• Required field/non-required field
• Option for short, medium or long answer
• Option for true/false
• Option for multiple choice
• Option for file upload
• Option for Information only
• Option for email address
• Option for date format (mm/dd/yyyy)

Once the questions in the form are created, the form URL is generated and can be easily linked to any area of the site for submissions to begin. Visitors to the site can submit their responses and responses are tracked in the secure admin area of the website including the computer ID and IP address of the respondent. Visitors can also select to have their completed submission emailed to themselves. Once they have completed the form, a link will display for Email Info? and they can enter in their email address.

When choosing an answer type, the "Short Answer" type will provide the visitor with a small text box limiting them to 50 character (of type), a medium answer will allow for 255 characters, and a long answer will provide a box for a free text area (no limit). Choosing "Information Only" will provide the visitor with information or instructions regarding the questions. File Upload allows the visitor to upload a file.

To Add a Form:

• Click on Add Form.
• Enter in the Form Name.
• Enter the form information or a password (optional).
• Enter an On Site date. Off Site date and form password are optional.
• Hit Continue.
• Upon hitting Continue, the next screen allows you to enter in your questions. Type in your question in the text field, decide if it should be required and select your Answer type from the drop down menu. Hit Save.
• You'll notice tabs at the top of the form that allow you to Add Questions, Edit Q, Sort Q, Limit submissions or Delete the form entirely.
• Main Info tab includes:
  • Your form URL which you can link to any page or Quick Link on the site.
  • On Secure Server – Yes or No. Select Yes if you’d like the data secure in the transfer once one hits the Submit button. Please note that the secure form doesn’t display your template.
  • Email Submissions (optional) - form submissions can be emailed to anyone via the Email Submissions to field. Multiple email addresses (up to eight email addresses) can be added by entering commas between each address. Please note that the submitted information will always be saved in the admin area for review. If emailing form submissions, you can also select to have the top-form info and the bottom-form info emailed above and below the answers to help identify the form or form contents being sent.
  • Top of Form, Bottom of Form, After Form information – you have the ability to enter in content to the top and bottom of the form as well as add copy after one hits Submit. 
• Limits - you can limit the number of submissions allowed to the form. Click on the Limits tab, type in the maximum number and hit Save. Once the maximum number is reached, further submissions will not be accepted and a message appears on the front end saying the form is no longer accepting submissions.
  • Advanced Feature - gives you the ability to add appointment scheduling to any form.
    
    When you click on the Limits tab, you'll see the Advanced Feature link. Click on the click here link to take you to the next screen where you’ll enter in dates. Please enter two LIMIT dates.
    
  • 1. On Site/Off Site – The On Site field is the date the overall form is available on the front end. The end date is going to be your "Off Site" date – when the form will NOT display on the site.
    2. Start Accepting/End Accepting - The first date field should be the start of accepting submissions, and the end date should be the last date submissions are allowed. The start date may be quite different than your current "On Site" date. Based upon your entry here, the form will build upon your dates - allowing you to easily enter limits.
    3. Select the appropriate days of the week for the date range. Hit Next.
    4. Enter in the maximum number of submissions and the label for each one. Automatic time intervals for two hours, one hour, 30 minutes, and 15 minutes can easily be added by clicking on the links at the bottom of the page. Hit Save.
    5. To view your form, click on the Main Info. A link to your form will appear below the Form Information bar.

When you duplicate a form, the dates and times of the appt. scheduling can be carried over to the new form if the dates are in the future. There is a checkbox to select to include dates when duplicating a form. 

Note: See Edit Form section for specific instructions on copying existing limits from one form to a new form.

• Approvers - The Approvers tab allows you to setup an approval system for form submissions. When a form submission comes through, the approver(s) will receive an email indicating there is a form submission needing approval.
  

Add Default Forms

A bank of common forms is available for you to choose, personalize and add to your site.

• Click on Add Form.
• Click on the Add Default Forms link.
• Simply click on a Form Name and the system will add the form and all its questions to your site. Once you click on the form hyperlink, you will be taken to the edit screen to personalize and update the form, if necessary.

E-commerce thru the Form Creator

If you have purchased the LivePay module, you can also use the Form Creator to accept online payments.

• When adding a new form, a new tab will appear titled Payment.
• If you'd like to accept credit card payments via the form, select Yes for Accept Credit Cards.
• In the Charge Amount field, you can enter in a single overall amount if you want the person to be charged when submitting the form.
• If you'd like a particular question to be a part of the charge, select the checkbox and hit Save. Please note that individual questions with payment must be Multiple Choice and the answer fields need to begin with a dollar sign. For example, $10 for Program A.