Google Forms Integration
About
Echo's Google Forms Integration allows you to send messages to Echo and start conversations. It also supports some additional seeker/client fields to give you more context about who the seeker is. You can use this api to start new Email conversations in Echo. For instance, you could create a "Contact Us" form on your website. When a seeker fills out that form, your server can send that form fill to Echo, and Echo will start a new email conversation with that seeker, or it will add the form fill as a new message to an existing conversation.
How it works
This integration allows Google forms submissions to get sent to Echo! Here's how it works. First a seeker fills out a Google form. Then that form submission gets added to a Google Sheet of your choosing. This documentation will show you how to add a script that will send data from the Google Sheet to Echo. Once Echo has the Google Sheet data, it will create a new Conversation Message!
Setting up your integration
- Create an Echo Web Form (Web Contact Website)
- Add the Echo Embed Code in your Google Form
Creating a Echo Web Form
Before you connect your Google Form to Echo, you will need to create or choose an Echo Web Contact Website. You can find the list of Web Contact Websites for your tenant in Admin > Email > Websites.
To Create a new website:
- +
Select + New Website - Choose an Email Domain to use for email responses.
- Leave the UUID and Topic fields unedited.
- You can change the default email address user name if desired ( aka the email address used to send responses to the seeker ).
- Select Create Web Contact Website to create the new website.
Integrating the Echo Web Form with your Google Form
Once you have chosen or created a new Web Contact Website, select the Google G icon to view the embed code for that website. It might look scary but, with the help of these docs, you'll do great!
Open a new tab and go the the Google Sheet that contains the form submissions from your form. If you don't have a form and sheet set up yet, you can go here to create a form and set up your google sheet: https://forms.google.com/
When viewing the google sheet: Select Tools > Script Editor
This will open a new tab to Google's App Script page.
You should see a Code.gs file that has the following contents:
Automatic
function myFunction(){
}
In Google's App Script page, select all of the default contents of Code.gs and delete it. (Ctrl + A, Backspace/Delete)
Go back to the Echo embed code page we opened earlier. Copy the entire page and paste it into the Code.gs file in Google's app script page. (Ctrl+A will select all of the embed code. Ctrl+C will copy the text. Ctrl+V will paste the text)
Select the save icon (Ctrl+S) to save the script you just pasted.
From the Google App Script page, on the far left of the page there should be a column of icons. Select the Alarm Clock icon labeled Triggers
In the bottom right, select + Add Trigger.
This will open a modal dialog with a few drop down lists. Choose the following options:
- +
Choose which function to run: myFunction - Choose which deployment should run: Head
- Select event source: From Spreadsheet
- Select event type: On Form Submit
- Failure notification settings: Notify me immediately
Select Save
A popup should show up to authorize this script. Choose the appropriate email account. Allow your script to have access to your google form and google spreadsheets. Doing this will allow the script to run when a submission is added.
Select Allow
The trigger modal should close and it should be saved.
Go back to the Code.gs file in the Google App Script page. You can get back to that section by selecting in the < > button labeled Editor. Scroll to the top.
Read the comments at the top of the file and follow the instructions found there.
Once you have made the requested edits, select the save button and you can start sending Form submissions to Echo.
Testing your new integration
Go to your google form, fill it out, and submit the response.
One the form has been submitted, the new message should show up in Echo's inbox as a new conversation.
If you don't see your form submission in the Inbox, double-check your permission sets. The conversations started using this form/integration are managed by the Email Domain you selected when you created a Web Contact Website at the beginning of this tutorial. Your Echo user will need to belong to a permission set that gives you permission to view conversations from that Email Domain.
Request parameters
Field Name | Required | Description |
yes | The email address of the seeker. Echo will send outbound email messages to this email address | |
name | no | The name of the seeker |
gender | no | The gender of the seeker |
age | no | The age of the seeker (0-99+) |
body | recommended | The words written by the seeker. Will be used to create a message body in Echo. |
topic | no | The topic or subject of the conversation. Field is ignored if there is already an active conversation in Echo with this seeker. |
outreach | no | A client metadata field. |
outreach_code | no | A client metadata field. |
utm_campaign | no | A utm field. |
utm_source | no | A utm field. |
utm_medium | no | A utm field. |
utm_content | no | A utm field. |
utm_outreach | no | A utm field. |
