Sometimes you want to add comments/ratings/notes to your feedback form entry after it was submitted, without the form filler being aware of it. This can easily be done by using the 'private access' option.
Private access fields are fields which are placed in a container within the email form and are only visible and accessible to the form owner. Main usage is for adding remarks or ratings to entries after they are submitted. This option suits all kinds of forms, ranging from contact forms and feedback forms to order and support forms.
Following are steps for creating access fields:
1) Enter the web form you wish to add access fields to in the form builder .
2) Drag a container element.
3) Turn on its 'Private Access' checkbox in the element's settings.
4) Drag the elements of your choice in to the container.
5) Save the form.
Please notice that the access fields will not appear in published forms, only in the form owner's report.
Following are steps for entering the data in the existing access fields:
1) Enter the form's report page.
2) Double Click on a specific entry line to open the entry in edit mode (or choose 'Tools'>Edit).
3) Your access fields will now be showing and you will be able to enter data in them.
4) press on the form's submit button to save your data.
Showing posts with label feedback form. Show all posts
Showing posts with label feedback form. Show all posts
Tuesday, January 18, 2011
Tuesday, January 4, 2011
Clone your feedback form
Cloning a feedback form is a good way to create identical or almost identical feedback forms in the shortest and easiest way.
Once your original feedback form is done you can clone it and make the desired changes.
Steps to clone your feedback form:
1- enter your account
2- in the data center - press on the "clone" icon of the relevant form in the "form list".
3- A copy of your feedback form will now open in the form builder and you will need to give it a name in the 'form settings'.
4- make the desired changes (design, adding/removing element etc)
5- save the email form.
Once your original feedback form is done you can clone it and make the desired changes.
Steps to clone your feedback form:
1- enter your account
2- in the data center - press on the "clone" icon of the relevant form in the "form list".
3- A copy of your feedback form will now open in the form builder and you will need to give it a name in the 'form settings'.
4- make the desired changes (design, adding/removing element etc)
5- save the email form.
Wednesday, December 22, 2010
Disable emails from your feedback form
Your feedback form sends you a new data entry alert by default each time your feedback form is submitted.
This is the most basic thing in an email form, however some users wish to stop receiving these emails (some login regularly and find the emails redundant, some wish to have the emails sent to others by using a 'mailing list' option etc).
The form builder allows you to disable the emails sent to the account owner (you) in a very simple way.
All you need to do is:
1- enter your feedback form in the form builder.
2- go to the 'form settings' on the right.
3- turn on the 'disable emails' checkbox.
4- press on 'apply'.
5- save the form.
the next time someone fills in your feedback form you will not receive an email about it.
This is the most basic thing in an email form, however some users wish to stop receiving these emails (some login regularly and find the emails redundant, some wish to have the emails sent to others by using a 'mailing list' option etc).
The form builder allows you to disable the emails sent to the account owner (you) in a very simple way.
All you need to do is:
1- enter your feedback form in the form builder.
2- go to the 'form settings' on the right.
3- turn on the 'disable emails' checkbox.
4- press on 'apply'.
5- save the form.
the next time someone fills in your feedback form you will not receive an email about it.
Labels:
email,
email form,
feedback,
feedback form,
form builder
Monday, December 13, 2010
Create a chart based on your feedback form
Once data is entered in your feedback form you can view it as a report or as a chart. The chart is a graphic way of showing how the data is distributed, it is an analyzing tool and you can view your data using a chart or let others view it that way.
If, for instance, you have a feedback form with a field called 'feedback type' in it (which has 3 values: thanks, complaint, other).
You may want to create a chart based on this field and see how many people contacted you and complained versus the others who were satisfied.
Steps to create this chart:
1)Choose the 'New Chart' option from the 'Report & Chart' section in the toolbar of the form builder.
2)Choose the field you want to base your chart on, in this case 'feedback type'.
3)Field formula – leave this field empty.
Field formula can be used to create more complex charts, but it requires a numeric field and so if you do not have a numeric field in your form this field will not be useful to you.
In our example there was no numeric field in the form and so choosing a field formula was not possible.
4)Formula- there are three formula options: count, sum and average. Count is a formula which can always be used, as opposed to 'sum' and 'average' which may only be used when a numeric field formula is chosen.
Leave the 'count' formula selected.
5)Style - Choose one of the many styles listed: point, bubble, pyramid, pie, area, etc according to how you want to see the data.
6)3D - checkbox that determines if the chart has a 3d effect or not.
7)Image Type - Choose from one of image types listed. you may view the chart as a static image such as JPG image or as a dynamic flash image.
8)Press 'Apply'.
Please notice that the chart settings may be changed at all times by choosing the 'Edit Chart' option.
If, for instance, you have a feedback form with a field called 'feedback type' in it (which has 3 values: thanks, complaint, other).
You may want to create a chart based on this field and see how many people contacted you and complained versus the others who were satisfied.
Steps to create this chart:
1)Choose the 'New Chart' option from the 'Report & Chart' section in the toolbar of the form builder.
2)Choose the field you want to base your chart on, in this case 'feedback type'.
3)Field formula – leave this field empty.
Field formula can be used to create more complex charts, but it requires a numeric field and so if you do not have a numeric field in your form this field will not be useful to you.
In our example there was no numeric field in the form and so choosing a field formula was not possible.
4)Formula- there are three formula options: count, sum and average. Count is a formula which can always be used, as opposed to 'sum' and 'average' which may only be used when a numeric field formula is chosen.
Leave the 'count' formula selected.
5)Style - Choose one of the many styles listed: point, bubble, pyramid, pie, area, etc according to how you want to see the data.
6)3D - checkbox that determines if the chart has a 3d effect or not.
7)Image Type - Choose from one of image types listed. you may view the chart as a static image such as JPG image or as a dynamic flash image.
8)Press 'Apply'.
Please notice that the chart settings may be changed at all times by choosing the 'Edit Chart' option.
Labels:
chart,
create,
feedback,
feedback form,
form builder
Making your feedback form continues
If your feedback form is long may you would like to consider turning it in to a continues form. A continues form is a multipage form. It is made out of separate individual forms and is a great alternative to long forms which have a scroll.
Since the continues form is not created like the regular forms in the form builder, but rather is a combination of several existing forms, you will need to create the forms first. When all separate forms are created all you will need to do is enter the 'continues form' option in the data center and choose the forms that will make up this continues form (and their order).
Steps to create a continues:
1. Give the continues form a name.

2. Choose the forms that will appear in the continues form. Please notice that each form has a number on its left side (starting with #1) – this defines the order in which the forms will appear.

3. Press on the "Save as continues form" button.

4. When your continues form is saved a publish section will appear on the right (publish method : URL). The generated code should be placed in the browser’s address bar to view/enter data in the continues form.

5. Once the continues form has been created it will appear in the data center under “My Continues Forms” and the following options will be available:
edit - Pressing on “edit” will direct you to the continues page again, where you can edit the data or publish the continues form.
Delete- Pressing on “delete” will delete the continues form. Please note that because the continues form is made out of independent forms, deleting it will not delete these forms but only the continues form you created from them.
Export - Pressing on “export” will open all the data collected in the continues forms in an excel sheet.
Since the continues form is not created like the regular forms in the form builder, but rather is a combination of several existing forms, you will need to create the forms first. When all separate forms are created all you will need to do is enter the 'continues form' option in the data center and choose the forms that will make up this continues form (and their order).
Steps to create a continues:
1. Give the continues form a name.
2. Choose the forms that will appear in the continues form. Please notice that each form has a number on its left side (starting with #1) – this defines the order in which the forms will appear.
3. Press on the "Save as continues form" button.
4. When your continues form is saved a publish section will appear on the right (publish method : URL). The generated code should be placed in the browser’s address bar to view/enter data in the continues form.
5. Once the continues form has been created it will appear in the data center under “My Continues Forms” and the following options will be available:
edit - Pressing on “edit” will direct you to the continues page again, where you can edit the data or publish the continues form.
Delete- Pressing on “delete” will delete the continues form. Please note that because the continues form is made out of independent forms, deleting it will not delete these forms but only the continues form you created from them.
Export - Pressing on “export” will open all the data collected in the continues forms in an excel sheet.
Thursday, December 9, 2010
Customizing your feedback form report table
The data management tool in the form builder displays the entire data collected through your feedback form in a result table. In this table all the fields of the form are displayed by default(as columns).
If you wish to customize this table so only certain fields (certain columns) will appear you can do so using the "new report" or "filter" options.
Following are steps to customize your result table in the data management tool:
1-Press on the 'filter' icon in the 'data' section of the upper toolbar or on the 'new report' icon in the 'report & chart' section of the upper toolbar.
2-Use the filter terms to select the fields you would like to see in the result table and make sure that all of their 'show' checkboxes is turned on.

3-Press on 'apply'.
4-The result table will update and show only the fields you chose in the filter terms.
default results table - before the filter is applied

customized results table - after the filter is applied
If you wish to customize this table so only certain fields (certain columns) will appear you can do so using the "new report" or "filter" options.
Following are steps to customize your result table in the data management tool:
1-Press on the 'filter' icon in the 'data' section of the upper toolbar or on the 'new report' icon in the 'report & chart' section of the upper toolbar.
2-Use the filter terms to select the fields you would like to see in the result table and make sure that all of their 'show' checkboxes is turned on.
3-Press on 'apply'.
4-The result table will update and show only the fields you chose in the filter terms.
default results table - before the filter is applied
customized results table - after the filter is applied
Sunday, December 5, 2010
Filtering your feedback form data
When using FormLogix form builder all the data entered in your feedback form is automatically stored in a data management report in addition to being emailed to you.
The data management tool allows you to view all the feedback form data entries- edit them, delete them, add remarks, export and import data as well as open a private forum discussion with your form fillers.
A key feature in the data management tool is the filter option. It is designed to slice the data and enable you to focus on specific entries.
The data management report allows 2 kinds of filters:
1- quick filter
the quick filter, just like its name, is a way to quickly filter the data.

Steps to quick filter:
1) Press on the filter icon in the desired field header.
2) a small section will open under this header containing a filter term:
an 'operator' listbox, a 'where' textbox, and a 'go' button and 'clear' button.
3) Choose the operator (contains/doesn’t contain/=/!= etc.) and fill in the 'where' term accordingly. For example: if you wish to filter for all the entries where the contact purpose was 'Complaint' you can quick filter on the “contact purpose” field and fill in the following information:, operator: “contains”, where: “Conplaint”.
Notice that filling in the terms in the quick filter will also fill them in the main filter section of the “toolbox” above.
4) Press on "go" to apply the filter or press on the "clear" icon to clear the term from the filter rows.
2- Regular filter
the regular filter, like the quick filter, is based on filter terms.
When you open the filter feature in the “toolbox” you will find 3 filter term rows already open.
In order to slice the data you will need to use at least 1 filter term. This filter allows adding endless terms for slicing the data. it also allows you to define the relationship between terms by using a “and” and “or” between them.
For example
(or): you can look for people whose names start with W or start with A.
(and): you can look for people whose names begin with A and are smokers.
Steps to quick filter:
1) Fill in the first term row.
Choose the operator value and fill in the where field. (for example: name contains “a”)
Choose the operand 'and' /”or” to determine the relation between this term row and the next term row (if you use more than 1 term). Choosing 'and' means that only data entries that fit both row terms will be extracted while choosing “or” means that entries fitting either one term row or the other will be extracted.
Leave the show checkbox unchecked if you wish to see all form’s fields in the results.
by checking the 'show' checkbox you can choose to view only specific fields in the results table
2) Fill the second term row in the same way
if you are using only 2 term rows there will be no need to choose an operand on the second row since the relation between the two rows was already set in the first row.
3) Pick the number of rows you would like to see in the result table at once (* will show all rows in 1 page)
4) Press 'go'.
For those who wish to use the same filter again –you should consider saving the filter as a report. Read all about saving the filter in my next post.
The data management tool allows you to view all the feedback form data entries- edit them, delete them, add remarks, export and import data as well as open a private forum discussion with your form fillers.
A key feature in the data management tool is the filter option. It is designed to slice the data and enable you to focus on specific entries.
The data management report allows 2 kinds of filters:
1- quick filter
the quick filter, just like its name, is a way to quickly filter the data.
Steps to quick filter:
1) Press on the filter icon in the desired field header.
2) a small section will open under this header containing a filter term:
an 'operator' listbox, a 'where' textbox, and a 'go' button and 'clear' button.
3) Choose the operator (contains/doesn’t contain/=/!= etc.) and fill in the 'where' term accordingly. For example: if you wish to filter for all the entries where the contact purpose was 'Complaint' you can quick filter on the “contact purpose” field and fill in the following information:, operator: “contains”, where: “Conplaint”.
Notice that filling in the terms in the quick filter will also fill them in the main filter section of the “toolbox” above.
4) Press on "go" to apply the filter or press on the "clear" icon to clear the term from the filter rows.
2- Regular filter
the regular filter, like the quick filter, is based on filter terms.
When you open the filter feature in the “toolbox” you will find 3 filter term rows already open.
In order to slice the data you will need to use at least 1 filter term. This filter allows adding endless terms for slicing the data. it also allows you to define the relationship between terms by using a “and” and “or” between them.
For example
(or): you can look for people whose names start with W or start with A.
(and): you can look for people whose names begin with A and are smokers.
Steps to quick filter:
1) Fill in the first term row.
Choose the operator value and fill in the where field. (for example: name contains “a”)
Choose the operand 'and' /”or” to determine the relation between this term row and the next term row (if you use more than 1 term). Choosing 'and' means that only data entries that fit both row terms will be extracted while choosing “or” means that entries fitting either one term row or the other will be extracted.
Leave the show checkbox unchecked if you wish to see all form’s fields in the results.
by checking the 'show' checkbox you can choose to view only specific fields in the results table
2) Fill the second term row in the same way
if you are using only 2 term rows there will be no need to choose an operand on the second row since the relation between the two rows was already set in the first row.
3) Pick the number of rows you would like to see in the result table at once (* will show all rows in 1 page)
4) Press 'go'.
For those who wish to use the same filter again –you should consider saving the filter as a report. Read all about saving the filter in my next post.
Thursday, December 2, 2010
Export your feedback form data
Data is constantly being stored in your Feedback form's data management result table and you can export it at all times in order to work in other formats.
The export option is also available for expired forms allowing the form owner to use the data even though the form is not active any more.
There a few available exporting options:Excel
XML
PDF Tabular (entries shown in a table)
PDF Continues (Each entry shown separately)
Report Tabular
Report Continues
CSV
Google Spreadsheet
Google Maps

Steps to export the data:
1- Enter the form builder 's data management tool and Get your data ready for export.
If you need to edit data-do it
if you need to export a slice of the data-filter it
etc.
2- fill In the “number of rows in page” (toolbox>filter> beneath of the filter terms). The reason for this is that the data entries shown on the first page of the report are the only ones that will be exported so you must first ensure that all the Data entries you want to export are displayed on this one page.

3- choose the export option and press “go”. An export window will pop up.
If for any reason the export pop up window doesn't open
If once trying to export your data (using one of our export options) the export pop up window does not open you will need to change your ie browser's security settings. The reason for this is that the explorer browser is set to identify and block a pop up window that tries to open a file.
steps to change this setting:
A- go to :
Internet options --->Security --->Custom level --->settings --->downloads
B - set automatic prompting for file download to enabled.
C - Save setting and close all dialog box
The export option is also available for expired forms allowing the form owner to use the data even though the form is not active any more.
There a few available exporting options:Excel
XML
PDF Tabular (entries shown in a table)
PDF Continues (Each entry shown separately)
Report Tabular
Report Continues
CSV
Google Spreadsheet
Google Maps
Steps to export the data:
1- Enter the form builder 's data management tool and Get your data ready for export.
If you need to edit data-do it
if you need to export a slice of the data-filter it
etc.
2- fill In the “number of rows in page” (toolbox>filter> beneath of the filter terms). The reason for this is that the data entries shown on the first page of the report are the only ones that will be exported so you must first ensure that all the Data entries you want to export are displayed on this one page.
3- choose the export option and press “go”. An export window will pop up.
If for any reason the export pop up window doesn't open
If once trying to export your data (using one of our export options) the export pop up window does not open you will need to change your ie browser's security settings. The reason for this is that the explorer browser is set to identify and block a pop up window that tries to open a file.
steps to change this setting:
A- go to :
Internet options --->Security --->Custom level --->settings --->downloads
B - set automatic prompting for file download to enabled.
C - Save setting and close all dialog box
Labels:
data,
export,
feedback,
feedback form,
form builder
Wednesday, November 24, 2010
Adding a textbox mask to your feedback form
Sometimes you need a special textbox in your form, which can only collect a certain kind of data (such as date or time). This kind of element does not exist as a basic
element in the form builder, but it can be created.
If, for instance, the you wish to collect date and time data in your feedback form, but in a different format than the one used by default he can do so by simply using this option. All you need to do is use a regular textbox and define a mask of
dd/mm/yyyy-HH:MM.
This option may also be applied on collection of alphanumeric codes and numbers (examples below).
examples of masks:
Date - dd/mm/yyyy
Time - HH:MM:SS
A code - x-nnnnn
A phone number - nn-nnnnnn
Mask Format:
In order to use the mask you need to use characters and delimiters as follows:
x- character for collecting alpha numeric data (using only lower case letters)
n- character for collecting only numeric data (using only lower case letters)
yyyy – character (made out of 4 chars) for collecting year data (using only lower case letters)
mm– character (made out of 2 chars) for collecting month data (using only lower case letters)
dd- character (made out of 2 chars) for collecting day data (using only lower case letters)
HH- character (made out of 2 chars) for collecting hour data (using only capital letters)
MM- character (made out of 2 chars) for collecting minute data (using only capital letters)
SS- character (made out of 2 chars) for collecting second data (using only capital letters)
Take Note!
Characters may only be used in the format specified above (for example the year character
may only be entered in 4 lower case letters: yyyy).
Only the x and n characters may consist of one or more chars (n or nn or nnn or nnnnnn etc).
Delimiters:
/ - used as a delimiter. For example: the date dd/mm/yyyy (27/11/2009)
: - used as a delimiter. For example: the time HH:MM:SS (12:32:45)
- used as a delimiter. For example: a phone number nn-nnnnnn (09-8871634 or 04-6543378)
How to Create a Mask
Steps to create a mask:
1- Drag a textbox element (in the form builder).
2- Go to the textbox's settings on the right.
3- Fill in the desired mask format.

4- Turn on the "mandatory" checkbox.
5- Press on "apply".
6- Save the form.
element in the form builder, but it can be created.
If, for instance, the you wish to collect date and time data in your feedback form, but in a different format than the one used by default he can do so by simply using this option. All you need to do is use a regular textbox and define a mask of
dd/mm/yyyy-HH:MM.
This option may also be applied on collection of alphanumeric codes and numbers (examples below).
examples of masks:
Date - dd/mm/yyyy
Time - HH:MM:SS
A code - x-nnnnn
A phone number - nn-nnnnnn
Mask Format:
In order to use the mask you need to use characters and delimiters as follows:
x- character for collecting alpha numeric data (using only lower case letters)
n- character for collecting only numeric data (using only lower case letters)
yyyy – character (made out of 4 chars) for collecting year data (using only lower case letters)
mm– character (made out of 2 chars) for collecting month data (using only lower case letters)
dd- character (made out of 2 chars) for collecting day data (using only lower case letters)
HH- character (made out of 2 chars) for collecting hour data (using only capital letters)
MM- character (made out of 2 chars) for collecting minute data (using only capital letters)
SS- character (made out of 2 chars) for collecting second data (using only capital letters)
Take Note!
Characters may only be used in the format specified above (for example the year character
may only be entered in 4 lower case letters: yyyy).
Only the x and n characters may consist of one or more chars (n or nn or nnn or nnnnnn etc).
Delimiters:
/ - used as a delimiter. For example: the date dd/mm/yyyy (27/11/2009)
: - used as a delimiter. For example: the time HH:MM:SS (12:32:45)
- used as a delimiter. For example: a phone number nn-nnnnnn (09-8871634 or 04-6543378)
How to Create a Mask
Steps to create a mask:
1- Drag a textbox element (in the form builder).
2- Go to the textbox's settings on the right.
3- Fill in the desired mask format.
4- Turn on the "mandatory" checkbox.
5- Press on "apply".
6- Save the form.
Labels:
element,
feedback,
feedback form,
form builder,
mask,
textbox
Monday, November 22, 2010
Receiving SMS alerts from your feedback form
Once someone fills in your feedback form you automatically receive a new data entry alert via email. This is the essence of an email form, but what if the email is not enough for you and you are not online a lot? you can use additional alerts - SMS Alerts.
FormLogix offers a great feature in its form builder - sms alerts - straight to your cellphone.
It is really easy to use this feature. all you need is:
1- to purchase an SMS Bulk.
This bulk is "per account". this means that you can be applied on any email form in the account (on several or even all the account email forms).
*You need to remember that this feature works only in active forms.
2- enter the form you wish to get alerts from.
3- go to the form settings on the right side.
4- Enter your cell phone number in the "SMS Alerts Cell Phone Number" field.

5- press on "apply"
6- save the form.
FormLogix offers a great feature in its form builder - sms alerts - straight to your cellphone.
It is really easy to use this feature. all you need is:
1- to purchase an SMS Bulk.
This bulk is "per account". this means that you can be applied on any email form in the account (on several or even all the account email forms).
*You need to remember that this feature works only in active forms.
2- enter the form you wish to get alerts from.
3- go to the form settings on the right side.
4- Enter your cell phone number in the "SMS Alerts Cell Phone Number" field.
5- press on "apply"
6- save the form.
Sunday, November 21, 2010
Feedback form emails
Once someone fills in your feedback form there are 3 types of emails which are sent:
1- a new data entry alert sent to the account owner
2- a carbon copy of the entered data sent to the form filler
3- a carbon copy of the entered data sent to specified mailing list addresses
1- A new data entry alert sent to the account owner
Once a form filler submits an entry in your feedback form you (the account owner) automatically receive a new data entry alert via email. This email is sent by default and its layout may not be customized.
If you no longer want to receive these emails you can turn on the “Disable Emails” checkbox in the form settings in order to stop them.
2- A carbon copy
of the form sent to the form filler
This option allows the form filler to receive a copy of his/her submitted data. This option is not active by default but rather depends on the use of an “email element”.
In order to activate this carbon copy all you need to do is:
A- select the email element in your form (if you have no email element in the form you will need to add one)
B- go to the “element settings” on the right
C- turn on the “send copy” checkbox
D- press on “apply”
E- save the form
The email sent to the form filler has a standard layout and looks like the one sent to the account owner, but you may add a message to it by using the Email User Message” option or customize it altogether by using the "Custom User Email" option.
*Please note that the customized email message will be applied on both form filler email and mailing list email.
3- A carbon copy sent to specified mailing list addressesThis option allows the form owner to share the data he is receiving by having it sent to other specified email addresses in addition to himself.
In order to use this option you need to:
A- enter your form in the form builder
B- go to the “form settings” on the right
C- enter email addresses in the “mailing list” textbox
D- press on “apply”
E- save the form
The email sent to the mailing list recipients, same as the one sent to the form filler, has a standard layout and looks like the one sent to the account owner. You may add a message to it by using the ” Email User Message” option or customize it altogether by using the “Custom User Email” option.
*Please note that the customized email message will be applied on both form filler email and mailing list email.
1- a new data entry alert sent to the account owner
2- a carbon copy of the entered data sent to the form filler
3- a carbon copy of the entered data sent to specified mailing list addresses
1- A new data entry alert sent to the account owner
Once a form filler submits an entry in your feedback form you (the account owner) automatically receive a new data entry alert via email. This email is sent by default and its layout may not be customized.
If you no longer want to receive these emails you can turn on the “Disable Emails” checkbox in the form settings in order to stop them.
2- A carbon copy
of the form sent to the form filler
This option allows the form filler to receive a copy of his/her submitted data. This option is not active by default but rather depends on the use of an “email element”.
In order to activate this carbon copy all you need to do is:
A- select the email element in your form (if you have no email element in the form you will need to add one)
B- go to the “element settings” on the right
C- turn on the “send copy” checkbox
D- press on “apply”
E- save the form
The email sent to the form filler has a standard layout and looks like the one sent to the account owner, but you may add a message to it by using the Email User Message” option or customize it altogether by using the "Custom User Email" option.
*Please note that the customized email message will be applied on both form filler email and mailing list email.
3- A carbon copy sent to specified mailing list addressesThis option allows the form owner to share the data he is receiving by having it sent to other specified email addresses in addition to himself.
In order to use this option you need to:
A- enter your form in the form builder
B- go to the “form settings” on the right
C- enter email addresses in the “mailing list” textbox
D- press on “apply”
E- save the form
The email sent to the mailing list recipients, same as the one sent to the form filler, has a standard layout and looks like the one sent to the account owner. You may add a message to it by using the ” Email User Message” option or customize it altogether by using the “Custom User Email” option.
*Please note that the customized email message will be applied on both form filler email and mailing list email.
Add an email validation to your feedback form
It can be terribly frustrating to have someone fill in your feedback form with his wrong email address . These kinds of mistakes are common since we are all human. usually, email elements include a check to see if the email address is valid (if it's syntax is correct: if it has a @ sign in it, if it has a dot etc.) but this is not enough, since the form filler may have a typo in his entered address and it will still be valid (only the carbon copy will be sent to someone else).
The email validation is a great solution for making sure that the email address entered in your email form is correct (not fake or a typo). This proceedure is done in real time, forcing the form filler to validate his address prior to submitting the form.
This kind of solution might seem complex, but it is actually really easy when using a form builder.
How do you use the email validation feature - following are the steps to add an email validation:
1- Enter the form builder
2- Select your email element.

3- Go to the "element settings" on the right and turn on the "email validation" checkbox and the "mandatory" checkbox as well. The reason for turning on the "mandatory" checkbox is that in order for the email validation to work the field must be mandatory.

4- Press on "apply".
5- Save the form.
6-When a form filler will try to submit your form a window will appear, asking him/her to validate the email address.
The user will have to click on the link to send himself a validation email. Once this email arrives in the user's mailbox he/she will need to copy the key number in it to the validation textbox in the validation window.
The email validation is a great solution for making sure that the email address entered in your email form is correct (not fake or a typo). This proceedure is done in real time, forcing the form filler to validate his address prior to submitting the form.
This kind of solution might seem complex, but it is actually really easy when using a form builder.
How do you use the email validation feature - following are the steps to add an email validation:
1- Enter the form builder
2- Select your email element.

3- Go to the "element settings" on the right and turn on the "email validation" checkbox and the "mandatory" checkbox as well. The reason for turning on the "mandatory" checkbox is that in order for the email validation to work the field must be mandatory.
4- Press on "apply".
5- Save the form.
6-When a form filler will try to submit your form a window will appear, asking him/her to validate the email address.
The user will have to click on the link to send himself a validation email. Once this email arrives in the user's mailbox he/she will need to copy the key number in it to the validation textbox in the validation window.
Labels:
email,
feedback,
feedback form,
form builder,
validation
Wednesday, November 17, 2010
Add a radio button to your feedback form
The radio button is an element which is designed to give the user a choice between a few options. It is very similar to the listbox element and is very useful in a feedback form.
Here are steps to use the radio button element:
1- enter the form builder and drag a radio button element.
The element will appear with 3 default values (radio o, radio 1 and radio 2) in a horizontal layout.

2- Select the radio button and go to its element settings on the right.
3- Change the element's caption text and tab index number.

4- Add the radio button items by pressing on the item picker button (
)

5- you can change the radio button's horizontal layout to a vertical one by turning on the 'Vertical' checkbox. This will place the items one on top of the other.

6- You can also determine the space between the radio items by using the 'Width/Height' textbox. This option applies to horizontal as well as vertical radio buttons. Simply enter the space in pixels (for instance 50) and press on 'apply'.

Please notice that you will probably need to stretch the element's border once you use this option.
7- Save the form.
Related topic:
Read about the differences between a FormLogix form and a FormLogix gadget
Here are steps to use the radio button element:
1- enter the form builder and drag a radio button element.
The element will appear with 3 default values (radio o, radio 1 and radio 2) in a horizontal layout.
2- Select the radio button and go to its element settings on the right.
3- Change the element's caption text and tab index number.
4- Add the radio button items by pressing on the item picker button (
5- you can change the radio button's horizontal layout to a vertical one by turning on the 'Vertical' checkbox. This will place the items one on top of the other.
6- You can also determine the space between the radio items by using the 'Width/Height' textbox. This option applies to horizontal as well as vertical radio buttons. Simply enter the space in pixels (for instance 50) and press on 'apply'.
Please notice that you will probably need to stretch the element's border once you use this option.
7- Save the form.
Related topic:
Read about the differences between a FormLogix form and a FormLogix gadget
Labels:
feedback,
feedback form,
form builder,
listbox,
radio button
How to purchase a feedback form
Once you finished creating your feedback form you will need to purchase a subscription for it in order to have it published and accessed by others.
The formLogix form builder has a free trial version . However, after 30 days this trial period a your feedback form will become inactive.
Purchasing a feedback form (or any other form) is really easy and is divided in to 2 steps:
A- making a form or bulk form order in the FormLogix 'Payment Center'.
B- Making the actual payment in PayPal. FormLogix does not handle its purchase transactions, it does not collect credit card numbers and such, but rather has a third party company – PayPal - do it for her.
There are 3 types of FormLogix subscriptions – you will need to review them in order to choose the most suitable for you:
1- Pay Per Form If you are interested in paying for only one or several forms (while leaving the rest of them in the free version) then this is a suitable option for you.
* Please notice that the 'per form' subscription enables you to purchase a basic subscription (for the chosen forms) and add these 3 special features: SSL, File Upload, Custom mailing (custom mailing is not available currently).
If you wish to include one, two or all of the above features you will need to turn on their checkboxes in addition before pressing on the "Buy Now" button.

2- Pay Per SubmissionIf you wish to base your subscription on a fixed number of submissions instead of on a certain time period than this is the option for you.
Once you choose this option all the forms in your account will function under the paid version. Each time someone fills in one of your forms the number of submissions will reduce by 1.
Please notice that this type of subscription does not include these 3 special features:
SSL, File Upload, Custom mailing.

3- Pay Per Account - VIP Subscription
If you wish to purchase an all included paid subscription for your entire account than this is the option for you. All you need to do is choose the period of subscription and all your forms will function under the paid version for that period of time.
* This subscription includes the 3 special features: SSL, File Upload, Custom mailing.
Steps to make a purchase:
1- Enter the 'Payment Center'.
2- Choose your subscription:
per form – choose the period of subscription for the form/s (6/12 months) and turn on the SSL, Uploads checkboxes if necessary.
Per submission- Choose the number of submissions (100/200/500).
Per Account- Choose the subscription period (1/6/12 months)
3- press on the 'buy now' button in the relevant subscription section.
4- Once you press this button an order confirmation email will be sent to you from FormLogix – This is only an acknowledgment that your order was received (remember – payment was not even made yet).
4-you will then be redirected to PayPal where you will be required to login and pay.
In addition to the 3 subscription types there is an option to purchase a bulk of SMS's in order to receive SMS alerts as well as emails. Read more about SMS Alerts.
The current/previous orders made are all stored in the payment history.
The formLogix form builder has a free trial version . However, after 30 days this trial period a your feedback form will become inactive.
Purchasing a feedback form (or any other form) is really easy and is divided in to 2 steps:
A- making a form or bulk form order in the FormLogix 'Payment Center'.
B- Making the actual payment in PayPal. FormLogix does not handle its purchase transactions, it does not collect credit card numbers and such, but rather has a third party company – PayPal - do it for her.
There are 3 types of FormLogix subscriptions – you will need to review them in order to choose the most suitable for you:
1- Pay Per Form If you are interested in paying for only one or several forms (while leaving the rest of them in the free version) then this is a suitable option for you.
* Please notice that the 'per form' subscription enables you to purchase a basic subscription (for the chosen forms) and add these 3 special features: SSL, File Upload, Custom mailing (custom mailing is not available currently).
If you wish to include one, two or all of the above features you will need to turn on their checkboxes in addition before pressing on the "Buy Now" button.
2- Pay Per SubmissionIf you wish to base your subscription on a fixed number of submissions instead of on a certain time period than this is the option for you.
Once you choose this option all the forms in your account will function under the paid version. Each time someone fills in one of your forms the number of submissions will reduce by 1.
Please notice that this type of subscription does not include these 3 special features:
SSL, File Upload, Custom mailing.
3- Pay Per Account - VIP Subscription
If you wish to purchase an all included paid subscription for your entire account than this is the option for you. All you need to do is choose the period of subscription and all your forms will function under the paid version for that period of time.
* This subscription includes the 3 special features: SSL, File Upload, Custom mailing.
Steps to make a purchase:
1- Enter the 'Payment Center'.
2- Choose your subscription:
per form – choose the period of subscription for the form/s (6/12 months) and turn on the SSL, Uploads checkboxes if necessary.
Per submission- Choose the number of submissions (100/200/500).
Per Account- Choose the subscription period (1/6/12 months)
3- press on the 'buy now' button in the relevant subscription section.
4- Once you press this button an order confirmation email will be sent to you from FormLogix – This is only an acknowledgment that your order was received (remember – payment was not even made yet).
4-you will then be redirected to PayPal where you will be required to login and pay.
In addition to the 3 subscription types there is an option to purchase a bulk of SMS's in order to receive SMS alerts as well as emails. Read more about SMS Alerts.
The current/previous orders made are all stored in the payment history.
Labels:
buy,
feedback,
feedback form,
form builder,
purchase
Monday, November 15, 2010
How to create a field template in the form builder
sometimes you create your feedback form and you know that you will need to use parts of it again in another form/s.
In such cases you can save these parts for future use as field templates.
Field templates may consist of a single element or several elements which are placed inside a container element.
Once you save your field template it will appear in your field template list for future use. Your field templates will not appear in other users' lists and their templates will not appear in your list.
Following are steps to create a field template:
1- drag a container element from the upper toolbar – elements section
2- drag the elements in to the container and place them in a layout of your choice.
3- Once the area is ready select the container by clicking on its handle on the side.
4- Press on the 'add a field template' icon in the upper toolbar – tools section.

5- You will then be asked to give the template a name – do so and press on 'ok'.

6- The template will now be saved and will appear in the 'template list' (open the list form use by pressing on the 'field template' icon).

7- If you wish to delete the field template you can press on the 'delete field template' icon.
In such cases you can save these parts for future use as field templates.
Field templates may consist of a single element or several elements which are placed inside a container element.
Once you save your field template it will appear in your field template list for future use. Your field templates will not appear in other users' lists and their templates will not appear in your list.
Following are steps to create a field template:
1- drag a container element from the upper toolbar – elements section
2- drag the elements in to the container and place them in a layout of your choice.
3- Once the area is ready select the container by clicking on its handle on the side.
4- Press on the 'add a field template' icon in the upper toolbar – tools section.
5- You will then be asked to give the template a name – do so and press on 'ok'.
6- The template will now be saved and will appear in the 'template list' (open the list form use by pressing on the 'field template' icon).
7- If you wish to delete the field template you can press on the 'delete field template' icon.
Labels:
feedback form,
field,
field template,
form builder,
template
Limit access to your feedback form with access management
Some users want their feedback form to be limited to certain people. For example a certain company wants to collect the feedback of its workers and not have the feedback form open to everyone.
The feature that deals with the form access is called 'access management'.
This feature allows you (the form owner) to limit the access to your form/public reports by creating a list of users who are permitted to access. Only the permitted users will have access to the feedback form. Once a user tries to reach your form, the FormLogix login page will appear instead of the form and the user will need to login in order to access the form.
Following are steps to limit the access to your form in the form builder:
1- Press on the 'access' icon of the relevant form in the 'data center'.

2- Once the access window opens you will need to enter the users who will be permitted to access one by one (their names and email addresses).

3- When you press on 'add user' his name will be added to the users list and a turned on checkbox will appear in the 'enter data' column (meaning that you are inviting him to access your form and fill it in).
4- In addition, when you press on the 'add user' button an email will automatically be sent to this person, informing him that he was granted access to your form. If this user is a FormLogix user then he will be able to login using his username and password. If the recipient is not a formLogix user an account will be set up for him and he will need to activate it in order to login.

At this point, if you have any public reports/charts they will appear in the 'public report' column and you will be able to turn on their checkboxes and send an invitation to view them as well (by pressing on "Send Invitation" after editing the access authorizations). You will also be able to turn off the 'enter data' checkbox if you wish, and grant access to view data and not submit it.
The feature that deals with the form access is called 'access management'.
This feature allows you (the form owner) to limit the access to your form/public reports by creating a list of users who are permitted to access. Only the permitted users will have access to the feedback form. Once a user tries to reach your form, the FormLogix login page will appear instead of the form and the user will need to login in order to access the form.
Following are steps to limit the access to your form in the form builder:
1- Press on the 'access' icon of the relevant form in the 'data center'.
2- Once the access window opens you will need to enter the users who will be permitted to access one by one (their names and email addresses).
3- When you press on 'add user' his name will be added to the users list and a turned on checkbox will appear in the 'enter data' column (meaning that you are inviting him to access your form and fill it in).
4- In addition, when you press on the 'add user' button an email will automatically be sent to this person, informing him that he was granted access to your form. If this user is a FormLogix user then he will be able to login using his username and password. If the recipient is not a formLogix user an account will be set up for him and he will need to activate it in order to login.
At this point, if you have any public reports/charts they will appear in the 'public report' column and you will be able to turn on their checkboxes and send an invitation to view them as well (by pressing on "Send Invitation" after editing the access authorizations). You will also be able to turn off the 'enter data' checkbox if you wish, and grant access to view data and not submit it.
Thursday, November 4, 2010
Creating a public report or chart based on your feedback form data
Some users want to make the data accumulated in their feedback form public. They either want to send people a link to their report/chart, or embed it in their web site for all to see.
Using the form builder you can externalize your feedback form data, in a similar way you externalize your form. Whether it be the result table or a chart it is possible to make them public.
Steps to share you public report or chart:
1- Enter the form builder “data management” report
2- Get the data you wish to make public ready:
if you want to show all the data make sure that you choose the “*” option in the “rows in page” list box (situated on the bottom of the 'filter' window) – this will show all results in 1 page.
If you want to show only a part of the data use the filter to slice it before you save the report/chart.
3- once the data in the result table/chart is ready press on “save” in the 'report & chart' section of the upper toolbar.
4- Give your saved filter/chart a name. Be sure to turn on the “share” checkbox since you cannot make the data/chart public without it. Turn on the “create shortcut” checkbox as well – this will create a direct shortcut to this filter/chart from the data center.
5- Press on “share”. (also situated in the 'report & chart' section of the upper toolbar). If you wish to send someone a link to your data/chart simply copy the “share url”.
If you wish to embed the data/chart in your website simply enter the width and height of the iframe and copy the generated code in the “iframe url”.
Using the form builder you can externalize your feedback form data, in a similar way you externalize your form. Whether it be the result table or a chart it is possible to make them public.
Steps to share you public report or chart:
1- Enter the form builder “data management” report
2- Get the data you wish to make public ready:
if you want to show all the data make sure that you choose the “*” option in the “rows in page” list box (situated on the bottom of the 'filter' window) – this will show all results in 1 page.
If you want to show only a part of the data use the filter to slice it before you save the report/chart.
3- once the data in the result table/chart is ready press on “save” in the 'report & chart' section of the upper toolbar.
4- Give your saved filter/chart a name. Be sure to turn on the “share” checkbox since you cannot make the data/chart public without it. Turn on the “create shortcut” checkbox as well – this will create a direct shortcut to this filter/chart from the data center.
5- Press on “share”. (also situated in the 'report & chart' section of the upper toolbar). If you wish to send someone a link to your data/chart simply copy the “share url”.
If you wish to embed the data/chart in your website simply enter the width and height of the iframe and copy the generated code in the “iframe url”.
Sunday, October 31, 2010
Determine when your feedback form will expire
Sometimes form owners want to limit the form, so it will close on a certain date or after a certain number of submissions.
There are 3 attributes in the form builder which enable the form owner to control the feedback form ’s expiration:
1- Max Rows
2- close form on
3- Force single row per user
With each of these options the form owner can make the form expire under different conditions.
Max rows
Using this option the form owner may enter the maximum number of form submissions allowed to be entered in the form. After this number is entered the form will expire and will not be available for entering data.
This option is suitable for forms which require a pre defined number of submissions that should not be exceeded (like polls, for instance).

Steps to use max rows:
1- Enter the email form in the form builder
2- Go to the “form settings” on the right side
3- enter the maximum number of desired submissions in the "max rows" textbox
4- Press on “apply”
5- Press on “save”
Close form on
This option allows the form owner to determine a date on which the form will expire.
The date entered should fit the following format: mm/dd/yyyy
This option is suitable for forms which should only be active until a certain date (such as invitations to an event which should not be active once it is over).

Steps to use max rows/ close form on/ force single row per user:
1- Enter the email form in the form builder
2- Go to the “form settings” on the right side
3- fill in the form’s expiration date in the "close form on" textbox
4- Press on “apply”
5- Press on “save”
Force single row per user
Using this option the form owner can determine that each user may fill in the form only once. This is suitable for surveys and questionnaires, in which you do not want one person to fill in the form more than once.

Steps to use max rows/ close form on/ force single row per user:
1- Enter the email form in the form builder
2- Go to the “form settings” on the right side
3- turn on the "force single row per user" checkbox
4- Press on “apply”
5- Press on “save”
There are 3 attributes in the form builder which enable the form owner to control the feedback form ’s expiration:
1- Max Rows
2- close form on
3- Force single row per user
With each of these options the form owner can make the form expire under different conditions.
Max rows
Using this option the form owner may enter the maximum number of form submissions allowed to be entered in the form. After this number is entered the form will expire and will not be available for entering data.
This option is suitable for forms which require a pre defined number of submissions that should not be exceeded (like polls, for instance).
Steps to use max rows:
1- Enter the email form in the form builder
2- Go to the “form settings” on the right side
3- enter the maximum number of desired submissions in the "max rows" textbox
4- Press on “apply”
5- Press on “save”
Close form on
This option allows the form owner to determine a date on which the form will expire.
The date entered should fit the following format: mm/dd/yyyy
This option is suitable for forms which should only be active until a certain date (such as invitations to an event which should not be active once it is over).
Steps to use max rows/ close form on/ force single row per user:
1- Enter the email form in the form builder
2- Go to the “form settings” on the right side
3- fill in the form’s expiration date in the "close form on" textbox
4- Press on “apply”
5- Press on “save”
Force single row per user
Using this option the form owner can determine that each user may fill in the form only once. This is suitable for surveys and questionnaires, in which you do not want one person to fill in the form more than once.
Steps to use max rows/ close form on/ force single row per user:
1- Enter the email form in the form builder
2- Go to the “form settings” on the right side
3- turn on the "force single row per user" checkbox
4- Press on “apply”
5- Press on “save”
Export the feedback form's data
When you receive a new data entry email from your feedback form the data is also stored in a data management tool, allowing you to manage it: edit, delete, view, import and export data.
The export option is also available for expired forms allowing the form owner to use the data stored up to the form’s expiration data.
There are a few export options and they are:
Excel
XML
PDF Tabular (entries shown in a table)
PDF Continues (Each entry shown separately)
Report Tabular
Report Continues
CSV
Google Spreadsheet
Google Maps
Steps to export the data:
1- Get your data ready for export.
If you need to edit data-do it
if you need to export a slice of the data-filter it
etc.
2- fill In the “number of rows in page” (Press on the 'filter' icon in the 'data' section of the upper toolbar nad choose the number of rows in page from the listbox on the bttom - * will choose all entries). The reason for this is that the data entries shown on the first page of the report are the only ones that will be exported so you must first ensure that all the Data entries you want to export are displayed on this one page.
3- Press on the 'export' icon in the 'data' section of the upper toolbar and choose the wanted export option. press “ok” to export. An export window will pop up.
If for any reason the export pop up window doesn't open
If once trying to export your data (using one of our export options) the export pop up window does not open you will need to change your ie browser's security settings. The reason for this is that the explorer browser is set to identify and block a pop up window that tries to open a file.
steps to change this setting:
A- go to :
Internet options --->Security --->Custom level --->settings --->downloads
B - set automatic prompting for file download to enabled.
C - Save setting and close all dialog box
The export option is also available for expired forms allowing the form owner to use the data stored up to the form’s expiration data.
There are a few export options and they are:
Excel
XML
PDF Tabular (entries shown in a table)
PDF Continues (Each entry shown separately)
Report Tabular
Report Continues
CSV
Google Spreadsheet
Google Maps
Steps to export the data:
1- Get your data ready for export.
If you need to edit data-do it
if you need to export a slice of the data-filter it
etc.
2- fill In the “number of rows in page” (Press on the 'filter' icon in the 'data' section of the upper toolbar nad choose the number of rows in page from the listbox on the bttom - * will choose all entries). The reason for this is that the data entries shown on the first page of the report are the only ones that will be exported so you must first ensure that all the Data entries you want to export are displayed on this one page.
3- Press on the 'export' icon in the 'data' section of the upper toolbar and choose the wanted export option. press “ok” to export. An export window will pop up.
If for any reason the export pop up window doesn't open
If once trying to export your data (using one of our export options) the export pop up window does not open you will need to change your ie browser's security settings. The reason for this is that the explorer browser is set to identify and block a pop up window that tries to open a file.
steps to change this setting:
A- go to :
Internet options --->Security --->Custom level --->settings --->downloads
B - set automatic prompting for file download to enabled.
C - Save setting and close all dialog box
Wednesday, October 27, 2010
Protect your feedback form from spam
You created a feedback form? great. Sometimes web forms are showered
with entries (by an automatic/human entity) and your email and data management table can get filled with spam. In order to prevent this from happening you can use a feature called "spam protect".
The 'spam protect' feature prevents the spamming in this manner:
Once the form filler presses on the 'submit' button he/she will be asked to fill in characters in the captcha box. If the characters are not entered correctly the form will not be submitted. Since the charachters are presented as an image an automatic entity could not "read" them and fill in the form. Also, if someone wants to submit the form many times he will need to fill in the changing characters each time, which will discourage him from doing so.
Please note! In Safari/IE6/IE7 or in forms smaller than 220x220 pixels the spam protect prompt (in section 3) will appear in a regular pop up window.
Steps to activate the spam protect option:
1- enter your form in the form creator.
2- check the "Spam Protect" checkbox situated in the 'Settings'.

3- Save the form.
This is what the spam protect window looks like when a user tries to submit the form:
with entries (by an automatic/human entity) and your email and data management table can get filled with spam. In order to prevent this from happening you can use a feature called "spam protect".
The 'spam protect' feature prevents the spamming in this manner:
Once the form filler presses on the 'submit' button he/she will be asked to fill in characters in the captcha box. If the characters are not entered correctly the form will not be submitted. Since the charachters are presented as an image an automatic entity could not "read" them and fill in the form. Also, if someone wants to submit the form many times he will need to fill in the changing characters each time, which will discourage him from doing so.
Please note! In Safari/IE6/IE7 or in forms smaller than 220x220 pixels the spam protect prompt (in section 3) will appear in a regular pop up window.
Steps to activate the spam protect option:
1- enter your form in the form creator.
2- check the "Spam Protect" checkbox situated in the 'Settings'.
3- Save the form.
This is what the spam protect window looks like when a user tries to submit the form:
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