How to Embed a Custom Form from the Help Desk into the Knowledge Base

This guide explains how to integrate a custom form from the ProProfs Help Desk into your ProProfs Knowledge Base. This integration enhances user engagement and streamlines support processes.

Benefits:

1. Improved User Experience: Allows users to submit inquiries directly from knowledge base articles.

2. Efficient Support: Captures user context, reducing back-and-forth communication.

Use Case: A software company embeds a custom bug report form in their product documentation, enabling users to report issues while referencing specific features.

Steps to embed a custom from HD to KB:

1. Obtain the Custom Form ID

• Sign in to your ProProfs Help Desk account and navigate to Settings on the top-right of your screen.

• Go to Channels > Custom Form on the left-side menu.

• Click Embed for the form you want to add to your KB page.

• Copy the Form ID (formdata, as shown in the screenshot below) from the pop-up window. 

2. Embed the Form in the Knowledge Base

• Access your ProProfs Knowledge Base.
• Edit the page where you want to add the form.

• Switch to the source code view in the advanced toolbar.

• Insert the following code where you want the form to appear:

• Replace "YOUR_CUSTOM_FORM_ID" with the ID you copied from the Help Desk.

3. Save and Publish

• Save your changes and preview the page.
• Publish the page to make the form visible to users.

Need assistance?
If you encounter any issues or have questions, please contact our support team at support@proprofs.com.