The Text Box Block allows stakeholders from both companies - yours and your customers' - to write text in a shared text field. This feature provides a place for customers to leave notes, feedback, or even to request information, which can greatly improve collaboration between you and your customers.
Here's how it works:
Add the Text box block to a space or template.
You may add some text directly in the blank space within the block to prompt your customer for an input.
Your customer can now also write text in the block.
Here's a short visual summary of the main editing functionalities:
Use Cases
The collaborative block provides flexible options to gather information from your buyers and is a crucial step towards enabling a collaborative buying journey. Here are some typical use cases:
Use as a form to collect information: Simply type in a few questions or data you require from your customers and let them complete the form inside the space. This enables frictionless data collection across your selling journey, from lead qualification to onboarding planning. Alternatively, you can try our new Forms block if you are looking for a more guided format.
Get feedback to improve your space 🚀: Request feedback from your customers at the end of the space. For instance, ask if they missed any information or have any suggestions to improve the space."