This release provides answers to many customer requests and form enhancements:
Social login for Formsite accountsOne 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.
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.
Formsite 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.
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.
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.
Creating 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.
The first place everyone sees after logging in to Formsite is the account dashboard page and the My Forms table. If there are existing forms, they will be listed in this table along with lots of information to help form owners quickly see how forms are performing.
In addition to the My Forms table, the Account Specs appears on the account dashboard page as a quick look at the entire account numbers. These areas are full of information and features to help account owners maintain their forms and monitor the account limits.
A matrix is a way to show information in columns and rows, like a table or a spreadsheet. Matrix items are specialty items from Formsite that allow form builders to collect a large number of answers in a smaller area by combining questions in the columns or rows.
In addition to the various Matrix items, there are the specialty Multi-scale items and Star Rating item. These items have been designed to allow form builders to collect information in specific and unique ways.
Forms that collect many results from a wide group of visitors run the risk of receiving duplicate or incomplete results. For example, posting the form link on a website or social media site may drive lots of traffic that can be great for the form, but may generate these lower-quality results in some cases. To increase the quality of form results, steps can be taken to prevent multiple and incomplete results while still supporting a large group of visitors.
Many Formsite customers rely on their forms to serve a major role in day-to-day operations. Forms like order forms, registrations, contact forms, etc. are useful and sometimes essential parts of the process where the response time can affect the outcome. Today’s always-on society rewards fast responses, and many alternatives to email are needed to bypass the email clutter. One popular alternative is Slack, a communication application that serves as a hub for many organizations.
Slack lets team members communicate with each other and monitor channels of all kinds for communications ranging from system status messages to personal direct messages. The primary notification method for Formsite forms is through email, but Slack users can use their forms’ Zapier integration to send instant notifications to their Slack channels, too.