Connect forms and pass information for approvals, follow-ups, multiple payment options and more.

Creating workflows that connect forms and share information is a popular request by many customers. So popular, in fact, that we created an extensive Workflow feature to automate form linking and mapping information between forms. As useful as the Workflow feature is, sometimes all you need is to connect Form A to Form B.

Connect Forms

Some examples of where connecting forms is useful include:

  • Approval: A visitor sends a form response to someone else, who then sends another response with information added to the original.
  • Follow-up: A visitor sends a form response to someone who replies with a different form containing the original information plus additional questions.
  • Special Payment Form: A visitor has the option to pay in full or by multiple recurring payments, which requires 2 separate forms with different payment settings.

Is it possible to connect multiple forms together and pass information between them? Yes!

Continue reading about connecting forms and passing information ›

3 ways to Mass Email your form visitors

Mass EmailStaying connected to people who have submitted your form is a useful feature for many form owners. For example, your event registration form can send an email reminder of an important upcoming date. Another use would be for an online store to send sale notifications to past customers. The possibilities are endless!

FormSite has created a few ways to easily email your form visitors:

Read more about sending Mass Email ›

Use the Secure Form Badge to Show Visitors They’re Protected

A previous release announced secure connections (https) for all FormSite forms, and now we have an optional ‘Secured by FormSite’ badge you can use to tell your form visitors that you are serious about their security. Automatically applied to the bottom of secure forms, the secure form badge is a fast way for customers to see when their information is protected.

Secure Form Badge

See how to set up the Secure Form badge ›

Use Inventory to limit available items

Do you have a need to only offer a fixed number of items? For example, maybe you have an order form and you want to sell your products but you don’t want to charge people if you run out. Or maybe you provide a service and you want to allow your visitors to register for specific times, but you want to avoid double-booking the same time. FormSite’s Inventory feature does more than manage products. Let Inventory limit the number of items, times, or seats available on your form.

Always show inventory

Read more about how to use Inventory ›

Conditional Logic tools and examples for more powerful online forms

Do you want to do different things based on the answer to a form question? If so, you need to use Conditional Logic. FormSite uses conditional logic to show form items, direct visitors to specific Success Pages, and send email Notifications based on the answers to form questions.

Conditional Logic Tools

One of the most common logic tools is the hide/show function in the form Rules page. Here you can display form items if a previous answer matches the rule. For example:

Conditional Logic

Continue reading about conditional logic with online forms ›

Use Pre-populate links to populate hidden or visible form fields

Pre-populate FormSite formsThe pre-populate function allows you to pass values into your FormSite forms and surveys from anywhere you can place a link. This is useful for connecting your form responses to their sources, like email, social media, and other inbound links. An easy example is adding a link to your survey from an email and automatically capturing the email address.

To set up this example, you would first create your FormSite survey with the questions, multiple pages, ratings items, etc. Next, you want to add a Hidden Field item to the top of your survey where you will pre-populate with the email address. The benefit of this method over simply asking for the email address is that you remove the need for the respondent to choose to take the survey again and increase your likelihood of conversion.

Read more about how to pre-populate your form ›