Creating order forms with Formsite uses the payment integrations to allow form owners to collect payments. The status of each transaction shows with every result in the Results Table. Now using the payment status as a Results Filter for reports and exports is possible.
Results Filters can apply to many places in Formsite accounts, like:
The Results Filters apply conditional logic to each result and return only those that match the conditions. A new option is available to also include the payment status as a condition. This allows form owners to trigger many account functions based on whether the payment is successful or not.
Make a Payment Status Filter
Creating a Results Filter starts on the form’s Results -> Results Filters page.
- Click the New Results Filter button
- Name the filter
- Under Rules select ‘Payment status’ and either ‘is’ or ‘is not’ Paid
- Click Save
Test the new Results Filter by going to the Results Table and selecting it from the Results Filter dropdown.
Using the Filter
Export only results with successful payments by selecting the filter on the Results -> Export page, then exporting using any other custom settings.
Create reports that show only paid results from the Results -> Reports page, then select the Results Filter when creating the report.
Notifications have had the ability to send only after successful payments by enabling the conditional logic settings and selecting the ‘Successful Payment’ option.
Integrations can use Results Filters to only trigger when the data matches the filter’s conditions, for example:
- Box, Dropbox, Google Drive, Microsoft OneDrive: Only send files for successful payments
- Google Sheets: Update spreadsheet with new results when the payment is successful
- Server Post, Zapier, MailChimp: Trigger the integration only after a successful payment
Scheduled exports can use the Results Filter to only send results with successful payments.
Analytics provide detailed analysis of a variety of form dimensions, and the payment status filters allow for more targeted reports.
Formsite form owners can send email notifications after every successful form submission. These emails are useful for keeping the owner updated and customer informed, but sometimes extra settings are desired.
For example, email providers require that all emails show the actual place where the messages originate. That means that Notification emails coming from Formsite always show ‘formsite.com’ in the From address. Some form owners prefer to send email notifications from their private or organization’s Gmail account instead.
Besides showing the organization’s identity, this method also retains a record of all emails sent. Viewing the Sent folder of the Gmail account shows every email sent using this system.
Luckily the Zapier integration has hundreds of Zap possibilities, including a Formsite to Gmail Zap. See how to send email Notifications from your Gmail account ›
Form owners frequently ask for ways to automate custom charts and graphs for reports. Formsite provides several analytics charts and graphs for built-in reporting and analysis. These charts allow owners to see how individual questions perform, as well as:
- Percentage of each answer
- Subsets of answers using Results Filters
- Drop-off rate (where visitors abandon the form)
- Cross-tabulation (compare 2 different items)
- Inventory reports
For those not included in the built-in analytics pages, the best option to automate custom charts comes from Google Sheets. Using the integration to send new submissions to Google Sheets can also automatically update any charts. Read more about custom charts with Google Sheets ›
The rise of email and instant messaging with mobile devices has increased the speed of communication in today’s culture. Today we’re able to use images, emojis, and other custom settings to communicate faster and more completely.
In the early days, limiting messages to text could potentially miscommunicate the sender’s intent 🤔 because the context of messages are easy to mistake without the benefit of body language. This need opened the door to the creation of emoticons and emojis. 🙌💪
Today, emojis appear in many places where extra information is useful, like a conversation shorthand. Using them in places like online forms can help generate interest and enhance organization. Read more about using emojis for better communication ›
Online forms provide useful solutions to all kinds of tasks, like order forms, registration forms, surveys, and lots more. From a personal perspective, forms make it easy to collect information using online tools that anyone can access. Business owners often need more than basic convenience to establish value, though. Considering the productivity enhancements of online forms can help when evaluating the service.
Examples of business productivity tools include: Read more about how online forms increase productivity ›
Many Formsite customers use online forms to collect payments. Registration forms, order forms, etc. use forms to allow their customers to pay securely and accurately. To help with credit card security and to reduce identity theft, credit card companies came up with the Payment Card Industry Data Security Standard (PCI DSS, or just PCI). PCI compliance is a quick way to show form customers that their data is safe.
Questions to consider:
Continue reading about making PCI compliant order forms ›
- What are the PCI standards?
- How to make a PCI compliant order form?
- What payment options are PCI compliant?
Formsite reaches 21 years in business! Founded in 1998, Formsite began with the goal of providing an easy way for non-programmers to make forms. Setting up a hosting environment and a website was—and still is—an unreasonable obstacle for most people. Choosing Formsite for online forms and surveys means:
- No complicated hosting setup or contracts
- System updates performed by someone else
- Security is top-notch and automatic
- Support is a click away
Over the last 21 years, the internet grew to become the primary communication, entertainment, and shopping tool for most of us. Through these changes, sites and companies have come and gone as technology evolves. Read on to take a step back in time ›
Online forms and surveys collect data that many companies use to provide answers to business questions. This analysis often comes as charts and graphs, as our built-in Analytics show. Filtering data using Results Filters lets form owners pinpoint the conditions for more accurate analysis.
Creating filters allows for segmenting the results in either broad categories or specific groups. Examples of some popular filters include:
See how to make different filters and how to apply them ›
- Show only complete results (filter out incomplete ones)
- Date filters (before, after, or between dates)
- Results from specific domains (emails containing ‘edu’ or ‘gov’)
- Order volume (greater than 10 units)
Companies of all sizes use customer input to influence company decisions. Providers of products and services use feedback gained from customer surveys. These surveys may be informal questions asked via email or phone, or formatted in an online survey. The design of each survey question can influence the answers. Follow these tips to gather quality data and avoid skewing the results:
See how to write the best survey questions ›
- Start with the answers
- Use the right items
- Don’t ask leading questions, avoid bias
A past article talks about personalizing emails and the more success it brings. Using the same concepts to personalize forms and surveys will also increase engagement. The more engaged form visitors are, the more likely they are to complete the form.
An obvious way to personalize the form is to use the person’s name and email address, and other ways for less-obvious personalization include:
See how to use each of these to personalize forms & surveys ›
- Screening questions
- Funneling previous answers
- Follow-up items
- Custom Success Pages & Notifications