Formsite makes building online forms easy and every form has a unique link. The form URL directories identify the account and form to display, and URLs are unique for every form. Creating a Formsite account assigns random character values for the directories initially. Account owners looking to customize the directory values can do that, too.
Reasons to customize the Formsite form link include:
Modifying the URL isn’t the only way to create a custom URL. Form owners can also embed their forms into another website, making the form accessible at a completely custom link. For customers looking to customize the form link, keep reading to see how it’s done.
Salesforce lets organizations understand their customers through their data. They display the data to show customers’ needs to help focus sales and marketing efforts. With Formsite, collecting data and creating new Salesforce records makes for a powerful customer data combo.
New users of Salesforce often ask how to create new records, and Formsite forms provide a fast and easy way to collect customer data.
Mobile devices have evolved beyond entertainment devices to personal tools. Virtually all services and online interfaces are usable, if not preferred, with smartphones and tablets. As a result, many leading services have adopted a ‘mobile first’ strategy to prioritize non-desktop experiences. Completing forms with mobile devices sometimes generates questions like how to attach mobile photos to a form submission.
As anyone with a mobile device knows, photos and videos have become common and plentiful. No longer limited to using words to communicate, mobile users often prefer to send photos or videos. Even emojis have evolved to communicate context when words are not enough, for instance.
What about completing online forms using mobile devices? A frequently asked question about online forms is how to attach mobile photos. Take as an example an event registration form that asks each registrant to upload their photo for their entry badge.
Formsite forms allow visitors to attach files when submitting the form by using the File Upload item. The system saves each attached file and displays the link in the Results Table. If there are any Notifications set up, any uploaded files are optionally attached to the email, too. A new feature will now show uploaded images in the result data for Table formats in some places.
The Table format appears as a results format with:
Forms meant as lead generation tools often appear linked on social media sites. Each individual site has its own slightly different ways to do things, but some best-practices exist for all. Social media sharing can help generate high amounts of traffic, so follow these tips for maximum optimization:
The internet makes it easy to start an online business for virtually any product or service. Many people find affordable hosting and easy site builders to take part in the online economy, though collecting orders can still cause problems. Email-only processes are unreliable and collecting credit card information may drive away security-sensitive shoppers. Luckily Formsite has solutions to add ecommerce to most websites.
Embedding Formsite order forms makes online ecommerce easy for both store owners and shoppers. The process for most online shopping breaks down to a few steps:
Formsite’s file storage integrations allow form owners to save copies of uploaded files to an external place. Sending files to a cloud storage account makes for an efficient way to distribute and back up attachments. Currently they only save attached files, though, and not the actual result data. To save form results to a Google Drive account, we use Zapier.
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
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.