Posts Tagged ‘form to pdf’

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.

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’.

Web Form to Excel

FormSmarts allows users to collect online form responses on the cloud and export them to Excel at their convenience with the Report Generator.

Export form results to Excel/CSV

Activating Form Data Storage for Export to Excel

Export to Excel requires that data storage be enabled for each of the forms for which you would like to be able to access form responses online.

For privacy reasons, form submissions were in the past not saved on the cloud by default. For Business accounts created after March 20, 2017, storage is now enabled by default. This does not apply to Pro accounts, for which storage is turned off by default and must be enabled for each form when needed.

To enable stored form results and allow Excel reporting, visit the Submit Actions tab of the Form Details screen of each of the forms for which you would like to access form responses online, as shown in the video below.

Store form responses in database

You will then be able to download Excel reports from stored form responses in a few clicks with the report generator. Business-level members may also view individual form responses online and download a PDF Report.

To enable storage of form entries by default when you create a new form, check Turn on cloud storage for all new forms in the Settings Tab of the form builder. This option is only available in Business accounts and is turned on for accounts created after March 20, 2017.


This video shows how to set up a form to store form responses on the cloud for online access and export to Excel.

Excel Report Generator Settings

Excel report generator settings

Show Field Names in the First Line

If checked, the first line of Excel reports will show the name of each field. This option is enabled by default.

Week Starts

The report generator allows you to specify the date range over which a report is generated by either picking a start & end date or choosing a preset period of time (This Week, Last Seven Days,…). For the time periods that depend on the first day of the week (This Week, Last Week), we use the default first day of the week for your country (as set in your account). You can change this under More Options.

Time Zone

Preset time periods, date ranges and the form submission timestamp shown in Excel reports are now using your time zone (as defined in your computer settings). If you would like to generate a report using a different timezone, select the relevant city in the Timezone drop-down list. Note that the city selected by default may not be your city of residence, but it will be a city in the same timezone.

Importing an Excel Report

If an Excel (CSV) report contains text in a language other than English, you may need to change the character encoding to Unicode (UTF-8) in Excel’s Text Import Wizard, as illustrated below. The report may not display correctly for languages other than English unless the encoding is set to Unicode (UTF-8).

Excel Text Import Wizard encoding

Get Online Forms as HTML Email or PDF

The email format we use to send form responses is flexible and supported by all desktop, web-based, and mobile email clients. Plain-text emails however become tedious to read and process for long forms and when form results must be printed for processing, e.g. for mortgage application forms, quote request forms, and many types of forms in the insurance and real estate industries.

Get Form Responses in Rich-Text Format

FormSmarts users now have the option to have form submissions sent formatted as a table in a rich text (HTML) email.

Form in HTML Email

The main advantages of HTML emails are:

  • Form reports are shorter
  • Look is more appealing online and printed
  • Email addresses, web links, and callto links (e.g for Skype) will launch the relevant application when clicked, as long as the field type as been set correctly.

To start receiving form results in HTML, change the Email Format to HTML Email in the Settings tab of your account.

Customize the Subject of Form Response Emails

With Business accounts, the subject line of form response emails can be customized on a form-by-form basis via the API Console as explained in the API documentation. The subject line template may include parameters that will be replaced with the form’s name, its ID, the FormSmarts reference number of the form submission, or the value of a particular input field.

Parameter Description
$form_name Form name
$form_id Form ID, e.g. 196x for form http://f8s.co/196x
$fs_ref_num The FormSmarts reference number of the form submission
$1, $2,… $n The value of the nth input field. The data type of the field must be one of Letters Only, Letters+Numbers, Positive Integer, Number, Country, Date, or the value of a drop-down list, radio buttons or checkbox.

Email subjects can’t be customized via the form builder at this time.

View Form Responses Online or Get a PDF Report

Business-level customers may also view form data online and download a PDF report using the link located at the bottom of email notifications. In addition to form data, the online and PDF reports contain additional information about the transaction that is not accessible by other means. Additional information is currently limited to the IP address from where the form was submitted.

Note: This feature requires that data storage be enabled for each of the forms for which you would like to be able to access form responses online. For privacy reasons, data storage is disabled by default.

Form Response in PDF

We welcome your feedback about the ability to get form submissions in HTML format.

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.