Archive for June, 2009
Get Online Forms as HTML Email or PDF
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.
| Parameter | Description |
|---|---|
| $form_name | Form name |
| $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 can view form data online and download a copy in PDF using the links located at the bottom of email notifications.
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.
Download a PDF
To download a form response in PDF, use the Download PDF link at the bottom of the email notification. If you’ve deleted the message (or have turned off email notifications), generate an Excel report and locate the form entry. Use the link corresponding to the form entry to access it on FormSmarts and download a PDF.
View & Manage Individual Form Responses
FormSmarts allows users to view and manage each individual form entry online via the View online & add notes link in the email notification. If email notifications are turned off or you have deleted the message, download an Excel report and locate the form entry. Use the link corresponding to the form entry to access it on FormSmarts.
You can also work out the URL of a form response if you know its Reference Number: assuming the Reference Number of a form entry is QR6SADIWB4THC6H9S94635LA, its URL is https://f8s.co/e/2QR6SADIWB4THC6H9S94635LA.
Manage a Form Response
View a form response on FormSmarts add notes or comments about it, download a copy in PDF or delete it.
Form Response Metadata
In addition to form data, the page contains additional information that is not accessible by other means like the timestamp associated with the entry and the IP address and approximate location from where the form was submitted.
Posted on Jun 4th, 2009 in form handler.
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Tags: email notification, form recipient, form results, form to pdf