Your Formsite form has its own unique URL that you can customize for any reason. Whether you’re looking to change the link to include your company name, a category tag, or if you’re just looking to simplify the link, here are some instructions and tips for making a custom URL for your form.
Your form link follows this format:
Read more about customizing your form’s URL ›
The Likert scale is a common way of asking the level of agreement and disagreement the visitor has for a question, and should be familiar to anyone used to making or taking surveys. The basic format of the Likert scale is a 5-column answer, which choices like:
- Strongly disagree
- Neither agree nor disagree
- Strongly agree
Making a Likert scale is easily done using a regular Radio Button Matrix item and adding each question as a row, with each answer as a column heading. Additional items available for collecting survey data include:
- Rating item
- Ranking item
- Star Rating item
When should you use each item?
Let’s dig in to Rating & Ranking items ›
The latest Formsite release contains new features and updates to existing features. These changes include:
- Two-factor Authentication
- Sub-user login page
- Save & Return username/email piping
- New Credit Card item
- Form Folders
- Password-protected attachments
Read more about the newly-published changes ›
Your form results can be viewed in several ways, from individual results in Notifications to exporting as a complete spreadsheet. Exported spreadsheets can be opened by a few applications and the most common is Excel for both Mac and Windows operating systems. Google Sheets is a free alternative and is accessed through your browser, and most of these tips can be used interchangeably with both.
If you’re brand-new to Excel, a good place to learn the basics is at Microsoft’s help and training pages at https://support.office.com/en-us/excel.
Working with your results in Excel can be an integral part of your data collection process, and here are some ways to make the most out of your results spreadsheets.
Continue to learn about using Excel with your results ›
A popular Formsite feature is our Results Reports area that lets account owners give access to the form results without giving access to the account. Creating a report will show links to both a table and a chart display, which allows the viewer to choose from a few different formats.
Setting up Reports is as easy as giving the report a name and clicking the Save button (see the documentation page for a tutorial video showing the basic setup). Using the optional settings can expand the usefulness of the function. These settings include setting a password to restrict access, allowing edits to the results, and using Results Filters and Results Views for more focused reports.
Let’s see some example uses ›
One of the most frequently misunderstood concepts is the Admin item setting on your Formsite form items. Using the Admin setting allows you to create form items that are for admin use only, but what does that mean and why would you use it?
The Form Editor says that Admin items aren’t shown on your form. That means that the item will appear in your Results Table as part of the form, but the item itself will not appear on the form when the visitor completes the form.
Uses for this feature include:
- Creating an internal status or notes item for each result
- Editing or removing items from the form without losing the recorded results
- Triggering follow-up email notifications
Read more about using Admin items ›
A popular request is how to send email reminders when people don’t complete your form. The dilemma is how to trigger something based on something NOT happening. For customers looking for this ability, MailChimp’s Goal & Automation tools make it possible.
Let’s dive right in. You will need:
- A Formsite form you want people to complete
- A MailChimp account
- A list of email addresses for your visitors
In order for this to work, you need to start with the visitors’ email addresses. There’s no way to do this without starting with the emails. The order things will happen is:
- You send your MailChimp Campaign with a link to your form to a list of email addresses
- When recipients click the link to visit the form, the Goal is counted and the recipient is removed from the list segment
- After a set period of time, the reminders are sent to all remaining subscribers
See how to put it all together ›
Our previous instructions on adding Google Analytics to your form are still applicable, but there are some special circumstances you may encounter that aren’t covered there. For the sake of efficiency the important parts of the instructions are repeated here, which makes this article the only source you need for adding Google Analytics to your Formsite form.
We will cover:
- When, where & how to add Google Analytics and Google Tag Manager code
- Using Analytics with embedded forms
Let’s dive in ›
Connecting your form to Google Sheets is easy to set up and requires virtually no maintenance, making it one of the most popular integrations for Formsite members. Connecting your form to your Google account is an easy and dependable way to create an automated backup of your form results, along with many other benefits you may not realize.
Let’s see what else you can do and how to set up your Google Sheets integration ›
Your form’s Rules page is a list of actions your form will take while your visitors are completing your form. For example, say you offer shipping to both USA and Canada. If you have a question near the beginning of your form asking the visitor’s country, you can create a rule to show the appropriate items later in the form.
See how to work with Rules ›