Create a basic form – Part 1: The pool

Choose Basic Form
The basic form builder is exactly what is sounds like: simple. It is a tool with which you can create your web form easily and quickly. In order to set up an online basic form all you need to do is create a pool of questions and determine their sequesnce in the Flow.
The Pool is the basis for this form – if you do not wish to add a flow, that’s alright – the form’s default flow (questions sequence) will derive from the pool.

Creating the pool is really simple:
1- Press on the ‘Add Question’ icon to add a question to the pool.
2- Once you have added all of your questions you can change their order. You can also edit them using or delete them.
3- Groups may also be created by choosing certain questions from the pool.
4- That’s it basically… once you finished adding questions you can save the form and use it ‘as is’. If you do so, the questions in the published form will be displayed in the order they appear in the pool. Read all about the pool.
5- If you wish to change the flow or even adding conditions, making the flow compound, you can do so in the Flow (Which I will talk about in my next post).


How to embed your form in your website?

So you’ve finished designing your form in the form builder…great…what now?
how do you take this form and embed it in your website?
the answer is: “easily”.

Before talking about the actual embedding i would first like to emphasize the importance of getting the webpage ready prior to creating the form.
If you are creating a form with the intention of embedding it you will need to decide where you want the form to be located, what size do you want it to be and how do you want it to look. since “embedding” a form means making it an integral part of the webpage than you should think the overall affect you want to achieve (colors, fonts, colored/image/transparent background etc).
Once you completed this process and built your form according to its results you can now embed the form.

Following are step to show you how to embed the form:

1- Make sure your form is saved and marked as ‘public’ (in the ‘form settings’).
2- Press on the ‘publish’ icon in the upper toolbar-‘main’ section.

3- Choose the ‘script’ option and copy the generated code.
4- Go to your webpage and paste the code.

That’s it.
oh, and just to make things even clearer – this is a tutorial on the subject: Embedding a form

Take a tour in the form builder

The form builder is where you can create an endless array of email forms (once the form is submitted an email is sent to the form owner):
Contact us forms, Feedback forms, Events registration forms, Surveys, online Polls, Order forms, Invitations etc.

The form builder is a WYSIWYG tool. This means that while you are creating and designing the email form you can actually see what the form will look like when it is used.

It consists of many features and functions, some are necessary for the form creation process and some are special features which may be used when needed.

This tour will focus on the main functions you should know in order to create a form in the form builder:

1- Giving the form a name
    the first attribute in the ‘form settings’ (on the right).

2- Determining the form’s dimensions: width & height.
If you plan on embedding the form in-between other items in your webpage than this is really important. The width and height are located in the ‘form settings’ and are in pixels.

3- Dragging the elements of the form.
All elements are located in the ‘elements’ section in the top toolbar.
You can either drag each element separately or drag every element along with a label (by turning on the ‘Create with label’ checkbox in the ‘alignment & spacing’ section)

4- Using the grid to align the elements
by turning on the ‘show grid’ and ‘snap to grid’ checkboxes (located in the ‘alignment & spacing’ section) you can easily place your elements where you want and have them be aligned.
Read more about the grid

5- Giving the Elements a caption
each element has a default name when it is first dragged, but this name can and should be changed (since it later appears in the data management report, in the emails and so on). In order to give the element a name you need to select it and go to the ‘element settings’ on the right.

6- Giving the elements a tab index number
This attribute is situated in the ‘element settings’ and allows you to determine the order of the fields in the form (this order will later be used in the data management report, in the emails etc.)
read more about tab index

7- Saving the form.
this may seem trivial, but when you are working with a web tool you should always make sure you save your form several times while you are in the process of building it and not only in when you are finished.

8- Auto response
by using this feature you can have a copy of the submitted form be automatically sent to the form filler. In order to have the form auto reply (or , as we call it, send a ‘carbon copy’ of the form) you need to have an email element in your form – so if you don’t already have one you will need to add it. Once the element is in the form you will need to go to its settings and turn on the ‘send copy‘ checkbox.
You can use this regular auto reply or use the ‘custom user email‘ to create your own email.

9- post submit url
this attribute, located in the ‘form settings’ allows you to redirect the form to another form or another url once it is submitted. All you need to do is use the url picker to select a form or fill in a valid url and press ‘apply’.

Read more about post submit url

10- Publish
Once the form is completed and saved you can publish it. Publish means to make it accessible to others, to make it public.
In order to publish your form you need to press on the ‘publish’ icon in the ‘main’ section of the toolbar. Choose one of the listed publish methods and copy the generated code.
Read more about publish