Archive for 2009
We’ve upgraded form templates over the last few days. This affects the look and feel of all web forms. Notable changes include:
- Tooltips — A help icon next to text fields now shows the field’s description and validation information on hover. You may want to review the field description you provided at the time you created your forms.
- Variable form width — The width of embedded forms can be resized down to 360px without side-effects, and should degrade well beyond that.
- Mobiles forms — Although our forms have always been accessible to mobile users, we now provide a specific template for standalone forms accessed from mobile devices. If your site visitors include a fair proportion of mobile users, you should also provide a link to the standalone form whenever you embed a form on your site.
If you installed the form embedding code on your website before August 2008, you should upgrade it to benefit from the new features.
Your feedback is most welcome.
FormSmarts allows users to collect online form responses on the cloud and export them to Excel at their convenience with the Report Generator.
Activating Form Data Storage for Export to Excel
Export to Excel requires that data storage be enabled for each of the forms for which you would like to be able to access form responses online.
For privacy reasons, form submissions were in the past not saved on the cloud by default. For Business accounts created after March 20, 2017, storage is now enabled by default. This does not apply to Pro accounts, for which storage is turned off by default and must be enabled for each form when needed.
To enable stored form results and allow Excel reporting, visit the Submit Actions tab of the Form Details screen of each of the forms for which you would like to access form responses online, as shown in the video below.
You will then be able to download Excel reports from stored form responses in a few clicks with the report generator. Business-level members may also view individual form responses online and download a PDF Report.
To enable storage of form entries by default when you create a new form, check Turn on cloud storage for all new forms in the Settings Tab of the form builder. This option is only available in Business accounts and is turned on for accounts created after March 20, 2017.
Excel Report Generator Settings
Show Field Names in the First Line
If checked, the first line of Excel reports will show the name of each field. This option is enabled by default.
The report generator allows you to specify the date range over which a report is generated by either picking a start & end date or choosing a preset period of time (This Week, Last Seven Days,…). For the time periods that depend on the first day of the week (This Week, Last Week), we use the default first day of the week for your country (as set in your account). You can change this under More Options.
Preset time periods, date ranges and the form submission timestamp shown in Excel reports are now using your time zone (as defined in your computer settings). If you would like to generate a report using a different timezone, select the relevant city in the Timezone drop-down list. Note that the city selected by default may not be your city of residence, but it will be a city in the same timezone.
Importing an Excel Report
If an Excel (CSV) report contains text in a language other than English, you may need to change the character encoding to Unicode (UTF-8) in Excel’s Text Import Wizard, as illustrated below. The report may not display correctly for languages other than English unless the encoding is set to Unicode (UTF-8).
The email format we use to send form responses 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.
Get Form Responses in Rich-Text Format
FormSmarts users now have the option to have form submissions sent formatted as a table in a rich text (HTML) email.
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.
Customize the Subject of Form Response Emails
With Business accounts, the subject line of form response emails can be customized on a form-by-form basis via the API Console as explained in the API documentation. The subject line template may include parameters that will be replaced with the form’s name, its ID, the FormSmarts reference number of the form submission, or the value of a particular input field.
|$form_id||Form ID, e.g. 196x for form http://f8s.co/196x|
|$fs_ref_num||The FormSmarts reference number of the form submission|
|$1, $2,… $n||The value of the nth input field. The data type of the field must be one of Letters Only, Letters+Numbers, Positive Integer, Number, Country, Date, or the value of a drop-down list, radio buttons or checkbox.|
Email subjects can’t be customized via the form builder at this time.
View Form Responses Online or Get a PDF Report
Business-level customers may also view form data online and download a PDF report using the link located at the bottom of email notifications. In addition to form data, the online and PDF reports contain additional information about the transaction that is not accessible by other means. Additional information is currently limited to the IP address from where the form was submitted.
Note: This feature requires that data storage be enabled for each of the forms for which you would like to be able to access form responses online. For privacy reasons, data storage is disabled by default.
We welcome your feedback about the ability to get form submissions in HTML format.
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.
The number of email subscribers allowed for each form depends on your plan.
FormSmarts PayPal Integration is your best option when you need to collect data and get a payment on a form. It makes it very easy to include a PayPal payment in your forms, while giving you the power, flexibility and ease of use of a full-featured online form builder.
For example, you can easily build:
- an event registration form (registration form demo)
- a booking form (booking form demo)
- an online order form (order form demo)
- a subscription form for recurring payments (PayPal subscription demo)
- a PayPal donation form (donation form demo)
- and any other web forms which you want to integrate with PayPal
Tip: The demos above are hosted on FormSmarts, but you can also embed a form on your own website with the code snippet given by the form builder.
Do you need help making a PayPal form?
Ask a PayPal Integration Specialist Now
Collecting a Payment on a Form
To request a payment on a form:
- Sign up for a FormSmarts Business account and create a form with the form builder
- In the Form Details screen, set the On Submission option to Show Confirmation & Integrate with PayPal
- Add radio buttons, a drop-down list or a checkbox, and enter the description and price of products formatted as My Product Description ($30 USD), as shown on the screenshot below.
That’s all you need to do. We’ll pick up the products and quantities that were selected, and we’ll redirect the user to a pre-filled page on Paypal for payment. Payments will be sent to the PayPal account matching your FormSmarts login. You can change your login if needed.
Billing Multiple Items on a Form
You can as easily charge for several items within a single form submission by adding other drop-down lists or radio buttons formatted as just described.
Adding a Product Quantity Box
If you’re building an order form, you will need to allow the user to enter the quantity or number of products they want to buy.
This can be done as follows:
- Position the quantity field immediately after the one listing products for sale
- Set the field type to Positive Integer.
Creating a Subscription Form with Recurring Payments
A subscription involves a recurring payment at each billing cycle until the subscription is canceled. This article discusses how to create a subscription form. Recurring payments can also be used to allow the buyer to pay in installments. A payment by installments is a recurring payment where the number of payments is fixed. The syntax is Payment in 12 Installments (12x$9.99 USD/month). See this sample form.
Building a Donation Form
FormSmarts Payment Integration also supports PayPal Donations. To create a contribution form:
- In the Form Details screen of the form builder, set the On Submission option to Show Confirmation & Integrate with PayPal
- Add a field to your form with the field name formatted as My Donation ($ USD)
- Set the field’s data type to Number
- Set the field’s widget to Text Box.
Offering a Discount
FormSmarts allows you to offer three types of discounts on your online payments forms: fixed amount discounts, discount percentage and discount codes. The two latter discount schemes only work with advanced integration.
Handling International Payments
To request a payment in a currency other than US dollars, simply change the currency code in the item’s description. For example, use (€60 EUR) to receive a payment in Euros, (£60 GBP) for a payment in Sterlings, and ($60 CAD) to request a payment in Canadian dollars. Note that the 3-letter currency code is required because a currency symbol may be used by more than one currency. For example, USD, CAD, and AUD will all use the dollar sign ($).
The text of the button inviting the user to proceed to payment is displayed in his preferred language, in any of the supported languages.
Reconciling Form Responses & Payment Data
With Advanced PayPal Integration, the form is only sent to the seller after the payment went through. However with the Standard PayPal Integration, the seller has to manually reconcile order forms and payments.
If the name and email address submitted as part of form data don’t match those in the Paypal account that was used to send the payment, you will need to reconcile each form submission with the corresponding payment using the FormSmarts reference number.
The FormSmarts reference number is the 25-character ID that is given to users on the confirmation page, and is shown in the subject of the email notification we send you. The same reference number will appear in the payment details in your Paypal account (Transaction Details screen, under the Custom heading).
How Payment Integration Works
To ensure money is sent to the correct PayPal account, your primary PayPal email address must match your FormSmarts login. You can easily change your login. You may receive payments to multiple PayPal accounts with Advanced Integration and a compatible FormSmarts account.
To avoid users having to enter the same information twice if paying by credit card (on the form and on the payment screen), we will attempt to pass their first name, last name, email, postal address, and country to PayPal.
- Make sure you name the First Name and Last Name fields exactly like this.
- To allow FormSmarts to recognize an address and populate the billing address on PayPal (Advanced Integration only), name the relevant fields like on this form or this one.
PayPal form / PayPal integration features are only available to FormSmarts Business members.
Redirecting Users to Your Site After Payment
To redirect users to you website after they have completed payment, visit the Form Details screen of the form builder and set the Return URL of the form to your site’s URL.
We welcome your feedback about payment integration.
FormSmarts allows you to personalize the confirmation message that is displayed after a form has been submitted successfully.
Default Confirmation Message
Like all messages shown during the form submission process, the default confirmation message is localized. If you change the confirmation message, users will see your personalized message instead of the default confirmation message in their own language.
You can always revert to the default confirmation message by erasing the text in the Personalized Message box.
Links & Formatting
You may insert links in the confirmation message and add basic formatting with this wiki-like syntax.
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.