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WebForms: new statistics and customer messages

calendar_today July 3, 2023 visibility 3286 views folder_open Magento 2 Extensions label New features person By Vladimir Popov edit Updated June 23, 2024

WebForms 3.2 for Magento 2 introduces two features for managing form submissions: result statistics that display submission counts by status (unread, replied, approved, pending, follow-up) on the admin forms grid, and customer messaging that enables a threaded dialog between customers and administrators on individual form submissions. Both features improve response tracking and customer communication workflows.

WebForms Pro, the leading form builder extension for Magento 2, introduces two new features that help you improve customer service and satisfaction:

  • Result statistics. Starting from WebForms 3.2.0 we are adding the ability to display submission data statistics based on criteria such as unread, replied, approved, pending, follow-up etc. This gives you a better understanding of how customers interact with your forms and helps prioritize responses.
  • Customer messages. The 3.2.0 update also includes the option for customers and administrators to add messages to the initial request. This allows for a more complete and informative flow of information, leading to faster and more accurate problem resolution.

How to Enable Result Statistics

Proceed to WebForms > Settings and turn on the “Enable Result Statistics” switch. Select which statistic categories you would like to see.

WebForms result statistics settings in Magento 2 admin

You should see the Results column change on the Manage Forms page:

WebForms result statistics column showing submission counts by status

How Customer Messaging Works

The new messaging mechanism is added to the customer dashboard section. First, configure the form and add it to the customer dashboard. Enable the “Add Form to the Customer Dashboard” parameter and select Result Permissions: Add, View, and Reply.

Enabling customer reply permissions in WebForms form settings

After that, the form will be added to the customer dashboard where customers can view their submissions.

Customer Dashboard

A new dialog interface is added on the customer result view page where customers can see their conversation with the administrator.

Customer messaging interface in Magento 2 customer dashboard

Admin Reply Page

When a customer sends a message, an email is generated and sent to the form administrator. The admin can see the new message on the result reply screen in the backend Messages History tab.

Admin view of customer messages in WebForms backend

Key Takeaways

  • At-a-glance submission status — result statistics show counts by status (unread, replied, approved) directly on the forms grid, replacing manual counting.
  • Threaded customer messaging — customers and admins can exchange messages on individual submissions, creating a conversation history.
  • Customer dashboard integration — customers access their submissions and reply to admin messages from their My Account area.
  • Email notifications — each new message triggers an email notification so neither side misses a reply.
  • Configurable permissions — control which forms appear on the dashboard and whether customers can add, view, or reply to submissions.

Frequently Asked Questions

help_outline What submission statuses are tracked in result statistics? expand_more

Result statistics track submissions by status categories including unread, read, replied, approved, pending, completed, and follow-up. You can select which categories to display in the WebForms settings.

help_outline Can customers see their form submissions in My Account? expand_more

Yes, when you enable “Add Form to the Customer Dashboard” and set the appropriate result permissions, customers can view their submissions and reply to admin messages from their My Account area.

help_outline Are email notifications sent when a new message is added? expand_more

Yes, both customer replies and admin replies trigger email notifications so the other party is immediately informed of new messages.

help_outline Do I need to update WebForms to get these features? expand_more

Yes, result statistics and customer messaging require WebForms 3.2.0 or later. Update via Composer and run setup:upgrade to enable the new features.

help_outline Can I control which forms show customer messaging? expand_more

Yes, the customer dashboard and messaging features are configured per form. You choose which forms to add to the dashboard and what permissions (Add, View, Reply) customers have for each form.

help_outline Is the messaging history visible to both admin and customer? expand_more

Yes, the full conversation thread is visible to both parties. The admin sees it in the Messages History tab of the submission detail view, and the customer sees it on the result view page in their dashboard.

Using WebForms? Share Your Experience!

Vladimir Popov
About the Author
Vladimir Popov
verified Founder & Lead Developer, MageMe

Vladimir Popov is the founder and lead developer of MageMe (ACTEK d.o.o., Ljubljana, Slovenia). He has been building on Magento since 2011, starting with Magento 1 and moving to Magento 2 at its 2.0 beta. He wrote the first versions of every MageMe extension himself and still reviews every release.

His focus is clean, performance-first PHP code that plays nicely with Hyvä, Breeze, and stock Luma themes. He writes most of the technical content on the MageMe blog and answers support tickets personally for complex issues.