Opt-in Myths and Tips for Better Forms & Surveys

Form owners in general have high standards for their form visitors. The ideal customer reads carefully and understands the instructions, but the reality doesn’t end up that way all the time. Form visitors often miss essential instructions that lead to mistakes, unintended results, or receiving email without a specific opt-in.

Formsite opt-in example

What is Opting-in?

Opt-in means that the individual agrees to receive email or other communication from the organization.

  • Can a salesperson opt-in a customer?
  • Is it acceptable to assume opting-in unless the customer opts-out?
  • Does it require a signature?

Get these answers and more ›


Service Level Limits and How to Manage

Formsite accounts range from Free to Pro to Enterprise, and each service level has limits. For example, the Free service level allows for 5 forms, 10 results per form, and 50MB file space. The service level limits increase as the services increase to allow higher services more space.

Explaining Service Level Limits

There are basic limits and feature limits, such as access to the Files & Images page, access to send email Notifications, Scheduled Exports, Workflow, etc. The basic limits that apply to all service levels include:

  • Number of forms
  • Items per form
  • Results per form
  • File space
Formsite service level limits

These service level limits apply to all service levels and managing these limits is essential for every account owner.

Read more about options for managing limits ›


Workflow Mapping for Files & Special Items

The Workflow function allows for powerful combinations of forms like approvals, order processing, human resources processes, and lots more. The Workflow mapping function lets the system pass information between forms.

Formsite Workflow mapping

Many customers choose to copy the source form as the destination form, then map the items to pass the values. Most items allow mapping between items of the same type, for example, Short Answer items to Short Answer items. In a few cases, however, items cannot map to the same item type.

For example, the File Upload item allows form visitors to attach files to the source form, but making those files available later in the Workflow requires using different items to either display or provide a link to the uploaded files.

Continue reading about mapping special items ›


API Basics for Formsite Forms & Results

Formsite APIOne of the ways Formsite helps form owners is by connecting to third-party services through integrations. The payment integrations, for example, allow form owners to collect payments from order forms by simply adding the merchant account information. Where we don’t have a built-in integration, the Application Program Interface connects online services, or API for short.

The API for any service communicates with the service and passes data from one side to the other. This data transfer can either PUSH or PULL the data, depending on which side is making the request:

  • Formsite can PUSH the data by triggering the Server Post integration when the form is submitted and sending the form result data to another system. Read more about using Server Post.
  • An external system can PULL the data by connecting to Formsite using the API and receiving the information.

Continue reading this article for more about the Formsite API ›


Formsite Celebrates 20 Year Anniversary

This summer marks the 20th anniversary of Formsite’s founding. In 1998, Formsite began as the original form builder and continues to lead the industry through innovation and input from customers and partners.

Formsite thanks the customers and colleagues who have helped build the service over the years and we look forward to continuing to provide world-class online forms and surveys.

Take a trip through the early days of the internet to see Formsite’s past:

Formsite 20 years 1998 homepage

Peek into the past: 20 years of Formsite ›


Print Forms and Save as PDF for Review or Offline Use

Formsite print forms populatedMany customers ask if the online form is able to be printed. Reasons to print forms include for easier review among several internal departments, or for completing offline. Many features of online forms are difficult to see when printed, however, so this article contains some tips and methods for printing your forms successfully.

Printing form results is a separate question than printing the blank form, yet many of the reasons and methods are the same.

Continue reading how to print forms ›


Show Conditional Items with Hidden Field items and Rules

Formsite show conditional itemsA recurring topic that comes up is how to reduce the number of similar forms in a Formsite account. A related question is how to display different items on a form for different visitors. Both questions essentially ask the same thing: How to show conditional items on a form?

Some practical uses for this technique include:

  • Create one order form with multiple pricing tiers
  • Display only relevant questions based on the link used to reach the form
  • Show approval items to qualified visitors
  • Allow certain visitors only to see certain pages

Form owners can create all of these forms by using Hidden Field items and Rules.
Read more about displaying conditional items ›


One-way Forms: Prevent Previous Page Views

Formsite one-way formsOccasionally we get questions about making one-way forms, which are forms that only allow visitors to go forward. Viewing previous pages may be problematic or against the nature of the form, such as with quiz forms or forms that require registration to continue.

A previous article has tips on page management and this subject is introduced but not outlined specifically. The method to prevent viewing and modifying previous pages requires form owners to build the forms in such a way that the visitor doesn’t have the ability to click the ‘previous’ button or the browser’s ‘back’ button. Additionally, the previous forms’ answers need to pass through all of the pages in order to contain the full complete score. Continue reading to learn all about using and creating one-way forms.

When are one-way forms practical? Read on ›


Encryption for All Files & Data for Formsite Forms

Formsite encryption medical informationData security is one of the most common topics for many organizations in the market for an online service provider. Formsite led the industry several years ago in the shift to secure forms for all services—including Free accounts. We are again at the front of the movement to provide encryption for all form data for all accounts.

As privacy concerns escalate and more people rely on online services, the need to protect sensitive information has increased. PCI and HIPAA are established security protocols to protect credit card and health information, and Formsite believes that data falling outside of those categories must also be protected.

Formsite has therefore taken the initiative to protect all form data for all customer accounts by applying encryption to all database information, including uploaded files.

Read more about Formsite’s data encryption ›


Record Video on your Formsite Form

Formsite record videoWhether you want to add video responses to a simple questionnaire or collect open-ended qualitative video data, this tutorial will show you how to record video with your Formsite forms.

Pipe Video Recorder is a simple to use video recording platform with support for mobile and desktop browsers. By integrating Pipe and Formsite, you’ll be able to collect rich compelling video content with your forms.

In this tutorial, we’ll cover creating a simple Formsite contact form with video recording powered by Pipe.

Read more about adding video recordings ›