Creating a New Form
Navigate to Forms > Manage Forms. Here you will find a list of already existing forms as well as have the option to create a new one.
To create a new form, select Add New Form.
Enter the name of the form and select Save and Continue to Edit.
After saving, form action buttons will appear in the top right corner.
- Delete Form- Delete the entire form and all form data, including customer-submitted results.
- Add Field Set- Add new field set to the form.
- Add Field- Add a new field to the form.
- Duplicate Form- Duplicate the form with all fieldsets, fields and form parameters. Creates an inactive copy of the current form. It doesn't duplicate submission data.
- Save- Save the form and return to manage forms page.
- Save and Continue to Edit- Save the form and stay on the current page.
You will use these form action buttons to create your form.
For now, you will fill out the form information.
- Name- Name of the form.
- Code- This is a technical parameter, used by developers to identify the form in your scripts. (Must be all lowercase letters with no spaces.)
- Description- You can use the Show/Hide editor to create a layout for additional information for your customer, which will be displayed under the name of the form. This description disappears when the form is successfully submitted.
- Success Text- This is the success message that appears to the customer once the form has been successfully submitted.
- Submit Button Text- This text will be displayed on the button used to submit the form.
- Display in Menu- Display the form in the admin pop up menu.
- Status- Enable/disable the form in the front end.
Select general settings from the options on the left-hand side.
- Accept URL Parameters- Accept URL parameters to set field values. Use field Code value as the parameter name.
- Survey Mode- Limit submission only to one result per customer. Customers are identified by IP or customer ID is they are logged in.
- Redirect URL- Choose to redirect customers to a specified URL after successful form submission. You can use URL's from CMS > Pages for this field.
Results Approval Settings:
- Enable Result Approval Controls- When enabled, it gives you the option to approve or deny which customer submissions you would like displayed on the front-end. For example, when using testimonial forms- you can approve or deny which testimonials will be displayed on the front-end of your website.
- Enable Approval Status Notification- Send a notification email to the customer when the result is approved or disapproved.
- Bcc Email Address- You can have a copy of all notifications sent to a specified email address. If you would like copies sent to multpile email addresses, you can enter them here as well, separated by commas.
- Result Approve NOT Approved Notification Email Template- This is the message customers will receive when their submission was NOT approved by you (the admin). This can be left at Default.
- Result Approved Notification Email Template- This is the message customers will receive when their submission was approved by you (the admin). This can be left at Default.
- Result Completed Notification Email Template- This is the message customers will receive when their submission has been completed. This can be left at Default.
The next few tabs can be set based on your preferences:
- reCaptcha Settings- Require customers to pass a Google CAPTCHA when submitting forms.
- Default- Default value is set in Forms Settings.
- Auto- Recquries guests to pass the CAPTCHA, but CAPTCHA is hidden for customers who are logged into their account on your website.
- Always On- Requires all customers/guests to pass the CAPTCHA.
- Off- Disable the CAPTCHA for this form.
- Files Settings- Defines the file upload limit.
- Images Settings- Defines the image upload limit.
Save and Continue to Edit so you do not lose any of the information you have entered so far.
Select email settings from the options on the left-hand side.
This is where you will configure the email settings for both the customer and admin notifications.
- Add Header to the Message- Add header with Store Group, IP and other store information to the message.
- Reply Template- This can be left at Default.
- Enable Admin Notification- Enable/Disable admin notifications. If you have Select/Contact field in the form, the email notification will be sent twice: to the admin and to the customer-selected contact.
- Admin Notification Template- This can be left at Default.
- Notification Email Address- Email address to be used to send new results/submissions.
- Bcc Email Address- You have the option to send a carbon copy of the notifications to a specified email address. You can select multiple email addresses by separating them with commas.
- Attach Files to Notification for Admin- Attach any uploaded files to the admin notification email.
- Enable Customer Notifcation- Enable/Disable customer notifications.
- Bcc Email Address- You can choose to have a carbon copy of the notifications sent to a specified email address.
- Customer Notification Template- This can be left at Default.
- Sender Name- How the sender name appears to the customer.
- Reply-To Address for Customer- Defines an email address for the customer to send their replies.
- Attach Files to Notification for Customer- Attach any uploaded files to the customer notification.
Save and Continue to Edit so you do not lose any of the information that you have entered so far.
Select access settings from the options on the left-hand side.
Here you can choose which customers have access to the form being created.
- Limit Customer Access- Gives you the option to make the form only available to certain customer groups.
- Allowed Customer Groups- You can select one or use the ctrl key to select multiple customer groups that you would like to give access to the form.
- Add Form to Customer Dashboard- You can choose to add the form to the customer's dashboard of their account page for your website.
- Customer Groups- You can select one or use the ctrl key to select multiple customer groups to have the form displayed on their account dashboard.
Select print settings from the options on the left-hand side.
If you see the warning above, you may need additional software.
Admin Print Settings:
- Admin Print Template- This can be left at Default.
- Attach PDF to Admin Email- Creates a PDF version of the result/submission and attach it to the admin email.
Customer Print Settings:
- Customer Print Template- This can be left at Default.
- Attach PDF to Customer Email- Creates a PDF version of the result/submission and attach it to the customer email.
Approval Print Settings:
- Approved Result Print Template- This can be left at Default.
- Attach PDF to Approved Result Email- Attach a printable version of the result/submission to the customer approved result email.
- Completed Result Print Template- This can be left at Default.
- Attach PDF to Completed Result Email- Attach printable version of the result/submission to the customer completed result email.
Save and Continue to Edit so as not to lose any information that you have entered so far.
Fields and Field Sets
Field Sets and Fields function somewhat the same as attribute sets and attributes.
Fieldsets and their associated fields are ultimately what is going to create the content and interactive features that allow customers to enter and submit their information or survey results.
Field Sets refer to the set of information the fields are related to. IE. Contact Infomation.
Fields refer to the specific information being requested as a part of that field set.
- Example: Name, Phone Number and Address are fields associated with the Contact Info field set.
You can edit the fieldsets and fields of existing forms at any time.
You can only manage existing fields or field sets from the Edit Forms page.
To learn more about creating and managing fields and field sets, click here.
If you have the following types of fields:
- Select / Radio
- Select / Checkboxes
- Select / Contact
You can set conditional logic between the above types other fields within the form to create an interaction.
For example, you can set a condition to display an additional information field when a certain selection from the Select / (option) is chosen by the customer.
Example: When a customer selects "Married" from the "Marital Status" field, an additional text field for the customer's possible "Maiden Name" will appear.
Learn more about Conditional Logic.
Your Completed Form
Once you have created all fieldsets and fields you deem necessary for the form, you can click through the tabs on the left-hand side and view all of the fieldsets, fields, and logic you have created within this form.
Review all information and make sure the fieldsets, fields, and logic that you need in this form are enabled.
After you have saved the form, you will be brought back to the Manage Forms page.
In the far right column of the Manage Forms list, you have the option to preview your form.
Select Preview and review the layout of your form:
Since there is logic added to this form, you will need to review the functionality as well.
Remember, the field for Maiden Name should appear when the Married option is selected:
As you can see, the conditional logic that was put in place is functional.
Now that the layout and functionality of the form have been tested and approved, you are ready to Publish the Form.