, addItems: true) {
    quote_id
    increment_id
    customer_email
    grand_total
    items {
      sku
      name
      price
    }
  }
}

  6. Access and navigate the EasyQuote module

    The EasyQuote module is used to handle customer quote requests. To access the quotes list, navigate to the Sales tab in the Magento admin panel and click on Quotes. The Quotes table provides a high-level overview including Quote ID, Customer Name, Total Price, Status (e.g., Pending, Draft, Proposal Sent, Approved, Purchased), and the creation date.

  7. Retrieve a specific hide price request by ID

    Use the hidepriceRequest query to fetch detailed information about a specific hide price request using its unique ID.
    query {
  hidepriceRequest(request_id: 123) {
    request_id
    increment_id
    customer_email
    customer_firstname
    customer_lastname
    message
    created_at
    product {
      product_id
      product_name
      product_sku
    }
  }
}

  8. Configure the GDPR agreement checkbox and text

    Set up a GDPR compliance section that appears before the form submit button to inform users about data collection.

    • Show GDPR agreement text: Enables the display of privacy policy or informational text.
    • GDPR agreement text: The actual content displayed to the user explaining why personal information is being collected.
    • Show GDPR agreement checkbox: Displays a checkbox for user confirmation.
    • Required: If enabled, the user must check the box to submit the form.
    • Don't store submission in the database if not checked: If the user does not check the agreement box, the submission is emailed but not stored in the database.
    • GDPR agreement checkbox label: The text label appearing next to the checkbox.
    • GDPR agreement error text: The error message displayed when a required agreement checkbox is left unchecked.

  9. Retrieve a specific quote by ID

    Fetch detailed information about a specific quote using its ID. You can optionally include the items associated with the quote by setting the addItems parameter to true.
    curl -X GET "https://example.com/rest/V1/easyquote/quote/123?addItems=true" \
     -H "Authorization: Bearer <access_token>"

  10. Manage customer quote requests and convert to quotes

    The Requests table provides an overview of all quote inquiries, including the Request ID, Quote Details, Requested Products, Customer Details, Store View, Customer Message, and Creation Date.

    By selecting 'View' or clicking an entry, administrators can access a detailed page to:

    • View comprehensive customer and product data.
    • Respond to the customer via an integrated messaging system (supporting rich text and attachments).
    • Convert the request into a formal quote with pre-filled details.
    • Attach a PDF version of the quote to the response.

  11. Understand the EU Withdrawal returns workflow

    The returns process begins when a customer submits a withdrawal request via the storefront. The module manages the audit trail, status state machine, and receipt emails. Physical logistics (shipping, inspection) and the actual refund disbursement (via standard Magento credit-memos) are handled by the merchant's existing operations workflow.

  12. Retrieve detailed information for a specific request

    Fetch detailed information about a specific quote request using its requestId.
    curl -X GET "https://example.com/rest/V1/easyquote/request/456" \
     -H "Authorization: Bearer <access_token>"