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Introduction to AcuWeb™Forms


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AcuWeb™Forms

This tutorial we'll get you acquainted with the features of Acuweb™Forms -- one of ten browser-based apps in our fifth generation suite of tools that make it easier than ever for you to easily set up and manage a variety of online forms on your website, without the need for any prior web-tech knowledge.

Acuweb™Forms allows you to set up interactive forms on your website, which you can customize to collect data in precisely the form you need. All forms data is stored in Acuweb™Contacts, providing a centralized, easy-to-manage repository from which you can export data, send individual or group emails, generate graphics-rich eflyers, and perform many other useful tasks with the data you've gathered.

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Any time you select an Acuweb 'app' , the options for that app will appear in the blue sub-nav bar immediately below the main navigation. This method of navigating among your Acuweb apps is consistent across all of your site's tools. You can always click on the name of the app, in the main navigation bar, to return to the starting list-view.

Let's look briefly at the options you'll see here, beginning with the list-view of all your existing forms, including a status indication of whether the form is currently active on your website; and, for each form, a series of function buttons to the right. It also includes a button at the top that gives you the option of creating a new form from scratch.

 


Edit

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Acuweb™Forms allows you to build your forms in a logical, easy-to-follow sequence, beginning with the form title, any instructions you wish to place at the top of the form, and the ability to temporarily toggle your form from active to inactive status, and to decide whether your form should be open to the public, or require your constituents to log in first, before completing the form.

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Fields

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On the form fields panel, you can select which fields to include in your form, and, by using the drag-n-drop feature, sort the fields into the order in which you want them to appear. You can also specify for which fields a response is required, and add field-specific instructions if you wish.

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Contact Groups

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One of the most powerful features of Forms is the ability to sort your form respondents into contact groups, using Acuweb contacts. This is especially useful if you have multiple forms on your site, for different purposes, or if you wish your respondents to self-select themselves for inclusion into specific groups (e.g., if accepting volunteers for committee work, or signing up to receive enewsletters on a variety of topics).

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File Uploads

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The file upload panel gives you the option of allowing your form submitters to upload a file, such as a resume or photo, when they submit a form. Here, you can allow such actions, and can add instructions to accompany the upload field.

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Email Notifications

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Another powerful feature of Acuweb™Forms are its email notification features. Whenever a form is submitted to your site, two automatic email notifications can be set -- a user notification, which is typically a thank you and confirmation to the submitter that the information they submitted has been received; and an admin notification, letting a designated person in your organization know that a form has been submitted.

The notification messages and designated recipients for both notifications are completely customizable, as you'll see in a moment, and new notifications can be set up by clicking the 'add new notification' button at the bottom of this panel.

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Submission Settings

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Form submission settings allows you to define the label for the form submit button at the bottom of your form, and also to specify to what page in your site you would like your form submitter to be taken after the form has been completed.

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Custom Fields

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On the Forms navigation bar, the blue 'custom fields' tab displays a list-view of all existing custom fields. You can add more custom fields to your form simply by clicking the 'add new custom field' button at the top.

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Whether you're adding or editing a custom field, the 'custom field' panel allows you to determine the type of field you wish to create, and set various display parameters for the field. Once a custom field has been set up and saved, you can then choose to include it in your form by going to the 'form fields' panel under the blue 'forms' tab in the main navigation.

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Notification

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As we mentioned a moment ago, you can set up a variety of customized notification messages, and assign them to go either to the submitter of your form, or to the administrator in your organization who should be notified when a form has been submitted. On this screen, you can view all existing notifications; what type of notification; the current status of the notification; or choose from one of the three function buttons to the right of each...

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When you choose the 'edit' button, the 'notification' panel will open, and display your options for setting up and customizing each notification. Upon saving your changes, this notification will then be available for use on one or more of your forms, by choosing it from the 'notifications' drop-down menu in the notifications panel, on the Forms edit screen.

Once your fields are set up, notifications selected, and your form has been saved, it can then be embedded in any page of your website by choosing the form from the dropdown list in the content editor panel in Acuweb updater.

Hint: Its a good practice to setup a form on its own content page to avoid future edits from interfering with the code. Once a form is embedded on a page if you have to make an edit that involves looking at the "Source" view of your content, first remove the embedded form icon, view source, make your edits save and re-embed your form.

This will insert a placeholder, or "proxy" for your form in your updater story; and when your site is published, the finished form will appear in that location on your site.

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To learn more about any of the advanced site management functions of Updater, just ask your Acuweb customer care representative or to learn more about the other AcuWeb™5.0 tools, visit the AcuWeb Support Home Page.

   

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