Setting up intake forms that ask the right questions

A good form makes the first reply the last one. How to decide which questions to ask, and which to leave for later.

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The Hassium overview with four numbers, a chart of requests, and a table of recent requests

What changed

This post is sample content for the Hassium theme. It shows how an article reads: a lead under the title, headings in the serif, lists with brand markers, links with a soft underline, and inline code for the odd setting name.

  • Ask for the order number first
  • Show fields only when they matter
  • Send the answers straight to a queue

How to try it

Open a workspace, pick a queue with real traffic, and give it a week. The numbers in Reports will tell you whether it helped long before anyone has to guess.

We changed one rule and the Monday backlog was gone by Wednesday.

Priya Nair, Brightwater Dental
POST /v1/requests
{ "subject": "Refund for order 4127", "channel": "form" }

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