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Building your Forms
Input Validation
Conditional Questions
Form Calculations
Customization Options
Interactive Tutorials
Web Form Design Tips
Managing your Forms
Publishing your Form
- How to retrieve your form's HTML source code
- How to publish your form using a IFRAME
- How to publish your form using a server-side script (API)
- Publishing instructions for common CMS
- How to dynamically prefill your form fields
Configuring Optional Features
- Restricting processing by date or status
- Language settings
- 'Save & Resume Later' option
- 'Preview before Submit' option
- Secure forms (SSL encryption)
- Spam Filter (captcha)
Submission Confirmation and Notifications
- How to redirect your visitor to a web page after the submission.
- How to receive an email for each submission.
- How to easily reply to the person who submitted the response.
- How to customize the email notification.
- How to send an auto-responder with each submission.
Dynamic Configuration with Formulas
Sharing Forms and Data
- How to allow another user to edit your form.
- How to add another user to your account.
- Feature Restrictions
Workflows
Managing your Data
How to Export your Data
Troubleshooting
Publishing Issues
- Unexpected characters in the form, such as 'À' or ''
- Incorrect rendering when publishing via the API
Form Submission Issues
Export Issues
- Error: 'File not loaded completely' in Excel
- Garbled characters in Excel
- Repeated sections cannot be sorted in Excel
Managing your Account
PayPal Subscription
- How to change your PayPal funding source
- How to switch your subscription to a different PayPal account
- How to cancel your PayPal subscription and pay directly with a credit card
Connectors Documentation
Salesforce Connector Documentation Index
PayPal Connector Documentation Index
HTTP POST Connector Documentation Index
Not finding what you need? Please open a support request.
Submission Confirmation and Notifications
How to redirect your visitor to a web page after the submission
- Go to "My Forms" and click on the form you need to configure. This opens the form properties panel on the right-hand side.
- Click on the "Notifications" tab.
- In the "Acknowledgment" section, enter the address of your web page in the "redirect to this page" field.
Note: When this option is set you don't need to enter any text in the "thank you message" field since it is not displayed.
To redirect your visitor based on a field value, see Dynamic Configuration with Formulas. (This feature is available on the Professional plan only.)
How to receive an email for each submission
- Go to "My Forms" and click on the form you need to configure. This opens the form properties panel on the right-hand side.
- Click on the "Notifications" tab.
- In the "Your Notifications" section, set the "Your email notification:" menu to enabled (either text or html) and enter your email address in the "Email Response to:" field. You can enter several addresses by separating them with a comma (',').
How to reply to the person who submitted the response
The email notification you receive can include a "Reply-To" header that allows you to send the reply directly to the respondent.
- Go to "My Forms" and click on the form you need to configure. This opens the form properties panel on the right-hand side.
- Click on the "Notifications" tab.
- In the "Email Collection" section, set the "Email question:" menu to the question in your form that collects the respondent's email address.
- If the question is not available in the menu, edit your form in the Form Builder and make sure that the question where the email address must be entered has a validation of type 'email'.
How to customize the email notification
Note: This option not available on the free plan.
- Go to "My Forms" and click on the form you need to configure. This opens the form properties panel on the right-hand side.
- Click on the "Notifications" tab.
- Set the "Email template: " option to "Customized Template".
- Fill out the requested information. In the "Email Subject" and "Email Content" field you can use the following aliases, which will be replaced by the real value when the email is sent:
- %%FORM_NAME%%
- The name of your form.
- %%SUBMITTED_DATE%%
- The date and time when the response was submitted.
- %%COMPLETION_TIME%%
- The time it took to fill out the form.
- %%RESPONSE%%
- The data submitted with the form. You should not use this alias if your form collects sensitive information that should not be sent over an unsecure medium like email.
- %%RESPONSE_URL%%
- The link to see the response on FormAssembly.com.
- %%FILE_LIST%%
- The list of uploaded files (if any). Login required to download the files.
- %%UNPROTECTED_FILE_LIST%%
- Same as above but login is NOT REQUIRED to download the files.
- %%RESPONSE_ID%%
- A unique identifiant for the submitted response.
- %%REFERRER%%
- The address of the page hosting the form (not the page used to reach the form).
- %%IP_ADDRESS%%
- The IP address used to submit the form.
How to send an auto-responder with each submission
Before you can set up the auto-responder, you must make sure that you are capturing the respondent email's address.
- Go to "My Forms" and click on the form you need to configure. This opens the form properties panel on the right-hand side.
- Click on the "Notifications" tab.
- In the "Email Collection" section, set the "Email question:" menu to the question in your form that collects the respondent's email address.
- If the question is not available in the menu, edit your form in the Form Builder and make sure that the question where the email address must be entered has a validation of type 'email'.
Once the Email Collection is configured you can enable your auto-responder.
- In the "Notifications" tab.
- In the "Auto-responder" section, set the "Auto-responder:" menu to enabled (text or html).
- Enter the email address and name that will appear as the sender of the email (e.g. your name and email).
- Enter the email subject and message. You can use the following aliases:
- %%FORM_NAME%%
- The name of your form.
- %%SUBMITTED_DATE%%
- The date and time when the response was submitted.
- %%RESPONSE%%
- The data submitted with the form. You should not use this alias if your form collects sensitive information that should not be sent over an unsecure medium like email.
- %%FILE_LIST%%
- The list of uploaded files (if any).