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Help Center Tutorials

Creating & Working with Forms

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We are going to take each step and tab one by one...

STEP ONE:

We are going to take the Form Field Properties first. When you select this section another window will pop up (see image below)

The "Where to store results" is where we are going to begin. Unless you know what you are doing and will be using a database do not touch the "File Name:" part. Change the "E-mail address:" to the e-mail you wish to receive your results at. Like the "File Name" section, unless you know exactly what you are doing, do not touch anything else but "Form Name:" This is where you can name your form and be able to tell the difference between several different forms on your website.

Click "Options" to get more specific results with your form... Below you will find step by step instructions on every tab under "Options"...

STEP TWO:

Like above... the "File Results" tab is a section for only people using databases and not email results. Unless you have specific instructions and know what to change, do not touch any of this section or you could cause problems with not only your form, but your results as well...

STEP THREE:

e-mail address to receive results: Make sure this is the correct email you want to receive the results at.

E-mail format: Just leave this section as Formatted Text...

E-mail message header:

Subject Line: I recommend changing this to the name of your form, so that you know what form it is...

Reply-to line: If you are collecting an email address, I recommend you put the "Form Field Name" of the email address field in here. This isn't important and can be left blank.

STEP FOUR:

This is where your customers will go after they fill out this form. If you many different forms, I recommend that you create different thank you pages for each one.

As long as your form is in the "main" section of your website you simply type the name.htm of the thank you page. If your form is under another section then put the full URL path of the thank you page... ie: http://www.yourdomain.com/yourthanks.htm

"URL of validation failure page" - This page is where they go if their form fails (used mostly when you have "required fields")... Same as thank you page, just telling them that their form didn't go through and they should click back and re-enter the form.

STEP FIVE:

Form fields to save: If you are putting the field in, obviously its important, so I would click "Save All" if I were you...

Date and time: This is where you can select the format you wish to see the date and time they filled out/submitted the form.

Additional Information to Save:

• Remote computer name - gives you your customers IP address  or computer name.
• Username - gives you their username/authentication information should you have this form under a secure section.
• Browser type - gives you the browser they used to fill out the form. This is beneficial to you in the long run, because it will let you know what most of your customers use to view your website.

When you are creating a form, we recommend you double click each field you put in and change its properties.

Name: With this section you will be able to name the field so that you can tell what part of the form this is.

Initial Value: Will give you a place to enter information as the "standard". For example under "Country" you can make it default to "U.S.A." ....

Width in Characters: Is how long the field appears. It doesn't stop them from entering more characters, just how much shows at once.

Tab order: makes entering information on the form easier... Rather than making your customers click around to enter information, they can just use the tab key to navigate. Make sure you put them in order and not forget a field, or you can end up missing information or having the wrong information in the wrong field. It also gives you the ability to "forget" to tab order a field if you are hoping they sign up for your list. Many people leave this out of the tab order and unless they click off they end up signing up for your mailing list.

Password field: Gives you the ability to have the "****" field for those taking personal information. Unless you are on a secure server, I would leave this as "NO"

Click Ok... Done...

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