Contents x
Forms
15 Articles  in this category
  • Print
  • Share
  • Dark
    Light
Contents

Forms

15 Articles in this category
  • Share
  • Dark
    Light

Adding a Form

Adding a Form - Introduction infoodle enables you to build forms to capture data provided by clients, and can be embedded into your website, or provided as clickable links within an email (for example). Forms are easy for your contacts, members ...

Editing a Form

Perhaps you forgot to put in some really important information when you were building your form. No worries, whenever you see the pencil icon in Infoodle it means you can make changes! To Edit a form: Select Forms from the Navigation Menu. ...

Deleting a Form

Occasionally it may be necessary to delete a form in infoodle. Just follow this simple process and your form will be gone for good! But don't do this unless you're absolutely sure! To Delete a form: Select Forms from the Navigation Menu....

VIDEO: Forms

Topics Covered What Forms are used for How to create your Forms How to publish your Forms on your website, or send via email Processing completed Forms to automatically update infoodle

Form Fields

13 Articles in this category

Form settings

Now that you've built your form the next step is to select the Form Settings tab and set the associated options. These determine, for example, what the form looks like, and what happens when the user has submitted the form. Work through the Fo...

Email Response

You've built your form and applied the Form Settings, you now need to create an email response that will be sent to the user completing the form. Select the Email Response tab and set it up with information similar to the example below. As you'...

Publishing a form

So you've Adding a Form , applied the Form settings and setup an Email Response . The next step is to Publish it. Share - Public link Use the public link when you want to email a link to your form, add it to your facebook page, or incl...

Reporting a Form

So, you've created a Form in infoodle and you want to view or get a print out of all the entries you've received with their corresponding data. Infoodle has a simple way to get this done! Let me show you how: Click on Forms in the Navigation b...

Example Forms

2 Articles in this category

Processing form entries

Creating forms in infoodle enables your organisation to collect data and/or payments quickly and efficiently. Once someone has filled in a form it then needs to be processed. If this is part of your role you may be set up to be notified by email whe...

Trigger Workflows via Forms

Overview infoodle Form entries are a special case in regards to Workflows because there is no automatic triggering of a Workflow when a Form Entry is processed and approved. This is the case even if the Form carries out an action that would norma...

Payment History

When someone has made a payment via a form, this needs to be processed. In the case of the credit card process - assuming the user completes the payment piece correctly, then the entry is marked in infoodle as 'paid' directly. In the case of the oth...

Adding data to a form - advanced usage

There are times when you want to use data from infoodle or another system to pre-populate a form for someone to complete, an unsubscribe would be an example. We've enabled a few ways of doing this depending on what you need. The fields you see on ...

Rocketspark

infoodle forms can be added into a Rocketspark page really easily. Create your form in infoodle. Go to the publish tab of the form and copy the embed link that is provided for you. Go to your Rocketspark website and in the page you want th...

CSS Code (Advanced)

Advanced CSS Design Changing the Design of the Form PLEASE NOTE This is an advanced feature which infoodle does not provide support for directly. There are too many different things that could be done with CSS for us to...

Adding Javascript (Advanced)

PLEASE NOTE This is an advanced feature which infoodle does not provide support for directly. There are too many different things that could be done with Javascript for us to provide support, and every website is different....