Posts Tagged ‘form results’
Web Forms to Excel
Stored form submissions and export to Excel® allow FormSmarts Pro users to aggregate form submissions on FormSmarts, and download a report at their convenience in Excel format.
You can activate these features for your FormSmarts Pro account here. If you’re not yet a FormSmarts customer, find out more about forms to Excel.
You will then be able to easily create Excel reports from stored form responses in a few clicks with the report generator.
Form to Excel FAQ
Is there a limit to the number of stored submissions I can receive?
There is at this time not limit to the number of form submissions you can store, subject to fair usage.
How long can I accumulate form submissions in the file to generate a report?
There is at this time not limit to how long you can store form submissions to generate a report. Our current plan is to start within a few months moving form submissions older than 45 days to an history database, from where data can be retrieved on request.
Can I access the report generator from the form builder page?
Excel reporting will go out of Beta mode in the next version of the form builder, and a link to the report generator will appear in a “Tools” box in the right hand column, along with other tools like the form cloning tool. These tools are are currently only accessible via the Help section of the website. Form storage activation will be integrated into the form builder interface.
Posted on July 8th, 2009 in form builder.
8 Comments »
Tags: excel, form results, form to excel
Get Forms as HTML Email
The email format we use to send form submissions is flexible and supported by all desktop, web-based, and mobile email clients. Plain-text emails however become tedious to read and process for long forms and when form results must be printed for processing, e.g. for mortgage application forms, quote request forms, and many types of forms in the insurance and real estate industries.
FormSmarts users now have the option to have form submissions sent formatted as a table in a rich text (HTML) email. Depending on interest, we may also start to send form results as PDF attachments.
The main advantages of HTML emails are:
- Form reports are shorter
- Look is more appealing online and printed
- Email addresses, web links, and callto links (e.g for Skype) will launch the relevant application when clicked, as long as the field type as been set correctly.
To start receiving form results in HTML, change the Email Format to HTML Email in the Settings tab of your account. This option is initially only available to FormSmarts Pro members, but we plan to extend it to all users if there is demand, and pending review of performance implications.
We welcome your feedback about the ability to get form submissions in HTML format.
P.S. We will soon allow text comments in web forms,… stay tuned.
Posted on June 4th, 2009 in form handler.
2 Comments »
Tags: email notification, form recipient, form results, form submission, form to email
Send Form Results to Multiple Email Addresses
We’ve updated FormSmarts form builder and form processing back-end to allow several email subscribers for each form. We’ll be releasing more subscription mechanisms later this month.
Before using an email address as a form recipient, you first need to add it to your account, and verify it. You can change the recipients of a form in the Form Details screen of your account.
The number of email subscribers allowed for each form depends on your plan.
Posted on May 31st, 2009 in form builder.
No Comments »
Tags: form recipient, form results, form submission, form to email
Attaching Multiple Email Recipients to a Form
With the new version of FormSmarts, Pro users can now subscribe to form results using one or more of the following mechanisms:
- Email subscription. Subscribe one or more email recipients.
- Stored form results. Aggregate form submissions on FormSmarts, and
download them later as Microsoft Excel documents.
A notable change is of course the ability to send forms to several email addresses. The allowance of one email recipient per form for users of the free service stays unchanged.
The new subscription mechanism should best fit the needs of most users. We welcome your feedback about this development.
Posted on January 20th, 2009 in form builder.
2 Comments »
Tags: form results, form submission, form to email, pro
Managing Form Recipients
You can manage the email addresses registered on your FormSmarts account in the Settings tab, under Form Recipients.
Adding an Email Account
Before you can start using an email address as a form subscriber, you must first add it to your FormSmarts account, and verify it. We verify that the email account owner agrees to being added to a FormSmarts account by sending a verification link. Once the email address owner has visited the verification link, the status of that email address will change to Verified (Note: you will need to refresh the list of email accounts if you opened the verification link in a new window). You can use any verified email address as a form subscriber or as your FormSmarts login.
Changing the Recipients of a Form
When you create a new form, results are sent to your login email address by default. To have a form sent to other email accounts:
- Add the email addresses you need to your account as just described (Form Recipients option in the Settings tab).
- Edit the details of each form in the Forms tab, checking or un-checking each email subscriber as required.
A recipient must be verified before it can be used as a form recipient.
Changing Your Login Email
You can set any of the verified email addresses registered on your account as your FormSmarts login. There is one restriction: you can’t set an email address as you login if it’s already the login for another account.
A key icon is displayed next to your login email address.
Note: any email addresses that you use as login or form recipient has the Active status, and can’t be deleted.
Give Feedback!
We welcome your feedback about this feature. This will help us improve it in the future.
Posted on June 16th, 2008 in form builder.
13 Comments »
Tags: form builder, form recipient, form results
