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Managing Email Accounts & Form Recipients

You can manage the email addresses linked to your FormSmarts account in the Settings tab of the online form builder, under Email Accounts.

Adding an Email Account to FormSmarts

Before you can start using an email address as the destination email of a form, you must add it to your account and verify it.

To add a new email account to FormSmarts, visit the Settings tab of the form builder. Click the Email Accounts link and enter a name and email address under Add an Account.
FormSmarts verifies that the owner of an email account agrees to his email being used by sending a verification link. Once the email account owner has visited the verification link, the status of that email address will change to Verified. Use the Refresh button to check if a newly added email account has just been verified. You can start using an email address as a form subscriber or as your FormSmarts login as soon as it shows as Verified.

Changing the Destination Emails of a Form

When you create a new form, responses are sent to your login email address by default. To have a form sent to another email account (or email accounts):

1. Add a new email address to your account as described in the last section.
2. Click on the icon showing a pen to edit the relevant form and check or uncheck email subscribers as required in the Submit Actions tab as illustrated on the screenshot above.

Note: An email address will only appear in the list after it has been verified (see previous section).

Changing Your Login Email

You can set any of the verified email addresses registered on your account as your FormSmarts login. Note however that you won’t be able to use an email address as you login if it’s already the login of another account.

A user icon is displayed next to your login email address.

Note: Any email addresses that you use as your login or form recipient has the Active status and cannot be removed (the corresponding trash can will be grayed out).

Removing an Email Address From Your Account

To remove an email address from your FormSmarts account, Visit the Email Accounts pane of the Settings tab and click on the trash can icon corresponding to the email address you want to remove.

Trash can icon grayed out?   The trash can icon will be grayed out if the corresponding email address is still in use as a form recipient by at least one form or is the account’s login. To remove the email address, first edit each of the forms in the Forms tab and uncheck that email address under Form Subscribers (see screenshot above). Then go back to the Settings tab, refresh the list of email accounts, and click on the relevant trash can icon.

Give Feedback!

We welcome your feedback about this feature. This will help us improve it in the future.

Posted on Jun 16th, 2008 in form builder.
25 Comments
Tags: form builder, form recipient, form results

Changing a Form’s Recipient Email Address

We get many emails from users asking how they can modify the email address held on their FormSmarts account.

At this time, each FormSmarts account is bound to a single email address. The address is used both as the account username, and as the recipient of all the forms on the account.

We will soon be upgrading FormSmarts Form Builder to provide more flexible email address management.

Users will be able to:

• change the login email address
• specify a different recipient email address for each form

Posted on Jun 10th, 2008 in form builder.
2 Comments
Tags: email notification, form builder, form recipient, upcoming

How to Embed a Form Into Your Site

Linking or Embedding?

FormSmarts supports two ways to integrate a form into your website or blog: linking and embedding. Embedding lets you place the form on your site alongside other content. Linking gives your form its own separate web page. Both have advantages and disadvantages. Many users think embedding the form into their site gives them more control. That’s far from always being the best option.

Embed Short Contact & Feedback Forms Onto your Site

You can embed a contact form, customer inquiry form or short feedback form onto your site without affecting user experience.

Embed a Form When…

• The form is short — 10-15 input fields maximum
• It is self comprehensible and form filling instructions are not needed

There is unfortunately no way to embed a larger registration form or survey onto your site without having a negative effect on user experience. For those forms, simply link to the FormSmarts URL of the form and share that URL (or the form’s shortened URL) on social media.

Link to Registration Forms and Other Large Forms

A standalone form almost invariably gives a better, frictionless user experience. In order to protect the security and privacy of their users, browsers impose a growing number of restrictions on embedded content. These restrictions affect a form’s usability when it is embedded on your site.

Link To a Form When…

• The form is long or complex
• The form is accessed both by web visitors and via social media or a mailing list
• The form in intended for a large audience, that may be using a wide range of browsers and devices
• Your audience is likely to fill out the form on mobile device
• You expect a large number of form submissions
• Event registration forms and surveys perform better when accessed by URL on their own page

A word of wisdom: Resist the temptation to systematically embed web forms on your site for irrational reasons “because it gives you more (apparent) control”. Some web forms perform better on their own page.

• Standalone forms accessed by URL load faster and are more scalable
• They are more reliable
• They offer more flexibility
• There are no sizing or other user experience issues

Placing the Embedding Code On Your Site

To embed a form into your website, visit the Forms tab, and click Embed to see the form code.

Copy the HTML code, then paste it somewhere in the HTML source of the
host page on your website or blog. If you’re using an online service like Blogger, that’s
all you have to do. Otherwise, you need to publish the page to your web server.

A word of warning: do not try to save the form as an HTML page, and publish that page. This will not work. You must paste the code exactly as given. Do not attempt to alter, remove, or hide the mention “web form by FormSmarts”, or the link to our Privacy Policy. This would be a breach of our Terms of Use, and your account would risk to be terminated without notice.

Changing a Form, Once the Code Is on Your Site

Any changes you make to a form using the form builder will show up straight away on your website. You do not need to update the embedding code. However, as a result of adding more fields, or changing a text box to a larger text area, the frame containing the form may no longer be high enough to fit the form. You will then need to re-publish the embedding code to your site. See the section about Form Sizing below.

Customizing Your Form

You can customize several aspects of your forms in the Form Details screen of your account.

Web Form Sizing

Why Is There Extra Space at the Bottom of the Form?

Forms are contained within an HTML frame (“iframe” for geeks). The frame has a fixed size, which is computed for each form, based on several factors, like the number and type of fields used, and the form layout chosen.
It is necessary to leave room at the bottom of the form for error messages that may need to be displayed during a form submission. That’s the reason for the extra space at the bottom of a form.

Manually Changing the Height or Width of a Form

You can change the size of a web form widget by editing the value of the height and width attributes in the HTML snippet (a.k.a. form embed code) given by the form builder.
We do not recommend changing the height of forms. If you do, remember to allow extra space at the bottom of the form, as discussed in the previous section.
The width of embedded web forms can be resized down to 360px without side-effects, and should degrade well beyond that.

How Do I Get Rid of the Vertical Scrollbar

With time, you may need to add more fields to your forms, but forget to refresh the form HTML code on your site. Since the frame height is hard-coded into the code on your website, the form may no longer fit into the frame, and a vertical scrollbar will then appear. That is not desirable on a usability standpoint, so you are advised to update the code on your site whenever you add new fields, or change a text box to a text area.

Only One Form Per Page

It is against our terms of service to embed more than one form in a single web page.

Embed a Form to a Facebook Fan Page

The easiest way to add a form to a Facebook page is to use the FormSmarts URL that comes with each form. Click on the URL link in the Forms Tab of the form builder to show form URLs instead of embedding code. You may also embed the form into your Facebook page using an FBML Box. See instructions to embed a form to Facebook. Feel free to post your questions in the relevant thread of our forum on FormSmarts’ Facebook page if you need help.

Posted on May 21st, 2008 in HTML form.
40 Comments
Tags: embed, facebook, form builder, form design, howto, web forms, widget

How to Advertise Your Form to a Mailing List

A number of users take advantage of our flexible web form platform to
advertise a FormSmarts-hosted survey form or event registration form by
email.

There are a few things to keep in mind if you wish to include a form URL
in a newsletter or mailing campaign:

• as specified in the terms of use, FormSmarts only allows advertising of a form URL by email for strict opt-in mailing lists
• you must be a verified form owner
• you may only reference the form by including its URL, and must not attempt to embed the form in an HTML email

If you intend to email more than 1,000 subscribers, ask for a permission beforehand. We may ask you to schedule your mailing at a specific time if the expected click-stream is high.

When contacting FormSmarts, please indicate:

• the rough number of subscribers of your list
• whether this is a one off or recurring mailing
• the date/time of your mailing(s)
• whether advertising the form is the main purpose of the mail
• whether you offer any incentives for form submissions

This information will help us estimate the server load to expect.

Posted on May 13th, 2008 in HTML form.
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Tags: howto, mailing, web forms

Building Successful Web Forms

Web forms play a key role for visitor (and customer) interaction on many
sites. However, many web designers don’t realize that there may be huge
differences in form abandonment ratio, depending on how well the form is
designed. In this post and follow ups, we’ll give you some tips to help
you make your web forms an effective communication channel.

Always provide form filling instructions.

Don’t assume that all of your visitors will understand how to submit a form without further explanation. Short and clear form filling instructions can reduce form abandonment, and increase the quality of the information collected.

• include a call to action phrase like “Please fill out this form to
  contact XYZ”
• indicate the purpose of the form and the recipient of the information collected
• if applicable, confirm that you will reply, and give an indication of the time frame

Select the correct data type for each input field.

Because of necessary form validation, choosing and incorrect data type may prevent a form user from submitting valid information. When this happens, it is likely to lead to form abandonment.
For example, if you specify that a form field can only contain a Number, it may not work for a phone number. 1233456789 will work, but not 123-345-6789. So use
the Phone type instead. In many cases, the form builder will
pre-select a type for you, but not always. Read
more about selecting an input field data type in the form builder documentation.

Choose the most appropriate input field widget.

Don’t restrict yourself to text boxes and drop-down lists. Take advantage of the full range of HTML form fields with radio buttons and checkboxes. Learn when to use each one.
Using a drop-down list for a yes/no question will slow down the form user, and increase the chances (s)he gives up. Use radio buttons instead. Read tips about choosing the best input field widget in the form builder documentation.

Brand your forms for instant visual recognition.

Always brand your web forms with your own logo. This helps visitors
recognize at first sight who they are about to send information to.

Posted on May 6th, 2008 in HTML form.
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Tags: form builder, form design, howto, input field, web forms

Why Does Submitting a Form Require Two Steps?

Many form processors let visitors submit a form in only one step: users fill in the form, and are done after pressing the submit button. With FormSmarts, there is an extra confirmation step, during which users are invited to review and confirm the information submitted. There are two strong reasons why we added the confirmation step.

The first reason is quality. FormSmarts is typically used for transaction where the information submitted is important. Important because the information collected is intended to be read by humans, rather than machines. Important because this information is often intended to be acted upon.

By allowing users to review and modify their submission, we increase the accuracy of the information you get in the end.

Form users understand that, and it increases their confidence that you value the information they are sending you. Most of times, confirmation will only add a few seconds to the whole transaction.

The second reason is security and usability. Many form submissions are automated, or even manual spamming attempts, known as form spam or comment spam.

When a user presses the submit button, a lot more happens on the server than you may suspect. If we spot a likely spamming attempt, we’ll ask the user to complete one or more tests (e.g. CAPTCHA test) on the confirmation page. But in the same time, the bulk of users will never be asked to waste time on a CAPTCHA test.

Based on years of experience, we have no evidence of users thinking they are done after the first step and not completing the form submission.

Posted on Apr 23rd, 2008 in form handler.
2 Comments
Tags: captcha, form handler, form spam, form submission, usability

Form & Input Fields Now Editable

The form builder now allows the modification of input fields and web form details. Click on the icon to edit a form or field.

Posted on Apr 16th, 2008 in form builder.
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Tags: form builder, input field, upcoming, web forms

Getting Help on FormSmarts

At FormSmarts, we are pleased to let you use our web form platform absolutely free. However, whenever we have to help you in person, we ask you to spend a few minutes writing a review on one the following websites, before we take some of our time to help you.

• write a review on CGI Resource Index
• write a review on HotScripts

About Writing Reviews

We ask you to write reviews that are useful to readers, not spam. If you’re using FormSmarts, there must be reasons: talking about features you like about FormSmarts is probably a good start.

Contact Us When Done

Once you’re done, contact us.

Posted on Apr 16th, 2008 in form builder.
Comments Off on Getting Help on FormSmarts

Form Processor Upgrade: More Interactivity for Web Form Users and More

We’ll be upgrading at the end of the week some key components of FormSmarts. The changes will affect both form users and form owners.

More Interactivity for Web Form Users

• form users can modify any invalid data they may have submitted in the same page, rather than having to press the back button
• form users can modify submitted data even when form data is not cached by the browser, or if JavaScript is disabled
• we’ve added features to improve the experience of visually-impaired users equipped with screenreaders

Changes in Email Notification of Form Results

• new email subject format [Form #123] My Form Name #456
• the first part [Form #123] is fixed so that you can use it to create a filter within your mail client
• emails now include a unique transaction ID, e.g. #456 that can be used, for example, as an order number for order forms (form users are shown the transaction ID on the confirmation page)
• whenever your form contains an email field, you can now reply to sender hitting the reply button in your email client
• because of the previous point, we no longer show your pass-phrase in every email

Posted on Apr 15th, 2008 in form handler.
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Tags: email notification, form submission, web forms

Any Feature Suggestions for FormSmarts?

We’ve added a feature suggestion form. You can vote for features requested by others and suggest new ones. Now is the time to have your say.

In average, we release a new version of FormSmarts form builder or form processing engine weekly.

Posted on Mar 31st, 2008 in form builder.
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Tags: upcoming

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