Tech: Self-Service Top Up Form

min to read
Skyler Stevens

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

  • Hello bullet points

Hi Team,

## What Problem Did We Crush? ##

When clients upgrade their plan, sometimes they are still in negative balance. Or, sometimes a client needs a little extra boost in their balance for a new project.

To make these one time payments, clients would tell their CSM, who would fill out a typeform, which would populate a google sheet, which Anna would open and then process the requests by going into ForestAdmin and filling in multiple data fields. #winded #runonsentences #manualworkflows

## How Did We Crush It? ##

Clients and CSMs can now click the "One Time Purchase" (a.k.a. Top Up) button in the Client Dashboard, select the amount, and pay. #automation

## Shout Outs ##

Hats off to @Sebastiaan van Kuyk, @Pieter Venter, @Rodrigo for doing the hard work on this one. I'm just the messenger boy!

^ Invisible versus problems


Skyler Stevens

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