Form Module 2

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Additional Form Questions

Name: Insert the question you want to ask of your visitor.

Field Type: Provides you with several options for the type of questions you can ask your visitor to answer. Carefully consider this option keeping in mind how your visitors may be forced to answer your questions.

Short Text: A very short answer needing only one line of text.

Long Text: A longer answer needing several lines of text, also referred to as a “Comment” box.

Multiple Choice: Your visitor can select more than one answer if this option is used. You control the answers they can pick by inputting them in the Multiple Select row (5a). This option will look like this to the visitor who is filling out your form.

Single Choice buttons: Your visitor can select only one answer and you control the answers by inputting them in the Multiple Select row (5b). This option will look like this to the visitor who is filling out your form.

Single Choice list: Your visitor can select only one answer and you control the answers by inputting them in the Multiple Select row. This option will be a dropdown list that expands when they click on this button

Other List: Same as the Single Choice list above except the visitor has the option of choosing “other” which allows them to enter in their own answer below the question.

User Entered Payment Field: Allows the visitor to enter in the amount they will pay rather than you setting an amount. Especially useful for situations where you offer bids or partial payments.

Product Field: When offering products or services that visitors can purchase, this field type allows you to enter in; the name of the product or service, the minimum quantity, and taxes applied.

Installing Your Form

STEP 1: You must first add a page. Then choose the “Form Builder” option (5c) to determine the format of webpage you are adding.

STEP 2: After clicking “Submit” on the screen shown above, you will then be asked which form you want to include on the new webpage. Once you click “Submit” on this second screen, your form is inserted and ready to use.

Step 3: Check your form to make sure it is functioning properly. See the next page to view our sample form before any information has been added by a visitor. If you do not like the font or colour of your form, contact us and we will give you a cost to alter it to suit your needs.

Processing Forms

After you complete your form and the page which displays the form on your website, visitors may begin using it. The question of what happens next depends on how you initially set up your form. We will highlight below some of the events that could happen depending on how you setup your form.

Confirmation Email: If when you set up the form you requested that the user confirm their submission, then an email will be sent to their email account asking them to “confirm” the information they entered. Once they click on the “Confirm Now” (5d) link in their email, the form request will become visible to you in the database.

Notification Email: If you included an “Owner email” then at the same time as the above is happening, the owner of the form is receiving an email notification (5e) that a form has been submitted. Included in this email is all of the information the visitor submitted.

View Forms: This page control shows you a list of forms you have created.

Clicking the List Forms control will take you to a list of forms shown below. The View Unprocessed Responses control allows you to view submissions (responses) in the database which still need processing. The View Processed Responses control allow you to review submissions. You also have the control of Editing submissions and Deleting them completely.

View (Processed or Unprocessed) Responses: This control allows you to view form submissions (responses). This opens up a few more options which are listed below. We have included the “Export this Form to CSV” feature, which allows you to create a file of submissions (responses) in a format that MS Excel and other spreadsheet programs can read and manipulate into charts and graphs.

View: Allows you to view all of the fields (answers) the visitor entered when filling out your form (5f).

Mark As Processed (or Unprocessed): Clicking this option will processes the request (submission) which moves it to the “Processed Responses” list. Once moved, you can move it back to the “Unprocessed Responses” list by clicking the link as shown.

Make Me A User: If the form was associated to one or more Secure Groups (point 5.3.9) then clicking this link moves them to the Security module and alters their status to “user” where they can be given various privileges.

Delete: Once deleted the person’s form request (submission) is no longer in the system.

DEMO Here