Yearly Archives: 2017

Make a Custom Email Receipt with Pipe Codes

Formsite email receipt

One of Formsite’s most popular features is the ability to send an email after every successful form submission. Our Notifications allow form builders to send multiple emails in a variety of formats and completely customize the message and results sent. A common use for the notification message is to create a custom email receipt with the visitor’s answers.

Passing the form answers to the email allows form owners to make personalized messages with the visitor’s responses and is possible using the form items’ pipe codes.

Continue reading

Multiple File Uploads Now Enabled For All Accounts

A new feature recently added to all Formsite service levels is the ability for multiple file uploads with a single File Upload item. This feature addition eliminates the previous need to add multiple File Upload items to accommodate multiple file uploads.

This feature enhancement comes as a giant step forward in form usability for customers who require multiple files. Many customers have forms requiring multiple attachments for each form result. Before now, the File Upload item limited each item to one file per upload.

Formsite multiple file uploads

Continue reading

Use Your Google Login for Fast & Secure Formsite Access

New for Formsite account holders is the ability to connect your Formsite account with your Google account to make logging in easier. The new Google login feature lets you set up your Formsite account to connect to Google for access to your account and to make logging in easy.

Formsite Google login

The Google login feature is currently only available for primary Formsite account holders and is being considered for Sub-users and Save & Return accounts for the future.

Continue reading

Scheduled Exports for Automated Results & Backups

One of the most powerful features accessible to all Pro 1 and higher account holders is the Scheduled Exports. This function allows form owners to set up an automatic export to run at a specified interval, then save and optionally email the link to download the export. The saved exports take a snapshot of the Results Table and can be used to process orders, update leads, back up the results, or countless other possibilities.

Formsite scheduled exports

Scheduling exports is an easy way for form owners to create a process to distribute results to team members and/or automate backups. Every account with a Pro 1 or higher service level has access to schedule an export to run at the specified interval. When the system processes the form’s export, the export file is saved in the account for 14 days to allow time to download the results archive.

Continue reading

Currency Settings for Global Payment Forms

Formsite currencyFormsite makes order forms and payment forms easy with the payment integrations, and a common question is how to change the form’s currency. A form owner can build the order form using any currency and the system will track the amounts normally.

The running total, calculations, and Order Review page display the payment information using the settings from the form’s text and payment integration pages. The ability to customize the currency and send the payment in the correct legal tender make Formsite order forms a powerful global tool.

Continue reading

Progress Bar, Page Numbers & Custom Indicators

Forms and surveys with many items can benefit from splitting the form into multiple pages. The user experience is better when the form visitor is presented with the questions as needed rather than the entire form at once. Showing the visitor’s position in the form is done using the progress bar and/or page numbers, and form owners can make custom progress indicators, too.

In order to display the progress bar and page numbers, there needs to be more than one page in the form. Adding pages is done in the Form Editor by inserting Page Break items where they’re needed. Once the form has multiple pages, the progress indicators can be used.

Formsite progress bar

Continue reading

Save Form Results to a Custom MySQL Database

Every new Formsite form gets its own secure database area where its results are saved. Form results are added to the database and stored securely where the form managers can view and edit them. Occasionally there are times when account owners need to connect forms to a different MySQL database that they control, like with a content management system (CMS).

Our goal is to provide useful and practical features for online forms, and we encourage our advanced customers to customize the system where possible. Sending results to a custom MySQL database is a relatively easy start for using Formsite as your custom data collection and processing system.

Formsite MySQL Results

Continue reading

Avoid Transaction Fees for Payments by Using Formsite

Formsite transaction fees form paymentsCreating registration forms or order forms that collect payments are often made with sites or services that charge additional fees. These transaction fees are added to the regular cost of the service and are typically tacked on to every payment as a processing fee.

Formsite customers do not pay any additional fees. The Pro 1 and higher service levels come with full access to the integrations—including payment processing—and are not charged any per-transaction fees from Formsite.

Continue reading
Billions of forms submitted