Yearly Archives: 2019

Form URL Directories and Customizing Form Links

Formsite makes building online forms easy and every form has a unique link. The form URL directories identify the account and form to display, and URLs are unique for every form. Creating a Formsite account assigns random character values for the directories initially. Account owners looking to customize the directory values can do that, too.

Formsite form url example

Reasons to customize the Formsite form link include:

  • Branding compliance
  • Differentiate separate forms
  • Descriptive titles
  • Use a new form at the same link

Modifying the URL isn't the only way to create a custom URL. Form owners can also embed their forms into another website, making the form accessible at a completely custom link. For customers looking to customize the form link, keep reading to see how it's done.

Continue reading

Assign Scores to Choices and Answers

Creating surveys, quiz forms, and order forms sometimes requires some extra processing. For example, a quiz will need to track correct answers and display the number or percentage correct. Many form types need to assign scores to answers and Formsite’s Scoring feature lets form owners do that.

Formsite assign scores example

Some examples of scoring needs include:

  • Surveys: Score each answer in a scale to get a ‘weighted’ total
  • Quizzes: Score correct and incorrect answers
  • Order forms: Assign scores to help with custom calculated costs
  • Advanced: Use scores to trigger rules
Continue reading

Salesforce Integration Intro & Quick Start

Update: The Salesforce integration now sends files from File Upload items to the Salesforce record. Read about it on the Salesforce support page.

Formsite’s integrations let form owners connect online forms to other online services. The Salesforce integration, for example, allows form owners to create new Salesforce records from form submissions.

Salesforce lets organizations understand their customers through their data. They display the data to show customers' needs to help focus sales and marketing efforts. With Formsite, collecting data and creating new Salesforce records makes for a powerful customer data combo.

Formsite Salesforce integration example

New users of Salesforce often ask how to create new records, and Formsite forms provide a fast and easy way to collect customer data.

Continue reading

Attach Mobile Photos to Online Form Submissions

Mobile devices have evolved beyond entertainment devices to personal tools. Virtually all services and online interfaces are usable, if not preferred, with smartphones and tablets. As a result, many leading services have adopted a ‘mobile first’ strategy to prioritize non-desktop experiences. Completing forms with mobile devices sometimes generates questions like how to attach mobile photos to a form submission.

Formsite attach mobile photos

As anyone with a mobile device knows, photos and videos have become common and plentiful. No longer limited to using words to communicate, mobile users often prefer to send photos or videos. Even emojis have evolved to communicate context when words are not enough, for instance.

What about completing online forms using mobile devices? A frequently asked question about online forms is how to attach mobile photos. Take as an example an event registration form that asks each registrant to upload their photo for their entry badge.

Continue reading

Show Uploaded Images in Form Results

Formsite forms allow visitors to attach files when submitting the form by using the File Upload item. The system saves each attached file and displays the link in the Results Table. If there are any Notifications set up, any uploaded files are optionally attached to the email, too. A new feature will now show uploaded images in the result data for Table formats in some places.

Formsite show uploaded images example email

The Table format appears as a results format with:

Continue reading

Social Media Sharing Tips for Online Forms

Formsite social media sharing example

Forms meant as lead generation tools often appear linked on social media sites. Each individual site has its own slightly different ways to do things, but some best-practices exist for all. Social media sharing can help generate high amounts of traffic, so follow these tips for maximum optimization:

  • Create a compelling headline
  • Use a custom and engaging preview image
  • Include hashtags and other meta information
  • Test the frequency and timing
  • Add tracking links
Continue reading

Add Ecommerce to Websites with Embedded Forms

The internet makes it easy to start an online business for virtually any product or service. Many people find affordable hosting and easy site builders to take part in the online economy, though collecting orders can still cause problems. Email-only processes are unreliable and collecting credit card information may drive away security-sensitive shoppers. Luckily Formsite has solutions to add ecommerce to most websites.

Embedding Formsite order forms makes online ecommerce easy for both store owners and shoppers. The process for most online shopping breaks down to a few steps:

  • Collect order information
  • Calculate order total
  • Include extra fees or discounts
  • Payment processing
  • Order fulfillment
Formsite add ecommerce example
Continue reading

Updated: Save Form Results to Google Drive using Zapier

An update to our Google Drive integration now allows form owners a built-in way to save results as documents in Google Drive! This article explains how to use Formsite with Zapier, so this technique remains useful for other services.

Formsite’s file storage integrations allow form owners to save copies of uploaded files to an external place. Sending files to a cloud storage account makes for an efficient way to distribute and back up attachments. Currently they only save attached files, though, and not the actual result data. To save form results to a Google Drive account, we use Zapier.

Formsite save form results to Google Drive

Online forms with Zapier integration are a powerful connector between online services that lets Formsite form owners create custom integrations. Previous articles show how to send email Notifications using Gmail and how to trigger Slack messages with form submissions.

The method to save results to Google Drive uses the same steps:

  1. Build the form
  2. Go to Zapier to create the connection (the Zap)
  3. Configure the Formsite trigger
  4. Use the Google Drive action
  5. Test the custom integration
Continue reading

Payment Status Filters for Successful Payments

Creating order forms with Formsite uses the payment integrations to allow form owners to collect payments. The status of each transaction shows with every result in the Results Table. Now using the payment status as a Results Filter for reports and exports is possible.

Formsite payment status filter successful payments

Results Filters can apply to many places in Formsite accounts, like:

The Results Filters apply conditional logic to each result and return only those that match the conditions. A new option is available to also include the payment status as a condition. This allows form owners to trigger many account functions based on whether the payment is successful or not.

Make a Payment Status Filter

Creating a Results Filter starts on the form’s Results -> Results Filters page.

  1. Click the New Results Filter button
  2. Name the filter
  3. Under Rules select ‘Payment status’ and either ‘is’ or ‘is not’ Paid
  4. Click Save
Formsite payment status filter settings

Test the new Results Filter by going to the Results Table and selecting it from the Results Filter dropdown.

Using the Filter

Export only results with successful payments by selecting the filter on the Results -> Export page, then exporting using any other custom settings.

Create reports that show only paid results from the Results -> Reports page, then select the Results Filter when creating the report.

Notifications have had the ability to send only after successful payments by enabling the conditional logic settings and selecting the ‘Successful Payment’ option.

Integrations can use Results Filters to only trigger when the data matches the filter’s conditions, for example:

  • Box, Dropbox, Google Drive, Microsoft OneDrive: Only send files for successful payments
  • Google Sheets: Update spreadsheet with new results when the payment is successful
  • Server Post, Zapier, MailChimp: Trigger the integration only after a successful payment

Scheduled exports can use the Results Filter to only send results with successful payments.

Analytics provide detailed analysis of a variety of form dimensions, and the payment status filters allow for more targeted reports.

Formsite payment status filters analytics
Continue reading

Send Email Notifications from a Gmail Account

Formsite send email Notifications

Formsite form owners can send email notifications after every successful form submission. These emails are useful for keeping the owner updated and customer informed, but sometimes extra settings are desired.

For example, email providers require that all emails show the actual place where the messages originate. That means that Notification emails coming from Formsite always show ‘’ in the From address. Some form owners prefer to send email notifications from their private or organization’s Gmail account instead.

Besides showing the organization’s identity, this method also retains a record of all emails sent. Viewing the Sent folder of the Gmail account shows every email sent using this system.

Luckily the Zapier integration has hundreds of Zap possibilities, including a Formsite to Gmail Zap.

Continue reading
Billions of forms submitted