Many Formsite features are triggered when the forms are submitted and occasionally there’s a need to resend notifications, re-trigger integrations, or otherwise simulate the submission process again.
For example, if there is a Notification email set to send to a new email address or one that needs to be changed. The notification can be updated, then the most current result can be resent from the Results Table.
Another case is if an integration fails to complete due to a connection error or an expired token. Once the issue has been fixed, this method can be used to trigger the integration so that the data is sent as needed.
See how to resend notifications and trigger integrations ›
Formsite forms are instantly available as soon as the form is created, so the way to get the form in front of people is to share by linking to the form or embedding the form. Embedding is done by copy/pasting the embed code into the site code and is covered in detail in other articles.
This article covers the different links available when sharing Formsite forms, including:
- Form link
- Save & Return link
- Pre-populate link
- Printable link
- Sub-user link
- QR code
Since the forms are instantly available at their URLs as soon as they’re made, there is no draft or published setting for the forms. There are ways to open and close the form to control access, but that function is used after the form is ready for use.
Once the form is ready to share, one of the links is used to direct visitors to complete the form. Any future edits to the form are instantly applied and the links will always show the current form. There is no need to re-share or update the links.
See more about the form links and when to use each one ›
Formsite is proud to announce Braintree as the newest addition to our payment integrations. The integration with Braintree allows form visitors to pay using a credit card without leaving the form, and the integration communicates the payment status instantly through the Results Table.
As with the other Formsite payment integrations, the Braintree integration allows form builders to enable payments without collecting the sensitive credit card information on the forms. The integration displays the Order Review page at the end of the form, and the visitor enters the payment information directly on the Order Review page where it is securely sent for authorization and completion.
See more about the Braintree payment integration ›
Our newest release adds some functionality enhancements and new capabilities for customers looking to collect payments using Braintree payment processing, embed multiple forms on one page, and use the Server Post integration to receive JSON-formatted results.
Braintree Payment Integration
The latest addition to Formsite’s payment integrations is the Braintree payment integration. This integration allows Formsite customers to use Braintree accounts to collect payments with their forms, and the integration allows the information to be collected directly on the form and the status is updated immediately in the Results Table.
Read more about the Braintree payment integration ›
Form security is a constant topic at Formsite and a daily source of questions. Regardless of the type or amount of information being collected, secure forms are provided to every account at every service level.
The most common questions we receive about secure forms include:
- How do I know if I have secure forms?
- What is the Secure Form setting?
- Are embedded forms secure?
- What is ‘Security Compliance’?
- Who needs HIPAA-compliance?
Continue reading about Formsite’s form security ›
Order forms for one-time payments like event registrations, product order forms, and other single transactions use the standard payment processing setup, but sometimes it’s necessary to create a repeating charge. Some examples of forms with recurring billing include subscription fees, membership renewals, or installment payments.
Setting up recurring billing is easy with Formsite and the payment integrations with PayPal and Authorize.net.
See how to make a form with recurring billing ›
Controlling access to forms and results is essential for many form owners, and Formsite provides several places where authentication can be required. Password protection is the most common way to authenticate form visitors and result recipients.
Password-protecting the form is typically needed when access needs to be offered to a controlled group of visitors. A business employee form is one example where the results needs to be restricted to a specific group, and applying a password to the form is the fastest way to guarantee only qualified access.
Places where they are available are:
- Form password
- Save & Return
- Email secure link
- Reports password
- Require login to access files
See when to use these methods ›
Customizing the form text that isn’t accessible in the Form Editor can help make a form easier to complete and understand. One example is setting custom text for the submit button from ‘Submit’ to ‘Complete Your Registration’, which can help keep form visitors informed of their progress.
Every form has its own separate page under the Form Settings -> Custom Text page, and editing the text and phrases there is an easy way to fine-tune the form. Whether fine-tuning includes a complete translation to another language or smaller customizations, the Custom Text page allows form builders to target form visitors with precise and clear text.
The kinds of information on the Custom Text page include text for:
- Messages & Errors
- Currency symbols
- Email labels
- Inventory labels
Continue to read about how to customize your form’s text ›
- Google Analytics & Facebook tracking
- Google Translate
- Custom Print button
- Embed videos
- Visitor referrer
See more tips and examples of Custom Code ›
We occasionally get questions asking how to change the alignment of the form from the default left-aligned to center-aligned or right-to-left (RTL). The form editor aligns the form items to the left normally but there are circumstances where form builders want to align the items to the center or the right.
- Center-aligned forms are most commonly requested when the form is embedded into the customer’s site where the design requires a center-aligned form.
- Right-aligned or RTL forms are commonly requested by customers needing a solution to display the form in a language that is read right-to-left.
Read more about how to modify your form’s alignment ›