The new redesign of Formsite.com is a great step for us as we continue to evolve. The site has been rebuilt from scratch to be fast and fully responsive for modern browsers and devices.
Keeping track of your Formsite account can be challenging at times, especially if you have multiple people using the same account or if you have Sub-users. Luckily there’s a built-in page that tracks the major actions in your account located on the User menu -> Log page.
A single-user Formsite account will usually not need to refer to it, but accounts with multiple users and/or Sub-users can find it useful for keeping track of user actions.
The log keeps a running list of account actions like:
- Logins by username and IP address
- New forms created
- Forms deleted
- Results exported
- Individual results deleted
- Bulk results deleted
- Mass email sent
One of the many features that makes Formsite popular and powerful is the Calculations item. This item lets form builders perform basic mathematical equations on form answers, then uses the equation result later in the form.
Our Order Form items make building order forms simple and the Calculations item isn’t needed in those cases. If the simple order form items aren’t enough, however, the Calculations item lets you specify a custom equation.
Some uses for calculations include:
- Adding product options
- Order additions (tax, shipping, etc.)
- Scoring calculations
- Custom calculators
Server Post allows you to point your Formsite form submission to another server where you can take your form data and do with it whatever you want. Some examples of things you can do with that data include:
- Storing in your own database
- Connecting to a third-party API
- Logging in to your site and passing more information
- Displaying custom content based on form answers
The possibilities are virtually endless. Getting started with Server Post only requires some patience and a little bit of programming.
Your Formsite form collects your form results in its Results Table where you can view, sort, and filter them. You are also able to export your results to a file you can save on your computer for a variety of reasons including:
- Regular backups for safe-keeping
- Order fulfillment
- Periodic reports
- Data source for external applications
- Copying your form (with results)
There are many formats and options available on the Results -> Export page to help you with these tasks.
Your Formsite form has its own unique URL that you can customize for any reason. Whether you’re looking to change the link to include your company name, a category tag, or if you’re just looking to simplify the link, here are some instructions and tips for making a custom URL for your form.
Your form link follows this format:
The Likert scale is a common way of asking the level of agreement and disagreement the visitor has for a question, and should be familiar to anyone used to making or taking surveys. The basic format of the Likert scale is a 5-column answer, which choices like:
- Strongly disagree
- Neither agree nor disagree
- Strongly agree
Making a Likert scale is easily done using a regular Radio Button Matrix item and adding each question as a row, with each answer as a column heading. Additional items available for collecting survey data include:
- Rating item
- Ranking item
- Star Rating item
When should you use each item?
The latest Formsite release contains new features and updates to existing features. These changes include:
- Two-factor Authentication
- Sub-user login page
- Save & Return username/email piping
- New Credit Card item
- Form Folders
- Password-protected attachments
Your form results can be viewed in several ways, from individual results in Notifications to exporting as a complete spreadsheet. Exported spreadsheets can be opened by a few applications and the most common is Excel for both Mac and Windows operating systems. Google Sheets is a free alternative and is accessed through your browser, and most of these tips can be used interchangeably with both.
If you’re brand-new to Excel, a good place to learn the basics is at Microsoft’s help and training pages at https://support.office.com/en-us/excel.
Working with your results in Excel can be an integral part of your data collection process, and here are some ways to make the most out of your results spreadsheets.
A popular Formsite feature is our Results Reports area that lets account owners give access to the form results without giving access to the account. Creating a report will show links to both a table and a chart display, which allows the viewer to choose from a few different formats.
Setting up Reports is as easy as giving the report a name and clicking the Save button (see the documentation page for a tutorial video showing the basic setup). Using the optional settings can expand the usefulness of the function. These settings include setting a password to restrict access, allowing edits to the results, and using Results Filters and Results Views for more focused reports.