Add Formulas with the Smart HTML Editor

Deborah Kim • November 24th, 2014

Many of you have requested a better, easier way to add formulas to your form settings, so we’ve been working to improve how you can create and test formulas for dynamic processing. It’s a multi-step rollout, and we’re happy to introduce the first new feature!

In the Notifications tab, Display Options tab, and some connector configuration pages, you’ll find an improved HTML editor where you can directly pick and choose the fields, aliases, and functions available for your form. No longer do you need to consult a separate page, or write them from scratch!

In some places, you won’t see the inline editor, but you can click the Functions icon to open the editor, like so:

tinymce-function-icon

Learn more about the formula editor and how it can help you add formulas.

 

What’s next

You can look forward to a syntax checker and highlighter so it’s easier to build and edit formulas.

 

Tell us what you think

We’d love to get your feedback on how the improved editor is working for you. Share your thoughts in a comment below or tweet @FormAssembly!

FormAssembly Plugin Upgrade for WordPress 4.0.1

Deborah Kim • November 24th, 2014

We’ve updated our FormAssembly plugin for WordPress.

The previous plugin is incompatible with WordPress 4.0.1, and will break all FormAssembly forms published through WordPress. If you’re using WordPress version 4.0.1 or greater, please upgrade now.

Note: If you’re using an older version of WordPress (e.g., 4.0.0), you do not need to upgrade.

The plugin now uses single brackets for the shortcode:

[formassembly formid=123456]

Shortcodes with double brackets such as [[formassembly formid=123456]] will still work, but we recommend that you change all of your current shortcodes to single brackets, as WordPress may change the shortcode format in the future. You can see more shortcode examples in the Knowledge Base article.

If you run into any issues, please email support@formassembly.com. If you have any questions or feedback, tweet @FormAssembly, or leave a comment below!

How to Build a Web Form in Minutes

Deborah Kim • October 23rd, 2014

It can be incredibly time-consuming to build a web form from scratch, even if you’re a web developer. And if you need a lot of forms? With built-in email notifications, autoresponders, spam filters, and other nifty features? You could be looking at months of development. Not to mention the concerns you may have about keeping your data private and secure.

That’s why we built FormAssembly — so you can design and launch web forms in just minutes, right from your browser. No coding necessary, so anyone on your team can build forms. Plus, you can add all that great stuff we mentioned, like email notifications!

If you just wanna see how our Form Builder works without signing up, click here to give it a test drive. You won’t be able to save until you sign up for an account, however, so follow the steps below to launch your form!

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Send Conditional Email Notifications

Deborah Kim • September 17th, 2014

Did you know you can send conditional email notifications to different people based on an answer in your web form?

(Note: You can also send auto-responders to multiple email addresses.)

For example, let’s say your ad agency has a quote form which asks whether the respondent needs copywriting, graphic design, or video services. You want the emails to go to the right department automatically, so no one has to waste time forwarding email. Conditional email notifications will take care of it for you.

Here’s how to set up the notifications with a FormAssembly Professional or Enterprise account:

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How HomeKeeper Uses FormAssembly for Online Application Forms

Deborah Kim • September 15th, 2014

Here’s a look at how HomeKeeper uses FormAssembly to create smart and efficient online application forms!

HomeKeeper is a Salesforce app managed by Cornerstone Partnership, a national nonprofit community of programs such as Habitat for Humanity that subsidize home ownership for low-income families. FormAssembly powers Cornerstone’s network through webinar registrations, membership forms, email newsletters, and more.

FormAssembly is an essential part of HomeKeeper, which is designed for affordable homeownership programs within the U.S. “HomeKeeper relies so much on FormAssembly,” said Tiffany Eng, Program Manager.

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Autocomplete Addresses with Postcode Anywhere

Deborah Kim • September 4th, 2014

If you’ve asked for mailing addresses on a web form, you’re probably familiar with the errors and typos that go along with address collection. Checking the data for accuracy and proper formatting can eat up a lot of time and resources. Not to mention that your respondents need to spare some of their own time to type in an address, and they might drop out if the form doesn’t make it easy.

That’s why Postcode Anywhere is a great add-on to your FormAssembly form. You can both validate and autocomplete addresses.

That means improved usability for your forms, which leads to increased engagement and conversion rates. Respondents can fill out an address in just a few seconds. Plus, you won’t have to check and scrub the data manually — Postcode Anywhere will do that for you.

To get started, sign up for a Postcode Anywhere account and add a new Capture+ lookup. In FormAssembly, copy and paste the provided JavaScript snippet into the Custom Code section of your form, then follow the steps from Postcode Anywhere to finish the setup. It’s super easy, and you’ll be done in a couple minutes — the code will start working right away!

Note: This integration works on all FormAssembly accounts, even the free Starter Plan.

Try it out here:






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