Form Settings

There are a number of settings which can be amended to change the behaviour of your forms.

• From within your form, click the Settings button from the Edit tab.
  
  
• A panel will appear to the right of your form, with the following options:
  • Completed Form Message
  • Set Form Archive Date
  • Set Form Archive Date
  • Form Security
  • Saving to the Site Database
  • Send Form Submissions to an Email Account
  • Form Payments

Completed Form Message

When a user clicks Submit on a completed form, you can display a customised message.  If a custom message is not present, a default message stating Your form submission has now been sent will appear.

• Navigate to your form and click the Settings button from the Edit tab.
  
  
• On the Form Settings sidebar, type a completed form message in the Form Message text field.
  
  
• Click the save button on the Edit Tab and click Save Now.  

Set Form Archive Date

There might be times of the year when you do not want your form to be available.  With Form Archive Date, you can archive your form to make it inaccessible.

• Navigate to your form and click the Settings button from the Edit tab.
  
  
• On the Form Settings sidebar, click the calendar icon within Form Archive Date.
  
  
• On the calendar popup, navigate through the dates and left-click to set an inaccessible date for your form.  When a user visits the form after the expiration date, the following message will appear: Sorry this item is currently archived and isn't available at this time.
  
  
• Click the save button on the Edit Tab and click Save Now.  

Note:  Make your form accessible again by removing the date in the Form Expiration field and publishing your change.

Form Security

There are a number of bots online that lookout for forms as a means to send junk messages to websites and email accounts.

To prevent this a Captcha Key is set up on Forms by default. A Captcha Key is a way of identifying if the person completing the form is in fact a human. Before submitting a form, if the system detects suspicious activity indicative of a bot, the user is prompted to input the characters displayed in a Captcha image. The Captcha verifies that the user is a human and allows the form to be submitted.

Saving to the Site Database

Before publishing your form, you need to determine how the data submitted should be saved.  

• To do this, click Settings from the Edit tab.
  
  
• On the sidebar Form Submissions section, check the Save to the site database box.

Note: To easily export data and to ensure form responses are not lost in emails, it is highly recommended to save form responses to the database.

Send Form Submissions to an Email Account

You can configure your form to send a copy of each form submission to a specified admin email account, as well as sending a response to the person filling out the form (as long as they provide an email address). 

• Navigate to your form and click the Settings button from the Edit tab.
  
  
• Select Send Admin Email from the Form Settings sidebar to send a copy of each submission to a specific email. Checking this box will reveal the admin email settings for your form.
  
  • Email Address - Type an email for form submissions to be emailed to.
    Note:  If you would like to add multiple email accounts, they must be separated with a comma and no spaces.
  • Email Subject - Type a subject line for email responses so that they are easily identifiable in your inbox. For example Website Enquiry Form Response.
  • Hide Empty Field - This tick box when checked will only send filled-in fields in the email. 
  • Email Prefix & Suffix - The prefix will appear before the form responses and the suffix will appear after. 
    • Add Placeholder - You can add placeholders from the form into the text. Please note when you add a placeholder it will appear at the end of the text box and you will then need to move it to the area of the message you would like it to appear.
      
      
• Select Send User Email from the Form Settings sidebar for users to receive a copy of their submitted form.
  • Field For User Email - For emails to be sent to the user, select a field name from your form which captures the user's email address.
    Note: Please ensure the field is set to be validated as an email address, click here to learn more. 
  • If you want to Include a copy of the completed form in the email to the user then ensure this box is ticked. If unticked you will only send the prefix and suffix in the email. 
  • Email Subject - Type a subject line for email responses so that they are easily identifiable to your user.  For example Website Enquiry Form Response.
  • Hide Empty Field - This tick box when checked will only send filled-in fields in the email. 
  • Email Prefix & Suffix - The prefix will appear before the form responses and the suffix will appear after. 
    • Add Placeholder You can add placeholders from the form into the text. Please note when you add a placeholder it will appear at the end of the text box and you will then need to move it to the area of the message you would like it to appear.
      
      
• When you have both Send Admin Email and Send User Email then the Reply to Supplied Email Address tick box also becomes available. If this box is checked then the email that is sent to the administrator will use the email address specified by the user as its reply address, allowing the message to be replied to. 
  Note: Not all email clients will support this functionality.
  
  

Form Payments

Juniper Education offers an add-on to our CMS that allows payments to be taken on forms. To discuss this feature please contact us.

Once enabled you will see the Form Payment options on the Form Settings Panel.

• Tick the option to confirm that this form requires payment
  
  
• If the payment is a fixed price, enter the cost
  
  
• If the price is to be obtained from a field on the form, select the field under Variable Price Field
  
  
• Usually, the email confirmation will be sent to the user when they submit the form, you can change this to send an email response upon payment.
  
  
• You can allow users to choose to set up a recurring payment.  This is useful if you would like users to choose to make a regular donation for example.   An option will be made available at the top of the form for users to select.  

Saving your form, survey or poll

Once you have added your questions and updated the settings, you will need to save your form. 

• Click the Edit Tab
• Select Save, then Save Now