How to Add a Waiver, Liability Release or Other Agreement to a Form

The Agreement form widget allows you to add a waiver, liability release, agreement, or any other contract (terms & conditions, privacy statement, policy) to a form.

Add a liability release, waiver or other agreement to a form

The Agreement widget is intended to be combined with a required checkbox and an e-signature to capture a person’s consent on an online registration or membership form. Please try this demo.

  • A user can read the agreement inline in a scrollable area
  • The text can be popped out to a larger window and even launched full screen
  • We provide print and download buttons in the pop-up window
  • Agreements are initially limited to 15,000 characters, please contact us if you need more.

Agreements are only available with the new generation of FormSmarts forms. You can set your account to the new forms in the Settings tab of the Form Builder.

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

How to Organize Your Forms in the Form Builder

As the year ends, we’ve updated the form builder to improve how users can organize their forms.

Form Filter Drop-Down in the Forms Tab of the Form Builder

  • Forms can now be classified into categories. You can set a category both when creating a new form and editing existing forms.
  • A new function allows customers to filter forms shown in the Forms Tab of the form builder by category or enabled/disabled status.

We know those FormSmarts members who have created a number of forms along the years will appreciate this new feature. As always, we would very much appreciate your thoughts and feedback.

Happy holidays from the FormSmarts Team. We wish you a wonderful upcoming 2015.

Introducing Multi-User Accounts

FormSmarts now supports accounts with multiple users, allowing an account owner to give invited users access to selected online forms.

Multiuser accounts with FormSmarts online form builder

How to Enable Multiple User Accounts

  1. Set up an account alias
  2. Create users
  3. Manage user permissions

Set Up an Account Alias

Before allowing sub-users to sign in to FormSmarts, you first need to set up an alias for your account. The alias must be unique and easy for users to memorize. A good choice is probably your organization or department’s name. Users will need to enter the account alias on the log in screen. This short video shows how to create an alias with the API Console.

For additional information, please refer to the User & Permission API documentation.

Create a User

As presented in the video tutorial below, the account administrator can create users with the API Console. The user’s email, with which she’ll be able to sign in, must have already been added to FormSmarts in the Settings Tab of the Form Builder and verified. The auto-generated password can’t be changed by the user at this time, but the account owner can easily reset it.

Manage User Permissions

For each form, a user can be granted permission to:

  • access individual form entries online or download a PDF (e.g. from the link in email notifications)
  • download form attachments (file uploads)
  • generate Excel reports
  • more options to be added

How to Sign In as an Invited User

We’ve updated the log in screen to allow all FormSmarts members to sign in on the same page. Account owners (aka account admins) can sign in in the usual way with their email address and password. Invited users also need to enter the account alias provided by their account admin as shown in this video.

Multiple users are available with our Business Plus package and above.

PayPal Integration: Improved Donations & Discounts

We started the new year with a number of updates to FormSmarts’ Advanced PayPal Integration.

Mix Donations & Regular Payments

FormSmarts now allows you to accept both payments for a fixed amount (e.g. membership renewal, registration fee) and donations (which amount is chosen by the contributor) on the same form. This feature is typically aimed at non-profits that would like to collect contributions on their membership form or when taking online registrations for an event. Feel free to try this demo.

Add a Promotion Code and Discount to PayPal

More Flexible Discount Codes

A discount code can now cover the whole amount of the transaction. This would come useful on an event registration form: some attendees to whom you have given an offer code will be able to register for free, while the bulk of delegates will have to pay.

SuperCart Update

In line with this change, we’ve also updated SuperCart to allow free registrations (or any other type of transactions) as part of a SuperCart session. So non-paying delegates can be registered at the same time as paying delegates, within a single SuperCart session.

How to Add Links and Basic Formatting on a Form & More…

Did you know FormSmarts allows you to include links on a form? You may also use bold, italic and underline for simple formatting.

Can't see this image? You're missing out something great!

Introducing Form Builder v 3.0

Version 3 of the form builder introduces a number of new functions to the Forms Tab.

Rows in the Forms Tab are now selectable. Simply click on a row to select the corresponding form. That form will become your working form; the form which input fields are listed in the Fields Tab. Other actions like viewing a form, editing it, enabling a previously disabled form and grabbing the form’s HTML code snippet or URL will also make that form your working form. Your working form is saved across form builder sessions provided you use the same browser.

Forms Tab of the Form Builder v 3.0

A new Duplicate button in the equally new toolbar now allows you to create a copy of the working form, thereby deprecating the Form Cloning Tool.

We’ve added a “+” button that takes the user straight to the New Form section. This will be most useful to customers with a large number of forms. To avoid cluttering the user interface, the “+” button only shows up when the New Form section is not entirely visible and would require the user to scroll down.

Finally we’ve streamlined the navigation between the Forms and Fields tabs, providing direct access to the fields of any form by double-clicking on the relevant row in the Forms Tab.

Fields Tab of the Form Builder v 3.0

The most obvious change to the Fields Tab is a new toolbar above the list of input fields. Besides the new “+” button, allowing you to scroll down to the new field section, the toolbar allows you to directly access form-level functions in the Fields Tab: you can now view the form you’re working on, edit it, and get its URL or HTML code while in the process of adding fields, without needing to go back and forth between the Fields and Forms tabs.

Please let us know the changes you like and (more importantly) those you don’t like, and feel free to suggest any ideas that would further improve the form builder.

How to Track the Source of Leads

If you use online forms for lead generation, you will want to know the source of form submissions: from which page of your site a form was submitted, which social network or site the visitor came from, or which marketing campaign led the prospect to you.

Where was the form submitted from?

You can track the source of leads received via form submissions with the fs_ctxval context parameter, giving it a unique value for each source or campaign you wish to track. In this article, we show you how. If you need help setting this up, let us know.

Example 1: Form Accessed by Its FormSmarts URL

The simplest way to publish a form online is to allow your customers to directly access the form by its FormSmarts URL. To track the source of form responses, create a unique URL for each source or campaign:

  • https://formsmarts.com/form/lqh?fs_ctxval=Facebook-May-2013
  • https://formsmarts.com/form/lqh?fs_ctxval=Newsletter-May-12-2013
  • https://formsmarts.com/form/lqh?fs_ctxval=ABC+Conference+2013 (tip: create a QR code with this URL and print it on posters, flyers and stickers)

As you would expect, context values are collected by FormSmarts and shown in notification emails, online & PDF reports, exports to Excel and web API callbacks.

Example 2: Form Embedded into Your Site

If you manually inserted the code snippet for the same form into multiple pages of you site, follow instructions in this section to track leads. If you added the form to your site template, skip to the next section (for WordPress sites) or the one after (for other template-based sites).

Edit each web page where you embedded the form and locate the code snippet in the HTML source. Add the context value after lay=1 (or lay=2), as in the code highlighted below:

<iframe width="540" height="481" src="https://formsmarts.com/form/lqh?mode=embed&lay=1&fs_ctxval=Summer+2013+Conference+Registration+Page" scrolling="auto" marginwidth="0" marginheight="0" vspace="0" hspace="0" allowtransparency="true" frameborder="0" style="overflow-x:hidden"><a href="https://formsmarts.com/form/lqh">Can't see the form? Click here</a>.</iframe>

Alternatively, grab a fresh copy of the code snippet from the form builder, edit the code as described, then add it to your site in the usual way.

Example 3: Tracking Leads on a WordPress Site

If you added a form to the template of your WordPress site, you can track the URL of the page a form was submitted from with PHP.

  • In your WordPress template, replace the form’s HTML snippet by the PHP code below
  • Paste the form’s code snipped given by the form builder between the single quotes as shown.
<?php
$snip = ''; // Paste form embedding code between single quotes
$url = get_permalink();
$re = "/[^\w\s,()\[\]*\/:\-.?]+/";
$ctx = urlencode(substr(preg_replace($re, "", $url), 0, 150));
print(str_replace("mode=h5embed", "mode=h5embed&fs_ctxval=".$ctx, $snip));
?>

Example 4: Tracking Leads on Any Site with JavaScript

You can do the same on any other sites with JavaScript:

<script>
var snip = ''; // Paste embed code here
var pth = document.location.pathname;
var re  = /[^\w\s,()\[\]*\/:\-.?]+/g;
var ctx = encodeURIComponent(pth.replace(re, '').substring(0, 150));
document.write(snip.replace("mode=h5embed", "mode=h5embed&fs_ctxval=" + ctx));
</script>

Notes

This feature is included with all Business plans. Context data may not contains non-alphanumeric characters other than “()[]*/:-.? ” and may not exceed 150 characters.

Offering Discounts with PayPal Integration & Introducing Coupon Codes

FormSmarts allows you to offer three types of discounts to your customers on your PayPal forms: fixed amount discounts, percentage discounts and discount codes.

Fixed Amount Discount

  • Syntax: My Discount (-$5 USD)
  • Example form with a fixed amount discount
  • You may offer more than one discount, but not more than there are paid items selected.

Percentage Discount

  • Syntax: Discount Percentage (-25%)
  • Example form featuring a discount rate
  • You may only add one discount rate to a form
  • Percentage discounts are not supported on SuperCart forms
  • If you’re offering a fixed discount on the same form, both may not be selected at the same time

Discount Codes

Last but not least, FormSmarts now supports discount codes. With discount codes, the buyer will only get the fixed amount discount if they enter a valid coupon code.

Buyer enters coupon code to get the discount on PayPal checkout page

  • Try this example with the discount code FSCP-DEMO

To offer discount codes on your forms:

  • Add a text box to your form selecting the data type Letters + Numbers
  • Create the discount code on FormSmarts with the API Console as documented and shown in this video.
  • Promo codes must start with FSCP- and may only contain alphanumeric characters and dash.

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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.