Yearly Archives: 2021

Set Open & Close Dates or Custom Results Limits

Formsite open and close

As the year comes to a close, this is a perfect time for housekeeping for your online forms and surveys. Many form owners use this time to export results and keep the results for this year in a special place. Some form owners decide to make a copy of the form to update settings and choices, too. If you need to open and close your forms, see how it works and other tips for annual maintenance.

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A Guide to Using Templates for Online Forms and Surveys

Formsite using templates

Formsite’s online form templates give you a fast start on making new forms and surveys. By browsing the extensive template area, form owners can find examples that contain items or styles they need. Using templates makes building new forms easier, and also can provide examples of standard questions.

For example, many forms in the Healthcare category have standard questions that enhance the usefulness of the results. Forms collecting health history or COVID experiences contain questions found on government-supplied documentation. These forms give new form builders a foundation based on established and widely accepted existing forms.

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See How Formsite Uses Slack for Customer Support

Formsite uses Slack customer support

Formsite’s integrations connect our online forms with other services for powerful workflows. They’re so useful, we use them for our own day-to-day business, too. An example is our Slack integration connected to our embedded contact forms. Formsite uses Slack to display instant alerts when we receive support requests to help us provide the best support possible.

The Slack integration lets form owners connect forms to a Slack account, then send a message after receiving each result. Like Notification emails, the Slack messages alert support staff instantly. One difference is that only the people connected to the Slack channel see the alert, which helps to keep messages organized.

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Charts and Graphs Updates for Formsite Reports and Analytics

Formsite Google Charts and Graphs

Formsite’s automated charts and graphs give form owners instant real-time views of form results. The built-in Results Reports and Analytics features use charts and graphs to display results in a visual format. In many situations, charts make seeing relative differences between result answers much easier.

We’ve made updates to the technical provider for the charts and graphs to give form owners a better result. The new solution benefits form owners with responsive and attractive charts backed by Google.

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See How Formsite Uses Embedded Forms

Formsite uses embedded forms example

Formsite online forms lets form owners build forms and embed them virtually anywhere. Every form gets a unique embed code that shows the form when placed on a web page. Copy and paste the code into the HTML and it just works. It’s so useful that Formsite uses embedded forms on our own site.

The embed code developed by Formsite does more than display the form. The code links to smart functions that optimizes the embedded form’s user experience, also. For example, consider a form with multiple pages and the visitor scrolls to the bottom, then clicks the Next button.

The embed code scrolls the window back to the top of the form so the visitor sees the next page from the top. Without that smart function, visitors would see the bottom of the next page instead.

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See How Formsite Uses DocuSign For Our Own Documents

Formsite uses DocuSign for digital signatures

Formsite’s integrations allow form owners to create custom connections between forms and other systems. These systems take answers submitted into the form or survey and process them further, like collecting payments with PayPal or creating documents with DocuSign. These integrations are so useful that we use them to run Formsite, too. For example, there are some services we provide that require account owner signatures. For those documents, Formsite uses DocuSign to collect digital signatures.

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Use the Number Scale for NPS Surveys, Likert Scales, and More

Formsite Number Scale

Formsite online form and survey builder lets form owners choose from over 50 item types. These tools make building certain kinds of forms easier, like building order forms, surveys, registration forms, etc. A new survey tool released recently is the Number Scale item that collects a numerical answer within a range.

The Number Scale item appears in the Common Items in the form builder. A common use for the scale is any “from 1-10” question. Questions of this nature go by several different names, like NPS items and Likert scales.

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How To Create Online Activism Forms

Formsite activism form example

Activism forms collect vital information to promote, amplify, and advance your cause. Formsite's activism forms collect basic contact information, plus all the details you need to determine membership level, skill sets, capacity, donation level, and more. Whether you're a local Black Lives Matter group, an environmental and social change organization, or a grassroots social justice group, Formsite's activism forms make it easy to sign up others to engage in rallies, online activism, and other initiatives. Building an activism form with Formsite is easy and takes only a few minutes.

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How To Create An Online Donation Form

Formsite how to create donation form tutorial

Whether you're a nonprofit organization engaged in fundraising efforts or you need a way to process sponsorship applications for your next big event, Formsite makes it easy to create, customize, and embed donation request forms. Our donation form templates allow you to seamlessly collect contact information and payment information from donors, sponsors, patrons, and members.

Our donation request form can be embedded right into your website's donation page, or shared over email or social media for maximum effect and reach. With our straightforward and intuitive drag and drop editor, it will only take a few minutes for you to create the online donation request forms you need.

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