Do you need an email form?

Do you have a website? Do you have a blog? Do you have a contact form in it? Do you want your users to be able to approach you when they need to? Do you want to publish a questionnaire, survey or poll? Are you interested in what your users have to say?

If you are interested in communicating with audience than an email form is just the thing for you. The email form is a web form which sends you and email once it is submitted by the user – alerting you that the form has been filled and providing you with the entered information.

Not everyone wants to be bothered by phone on a regular basis and most web owners prefer their users to get in touch with them by email since it is simple, fast, can be read and handled at any time and is a documented form of communication.

The form builder provides you with a platform to create email forms easily, quickly and efficiently. What is so great with these forms is that not only data is sent to you automatically upon each data entry, but that all the data entered in the form is also accumulated and stored in a data management tool in which you can view the data, edit it, delete it, export it etc.
This means that the email form is also data driven.

Another new and exciting option is now available, allowing you (the form owner) to reply to your form fillers’ emails via a “private forum” option.
With this option you

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FormLogix data entry email alerts

<in the FormLogix email form builder there are 3 types of emails which may be sent upon each new data entry:
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 form you (the account owner) automatically receive a new data entry alert via email. This email is sent by default and it is not customizable.
If you no longer want to receive these emails you can use the “Disable Emails” option to stop them.

in order to disable emails you need to:
A- enter your form (the emails are disabled per form and not per account)
B- go to the “form settings” on the right
C- turn on the “Disable emails” option
D- press on “apply”
E- save the form

2- A carbon copy 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.

In order to customize the email format you need to:
A- enter your form
B- go to the “form settings” on the right
C- press on the “custom user email” button (to open a mail configuration window)
D- enter the email content that will replace the existing email content. You can write plain text and also use the form variables to insert the actual data entered by the form filler.
E- press on “edit text” to open an editor window and graphically style the email – font type/color /size/line breaks etc .
F-Press on the “save icon” on the top toolbar which will close the editor window
F- press on the “save” button on the bottom of the configuration window
g- press on “apply”
H- save the form

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
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

a href=”https://formlogixhowto.files.wordpress.com/2010/01/carboncopymailinglist.jpg”&gt;

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.

Importing data to the form builder’s result table

FormLogix form builder allows importing data in to the data management result table. This option is great to unify all entries in one place. In addition, it is suited for situations in which the user creates his form to encapsulate his existent data and not vice versa.

While the exporting options are many (Excel is one of them), the import may only be done by using an Excel file.

Steps to import data:
1- Get the data you want to import ready.
In the import process you will need to pair a form field with an excel table column so make sure you know which fields suit which.
You may need to format your data a bit so it fits the form field. For instance if you want to import data to a checkbox element you will need to change the values in your excel sheet to 1 and 0 (1 meaning “yes” or “true” and 0 meaning “no” or “false”).

Go over the data you have in the excel sheet and make sure that your form has appropriate fields to encapsulate this data. If, for instance, you want to import names, emails and telephone numbers you will need to make sure they are paired up right (names-regular textbox, emails with an email element and telephone numbers with a regular textbox.)

please note that not all types of data may be imported – if you want to pour your data into a file upload element, a radio button, a listbox or a linkform – this is not possible.

Following 2 images demonstrate how data columns should match the form fields (form on top and .xls file below it):

2- Choose the ‘Import Data’ option in the toolbox left menu.
3- Choose an xls file to import from.

4- A table will then appear, consisting of the columns from the xls file.
Each column header will have a listbox in it, containing the form’s field names.

5- Pair up each column data to its destination field.
Open the column header listbox and choose the field you want the specific data to be poured into. Do so with all columns you wish to import.

6- Press on the ‘Import Data’ button. New entries will then appear (in addition to the old ones, if any) containing the xls data.

Take Note!
If you are attempting to import data that was exported from FormLogix you must first make sure that the file which you want to import is saved in .xls format.
The reason for this is that when you export your data from FormLogix to Excel it is saved in an HTML format.
In order to turn it back to XLS format:
1 – Open the file in Excel.
2 – Save the file as .xls.
3 – Import the data back to FormLogix

Exporting your web form data from the form builder

While data is constantly being stored in the form builder‘s data management result table you can still export it in order to work in other formats at any given time.
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.

The exporting options 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” (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

Creating a public report

Let’s Say you created a form using the form builder and published it. Form fillers entered data in this form and the accumulation of this data is stored in a data management result table.
The data in the table may be filtered (in order to view it in a certain way) and saved as a report (you may also save the data as is with no filter applied to it).
For example: if you create a contact form you may want to slice the data in order to view only the sales contacts. This filter may be saved and you can choose to view your data through this filter whenever you like.

The public report, like the public form, enables outsiders to enter it as opposed to the private report which may only be viewed by you.
Its purpose is to enable you to externalize your data. For example, if you created a poll and would like to present its results in your website you can do so by saving the results as public report and “publishing” it.

Steps to create a public report:
1- enter the data management tool (press on the “data” icon in the data center)
2- get your data ready. Edit your data, Filter it if needed and save it.
toolbox>filter>save. (make sure you check the shortcut and share checkboxes )
3- share the report.
toolbox> filter>share
copy and paste the code according to your usage: if you want to embed the report in your webpage simply enter the “iframe” width and height, press “go” and copy the iframe’s generated code.
if you wish for the report to open in a whole webpage use the “url” generated code.
Read more about public report or public chart