Form Builder Tip: Save Time with Predefined Content

Deborah Kim • July 10th, 2014

Here’s a Form Builder tip for you! Do you ever find yourself re-creating the same elements, using the same steps, over and over again?

If so, Predefined Content could save you a lot of time. Think of it like a mini-template, or an easy shortcut.

You can save any content you want to use again, whether it’s a field with particular settings, a formatted text block, or an image. For instance, you might want to save a field with a complex formula, or a contact info section with multiple fields (e.g., Name, Email, Phone Number). And Predefined Content is especially useful if you want to use the same element in a different form.

To find existing Predefined Content, open the Form Builder and hover over the Add Content ➜ More… menu. You’ll see that we’ve started you off with some premade elements. For example, you can add a Country drop down menu, complete with options for all countries, or a US Phone Number field with the validation rules already in place.

To save any element in your form as Predefined Content:

  1. Open the Form Builder for an existing form, or start a brand-new form. Create the content you’d like to re-use.
  2. Select the content to open the editing toolbar. Click Options.
  3. In the editing sidebar, click Add to predefined content.

  4. Choose a name for your element. You can also specify a category and a description.
  5. Click Save. Now you can add that element to any form!

 

To edit existing Predefined Content:

  1. Add the element to a blank form.
  2. Make the desired changes to the element.
  3. Save the element as new Predefined Content.
  4. Delete the old element from the Add Content ➜ More… ➜ Manage Elements menu.

 

Care to share a tip or trick with us? Email community@formassembly.com, tweet @FormAssembly, or leave a comment!

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Call For Freelance Web Designers & Developers

Deborah Kim • July 3rd, 2014

webdesigners

FormAssembly is looking for freelance web designers and developers!

Sometimes our customers need a little bit of custom CSS or JavaScript, to craft a formula or add new functionality to their web form. Or they might need a fresh look, a complete theme with styled fields and buttons.

We work hard to improve the Knowledge Base and create tips & tutorials to help you build great web forms, but often customers need to go beyond the basics and get help from the pros.

Right now, customers call on our many awesome Partners who offer expert consultation and implementation services for projects both large and small. And we’d like to expand our resources to include web designers & devs who can customize FormAssembly forms and take them to the next level.

Are you a savvy designer who can create pixel-perfect style sheets? Or a skilled developer who can engineer some coding magic? Do you love to refine the little details and solve problems?

If this sounds like you, and you’re interested in being part of our referral list, drop a line to community@formassembly.com with a link to your portfolio and a sample FormAssembly form that you’ve customized. We’d love for you to join us!

How mrk photography & videography Uses FormAssembly to Simplify Order Forms

Deborah Kim • July 1st, 2014
We ♥ our small business customers! Here’s a peek at how mrk photography & videography uses FormAssembly to simplify client order forms with formulas and repeatable sections.

 

mrk_logo

 
mrk photography & videography covers local community sports clubs, plus many events and occasions, so the team needed a tool that would make it easy for clients to place online orders. After a lot of research and several trials, mrk chose FormAssembly. “It provided the perfect balance of support for complex functionality with a reasonable cost,” said Principal Milton Kirkwood.

With FormAssembly, clients can easily specify their requirements in the order form. These requirements are often complicated by the fact that clients’ children are usually on different sports teams, and that clients may want different photos for each child. For example, a client may want a team photo for one child, and a team photo plus an individual photo for another child. “FormAssembly handles this complexity with ease,” said Milton.

 

mrk_order_form
Screenshot: Sports Club Photo Order Form with 1 Player

mrk finds FormAssembly’s formula engine particularly helpful for calculated fields. With formulas, order forms can instantly calculate a running total as selections are made. Clients always know the exact total value of their order and how many of each photo type have been ordered.

 

mrk_repeatable_section
Screenshot: Sports Club Photo Order Form with 2 Players

Repeatable sections make it simple for clients to place orders for multiple people in the same form. In the example above, clients can select “Add another player” to add another section. This feature simplifies the form and ensures that the client only sees the essential information required to complete their specific order. “The client is never confronted with a mass of confusing options,” said Milton. “The client always has total control of the ordering process.”

Many thanks to Milton and mrk for sharing their use case with us!

 

About mrk photography & videography

 
mrk photography & videography, based in Sydney Australia, was
established around 5 years ago when its principal, who had worked
in the information technology sector for 30 years, decided to leave
the corporate world and pursue his passion. While the company is
relatively small, it has grown consistently from year to year by
providing exceptional customer service. Visit us at
mrkphotography.com.au.

 

Haven’t tried FormAssembly? Start building your own order form now:

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Quick Tip: Send Auto-Responders to Multiple Email Addresses

Deborah Kim • June 30th, 2014

FormAssembly has a handy auto-responder feature to send automatic emails to people who fill out your form. You can use ’em as confirmation emails, follow-ups, and more.

But what if you’re collecting multiple email addresses, and you need to send the auto-responder to more than one person?

Here’s how to set it up:

  1. In the Form Builder, click on each email field, select Options ➜ Validation Rules and set the Expected Input Format to Email.
  2. Assign a variable to each email field. Open the Options ➜ Calculations settings, check the “This is a variable” checkbox, and enter a variable (e.g., a for the first email field, and b for the second email field).
  3. Add a text input field. This will be your merge field.
  4. For your merge field, enable email validation (as in step 1), and open the Options ➜ Calculations settings. Check the “This is a calculated field” checkbox and enter this formula:
    merge(a,b)

    where a and b are the variables for your email fields.

  5. Copy and paste this script to Properties ➜ Custom Code:
    <script type="text/javascript">
    function merge(a,b){
    
    merge_list = Array();
    
    if(a!=0){
    merge_list.push(a);
    }
    
    if(b!=0){
    merge_list.push(b);
    }
    
    return merge_list.join(',');
    }
    </script>
    
  6. Exit the Form Builder and open the Notifications tab of your form. Set the Email Collection field to your merge field.

 
And you should be good to go! If you have any questions, email support@formassembly.com, tweet @FormAssembly, or leave a comment.

How Granny’s Finest Uses FormAssembly for Feedback Forms & Invoices

Deborah Kim • June 27th, 2014
FormAssembly is international! We offer localized services in over 30 languages to organizations all over the world. Here’s a quick look at how Granny’s Finest uses FormAssembly for feedback forms, inventory upkeep, and invoice records — all the way from beautiful Holland!

 


Photo by Albers

Granny’s Finest brings young designers and retired women (“grannies”) together in knitting clubs across the Netherlands, where they collaborate to create handmade knitwear. The mission of Granny’s Finest is to grow communities where both the elderly and the younger generation can share their expertise, team up on creative projects, and enjoy each other’s company.

In the past, Granny’s Finest used paper forms to collect feedback. “They were low tech,” said Co-Founder Niek van Hengel. “We use Salesforce as our CRM, so there was a lot of manual data entry.” It was slow, time-consuming, and costly for the team’s limited resources. They needed to automate the process, so they turned to FormAssembly and its robust Salesforce integration.

Now, with FormAssembly forms, Granny’s Finest can get the form data directly in Salesforce. “It’s very cool,” Niek said. “The forms can talk to Salesforce, create and update objects.”

Granny’s Finest manages a total of 17 clubs, so it was challenging for the team to keep track of every club with paper forms. FormAssembly made it easier and faster for club organizers to request new supplies and give feedback on the club atmosphere with dynamic forms. The questions in feedback forms are mapped to corresponding objects in Salesforce. Whenever a form is submitted, the info is available instantly in the database. The team can see how each club is doing right away and restock inventory as needed.
 


Screenshot of a Granny’s Finest feedback form

 
The team also uses FormAssembly for bookkeeping. Invoices are created and automatically recorded in Salesforce, accessible in just a few clicks. Having all the data in one place helps the team’s workflows run smoothly and effectively.

Niek said they look forward to using FormAssembly for other areas in their business.

Huge thanks to Granny’s Finest for sharing their story with us! We’re delighted to help their mission.

About Granny’s Finest

 
Granny’s Finest offers handmade knitwear, knitted and crocheted with natural yarn and care. The fashion label combines the creativity of young designers with the expertise of “grannies,” or grandmothers.

To learn more and check out the online shop, visit grannysfinest.com.

 

To create your own feedback survey or invoice form, localized in your respondents’ language, try FormAssembly!

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Prefill Forms with Emma Email Marketing & FormAssembly

Deborah Kim • June 25th, 2014

Prefill Forms with Emma Email Marketing & FormAssembly

Oh, hey! Did you know you can prefill forms with Emma Email Marketing and FormAssembly?

For example, let’s say that you’re building an email campaign in Emma, where you include a link to a feedback survey. It’s useful to know who’s saying what, particularly for follow-ups, so you include Name, Email, and Phone fields in the survey.

However, those contact fields might be an extra annoyance to your respondents, and discourage them from finishing the form.

But what if you prefill those fields in the survey? You can auto-complete the fields with data you already have. In this case, you can auto-populate the contact fields with subscriber info in your Emma account. With the prefilled contact info in place, the survey gets easier to finish. You win on two counts: Your respondents are happy, and you’re happy, because you’re getting more feedback. Yay!

Here’s how to prefill your Emma email with FormAssembly:

  1. Grab the public address where your form is hosted. You can find this in the form’s Publish tab in FormAssembly.
  2. Find the field aliases you need, and start building your prefill link.
  3. Place the Emma personalization fields into the prefill link. You can find these by clicking Insert ➜ Personalization on the editor toolbar in Emma.

  4. Copy and paste this link into your Emma campaign. Ta-da! That’s it! Now you can test and send the email if everything looks A-Okay.

 
Note: You can make this process even more awesome by setting up FormAssembly to send the form data wherever you need it. For example, you can update a Google Sheet or your Salesforce database. That way, you’ll skip the time-consuming chore of re-entering the data!

Example

Let’s say that you want to prefill this event feedback form with Emma. The Name field alias is tfa_10, Email is tfa_1, and Phone is tfa_11. In Emma, the personalization fields are [% member:first_name %], [% member:email %], and [% member:phone %], respectively. The full link to place in an Emma email is:

http://www.tfaforms.com/334393?tfa_10=[% member:first_name %]&tfa_1=[% member:email %]&tfa_11=[% member:phone %]

 
Ready to prefill your web forms with Emma and FormAssembly? If you don’t already have an Emma account, you can get started here. Don’t have a FormAssembly account? Sign up:

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