FormLogix Form Builder - How To

Create a basic form – Part 2: The flow

amywe — Wed, 01 Feb 2012 10:57:10 +0000

As i explained in my last post, the basic form builder consists of 2 work modes: the ‘pool’ and the ‘flow’. The pool is the heart of the basic form and may be used exclusively, skipping the flow process altogether.

So what is the flow good for then? The flow allows you to change the default order of questions, determined in the pool. It allows you to create a compound flow, one that has several routes depending on the user’s input (thus making it a conditional form).

Following are steps for Creating the form’s flow:
1- Once the pool is complete press on the ‘Flow’ work mode button to enter the Flow.
2- Press on the ‘Add a Question’ icon to choose questions from the flow and add them to your flow one by one.
You can determine their order using the ‘move up’ and ‘move down’ icons in the toolbar.
3- You can also add groups of questions to your flow by pressing on the ‘add a group’ icon. You may also determine after what question the group will be displayed using the ‘move up’ and ‘move down’ icons.
(Notice that the group question may not be separated – they will appear as a batch).
4- You can turn the form into a conditional form by placing questions/groups under multiple question answer options.
For instance : if you have a multiple question ‘what is your gender?’ which has 2 option (male, female) you can select the ‘male option’ and add a question (for instance, ‘do you like to drive?’) . You can also choose the ‘female’ option and place a different question under it (for example, ‘do you like shopping?’).
This way you can add many conditions to your form.
5- If you wish to add an exit after one or several questions in the flow, you can do so by selecting the question and pressing on the ‘end form’ icon. (for example, if you wish to collect only men’s data, you can add an ‘end form’ sign after the ‘female’ option. This will make sure that when a woman is filling in the form it will reach the finish line once she fills in that she is a ‘female’. )

Learn more about how to create a flow.

Create a basic form – Part 1: The pool

amywe — Thu, 26 Jan 2012 09:33:24 +0000

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).

The new & exciting FormLogix version presents: The basic form editor

amywe — Wed, 25 Jan 2012 10:34:31 +0000

We have just issued a new version in which we have added a new form builder editor to easily create web
forms. Why create a new editor you ask? well, the answer is simple…
1- While our original form builder is an advanced WYSIWYG tool which provides flexible design using a simple drag & drop motion, the basic form editor lets you create simple forms without having to deal with the design aspects that much.
2- In the new Basic editor all you do is construct a Pool of questions and define the Flow (sequence of questions) and the form is ready to use.
3- In the new editor you can create a basic flow by simply defining the order of questions in the pool, or you can create a compound flow which consists of several possible routes (based on the form filler’s input) – this is what we call a conditional form (an example for a conditional form: if the answer to question 1 is A than go to question 2, if it is B than go to question 3…).
It is a great tool for creating your web forms easily and quickly. It is also the ideal tool for creating surveys and polls.
Find out more about the Basic Form Editor

How to Purchase FormLogix forms – Now starting at 1.99$

amywe — Tue, 21 Jun 2011 07:30:26 +0000

FormLogix have just reduced their prices and are giving away discount coupons for those who wish to purchase or renew their FormLogix subscription.

Another great change is that the formLogix form builder has a new free trial version for the period of 60 days. This free account is unlimitted in forms and submissions. Once this trial period is over you will need to purchase a subscription in order to use your email form/s.

Purchasing a form is really easy and is divided in to 2 steps:
A- making a form order in the FormLogix ‘Payment Center’.
B- Making the actual payment in PayPal. FormLogix does not handle its purchase transactions, it does not collect credit card numbers and such, but rather has a third party company – PayPal – do it for her.

There are 3 types of FormLogix subscriptions – you will need to review them in order to choose the most suitable for you:

1- Pay Per Form If you are interested in paying for only one or several forms (while leaving the rest of them in the free version) then this is a suitable option for you. FormLogix are now granting a coupon of ‘up to 50%’ discount to those wishing to purchase a ‘per form’ subscription. You may find this coupon on the FormLogix Facebook page.
Learn more about how to use the discount coupon.

* Please notice that the ‘per form’ subscription enables you to purchase a basic subscription (for the chosen forms) and add, if needed, 2 special features: SSL, File Upload.
If you wish to include these features you will need to turn on their checkboxes while you are making the order and before pressing on the “Buy Now” button.

2- Pay Per SubmissionIf you wish to base your subscription on a fixed number of submissions instead of on a certain time period than this is the option for you.
Once you choose this option all the forms in your account will automaticly be included in the paid version. Each time someone fills in one of your forms the number of submissions will reduce by 1.
Please notice that this type of subscription does not include the 2 special features:
SSL, File Upload.

3- Pay Per Account – VIP Subscription
This is an all included, unlimitted paid subscription for your entire account. If you wish to work freely than this is the option for you.
The VIP prices have just reduced and start at a monthly rate of 8.99$ for the period of 12 months.
All you need to do is choose the period of subscription and all your forms will function under the paid version for that period of time.
* This subscription already includes the 2 special features: SSL and File Upload.

Following are steps to make a purchase:
1- Enter the ‘Payment Center’.
2- Choose your subscription by pressing on the relevant tab:
per form – choose the period of subscription for the form/s (1/6/12 months) and turn on the SSL, Uploads checkboxes if necessary.
Per submission- Choose the number of submissions (100/200/500).
Per Account- Choose the subscription period (1/6/12 months)
3- press on the ‘buy now’ button in the relevant subscription section.
4- Once you press this button an order confirmation email will be sent to you from FormLogix – This is only an acknowledgment that your order was received (remember – payment was not even made yet).
4-you will then be redirected to PayPal where you will be required to login and pay.

In addition to the 3 subscription types there is an option to purchase a bulk of SMS’s in order to receive SMS alerts as well as emails. Read more about SMS Alerts.

The current/previous orders made are all stored in the payment history and may be viewed by pressing on the ‘View Orders’ gray button in the payment center.

Limiting your email form to a maximum number of submissions

amywe — Tue, 08 Feb 2011 10:45:23 +0000

When you purchase a FormLogix ‘per form’ subscription your web form has no limit when it comes to the number of submissions it allows. In some cases you wish to ‘stop’ collecting data after a certain number of submissions – in these cases you can use the ‘max rows’ option in the ‘form settings’.
This option lets you enter a number of submissions after which form fillers will not find the email form accessible.
The max rows option closes the form to submissions but may be reopened by changing the number in the ‘max rows’ field to a bigger number or to 0 (zero means that there is no limit).

Following are steps to limit your email form to a maximum number of submissions:
1- Enter your web form in the form creator.
2- Go to the ‘form settings’ on the right.
3- Enter a number in the ‘max rows’ field.
4- Press ‘apply’.
5- Save the web form.

* Limiting the submissions may also be achieved by purchasing a ‘per submission’ subscription. However you should be aware that the bulk of submissions purchased apply to all forms in the account (which collect data publically) and not only to a specific form. So if you have a few active forms at the same time you will not be able to control the number of incoming submissions to each one separately.

Change your Web form dimensions

amywe — Wed, 19 Jan 2011 07:40:53 +0000

When you create a new email form it always has a default size (727×506 px).
The size of the form is of no importance unless you wish to embed it in a specific area of the webpage – in this case you need to determine the exact size of the email form so it doesn’t get cut. When embedding a web form you need to publish it as “script” or “iframe” and insert the generated code the specific area of your web page html.

Following are steps to change the form’s dimensions:
1- Enter the form in the form builder.
2- Go to the ‘form settings’ on the right.
3- enter a different width and height.
* if you are trying to contract the form size when there are elements in it you may not be able to do so if there are elements in the way. If this is the case, try to move/change elements size to allow the wanted contraction.
4- press on ‘apply’.
5- save the form.

** please note that if you change your form’s dimensions after it has been embedded you will need to publish it again and replace the current generated code with the new one.

How to create an email form

amywe — Thu, 16 Dec 2010 07:44:54 +0000

When you decide to add an online web form to your website (such as a feedback form) you automatically expect the data entered in the web form to be sent to you somehow – no?
What you are really looking for is an email form. An email form is an online form which sends you a new data entry alert email once it is submitted by a form filler.

But how do you plan to create an email form? If you do not have any programming skills you have 2 options. The first is to hire a professional programmer to create the form for you. This option is costly and will take time to complete. The second is to create the email form yourself using an email form builder. An Email form builder is a great tool for those who have no programming skills. It enables you to create an email form easily and quickly and it is cost worthy.

An email form builder is a WYSIWYG (what you see is what you get) tool, which means that you can see what the form will look like while you are creating it.
By a simple ‘drag & drop’ motion you add your elements to the form. The email feature is the easiest thing since it is done for you automatically by the email for builder. All forms created using the email form builder are email forms unless you cancel the emails sent to you.
So you see…it is really simple to create an email form yourself.

How to create a chart based on your feedback form

amywe — Tue, 14 Dec 2010 06:53:39 +0000

When you view your feedback form data you see it as a report by default. This may be changed and you can view it as a chart, which is a great analyzing tool.
The chart may be saved for future use and also may be externalized for others to view.
read more about how to create a chart based on your feedback form

Add private access fields to your web form

amywe — Thu, 09 Dec 2010 11:10:36 +0000

Sometimes you wish you could add your comments/ratings/etc to the web form entry after it was submitted, without the form filler being aware of it. Well…this can easily be accomplished by using the ‘private access’ option.
Private access fields are fields which are placed in a container within the form and are only visible and accessible to the form owner. Main usage is for adding remarks or ratings to entries after they are submitted. This option suits all kinds of forms, ranging from contact and feedback forms to order forms.

Steps for creating access fields:
1) Enter the web form you wish to add access fields to in the form builder .
2) Drag a container element.
3) Turn on its ‘Private Access’ checkbox in the element’s settings.
4) Drag the elements of your choice in to the container.
5) Save the form.

Access fields will not appear in published forms, only in the form owner’s report.
Steps for adding your data in the access fields:
1) Enter the form’s report page.
2) Double Click on a specific entry line to enter the entry in edit mode (or choose ‘Tools’>Edit).
3) Your access fields will now be sowing and you will be able to enter data in them.

SMS Alerts

amywe — Tue, 23 Nov 2010 08:34:25 +0000

Sms Alerts are a great option for those who are not constantly online, but would still like to be informed all the time. It may be applied to all forms: an order form, a feedback form, a contact form, etc.
When a form filler submits an entry in your web form a new data entry alert email is automatically sent to you by default.
If you wishe to be notified about these new data entry submissions via cell phone you can purchase a bulk of SMS’s and redirect them to your SMS cell phone number.
* Please note that the SMS feature requires the purchase of an SMS bulk and it only applies to all the active forms using this feature in the account.

Following are steps to use the SMS Alerts option:
1) Purchase a bulk of SMS’s in the Payment center.

2) Enter your form in the form creator.

3) Go to the “form settings”.

4) Type your cellphone number in the SMS Number field.
* Take note – You must enter the complete number (the same as when people dial your number from overseas). It should include the country code + cellphone number with no spaces between them.

For example:
if your cell phone number is 054-5874165 and you live in israel (country code=972) than you should enter your number as follows: 972545874165.

5) Press on “apply”.

6) Save the form.