KNOWLEDGE CENTER 

 

 

 

      

 

 

 

   

 

 

Form Building, Step One

 

 

 

 

 

 

Webtreepro helps you create effective Forms 

to gather your customer's information. 

 

 These Forms can be very simple such as email subscriptions,

 to somewhat complex, such as a detailed customer profile.  

 

 

 

 

 

 

         Obviously, the reason Forms are built is because you want to get information from your

         customers.  You can receive this information in different ways, including getting data

         through your email, or by viewing the Form Submissions data in the Reports section.

 

         The Reports button is located between the Published/Edit Mode button and the

          Knowledge Center, in the gray header of your screen.

 

 

         Click on Reports, and it will bring up the Reports window, seen to the right.

         Go into the panel, and select Form Submissions.  Webtreepro will bring up all your

          Forms' data.

 

          If you would like more information about Reports, see the page Reports, or click here.

 

  

 

 

 

To create a Form,
 be in Edit Mode, and click the
Add Content button
in the Administration panel at the
left side of your screen.

 

  1. Select Form Builder from the Content Type screen seen below, and click Next 

 

 

 

   2.   Choose the page Placement and Panel location, seen below.  Some of the templates seen below may or may not be the

          same template selection you have available for your use. The needs of individual websites vary.  Webtreepro

          offers different selections to meet your website's particular needs.

          To review Placement, click here.

  

 

   3.    Click Next . The Add Content wizard will bring up the Details screen for Forms, as seen below.

           Let's take a closer look at this page.

 

  

  1. Form Name:  This is used to identify the Form.   You may have several Forms on your website, and a distinctive name will be helpful when searching for the one you want. 
  2. Enable SSL:  Checking the SSL box will give you an extra layer of security.  It's like whenever you use a internet shopping cart, the information you enter will be encrypted (put into a code) and will not be sent across the internet in "clear text" (easily read text).  Using SSL will cause the page’s URL to be replaced with a undecipherable URL.  In other words, your page title will turn into an ugly combination of letters and numbers.  This does not affect any links you’ve created, as the original URL will still function.  If you are putting this Form on other pages, the secure URL will be on every page where the Form appears.

  3.   Send email notification of form submission to:  By checking this box, each time a Form is submitted, an email notice will be

         sent to your email address.  If you have multiple email addresses, just separate each address with a comma, as in the

         example:  fredflintstone@bedrock.com, [insert a comma] barneyrubble@bedrock.com, [insert a comma] and so on. 

  4.   Send the submitted data in the email:  By checking this box, all information on the submitted Form will be included in

         the email notice.

  5.   Send email in Plain Text:  Plain text cannot have bold text, different fonts, large font size, or any special text formatting. 

         It can be read with most text editors, such as Notepad (Windows), edit (DOS), emacs, nano (Unix, Linux) or

         Simple Text (Mac OS),

  6.   Send the header information in the email:  By checking this box, the information that is in the header will be included in the

         email notice.  Most headers include the user's name, page name, and the Form's name.  If you don't want the header

         information to be included, leave this box unchecked.

  7.   This form can be used as a datasource:   If you want the information in the Form to be put into another Form, select this

         checkbox.  This can be a great choice if you want to collect, let's say,  "Customer Testimonials."  When this Form is submitted,

         the testimonial can be transferred to another Form

   8.   The submitted information will be available in the child sites:  This allows the collected information to be shared with

          Child sites.

   9.   Review submitted data:  Using the "Customer Testimonial" as an example, you'll probably want to read the Form

         submissions before you publish the remarks. Selecting this checkbox will keep the testimonials from being seen until you

         have approved them. 

 10.   Check if the user is a human and not a bot (captcha control):  If you select this checkbox, there will be a data entry box on

          the Form with numbers that the customer must copy.  This prevents automated internet crawlers from putting garbage in your

          Forms, and you can avoid getting unwanted junk. 

 

 

 

 

 

 11.   Thank you page:  Choose where you want your Thank You message seen when the Form is submitted.

      • Stay in the same page.  If selected, enter a Thank You message in the box.
      • Choose a different page.  You can send the customer to any page in your site.  This could be a dedicated Thank You page that you’ve created (generally, a page that’s excluded from your menu).

 

 

Where does the "Thank You" go?

 

 

 

  

Now, you can go through the rest of the Add Content wizard's tabs. 

 

 

 12.   Click Next   to move to the Publish Dates page where you will set Start and Stop dates.

          To review Publish Dates, click here.

 13.   Click Next   to move to the Visibility page where you can choose who is allowed to see the Form

          To review Visibility, click here.

 14.   Click Next   to move to the final page, PublishingThis tab is for Parent sites only.  Content can be required

          or optional for any Child sites. To review Publishing, click here.

 15.   Click Finish  to complete the Add Content wizard.  The Add Content wizard will take you back to your page,

          and you will have a new Form box ready to fill with content.  The Form will be surrounded by a distinctive, blue dotted line.

 

 

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