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.

Export Attachments by Date

Export AttachmentsA newly-released function to enhance back-end workflow is an optimization to provide a date filter when exporting attachments.

This is a request from customers that we are sure will be popular, especially with those using our Signature feature. Forms that include signatures or file uploads can become difficult to deal with after a period of time due to a large number of attachments. The previous method to export attachments from multiple responses was to export the entire attachment library. This new feature lets customers select a time period to limit the attachment export in order to ease the burden of large or numerous files, or for those customers who only want to download files since their last visit.

The new tool replaces the previous attachment export function accessed at Results -> Export -> Export -> Attachments. The ability to export the complete attachment library is still the default operation, with the date filtering a new option. Read more about FormSite features on our Features page.

HTML5 Validation

Our most recent release has published a few new features to help with both front-end compatibility and back-end workflow. One feature is the new HTML5 validation that benefits from the power of new browser technology.

HTML5 ValidationHTML5 offers new code elements that allow programmers to present interactive content easily. In addition to providing more types of content, HTML5 validation will automatically check form fields for the correct format. This automatic validation lets the visitor know when the form encounters a response that doesn’t match the expected response format, such as URLs and email addresses.

While validation is nothing new, the ability to tag the fields and let modern browsers alert the user when they’ve entered the wrong kind of value is a feature of the new HTML5 standard. These tags do not require any configuration and are automatically placed with each applicable form item and validation pair. We’re looking forward to using more HTML5 features as the standard is evolved and browsers increase their compatibility.

Read more about the exciting new possibilities of HTML5.

New Online Form Examples

online form examples

Our online form examples section is one of the most popular areas on our website for new and existing customers to get inspiration. In addition to providing sample content like survey questions, registration options, and order form ideas, they also show a wide range of form creative ideas for all experience levels. There are examples that show the built-in features of our form building tool, as well as examples that show the advanced possibilities available through directly editing the style sheet.

The new example section contains the previous categories showing registration and sign-up form examples, marketing and survey examples, and order form examples. Additionally, three new categories have been added: Form report examples, form style examples, and form email examples.

Finally, there is a new category called Real Life Form Examples that shows some actual samples from our customers. These real world online form examples show how others have used our services to create real business tools that are both useful and effective. Take a look and let us know what you think.

Capture Electronic Signatures on your Forms

Electronic SignatureWe have added a new Signature item that can be added to your form. You can now capture electronic signatures on forms by allowing visitors to sign with their mouse, finger, or stylus. This will help you to verify your users’ identities or allow your users to provide an extra layer of consent to your forms.

The Signature item will generate an image of the electronic signature that you can view with your results, depending on the format. For example, you will see these inline with the rest of the form results in most email formats. They can also be downloaded along with your Attachment item results.

We have marked the Signature item as a beta feature to help us gain feedback. Please Contact Support with any feedback, comments, or suggestions.

Save and Return replaces Form Login

save-and-returnSave and Return is the new name for our Form Login feature. All existing functionality remains the same, only the name has changed to be more descriptive.

Save and Return Features

The Save and Return feature allows users to create accounts that are associated with their form results. A user can use their account to save a partial form result and return later to finish it, or to view past form results. You can create users’ accounts ahead of time, or allow users to create their own accounts. You can also customize how many times the user is allowed to return.

We have also added new functionality that allows you to manually assign (or reassign) a Save & Return account to an existing form result. To do this, go to your form’s “Results > Summary Table” page. Then, click on a result row’s Username column.

The Save & Return feature is available to all Pro 1 level or higher FormSite accounts.

FormSite Forms Now Use jQuery

FormSite is changing its JavaScript library to jQuery starting immediately. This decision was in response to customer feedback and is part of our long-term strategic goal to provide superior service, diligent security, and consistently current technology.

Since 1998, FormSite has progressed through several JavaScript libraries including YUI, YUI-Ext, ExtJS, and now jQuery. As the leading JavaScript library, jQuery is used by over half of the top websites in the world. It is faster, smaller, and more popular than anything we have used in the past.

jQuery and FormSite Customers

  • All new forms will immediately take advantage of the change.
  • Existing forms will be automatically upgraded the next time you load them in the form editor.
  • Unedited forms will continue to work unchanged.

Examples

jQuery signature

The new Signature item is an example of a new feature that was built with jQuery. This feature allows for an additional layer of verification and is able to capture a signature using a mouse, stylus, or finger (with a compatible touch-enabled device, of course).

jQuery progress bar

The new upload progress bar is another example of a new feature that was built with jQuery. As a file is uploaded, the progress bar updates in real-time to give users feedback on the upload process. For older browsers, there is a built-in fall-back that shows a generic waiting animation instead.