Form security is a constant topic at Formsite and a daily source of questions. Regardless of the type or amount of information being collected, secure forms are provided to every account at every service level.
The most common questions we receive about secure forms include:
Order forms for one-time payments like event registrations, product order forms, and other single transactions use the standard payment processing setup, but sometimes it’s necessary to create a repeating charge. Some examples of forms with recurring billing include subscription fees, membership renewals, or installment payments.
Setting up an online recurring order form is easy with Formsite and the payment integrations with PayPal and Authorize.net.
Controlling access to forms and results is essential for many form owners, and Formsite provides several places where authentication can be required. Password protection is the most common way to authenticate form visitors and result recipients.
Password-protecting the form is typically needed when access needs to be offered to a controlled group of visitors. A business employee form is one example where the results needs to be restricted to a specific group, and applying a password to the form is the fastest way to guarantee only qualified access.
Places where they are available are:
Customizing the form text that isn't accessible in the Form Editor can help make a form easier to complete and understand. One example is setting custom text for the submit button from ‘Submit’ to ‘Complete Your Registration’, which can help keep form visitors informed of their progress.
Every form has its own separate page under the Form Settings -> Custom Text page, and editing the text and phrases there is an easy way to fine-tune the form. Whether fine-tuning includes a complete translation to another language or smaller customizations, the Custom Text page allows form builders to target form visitors with precise and clear text.
The kinds of information on the Custom Text page include text for:
Formsite’s Custom Code item is used to add custom Javascript and HTML to a form for those times when extra code is needed that isn’t built into the form editor. The most common request is to add tracking code to get more information about how visitors use the form. Other uses include:
We occasionally get questions asking how to change the alignment of the form from the default left-aligned to center-aligned or right-to-left (RTL). The form editor aligns the form items to the left normally but there are circumstances where form builders want to align the items to the center or the right.
Formsite order forms give form builders many powerful tools for accepting orders and payments. A feature of our system is the automatic Order Review page that is added to the end of every order form that displays the order details and the payment methods set up by the form owner.
The Order Review page is a common source of questions like:
Piping is one of the most powerful tools available to form builders, as it allows for viewing and using form answers later in the form. The ability to collect and insert values into messages, other form fields, and file names lets form builders create dynamic systems for personalization and organization.
Formsite's methods for piping include features that allow form owners to target system data, set default text, and chain together multiple pipe codes to construct complex personalization or naming values.
The latest release includes enhanced features, new integrations, new templates, style updates, and more. The top enhancements include:
Some form owners have the need to collect uploaded files with their form results, as with registration forms, expense reports, contest entry forms, and many others. The File Upload item allows Formsite form builders to accept attachments with their forms. The most basic use of the item is easy to grasp, but there are some additional considerations and techniques that can be used to increase the usefulness of the File Upload item.
