HTML Head Tags & Links Customization

A primary factor for many Formsite customers is the ability to instantly make a new form that contains all of the required parts. Web forms are fundamentally web pages after all, and setting up the file structure can be troublesome and time-intensive if you don’t do it all the time. An essential and powerful part of the web page is the HTML Head area. This group of HTML elements contains many of the page’s critical links and definitions.

Formsite HTML Head

Formsite HTML Head advancedHow to customize the HTML Head area:

  1. Go to the Form Editor
  2. Click the Style button
  3. Click the Advanced Link

Some examples of the data included in the HTML Head include:

  • Meta tags for defining the page’s title, description, keywords, author, etc.
  • Links to external scripts and style sheets
  • Analytics tracking code that should appear on every page of the form
  • Custom form preview image and content information

Continue reading about customizing the form’s HTML Head ›

Workflow Enhancements For Easy Setup & Use

A powerful and popular Formsite feature is the automated system for connecting forms, which we call Workflow. We have recently published some Workflow enhancements to help make this popular feature even more usable. For those who are unfamiliar with the Workflow feature, an example of a Workflow is an approval process:

  1. The form visitor submits the first form,
  2. Triggering an email to the supervisor with a link to the second form,
  3. That the supervisor approves or denies, then submits the second form
  4. The supervisor’s answer optionally returns to the original visitor and/or forwards to others for further processing.

Formsite Workflow enhancements

Workflow Enhancements

The Workflow enhancements for the most recent release includes:

  • New Workflow templates
  • Ability to map images & Signatures
  • Automatic Workflow folders

Read more for details about these enhancements ›

Make a Custom Email Receipt with Pipe Codes

Formsite email receipt

One of Formsite’s most popular features is the ability to send an email after every successful form submission. Our Notifications allow form builders to send multiple emails in a variety of formats and completely customize the message and results sent. A common use for the notification message is to create a custom email receipt with the visitor’s answers.

Passing the form answers to the email allows form owners to make personalized messages with the visitor’s responses and is possible using the form items’ pipe codes.

See how to use piping to make email receipts ›

Multiple File Uploads Now Enabled For All Accounts

A new feature recently added to all Formsite service levels is the ability for multiple file uploads with a single File Upload item. This feature addition eliminates the previous need to add multiple File Upload items to accommodate multiple file uploads.

This feature enhancement comes as a giant step forward in form usability for customers who require multiple files. Many customers have forms requiring multiple attachments for each form result. Before now, the File Upload item limited each item to one file per upload.

Formsite multiple file uploads

Not anymore! See how to configure the File Upload item for multiple uploads ›

Use Your Google Login for Fast & Secure Formsite Access

New for Formsite account holders is the ability to connect your Formsite account with your Google account to make logging in easier. The new Google login feature lets you set up your Formsite account to connect to Google for access to your account and to make logging in easy.

Formsite Google login

The Google login feature is currently only available for primary Formsite account holders and is being considered for Sub-users and Save & Return accounts for the future.

Continue to see how the Google login works ›

Scheduled Exports for Automated Results & Backups

One of the most powerful features accessible to all Pro 1 and higher account holders is the Scheduled Exports. This function allows form owners to set up an automatic export to run at a specified interval, then save and optionally email the link to download the export. The saved exports take a snapshot of the Results Table and can be used to process orders, update leads, back up the results, or countless other possibilities.

Formsite scheduled exports

Scheduling exports is an easy way for form owners to create a process to distribute results to team members and/or automate backups. Every account with a Pro 1 or higher service level has access to schedule an export to run at the specified interval. When the system processes the form’s export, the export file is saved in the account for 14 days to allow time to download the results archive.

See more about Scheduled Exports ›

Currency Settings for Global Payment Forms

Formsite currencyFormsite makes order forms and payment forms easy with the payment integrations, and a common question is how to change the form’s currency. A form owner can build the order form using any currency and the system will track the amounts normally.

The running total, calculations, and Order Review page display the payment information using the settings from the form’s text and payment integration pages. The ability to customize the currency and send the payment in the correct legal tender make Formsite order forms a powerful global tool.

See how to customize the form’s currency ›

Progress Bar, Page Numbers & Custom Indicators

Forms and surveys with many items can benefit from splitting the form into multiple pages. The user experience is better when the form visitor is presented with the questions as needed rather than the entire form at once. Showing the visitor’s position in the form is done using the progress bar and/or page numbers, and form owners can make custom progress indicators, too.

In order to display the progress bar and page numbers, there needs to be more than one page in the form. Adding pages is done in the Form Editor by inserting Page Break items where they’re needed. Once the form has multiple pages, the progress indicators can be used.

Formsite progress bar

Read more about progress indicators ›