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 ›
The European Union (or EU) has worked to protect online information rights for European and global citizens alike. The General Data Protection Regulation (GDPR) is a new regulatory plan that provides individual data protection rights, and also aligns multiple data privacy laws across Europe under a single directive. This new regulation protects EU citizens and provides an outline for online privacy.
The effect on US and other global businesses is to require that everyone complies with the GDPR guidelines when conducting business with EU citizens. Accordingly, Formsite has taken the necessary steps to fully comply with the Privacy Shield and GDPR directives.
Read more about data security and EU privacy ›
Our most recent release provides format updates, Notification updates, style updates, and lots more. See what has changed and how to work with the new features.
Continue reading for the full story ›
A common question we receive is how to add formatting items to results in either the Results Table or Notifications. Since the result information is only text, regular formatting items like headers or separator bars aren’t included because they’re more than text. With only text to work with, is it possible to add hidden formatting items to make results easier to read?
Yes, by adding a Hidden Field item after each Heading item or Page Break item, form builders can add text as hidden formatting items to every result. Text, page numbers, piping codes, and more!
Read more about using Hidden Field items as separators and notes ›
Collecting orders for products and services is a popular use for Formsite forms and our extensive list of order form items. In addition to the pricing items, a few additional items allow form builders to include order form additions and discount amounts:
- Radio Button Percent
- Dropdown Percent
- Coupon Code
See how to use these items in an order form to add or discount a percentage, discount a fixed amount, and exclude items from the percentage calculation ›
Formsite makes it easy to be a customer with our friendly pricing, guaranteed satisfaction, and pay-as-you-go plans. Among major fears reported by online customers, the fear of hidden charges and confusing contracts tops the lists. Our service costs are completely transparent and are set up to avoid those fears.
The cornerstone of Formsite’s friendly pricing is the 14-day Free Pro Trial. Try Formsite for 14 days with no obligation, no fees, and no credit card required. The Pro Trial lets all new customers try the system at the Pro 2 service level for two full weeks. Create forms, set up email notifications, and collect results while testing the integrations, Workflow, payment processing, and more.
What happens when the Trial is over? Read all about it ›
Every Formsite form collects results in its Results Table, with each row as a separate result. Navigating the Results Table is easy for new form owners and learning how it works can make it powerful, too.
Sorting, filtering, customizing columns, and viewing individual results are the tip of the iceberg. Form owners can also:
Keep reading for more Results Table features & tips ›