Adding images to online forms and surveys just got easier! Formsite’s form builder lets form owners add logos and images for styling and branding needs. Using the style settings or one of the image items, form owners select image files uploaded to the account. The text editor now also includes an image chooser to make finding and adding images easier.
Connect online forms to thousands of other services using Formsite’s Zapier integration. One type of service with many options is the category for Customer Relationship Management, or CRM for short.
CRM services organize customer records for use with sales and marketing primarily. Examples include tracking lead generation campaigns or keeping in touch using an email drip campaign. CRM systems can also track customer orders and serve as a relationship history, too.
Features of CRM Systems
- Create or Update Contact
- Add Company
- Create Task or Ticket
- Add to Campaign
- Enter Score, Tag, or Note
Form owners can send form results to a connected system after receiving the result. Formsite has a built-in integration with Salesforce, one of the most popular CRM services available.
The Zapier integration lets form owners connect to other systems and specify what data to use to create contacts, companies, or campaigns.
Formsite’s online forms let form owners collect orders, donations, and pledges for fundraising. Our fundraising form templates and integrations make it easy to manage fundraiser programs. We’ve helped people in virtually every space, for example:
- Church fundraising
- School fundraisers
- Clubs and organizations
- Scouts and other national youth organizations
- Nonprofit fundraising
- And more
Formsite’s template area offers form owners fast and easy browsing for online form templates. Search using keywords for templates or browse by industry and type, or choose one that suits your style. Our newest template additions offer form owners an even wider range of choices.
- Rental Application
- Maintenance Report Form
- T Shirt Order Form
- Parent Teacher Conference Form
- Tenant Application Form
- Return to Work Form
Use the form builder to customize the template to include images or your custom brand style. Combine templates or copy item blocks from other forms for the perfect online form for your needs.
Formsite has published several updates that don’t warrant individual posts but are still notable. These updates include usability enhancements for building forms, new style updates and more.
Excel Number Formats
A previous update fixed the Excel formatting for exported results to apply number formats to number items. The recent update added currency formatting for the form’s Amount column. Now, form owners can see the order amounts in exported results without needing to update the formats in Excel.
The currency settings should use the user’s local currency choice for their computer. For example, if the local language settings use a European locale then the currency will default to the Euro.
Formsite forms have styling options for forms of all kinds. Whether you’re looking to make a fast great-looking form or have strict brand guidelines, our system can help. The form editor’s Style pages lets form owners use built-in themes, customize the settings, or use CSS code. The Style pages include:
- Themes and Colors: Built-in styling by our professional designers
- Customize: Settings for virtually every form element
- Advanced: Add links to your site’s styles or edit the CSS
Formsite has templates for all kinds of business needs, including online store templates. Choose Formsite templates for making a new online store or adding online ordering to an existing store. Examples of templates available include:
- Product order forms
- Invoice request form
- Credit card payment form
- Pay by check order form
- Payment agreements
Any kind of product or service can display as custom images or in a list of related items. Form owners can add options for customization and follow-up questions. Conditional logic shows extra selections or redirects to other pages.
Formsite’s Google Sheets integration is a popular and useful tool for many customers. Some customers use Microsoft products, however, and use Zapier as a solution. Using Zapier, they connect their online forms for a custom Microsoft Excel integration.
As with Google Sheets, the Excel integration updates a specified spreadsheet with new results. Some useful ideas include:
- Use as a data backup
- Share results with colleagues
- Create custom analytics charts and graphs
- Make custom reports with statistics and equations
Dashboards are graphical displays of data from a database or Results Table. An example is a modern bank account website that shows the total amounts in all connected accounts. A dashboard for an online form displays metrics like order or scoring totals, completion duration, and more.
Formsite’s integrations page shows over a dozen choices for dashboard services. The specific services offered by each application vary, but they all provide a graphical view of the results data. Here are 2 ways to use a dashboard application to display form data.
Formsite’s Google Calendar integration now lets form owners add events and attendees to calendars. Set up the integration to connect to a Google account and create an event or add an attendee. Set standard event lengths or include end times in the form, or set all-day events.
Connect Calendar items to the integration to let form visitors choose their date, then either set an all-day event or collect a specific time. See how to set it up.