2 Ways to Customize Your Results

Custom results are a common question topic from FormSite customers. Whether it’s a need to automate the layout and design to save time, or a need to apply the results data in a different format, results customization is a valuable part of our service. For example, say you are creating a sign-up form for your organization’s annual 5k. You would begin, as always, by creating the form to collect the runner’s information. Next, you set up the notifications to confirm the registration and email any organization admins. In addition to the notification, say you want to set up the system to automatically create a personalized letter to the runner, as well as the race bib and post-race completion certificate. Results PDF

Custom PDF Results

The first method is using FormSite’s built-in PDF functions. You start by creating the template files in your preferred design program, save as a PDF file, then use Adobe Acrobat Pro or Adobe LiveCycle Designer to insert fillable form fields. These PDF templates are then imported into your FormSite account and your fields are then mapped to the template fields. More information about FormSite’s PDF features can be found at http://www.formsite.com/documentation/pdf/index.html

Results Data Merge

The second method uses data merge functions in your preferred design program with the FormSite export. You start the same way, by creating the template file in your program, then export your results from your FormSite account and use the exported file as the source data. This will allow you create all of the personalized documents in a batch and save them in the desired format. Popular programs that support data merging include:

Stripe Payment Integration Released

StripeWe have received many requests for an easy payment integration option. Stripe is an extremely easy to use, fast to set up, intuitive payment option that accepts the major credit cards from around the world. Their on-page payment form and simple fee structure make it a very attractive and competitive solution.

At the time of this writing, Stripe is available for customers in Australia, Canada, Ireland, United Kingdom, and United States, with most of the rest of Europe in Beta. To set up a Stripe account and to learn more about this payment option, visit stripe.com. To learn all about how to set up Stripe integration with your FormSite form, visit our documentation page.


Send Form Attachments to Dropbox

DropboxA new feature for our customers is an integration with the popular cloud file storage service Dropbox. FormSite users can now link individual forms with their Dropbox account to have file uploads automatically copied to a directory of their choosing.

This service allows form owners the security and convenience of multiple locations for their form attachments, as well as the accessibility and notification features that Dropbox provides. Our integration allows customers to select a primary folder to automatically add files, and allows for dynamic sub-folders and renaming to enhance the convenience and usability of the feature.

For new Dropbox users, visit dropbox.com to learn more and to sign up for your free account. To learn more about our integration and to see a video tutorial, visit our documentation page.


Full Cloud Migration Complete

FormSite has wrapped up migrating our architecture to a 100% cloud-based processing and storage system. This monumental task puts the power of cloud computing in our hands with a practically limitless scalable structure. In addition to processing power, cloud computing also allows FormSite to establish servers in geographically advantageous locations to enable faster connections and diverse redundancies.

CloudCloud Services for Customers

Cloud servicing offers our customers the peace of mind that comes with virtual computing and knowing that their data is secure. Since the cloud is made up of a large network of computing systems, data is invulnerable to physical events like hard drive crashes, power outages, or other machine failures. With the cloud components sharing the burden of data storage and processing, the potential for data loss is lower than ever.

 


New Theme Styles & Colors

The latest FormSite release presents a new set of Themes to the Look & Feel capabilities, as well as an updated default form style. The updated style presents a cleaner experience for form visitors and a more seamless transition for mobile users. The text fields and buttons have been given a larger footprint to provide easier access on smaller screens, and the gradients and shadows have been minimized to lessen form distractions.

Themes

Theme options

The new themes provide color options of our new default style and give form designers the ability to quickly select a personality for their form. Ranging from conservative blues and grays to wild oranges and greens, there is a theme for every subject.

The Customize tools have been modified to allow for more control over common elements and some names have been changed for clarity. All of the previous tools are still available for customers looking to match new forms to old styles. Form designers can either rebuild legacy themes or copy styles from existing forms in their account by going to Look & Feel and clicking the Copy From Form button.


New tools for attachments

The most recent FormSite release gives customers more control over their form results through enhanced attachment processing tools. Exporting results has had the ability to limit the export to a date range for some time now, but targeting files separately has been a frequent request. New in this release is the ability to delete just form attachments, which lets form owners reduce their account file storage, as well as the ability to limit to a specific date range.

Delete attachments

Managing Attachments

A previous release added the ability to export attachments as a zip archive, and this new feature gives form administrators the ability to delete files from form results. An example of the usefulness of this feature is with a form that collects uploaded files, such as a contest submission or photos of items for sale. The form owner can now export the files for safe-keeping, then delete all attachments in a specific date range. This allows you to delete attachments while retaining the other information collected by the form.


Enterprise Customer Profiles

Enterprise Customer ProfilesFormSite enterprise customers are high-volume users whose needs often require extra processing power, higher limits, and dedicated servers. Additionally, our white label options are frequently used to create a seamless integration of FormSite into enterprise websites. Newly added to the site are enterprise customer profiles showing how customers in a variety of industries are benefiting from FormSite services.

Enterprise customers use forms in a variety of ways, including conducting surveys, collecting registrations for events, as an interface for updating customer information, and as a lead generation tool. Developing these forms would typically require an extended design and programming period, along with constant monitoring and results processing. Through FormSite, enterprise customers use the same form builder and results system – but on a much larger scale. Our system eliminates all of the nuisance activities associated with building and maintaining forms, and provides an efficient productivity-enhancing process instead.

White Label services are available for enterprise customers for seamlessly integrating FormSite into their own domains and styles. With white labeling, all of the components of FormSite are custom branded to present a unified and consistent user experience, while still receiving the support and processing power from FormSite. White label customers are provided a dashboard tool that enables them to easily manage all of their accounts. White label customers are also free to charge different prices to their customers that are in line with their value add.

Visit the profiles page for more information on enterprise services and how FormSite is creating solutions for enterprise issues.


FormSite Services in the Cloud

FormSite’s latest release has moved many of our services into the cloud. This move has given us the ability to create capacity on the fly, provide more efficient global service, and reduced the dependency on a single geographic location.

What is the cloud?

Cloud computing broadly refers to applications and data hosted by virtual servers, which are not literal computers but instead virtual computers that are simulated by a large number of interconnected computers. These virtual computers can be modified in place – growing or shrinking as necessary – much like a cloud does.

How the cloud helps you.

CloudFormSite now has greater flexibility to create capacity where it’s needed. As the current customer load increases, the system capacity evolves to meet new demands. As new needs emerge, we are able to implement new countries and regions to better serve our customers and protect their data.

Cloud processing gives us the ability to scale our service rapidly for our Enterprise and White Label customers. White Label customers are typically over 1,000 accounts and/or forms, and they display a custom-branded version of FormSite.com. Each White Label customer has a unique setup that may involve one or more dedicated servers. This feature addition allows for flexibility of deployment for Enterprise and White Label customers in either our Chicago data center or our cloud-based services.

While other FormSite releases have presented new features, productivity enhancers, and integrations, this release is entirely behind the scenes and provides our customers with nearly limitless growth potential, complete security, and the flexibility of a global service.


Add Google Analytics to Your FormSite Form

The beginning of a new year is the perfect time to review your methods of performance tracking. While FormSite provides excellent charts and graphs to analyze your forms, sometimes you also need to include other analytics tools within your form or survey. Adding Google Analytics to your form is an easy way to gather deeper information about your users, conduct usage experiments, and track campaigns.

Adding Google Analytics to your FormSite form

Google Analytics

If you already have an Analytics account for another website or form, you will want to create a new property using the instructions at the bottom under Tracking Multiple Forms. Follow these instructions if you don’t currently use Google Analytics:

  1. Go to Google and sign up for an account or log in to your existing Google account, then visit Google Analytics to get started. Follow the instructions to set up your website, using your form name as the Website Name and formsite.com as the Website URL. Google will provide you with the tracking code that you will copy and paste into your form.
  2. In a new browser tab (or window), log into your FormSite account and edit the form you wish to track. Click on Header/Footer and click the code editor for the Footer Text/HTML window. The code editor is the last button in the editor toolbar and looks like <>. In the Source code window that opens, paste your tracking code supplied by Google and click Ok, then Save.

Now, every page of your form will contain your Google Analytics tracking code. You can now visit analytics.google.com using your Google account and see how many visits your form gets, where in the world your visitors are coming from, how long they spend, and much more.

Tracking Multiple Forms

If you have more than one form to track or if you are tracking another site, you will want to set up multiple properties in order to keep the data separate. To set up another property, log in to your Analytics account and click the Admin button. In the middle column you will see the Property pulldown, and clicking the menu will reveal a link to Create new property. Follow the same instructions as above to set up a new property and copy/paste the tracking code into the footer of your new form.


Mobile Optimized Forms

Mobile OptimizedOur most recent release contains a few new features to help with both front-end compatibility and back-end workflow. The most visible feature is the new Mobile Friendly switch we’ve included in the Look & Feel page for all forms.

Accessed on the Advanced/CSS tab within Look & Feel, the Mobile Friendly switch is on by default for new forms (off for existing forms) and applies certain style definitions that provide a mobile optimized experience. These style definitions include making the form fields a little bigger for easier finger tapping, zooming the page to fill the screen by default, and other subtle usability enhancements.

We have included the switch to allow customers to decide for themselves whether they want or need the mobile optimization, as well as the ability to disable these definitions for maximum control of form styles. Visit our documentation page for more information about how we optimize FormSite forms for mobile devices.