Archive for 2015

Introducing Form Routing Policies

As part of FormSmarts collaboration features, we’re introducing Routing Policies. Routing policies allow you to change the destination email address of a form each time it is submitted, depending on certain criteria.

Until recently the only option was for each email subscriber to receive a copy of the notification message when a form is submitted. FormSmarts now also supports alternative behaviors.

User-Selected Recipient

With User-Selected Recipient, users select to whom the form response is sent from a list on the form.

For example, a company might want to allow its customers to submit both sales and customer support inquires online. Customers should be able to choose on the form whether their inquiry is sent to the sales or customer support department.

User-Selected Recipient: Online form recipient is selected by the user on the form

Round-Robin

With Round-Robin, form entries are sent to email subscribers in turn, thus automatically sharing the workload between collaborators in a team.

In the example below, four customers are submitting the same online form. The form was set up for round-robin routing between two colleagues, Clare and David. The first time the form is submitted it’s sent to Clare, the second time it’s sent to David, then to Clare again, then to David again, and so on.

Round-Robin: Share the workload of responding to online inquiries between collaborators

Setting Up a Form’s Routing Policy

This short video shows how to set up a routing policy.

The steps are also listed below:

  1. Visit the Forms Tab of the form builder and click on the icon showing a pen corresponding to the form you would like to edit
  2. In the drop-down list under Form Subscribers, check all email addresses that you would like to take part in the routing policy (participants)
  3. Save changes
  4. Click Change email routing policy and select the relevant policy
  5. Save changes

Checkbox List vs. Checkbox

The form builder provides both standard checkboxes and a dedicated checkbox list widget. Let’s review when you should use one or the other.

Checkbox List

As illustrated below, a checkbox list is made of a question (field name in the form builder) and a number of checkboxes. Use a checkbox list whenever multiple choices are allowed in a list of items, as often occurs in online surveys and many other types of forms.

Checkbox List widget in the Form Builder

Checkbox

When you only need a single yes/no answer, a simple checkbox is all you need. For example, the field Subscribe to FormSmarts Demo mailing list on this mail list signup form uses a checkbox rather than a checkbox list to allow the user to subscribe to the mailing list.

Required Checkbox for Disclaimers & Waivers

Use a required (non-optional) checkbox whenever the form must have a disclaimer/waiver area where the person must “check” that they “agree to” before the form will allow for success submission. The checkbox text supports links and basic formatting.

Required check-box in the Form Builder

About the Form Builder Blog

The Online Form Builder Blog is published by FormSmarts, a web form service providing all you need to create a form and publish it online in minutes. FormSmarts makes it easy to build a form and embed it on your site. You can then get form submissions by email or store them on FormSmarts and download an Excel report. Learn more about the many other benefits of FormSmarts.