Wednesday, January 19, 2011

Adding an email validation to your email form

When someone fills in your email form you should always make sure that the email address he/she fills in is valid so you can easily get back to them. This means that the email address should be correct in its syntax and it must also exist (since there is no problem making up an email address or typing it incorrectly by mistake).
The email validation option may only be activated from within the "email element", so if you haven't got this element in your email form you will need to add it.

Take Note!
This option will not work in Safari/IE6/IE7 or in forms smaller than 220x220 pixels.


Steps to use the Email Validation option:

1) Enter your email form in the form creator.

2) Select your email element and go to the "element settings" on the right.


3) 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 you must be sure that the user filled it in.



4) Press on "apply".

5) Save the email form.

6) When a form filler will try to submit your email form a window will appear, asking him to validate his/her email address.
The user will then 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 - and only then will they be able to submit your email form.

Tuesday, January 18, 2011

Making your feedback form fields mandatory

When you create your feedback form (or any other email form for that matter) you should make sure the important data is filled in by making the relevant fields mandatory.
Usually the fields that are most important in a feedback form are the email field (so you can reply to the person), the name (so you can politely reply using the person's name) and the message/feedback itself (which is the essence of your feedback form).

Following are steps to make your fields mandatory:
1- Enter your feedback form in the form builder.
2- Select a field you want to make mandatory and go to its element settings on the right.
3- turn on the 'mandatory' checkbox.
4- press on 'apply'.
5- save the form.

Once the fields are saved as mandatory the form filler will not be able to submit the form before filling them in.

Adding private access fields to your feedback form

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.

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.

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.

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.

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.