Nov19

Embedding Videos, Maps, Widgets and Other Content Into Forms

A powerful feature of FormSpring that many people don’t take advantage of is the ability to place HTML into sections on your forms.  Now, just because you don’t know HTML, doesn’t mean you can’t use this feature.  Many websites give you embed codes for videos, maps and widgets that you can place on your own site.  These embed codes will work on your forms as well, if inserted correctly.

The possible uses are endless, but one likely scenario is an RSVP form that includes a map to your location.  Another would be a form that includes a Youtube video and asks you to answer several questions about the video.  A third possible use would be including a widget in a holiday-themed form.  For example, you might want to throw a flash widget of some dancing, singing elves onto your Christmas pitch-in dinner sign-up form.  Let’s walk through the steps of Youtube example.

Okay, the first step for embedding a Youtube video on your site is to go to the page for the video you want and look for the embed code found to the right of the video.  Go ahead and copy and save this code.

Next, log into FormSpring and start building your form.  You’ll want to add a Section wherever you’re planning on embedding your video.  On your section field, you will see a button in the text editor labeled “HTML”.  Click on this button and window will pop up that says “HTML Source Editor”.

Paste your video embed code from Youtube in this window and click “Update”.  You won’t see your video on your form inside the form builder admin, but it will show up once you click on the Use link for your form and view the form itself.

Click here for an example of a Youtube video embedded in a form.

Now, if you want to embed anything else in your form, such as a widget or map, it works exactly the same way.  You grab the embed code and paste it into a section on your form (in HTML view).  Click here for a silly example of a widget embedded in a form that I created using one of the thousands of free widget s you can find at Widget Box.

Nov11

User Profile: Crumbs and Doilies

Whether through live chat, or other support channels we are constantly learning how our customers are using the many tools within FormSpring to create online forms that help manage their businesses. So we find it amazing when we run across a customer like Crumbs and Doilies, a UK-based cupcake company, and see just how far they have integrated FormSpring forms into their business. They are using every trick in the playbook to create powerful online forms that truly help them manage and operate their business.

Below is a great story on how Crumbs and Doilies uses FormSpring. We appreciate them sharing their tale and hopefully giving you some ideas on how you can incorporate web forms deeper into your business.

Company: Crumbs and Doilies

Web: www.crumbsanddoilies.co.uk

FS: Tell us a little bit about your business, who is your target market, what makes you different, etc.?

Crumbs and Doilies is a small, London-based cupcake company. We bake for bespoke orders during the week and at weekends, which we take via our website, and also run a market stall every Saturday in Chelsea, South West London. We pride ourselves on making the best-tasting and the best-looking cupcakes we can.

FS: How did you hear about FormSpring?

CD: Once our website had been up for a few months we found we were getting a lot of emails that didn’t give us quite as much information about our customers’ needs as they might, so we started investigating the possibility of building forms to prompt clients into giving us the information we needed (name, date of order, delivery postcode etc). Possessing and embarrassingly limited knowledge of HTML and CSS I quickly realized that an online form provider offering the ability to create and implement forms quickly and easily would be an ideal solution. I tried Formspring’s trial mode and really liked the ease of use, design of the site and flexibility on offer, so signed up for a proper account. I also really liked the logo…

FS: How do you currently use FormSpring?

CD: We use FormSpring in quite a few ways. We have a couple of contact forms on the site (one for standard orders and another for larger orders such as weddings) which prompt customers to give us the specific information we need to best answer their questions prior to any possible order.

Because we get incredibly busy and because our cupcakes can only be delivered within a certain area (central and SW London), we can’t take everyone’s order - for this reason we have an order form set up (using FormSpring) and linked to Paypal (or Google Checkout) but on a page not accessible via the main site. Once we’ve answered a customer’s questions and/or are ready to book their order in we just need to give them a link to that page and they can place and pay for their order, including adding extra options to their cupcakes like purchasing stands, adding piping and so on. We use smart routing and custom notifications to send out a confirmation email based specific to the customer’s order, while the order information is relayed to several of our email addresses in different forms depending on the recipient (kitchen, accounts etc).

We also use FormSpring’s file attachment option on a couple of the forms - when we were looking to hire new helpers in the kitchen for example we set up a form so they could tell us a bit about themselves, why they’d like to work with us, and attach any images of their baking, CVs etc. Similarly, our wedding inquiry form allows people to upload useful pictures, colour samples, moodboards and so on, which come straight through to us along with their inquiry.

We use FormSpring forms elsewhere on the site too - for example we run a monthly Name the Cupcake competition (www.crumbsanddoilies.co.uk/competition) using a simple form where people give us their name, email address and competition entry. There’s a box to tick or untick depending on whether people would like to subscribe to our mailing list, and the form is linked to an emailing system which can subscribe them if they’d like to join up.

One other use of FormSpring on the site is as a ‘quote calculator’ for larger orders. By selecting a few options (number of guests, size/s of cupcakes, stand hire etc) the form generates an approximate total for the customer to help them with planning. The form is set up as standard but before pasting the HTML into our site we remove the ’submit’ button, meaning people can see the total without submitting what would be fairly useless information to us.

All the FormSpring forms we use are integrated into our site using Javascript (HTML in the case of the quotation form) - Javascript has proved really useful because it allows us to maintain ‘live’ control of the forms; if there’s a problem, or if we need to change the form in any way, we can do it from our Formspring account and it updates on the website without us having to re-upload or edit the webpage.

FS: Any other ways you might use it?

We’re really happy with the ways we use FormSpring at the moment, though we may introduce a few new forms in the future, such as polls for favourite flavours etc.

FS: How has FormSpring solved a business/organizational issue?

CD: By effectively prompting customers to provide essential pieces of information all the way through the order process, from first contact to placing the final order, FormSpring’s forms make our lives much easier. The integration of forms with Paypal and Google Checkout offers us a secure, easy way to process people’s orders. The ability to customize notification emails makes it easy for us to get the right information (order details for the kitchen, a separate email to another address to act as a back-up of each month’s orders etc), and the ability to customize and route customer response emails via Smart Routing makes it easy for us to convey the right information to the customer based on their needs and/or type of order.

What do you like best about the product?

CD: We really like the ease of use, the flexibility and the simple integration options. Also, by allowing complete customization of email notifications, post-submission URL routing and so on, FormSpring forms allow us to gather the information we need easily and professionally without ever appearing standardized or impersonal to our customers.

FS: What features do you find most helpful?

CD: Smart Routing is a really useful feature, especially for more complicated orders - for example this Halloween we ran a special offer allowing customers to order cupcakes for collection from one of two locations or delivery within central/SW London. Using Smart Routing we were able to automatically send each customer a personalized confirmation email with instructions on where/when to collect, or when to expect their delivery. Payment integration is also incredibly useful, as is the ease of use and integration options (Javascript, HTML and so on) mentioned above. We also find it really useful to have a stored record of each submission - so for example at Halloween we were able to close the form, download all the submissions and put them into a spreadsheet, which we could then use to plan our delivery routes, print out cards for each order and so on.

FS: What improvements to FormSpring would you like to see?

CD: Having added Google and other payment options is a great step forward, and perhaps (if possible) it’d be good to enable slightly closer integration, allowing for more tracking of payments, or the ability to hold a submission until payment has been made. It would also be great to see what could be done via integration with other online services such as Google Maps.

FS: Any other tips/tricks/words of wisdom you would like to share with others users/readers?

CD: I don’t know if we’d be a great source of tips and tricks - the FormSpring Help and Forum sections contain pretty much everything one could hope to know… I think the main thing is to play around with the different routing and conditional logic options to see what you can come up with. It’s fun (in a nerdy kinda way) and you might well stumble on an idea that would make running your business (or whatever you use the forms for) way easier.

Nov6

FormSpring Launches Live Chat Support

Some of you may have seen a strange little icon showing up in the support area…and some of you may have even clicked on it.  If you have, you’ve noticed that it opens a live chat session with a member of the FormSpring team.

We are slowly introducing Live Chat support. Right now you will see it mainly in our support area to assist you as you are searching for help.  Our live chat is available Monday through Friday, normal business hours (9 AM-6 PM EST).

We are committed to providing the best possible support for our users and hopefully this is one more way in which you can reach us and get your problem solved.  You will be able to use this to get real-time answers, whether for pre-sales or support questions.  If for whatever reason no one is available, it will send you to our support request form, and you will be able to still submit a support request through our normal channels.

Check it out today and let us know what you think!

Nov4

Introducing First Data Payment Integration

Like Authorize.Net, First Data is a payment gateway service provider, allowing merchants to accept credit cards and electronic checks through their web sites. It’s also now one of the payment integration methods available here at FormSpring.

To integrate First Data into your form, click on the Settings tab for the form, then choose Payment Integration from the left menu and finally Enable First Data.

You will need your Store Number and your Certificate File to continue.  To find your Certificate File, log into your First Data account, click on Support and then choose Download Center from the left menu.

One thing that’s different when using First Data instead of PayPal or Google Checkout is that your form will need to have fields on it for both credit card number and expiration date in addition to at least one price field.  You can now find a pre-built order form in the FormSpring admin area that contains these fields and will help you get started.

There’s plenty of optional data you can pass on to First Data as well, such as shipping, tax, card verification code, etc.  You can also set your form up to pass information for multiple items to First Data instead of a single item, which is another new feature that we added to all of our payment integration methods.

You will need to adjust your security settings when accepting credit cards in order to comply with our Terms of Service (TOS), which states that any credit card numbers stored in your FormSpring database must be encrypted.

Do you plan on using First Data with your forms? Let us know how you are integrating this new payment feature with your forms in the comments below.

Oct31

PayPal Subsriptions & Donations

Continuing our theme of new payment integration features, we are excited to preview our expanded PayPal functionality.  With the new payment integrations we also expanded PayPal so now you have the ability to accept recurring subscriptions and donations using your FormSpring forms.  These new features are useful for an unlimited number of possibilities, but some that spring to mind include taking donations for a non-profit, recurring subscriptions for a paid membership website, recurring dues for a club or organization, donations to support free software, etc.  The possibilities are endless!

PayPal Subscriptions

Under PayPal Payment Integration, you now have the option of setting up recurring subscriptions.  You simply choose the fields for Recurring Amount, which is the amount the user will be billed, and Billing Cycle, which is how often they will be billed (once a week, once a month, once a year, etc.).  You can also set how many times you want them to be re-billed (infinite is selected by default).  This way you re-bill your customers forever (until they cancel) or for a set period of time, such as once a month for 12 months and then stop automatically.

PayPal Donations

If you use your forms to accept donations, you can choose the Donations option in PayPal Payment Integration, which removes Price and Quantity fields and replaces them with a single field for donation Amount.  This user is also redirected to a PayPal page that shows they are making a donation rather than purchasing a product. This is perfect for nonprofits!

As you can see the expanded PayPal integration will really allow you to maximize your FormSpring forms - have ideas how you’ll use this? Let us know below in the comments!

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