An option for form owners is to make a backup of the form’s results data from the Results -> Export page. Whether keeping results in the Results Table for permanent storage or exporting and deleting to make room, using the backup and import features can be tricky. Here are some tips for backing up and importing results.
What does Import do?
The Results -> Import page adds rows to the Results Table. Some examples of times when this is useful:
- Restoring backed-up results
- Importing results into a newly-copied form
- Adding pre-filled results for Save & Return
See how the Import function works ›
One of the lesser-known features of Formsite forms are the form Header & Footer settings page. These areas let form owners insert content that appears on every page of the form, and can include images, text, and some custom HTML.
The most common use for the form header is to insert the organization’s logo and other branding elements. Other ideas for the form header and footer include:
- Logo and branding
- Personalization and pre-populated content
- Instructions and tips for completing the form
- Contact information
Read more about the Header/Footer settings ›
Whether it’s a logo, product image, or simply an interesting background, adding images to forms and other places helps to communicate with form visitors.
Formsite form owners at every service level can add images to forms, success pages, notifications, and virtually every other possible location. Past articles contain instructions for adding images, using the built-in and external hosting, and adding mobile-friendly styles.
This article combines the basics from those previous articles into a one-stop reference guide for using images with your Formsite account.
Continue for more info about using images
Creating order forms that collect online payments is one of Formsite’s most popular uses. The payment integrations allow form owners to connect their order forms directly with their merchant accounts at PayPal, Authorize.net, and Stripe. A little-known feature of some of the payment integrations is the ability to send additional order information with each payment transaction.
Typically, each transaction collects only the essential information at the payment processor, like the payment amount and the time of the transaction. In addition to the essential transaction information, it’s also possible to send contact information or other result information along with the transaction information.
New form owners sometimes need help getting started building their first forms. Order forms, registration forms, surveys, etc. can be daunting while still in the idea phase, and often all that’s needed is a nudge in the right direction. A good place to start learning about form building is by using one of Formsite’s form templates.
The templates allow new account owners to quickly see how forms are built and how they work. Our examples and templates have around 100 premade forms and surveys that cover a broad range of possibilities.
See how to use the templates to get started >
A new feature has been added to Formsite’s Rules to streamline a previously complex process. Many customers request a threshold for order forms to provide a discount over a certain quantity or price threshold. Prior to this order form rules update, the steps needed included enabling Scoring, tracking the score, then creating the rule based on the total score.
This new feature removes that workaround and instead allows form owners to set rules on individual quantity and pricing items. Example uses include:
- Automated discounts: Get 10% off orders over $100
- Table rate for taxes or shipping: Free shipping for 5 or more items
- Group pricing: Party rooms available for 10+ guests
Notifications alert form owners of new results, send auto-responses to form visitors, and notify relevant team members of new results. The built-in notifications page lets form owners send emails, though many owners have created systems to send non-email notifications, too.
Every successful form submission triggers the notifications and integrations, so setting up forms to send non-email notifications is also possible. These notifications offer form owners a broader range of options including customized messages, delayed or repeated messages, and advanced automated features like creating events and scheduling.
Continue reading for more ideas about non-email notifications ›
Form results are saved in the Results Table as rows and each row represents a single result. Many Formsite features use the results to trigger actions like Integrations, display in Reports, etc. There are times, however, that call for only certain results’ information. These times use Results Filters to specify which results to use.
Filters can be used to segment the Results Table in real time to evaluate whether an action should be taken. For example, a Results Filter can be made to return all results without a blank email address, which can then be added to a Google Sheet. Using the filter for high-quality leads is just one example of what is possible with Results Filters.
Read more about using filters
The Results PDF feature lets Formsite customers create a form and connect the fields to a PDF form. This feature automates filling of PDF forms and allows form owners and visitors to receive the completed forms quickly and accurately.
Examples of this feature in action include filling out tax forms during the U. S. tax season or setting up new employees:
- 1040: U.S. Individual Income Tax Return
- W-9: Request for Taxpayer Identification Number and Certification
- W-4: Employee’s Withholding Allowance Certificate
- 2848: Power of Attorney and Declaration of Representative
- 2106: Employee Business Expenses
Continue reading to see how to use these PDF template files ›
Formsite account owners have access to some of the most powerful and useful integrations available. These integrations allow enhanced functions like payment processing, copies of file attachments, and email list automation. In addition to adding email addresses to lists, the MailChimp merge tags let form owners send other information to enhance list records.
What are MailChimp Merge Tags?
The initial fields available with a new MailChimp list are First Name, Last Name, and Email Address. Merge tags allow list owners to set additional, custom fields to add information and context to each list record.
Read more about MailChimp merge tags ›