Posts Tagged ‘business’

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.

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.

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.

How to Integrate with FormSmarts API

The Event Notification API allows you to have FormSmarts send a machine processable ‘push’ notification message to a script on your website (or for that matter to any URL) to process the information that has just been submitted through one of your online forms. You can use the Event API (a.k.a. Web Hooks) to integrate FormSmarts with your database, website or any online service or application.

How to Integrate

Whereas this feature is mainly targeted at developers, creating a script that does something useful with the data received from FormSmarts is actually not difficult. The API is fully documented with examples in PHP.

  • You first need to create a program/script to process form data and upload it to your web server. Data is sent in JSON format, which is supported natively by all modern programming languages.
  • Then register the script’s URL with FromSmarts
  • Whenever a form is submitted, FormSmarts will send the data submitted through the form as well as other data pertaining to the form response (e.g. payment information if the form involves a payment) to the URL you have registered.

Have a Great Idea?

If you have a great idea about how you could use FormSmarts API, let us know: we have several Business Starter subscriptions to give away.

Attach a File to a Form in a Click: File Upload Made Easy

With the new file upload feature, you can now let form users attach a picture or document to a form like in this demo.

Form with File Upload Field

Adding a file upload widget to your forms is as easy as adding a simple text box: visit the Fields Tab of the form builder, and create a new field choosing the File Upload widget. That’s all there is to it. Once a file has been uploaded and the form confirmed, that file will be stored on FormSmarts and available to you.

Customizing File Upload Fields

Although a file upload field created as just described will be fully functional, you may want to restrict the type of content the form will allow users to upload, as well as set the maximum file size permitted. You can also specify how long FormSmarts should keep uploaded documents on the server. To change these options, visit the Field Details screen of the form builder.

File Upload: Form Builder with File Attachment

Allowed Content Type

By default, a file upload field will accept all supported content types: documents (PDF, Word, Excel, RTF, OpenOffice ODF, and HTML documents) and images (JPEG, PNG, and GIF). You can restrict the type of content the form will allow users to upload to either documents or images. For example, if you’re building a job application form, you will want applicants to upload their CV and should restrict uploads to Documents to prevent mistakes.

Maximum File Size

By default, the maximum size of uploaded files is set to the maximum for your plan: 2Mb for Business Starter, 4Mb for Business Plus, 6Mb for Business Max, 8Mb for Business Premier and 10Mb for Business 3. You can use the slider to change that value to whatever makes sense for the purpose of the form.

Storage Policy for Uploaded Content

You can define the period of time during which FormSmarts will keep uploaded content. At this time, we support five storage policies:

  • 5 days
  • 10 days
  • 30 days
  • 90 days
  • Forever (default)

While storing file attachments on the server forever gives you the most flexibility, you may then exceed your storage quota — currently 100Mb for Business Starter, 500Mb for Business Plus, 1.5Gb for Business Max, 5Gb for Business Premier and 10Gb for Business 3. You can view your current usage in the Resource Usage section of your account. We’ll send you an email if you’re getting close to or exceed the storage space for your plan.

Note: Form attachments for online forms integrating with PayPal using Advanced Integration are retained for at least 20 days, even if the storage policy is set to 5 or 10 days.

Secure File Upload with SSL

File upload works with FormSmarts secure form feature so that files attached to a secure form only transit via a secure connection (SSL), both when uploaded to FormSmarts and downloaded to your computer.

Any Feedback?

As always, your feedback is important to us and is our primary inspiration for developing new features and improving existing ones.

Have a wonderful 2011.

Form Confirmation Page & Redirects

We’ve added two options to complement the default confirmation page that is displayed after a form is submitted. You can now:

  • Redirect users to the Return URL of the form
  • Show a detailed confirmation page where users can choose to receive a confirmation email or download a PDF receipt.

Redirection

Select the redirect option in the Form Details screen of the form builder to automatically redirect users to the Return URL of the form instead of showing them the confirmation page.

This feature allows you, for example, to redirect users to a download URL of your site after they’ve entered their information.

Redirect With Embedded Forms

If you have embedded a form onto your site and set it to redirect to the Return URL, some browsers may load the URL in the iframe that was containing the form. If you want the page to consistently load in the top browser tab/window, follow these instructions.

Note: Do not choose this option if your form includes a payment, as users would be redirected instead of being led the page where they are asked to make the payment.

Detailed Form Confirmation Page

The detailed confirmation page shows a summary of the data submitted and allows form users to:

  • Have a confirmation email sent to them
  • Download a PDF receipt
  • Print a copy of the form data.

Feel free to try this demo.

The form generator allows users to get a PDF or receive an confirmation email

Use the detailed confirmation page whenever you want users to be able to keep a copy/proof of the data they’ve submitted. This feature is only included with Business accounts.

PDF receipts may not display correctly in non-European languages (Russian, Chinese,…) unless the language is set explicitly with the lang parameter.

Setup Instructions

Set up form confirmation email

Visit the Forms Tab of the form builder and click the icon showing a pen to edit the corresponding form. Towards the bottom of the Form Details screen (pictured above), change the On Submission action to ‘Show summary with print, email & PDF options’.

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.