FormSite

Release (11/8/2010)

• Ten additional payment gateways for Authorize.net integration.
• Enhanced account Home page with searching and sorting.
• New Text List item.
• Manually edit the status of a result.
• Optionally send a Notification after a result is edited.
• New order_total pipe code.
• New Facebook and Twitter form publish options.

Ten Additional Authorize.net Payment Gateways

We have added support for ten new Authorize.net payment gateways:

• CyberAutherize
• eProcessingNetwork
• Expitrans
• GoEmerchant
• gotoBilling
• InternetSecure
• Network Merchants
• PayJunction
• PlanetAuthorize
• QuantumGateway

Additionally, we have added new functionality so that Authorize.net orders can be taken directly on your form without transferring the user to Authorize.net's site for payment. This results in a very professional flow. Check out the video below.

Authorize.net Integration

Enhanced Home Page

Do you have a lot forms and surveys? We've added some new features to our Home page that should make your life easier. You can now sort all of your forms by name, create date, or number of results. We've also added a slick new "Filter" box that enables you to filter your form list as you type. So, if you type "HR Department", you will only see forms with "HR Department" in their names.

Text List Item

Have you ever needed to collect a variable number of names or answers, but without cluttering up your form with a lot of fields? We've got a new Text List item that gives you the ability to collect a list of answers, but only shows one to start. To expand or contract the list, the user simply clicks the +/- buttons. This way, the user can enter exactly the number of answers they need to.

Edit a Result's Status

We now provide a way to override the status of a result. You can change the status to any value you would like. Previously, if a status was "Incomplete" there was no way to change it. Now you can change it to "Complete" or any of our other valid statuses. To change the status, move your mouse over the status and select a new status from the dropdown that appears.

New Order Total Pipe Code

The Order Total value of an Order Form is now available to be piped anywhere piping is supported. Use the pipe code "order_total". If you have a multiple page form, you can now display a running total from the previous pages.

Send a Notification after a Result is Edited

You can now configure Notification emails to be sent when results are edited within FormSite. This enables you to better integrate a workflow involving multiple people. You can define one or more Notifications to be sent on initial completion of the form and then an entirely different set of Notifications to be setup when results are edited. Before this feature, many users would manually send out an email telling others a result was edited, approved, etc. Now you can have it done automatically!

Facebook and Twitter Publish

We've added new Publish options that make it easy to quickly share your form on Facebook or Twitter. Now you can rapidly get the word out about the great new form or survey you have created.

Release (8/10/2010)

• Improved item show/hide Rules with more criteria options.
• Improved item show/hide Rules to work without requiring multiple pages.
• Repeat a form page a variable number of times.
• Prepopulate Authorize.net's payment info with user's responses.
• New tutorial detailing how to embed a poll with instant results.

Repeating Pages

Ok, let's just say we are very excited about this. The big news - you can now repeat a page X times based on a user's response. For example, say you have a league signup form and there may be up to X team members on a form. You can now repeat a "player info" page X times based on how many players are being signed up. Previously this was possible, but it required detailed Item and Page Rules logic setup that was time consuming to setup and prone to mistakes. With our new repeating page logic, you simply designate that a given page will repeat X times based on the answer to a previous question. This makes setting up forms that require varying amounts of information very easy. We have a couple of templates made to help you get started.

See a sample here.

Repeat Rules

Embed Forms Easily

We have dramatically improved our embedding feature that enables you to embed FormSite forms into other web pages. Whether your form is single page, multi-page, an order form, or a password protected form, you can embed it and it will look great! We have done extensive testing across all browsers so no matter what browser your user is using, the embedded form is going to look great within your web page. The embedded form code is designed to take 100% of the space of the container that you embed the form in. Put simply, it is now even easier for you to embed your form into your page and it will look great.

Show/Hide on Same Page

Ever want additional questions to magically appear on your page based on how your user is completing your form? Many of our users have asked for this feature and we have added it. You can now choose to show/hide items on a page based on how items on that same page have been answered. For example, someone could check a box saying they will "provide additional detail". Upon checking this box, a field appears to collect the additional information. You may want to use this feature to make a form look less intimidating by showing far fewer fields initially, As the user completes your form, more fields will appear.

See a sample here

Show/Hide

Enhanced Authorize.net Integration

Our Authorize.net integration now enables you to map name and address information collected on your form into Authorize.net's secure payment form. This eliminates the need for the user to enter the same information twice if you happen to be collecting the name and address on your form. This is long overdue and it was a bit ridiculous that a user would enter an address at FormSite only to have to turn around and provide the same info to Authorize.net. We also support a different shipping address, if there is one. This enhancement results in a much faster, cleaner and professional checkout process for your users.

Authorize.net Integration

Form Rules

We have renamed our Skip/Branch feature to be simply "Rules" and along with this we have redesigned the "Rules" interface making it much easier to see the logic you have added. Our new interface only shows the custom logic you have added. This makes it much easier to see how your form will behave. We have also expanded the logic to include text comparisons and an "is not" comparison. The Rules page is where you can setup our new repeating page feature, show/hide on the same page, branch logic, screen-out logic, etc.

Tutorial - Embed a Poll with Instant Results

FormSite provides many powerful tools to both collect and display information. By simply combining these features, you can easily embed a poll with instant results into any website. In this tutorial, we will go step-by-step and show you exactly how to make this type of poll.

We will be using the following FormSite features:

• Embedded Item Summary Charts
• Success Pages
• Embedded Forms

See the working example

Step One: Create the Form

From the Home page click on the New Form button and create a new blank form.

Next, create the poll by adding items such as Radio Buttons and Checkboxes.

Step Two: Setup Success Page

We will be embedding the result of the Poll into a Success Page. Any type of Success Page is compatible with this feature, but each type is set up slightly different. The Custom Success Page and the Redirect URL are the preferred methods.

The first step for any of the methods is to copy the chart's embed code to another location for later acccess. Go to the Results->Reports page. Then, click on the Item Summary tab and click on the type of graph you want (Pie Animated recommended). Lastly, copy the Share code found on the right side of the page to another location.

Please choose which method you would like to use below and follow the instructions for that method.

Method 1 - Custom Success Page

1. In the Text Editor, click on the HTML button on the right.
2. Delete all of the existing text and click the Update button.
3. Add in any text that you would like to appear above and/or below your chart such as "Poll Results" and center it, if desired.
4. Now, click on the HTML button again and add the Chart Embed Code that you copied previously. Then, click Update.
5. You will not see the chart on this page, but it will appear when the user fills out the form. Click on the Save button to save your work.

Method 2 - Redirect URL Show Instructions

Method 3 - Standard Success Page Show Instructions

Superstar Tip: If the charts are taking up too much space, you can change their width! In the Embed Chart Code, simply add "&Width=some number" at the end of the script tag src. This will update the animated chart to use this new width. To update the Image charts, simply add width="some number" and height ="some number" inside of the img tag! For reference, the default width is 654.

Step Three: Embed the Form

Using our standard procedure for Embedding, simply go to Form->Publish and then click on Embed Code. Then, copy the code onto a page on your website.

Superstar Tip: You don't have to embed the form for this to work! You can just send a Form Link to people as well!

Conclusion

Thank you for following our tutorial. We hope that this has taught you about various features in FormSite and that you have created a beautiful poll.

Working Example

Release (4/9/2010)

• New site layout for improved usability.
• Improved menu for faster navigation.
• Modernized Summary Table with resizable columns and dynamic sorting and paging.
• Search the documentation from the bottom of any page.

Summary Table Modernization

To make FormSite more helpful in viewing your collected results, we have completely revamped the Summary Table to make it more interactive. The Summary Table can now be used to organize and better see your data, instead of it being just a static page. One key usability feature is that the columns can be dynamically moved and resized- now you can organize your data independently of how your form is laid out. This way, for example, you can group all your order item results right next to each other, despite them being scattered throughout your form. FormSite will even remember how you laid out your columns, so when you return to the Summary Table, everything will be just as you left it. Going along with this, columns can be easily shown or hidden, which again allows you to better view your collected results.

Visually, the style of the page has been changed along with the new internal area look. We believe the new Summary Table page is less cluttered and makes it easier to search through your data. In addition, we added highlighting which makes it much easier to see which data entry you clicked on, as well as assisting with deleting entries.

Release (2/9/2010)

• PayPal Payments Pro Integration added, featuring support for Website Payments Pro to accept credit card payments directly on your form.
• Mailchimp Integration to populate contact lists with form results.
• Enhanced uploads processing with interactive status bars.
• New Notifications option allows you to send separate emails after a successful payment.

PayPal Web Payments Pro Integration

FormSite forms can now integrate with PayPal's Web Payments Pro service. Payments can now be collected via credit card without the user being transferred to PayPal's site. This integration makes for a very professional process flow and a very consistent presentation to your customer. A user will fill out your FormSite order form, be taken to an Order Review page to enter their credit card information, and then be transferred to the Success Page of your choice after payment is processed.

Even though PayPal is processing the transaction, there is no mention of PayPal and users are never taken to a PayPal page. FormSite handles all of the communication behind the scenes. Your customers can pay with Visa, MasterCard, American Express, and Discover.

Attachment Progress Bar

Our Attachment item that allows users to upload files (images, videos, documents, etc.) with their form submission is a popular feature. We have increased the maximum file size limitation from 20MB to 50MB per file. We also allow you to restrict the file sizes if you do not want accept files this large.

Depending on the end user's connection speed, it can take awhile to transmit 50MB of data, so we have added a progress indicator for each file being uploaded. This new progress indicator is shown for all Attachment uploads regardless of size.

MailChimp Integration

Our friends at MailChimp run an excellent email marketing and communication service. They provide the functionality to build and manage email lists and design HTML email campaigns. Utilizing our recently introduced Server Post functionality, you can integrate your FormSite form with MailChimp. This integration gives you the ability to build a form and have it automatically populate your MailChimp mailing lists. You can then professionally send mass communications to the people who have filled out your form.

Say you are running a one-time event and require special registration information from each guest. You could build the registration form using FormSite, collect the registrations, and then use MailChimp to communicate with your registrants before and after the event.

Enhanced Payment Notifications

We provide four payment integration(link) options for automatically collecting payment from your users: PayPal Standard, PayPal Payments Pro, Authorize.net, and Google Checkout. We now have the ability to have email Notifications sent either before, or after, payment is successfully collected via these services. Previously, we always sent the Notification before the user was sent to the payment service to collect payment. This resulted in emails being sent for people who ended up not paying. This option is still available, but you now can wait to have it sent after payment has been received. Many of our users want to provide links, information, or instructions to users only after payment has been received. This new feature makes this possible.

FormSite Powers American Red Cross
Donation Overflow

FormSite is donating services to process overflow for American Red Cross donations. Our client, PayByWeb, has been officially authorized by the American Red Cross to collect donations for victims of the Haiti earthquake. PayByWeb utilizes our forms with Authorize.net integration to collect these donations. We have seen a very large spike in traffic since Friday evening (1/15) and continue to see increased volume.

FormSite has committed to donating whatever resources are necessary. If you would like to donate, please visit: this page.