Posts Tagged ‘form builder’
A major refresh of the account section of the site introduces several new tools and capabilities:
- Easily create sub-users and share forms with them with the User Management dashboard
- Review activity in your account in the new Account Activity pane
- Invited users now have their own account dashboard
Many customers rely on FormSmarts to receive timely form notifications critical to their organization. Unfortunately, we’ve been in the past left without any ways to contact some members after all email addresses in their account bounced our emails.
The Contact Information panel of the account dashboard now allows you to set a secondary email address and mobile phone number we will use in situations were we are unable to contact you via the primary email address associated with your account (i.e. your login email).
To set a secondary email, select one of the verified email addresses in your account, or add a new email in the Settings Tab of the Form Builder, verify it, then go back to the account dashboard to set the new address as your secondary email.
If your organization gets its email service as part of a web hosting package, we recommend using your personal email (e.g. Gmail account) as a secondary email.
To set a phone number, enter your cell phone number including the international dialing code (e.g. +1, +44,…). FormSmarts will send you a text message with a code to verify your number. Enter the verification code in the space provided and tap Verify to verify your number, then Update Contact Info to save the new number.
User Management Dashboard
The User Management Dashboard illustrated above allows you to view and manage existing users in your account, create new ones, and change their permissions on individual forms.
Click the button showing a vertical ellipsis to access the Actions menu for the corresponding user.
- Edit a user’s permissions on your forms and share new forms with them
- Change the email address associated with a user
- Reset a user’s password
- Suspend a user
- Permanently delete a user
Create a User
To create a new user, enter their name and select their email address in the list of verified emails in your account. If needed, click the button showing a plus sign to add and verify a new email address.
Click Create User button.
Share a Form with a User & Edit Form Permissions
Tap the Edit Permissions option in the Actions menu of a user to launch the User Permissions settings.
To allow a user to access submitted data for a form, first share the form with them: select (or search for) a form in the list and click Share.
FormSmarts will give the user the necessary permissions to view a single form entry online, download a copy in PDF, view uploaded documents (form attachments), and add notes and tags to a form entry.
You can adjust permissions to additionally authorize the user to edit a form submission and generate a spreadsheet with aggregated form responses.
The new Account Activity panel allows you to review and audit the session history of all users who have accessed your account in the last thirty days.
A separate table lists Administrator Sessions and User Sessions.
Sign a User Out
Should you suspect or become aware of an unauthorized access to your account while it is still taking place, you can immediately sign the user out and invalidate their session with the Log Out of Other Sessions and Log User Out buttons.
- Click Log Out of Other Sessions to immediately invalidate all administrator sessions other than the one you are currently using
- Select a user in the list of users with an active session and click Log User Out to immediately log them out
Invited User Dashboard
FormSmarts sub-users can now also access the account dashboard to view information relevant to them. They can mainly:
- View a list of forms you’ve shared with them and actions you’ve allowed them to perform
- Review their recent account activity to control no one else has accessed their account
We’ve updated the design of our forms. The new forms provide a superior user experience on all devices; mobile, desktop and smart TV.
How Can I Start Using the New Form Version?
If you’ve joined FormSmarts since March 1, 2016, you are most likely already using the new version. Otherwise you need to migrate your forms to the new version:
- Visit the Settings Tab of the Form Builder and set Form Version to Current
- Copy the new embed code snippet and update your site
- If you’re using standalone forms, use the new FormSmarts.com URL provided.
What Do You Think About the New Form Design?
Did you know FormSmarts allows you to include links on a form? You may also use bold, italic and underline for simple formatting.
- Both web links and email links are supported
- You may now add links and formatted text in form filling instructions, text blocks and form submission confirmation messages
- The wiki-like syntax is summarized here.
FormSmarts allows you to better engage with your user community by adding a social component to your online forms. The assumption with social networks is that a user is more likely to perform an online action such as filling out a form, registering for an event or sign up for a class if she knows that her friend or colleague has already done so.
Online Forms Get Social
For each form, FormSmarts allows you to set up a message template that will be used to post an update to social networks when the form is submitted. The message can incorporate any information entered on the form.
The user’s expectation when filling out online forms is that the information submitted will only be disclosed to the form owner, and you clearly need to ensure you don’t leak personal information (more about this in the last section). We define two types of input fields on a form. Those which will be populated by information which—taken out context—is so general that it can be safely disclosed, and those which should be kept private. In the example below, we deem First Name, City and Country as public, while all other fields are deemed private.
How to Set Up FormSmarts to Post Twitter Updates
First connect your Twitter account with FormSmarts to allow FormSmarts to post tweets on your behalf. You will be taken to Twitter for authentication and asked to authorize FormSmarts to post updates using your account. You will only need to do this once. Note that FormSmarts will not have access to your Twitter password. Once this is done, Twitter will send you back to FormSmarts.
Next click on Twitter Feed Setup in the Form Details screen of the form builder. Enter a short text using placeholders $1, $2, $3,… where you want the value of the corresponding input field to be inserted. Use $1 for the value of the first input field, $2 for the second, etc., in the order fields appear on the form.
Posting Updates to Your Facebook Wall
When someone submits a form, FormSmarts can post an update to your Facebook wall via the Twitter App for Facebook. First set up FormSmarts to post updates to Twitter as described in the previous section, then add the Twitter App to your Facebook page or profile. We will add native support for Facebook if there is demand—please let us know here. (Note: if you ended up here while looking for information on integrating an online form to Facebook, read this).
Respecting the Privacy of User Information
Protecting the information of your users is of paramount importance. When someone submits his information via an online form, he does it with the implicit understanding that his personal information will not be disclosed.
- Add a privacy note on the form (like on this demo) to ensure people understand that some none-personal information will be posted to social networks. Say what information will be published.
- Make sure you’re using the correct placeholder (e.g. $1, $2,…) in the message template. Remember that $1 will be replaced by the value of the first input field in the order they appear on the form, $2 will be replaced by the value of the second input field, etc.
- If you change the order of fields on the form, don’t forget to update the message template with the correct placeholder name.
- Always test the form after setting up a Twitter feed or changing field order.
To further prevent the leak of confidential information, FormSmarts will not publish Twitter updates for SSL secure online forms, even if this has been set up through the online form builder.
How to Disable a Twitter Feed
If you no longer want FormSmarts to post a Twitter update when a form is submitted, simply erase the message template in the Twitter Feed Setup screen (pictured above) and save changes.
FormSmarts PayPal integration is as easy to use as our popular PayPal form feature, but it provides several additional benefits, mainly:
- FormSmarts only notifies you of a new registration (or more generally, payment form submission) after the payment is confirmed and verified (no need for manual verification)
- Your customer receives an automated email receipt with a copy of the data submitted and a payment confirmation. For registration forms, this can work as an e-ticket.
- PayPal Integration works seamlessly with other FormSmarts features (export to Excel, PDF reports, API).
What Are the Benefits of PayPal Integration?
FormSmarts’ old PayPal integration was easy to use and set up as it required no change to your PayPal account. A downside to this was that FormSmarts had no way to know if the payment went through or not, and you — the seller — had to manually reconcile payments and the corresponding form responses using the FormSmarts Reference Number. That was usually not an issue for small sales volumes, but could quickly become so as sales increased. We’ve now fully automated payment processing and integrated it with the form processing platform. Here are the benefits:
- No need to manually reconcile form responses with payment notifications from PayPal
- The seller is only notified of a registration/order when the payment has gone through
- The transaction won’t appear in Excel exports until the buyer has paid
- FormSmarts verifies that the payment details match data submitted on the form (e.g. amounts, quantities)
- Excel exports combine data submitted through the form and details of the corresponding payments.
- FormSmarts sends a confirmation email to the buyer with both the order details and a payment confirmation. If you have verified your website and uploaded a logo, your site URL and logo will appear in the email.
- Payment processing is fully automated and if you’re using online/PDF reporting or export to Excel, your registration forms are on autopilot.
- You can further automate processing or integrate FormSmarts with your website or another web service using the FormSmarts API.
Setting Up PayPal Integration
This video shows how to configure your form and set up your PayPal account for PayPal Integration. Note: the video no longer reflects the current version of the PayPal site, please use the direct link to the IPN Settings screen below.
Add Fees to the Form & Set It Up to Integrate with PayPal
To set up PayPal integration, first create a payment form with prices formatted as shown in the PayPal integration page of the site. Then visit the Forms tab of the form builder and select Integrate with PayPal in the Submit Actions tab of the Form Details screen, as illustrated below.
Add Your FormSmarts Notification URL to PayPal
It’s now time to log in to your PayPal account to add your Notification URL. PayPal will use this URL to communicate with FormSmarts. You’ll find your notification URL in the Security Settings section of your FormSmarts account. The URL contains your private security key, so don’t share it with anyone.
Use this link to access the Instant Payment Notification (IPN) page of your PayPal account, then tap Edit Settings and paste your Notification URL in the box as shown on the screenshot below. Make sure Receive IPN messages is enabled before saving.
You can alternatively navigate to the IPN Settings screen from the homepage of your PayPal account.
Payment integration will not work until you have added your FormSmarts Notification URL to your PayPal account.
Did You Link Multiple Emails to PayPal?
If you’ve associated more than one email address to your PayPal account, the email you’ve selected as your Primary PayPal email must be the same as your FormSmarts login email.
FormSmarts will reject payments associated with an email address other than your FormSmarts login email for security reasons.
If PayPal shows an error on the checkout page when testing your first form, you may need to update your PayPal account settings.
Many websites allow visitors to access online content and services for a monthly subscription fee. Creating a subscription form is somewhat different from creating a regular payment form, because it involves setting up a recurring payment, so that the buyer is automatically billed a fixed amount of money at a fixed interval until the subscription is canceled. The online form builder’s payment integration feature now supports PayPal Subscriptions.
Creating a Subscription Form
Creating a subscription form is quick and easy:
- If you haven’t got a FormSmarts account yet, sign up for a FormSmarts Business account, then create a form with the form generator
- In the Form Details screen of the form generator, set the On Submission option to Integrate with PayPal
- Add radio buttons, a drop-down list or a checkbox, and enter the description, price and duration of subscription options formatted as My Subscription ($19.99 USD/month), as shown on the screenshot above and in this demo.
Duration of a Subscription
The time before another payment is due can be specified in days, weeks, months, or years. The form builder understands the following formatting variations:
- Monthly Subscription ($9.99 USD/Month)
- 30-Day Subscription ($9.99 USD/30 days)
Like in the example presented in the first section, you may specify a trial period for the subscription. This is typically used to give a free trial subscription to the buyer before he is charged for the first billing cycle. The buyer will not have to pay anything if he cancels the subscription before the end of the trial period.
- The trial period doesn’t need to be free
- You may specify up to two trial periods
- Any trial periods must be placed on the form after the main subscription specification.
Payment in Installments
A payment in installments is a recurring payment where the number of payments is fixed.
FormSmarts supports installments with the following syntax:
- Payment in 12 Installments (12x$9.99 USD/month)
- Try this demo
With the new file upload feature, you can now let form users attach a picture or document to a form like in this demo.
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.
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
When you add a file upload field to an online form, the maximum size of the files that can be uploaded is set to the maximum for your plan:
- 2Mb for Business Starter
- 4Mb for Business Plus
- 8Mb for Business Max
- 10Mb for Business Premier
- 15Mb for Business 3
Edit the file upload field and use the slider to adjust 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 retains uploaded content. At this time, we support eight storage policies:
- 5 days
- 10 days
- 30 days
- 90 days
- 1 year (365 days)
- 2 years (731 days)
- 5 years (1,827 days)
- Forever (default)
The period of time FormSmarts keeps form attachments can be set for each individual file upload field. To change it, edit each file upload field and set the retention period as required for your application.
To prevent accidental data loss, FormSmarts keeps, by default, form attachments on the cloud for the lifetime of the account (“forever” option). While this ensures a high level of data availability and durability, members may then exceed the upload storage quota for their accounts — currently:
- 100Mb for Business Starter
- 500Mb for Business Plus
- 1.5Gb for Business Max
- 7.5Gb for Business Premier
- 15Gb 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
File upload works with FormSmarts secure form feature so that files attached to a secure form only transit via a secure connection (TLS/SSL), both when uploaded to FormSmarts and when downloaded by the form owner. Form attachments uploaded securely are also encrypted at rest.
As always, your feedback is important to us and is our primary inspiration for developing new features and improving existing ones.
When creating a new form with FormSmarts Form Builder, you’re asked to provide a return URL for that form. The return URL is where visitors will be automatically redirected to or invited to go to (by clicking a link) after a successful form submission.
We also use return URLs to compute the list of websites in Settings > Websites.
If you don’t have a web page, simply use “http://formsmarts.com” as the return URL.
Return URL & Form Ownership
To prevent abuse, the link to the return URL is only displayed on the confirmation page if the form owner is verified or is a FormSmarts Pro or FormSmarts Business user. Visit the Settings tab of your account to verify your sites.
Redirecting Visitors to a Page of Your Site
You can set up a form to skip the Confirmation page and automatically redirect the visitor to the form’s Return URL. Note that the visitor will then not get the FormSmarts Reference Number of the transaction. Redirection can be activated in the Form Details screen of the form builder, under On Submission. FormSmarts Pro and Business customers only.
For security reasons, browsers won’t redirect users from a secure HTTPS page to non-secure content. So when a form is embedded onto an HTTPS site, the return URL should also use HTTPS.
PayPal Landing Page for Forms Including a Payment
If you use our PayPal form feature to add a payment to your form, the Return URL will be used as the PayPal landing page. Users will be redirected to that page by PayPal after the payment has been completed.
Like many FormSmarts users, you may sometimes want to customize the style of your web forms. This may be because you want the forms to match the rest of your website, or because you want a form to stand out on a web page.
The form builder allows you to easily change the text and background color of your forms. Visit the Form Details screen in the Forms tab to set color preferences for a particular form.
Things to note:
- color settings only affect embedded forms, not forms access by their FormSmarts URL
- because your color settings are stored in our servers, you can change settings and see the result immediately. You don’t need to update the form embed code on your website.
How to Change Form Colors
- By default, form text is black, and form background is transparent. This should fit the needs of most users, and if you’re happy with this, you don’t need to do anything.
- If you do want to change a color, the easiest way is to choose one of the popular colors we’ve preselected. Just click on the color you want.
- If you prefer to use your own colors, you may type any valid 6-digit HTML color code directly. For example, 808080 is a shade of gray.
It’s important to preserve the accessibility of your forms to visually impaired visitors, and their usability under poor reading conditions (e.g. bright sunshine). Always keep a high color contrast.
Advanced Form Customization
You may further customize many visual aspects of a form by providing your own CSS stylesheet. For usability reasons, we don’t recommend dramatically changing the form layout.
To verify you own a website, we ask you to create a file with a specific name on your web host. If you use Google Page Creator, proceed as follows to verify your site:
- create a new page
- enter the verification file name (e.g. syronex8800…2523.html) as the page title
- publish the new page
Form ownership verification is optional but recommended to build trust with your visitors. It is required you intend to advertise a web form URL by email.
Recent Issues with Google Page Creator
Although hundreds of Google Page Creator users have successfully verified their site, we’ve had a few issues in the last few days. Google was redirecting some of the requests to googlepages.com to the same page on google.com, thus preventing us to check the verification file exists. We obviously have a limited scope for action, but we identified a likely cause and took technical measures that seem to have solved the problem. Leave a comment if you experience any more problems.