Custom Forms

There are several types of forms in our CMS system, including member registration forms, enquiry forms, shopping checkout forms and customised forms.

This FAQ section only relates to customised forms.

Instructions on how to setup forms in our CMS

  • Select the page type "Enquiry Form"
  • Design your form - our drag and drop editor allows you to drag form field snippets across from the right into your form, and makes formatting and reordering your forms easier. 
  • You can use any field name, but use the special field names for any common contact detail that you want saved into the "member" profile. All other fields will only be stored with the "Message". 
    • Email: <input name=from>  The email will be sent from this email address, and the user will be added as a member if not already a member based on this email address
    • Phone: <input name=from_phone> Will be recorded in the members list
    • Name: <input name=from_name> Will be recorded in the members list
    • Company: <input name=from_company> Will be recorded in the members list
    • Town: <input name=from_town> Will be recorded in the members list
    • State: <input name=from_state> Will be recorded in the members list
    • Country: <input name=from_country> Will be recorded in the members list
    • Fax: <input name=from_fax> Will be recorded in the members list
    • Group: <input name=from_group  maxlength=30> Will be allocated to this member group, limited to 30 chars
    • Referred By: <input name=from_referred maxlength=20> Who this member was referred by, use a dropdown box because limited to 20 chars.
  • If you want to allow files to be uploaded and sent with the notification, then you need to change the page layout from layout tab top right, to a form type that supports file uploads. Only allow file uploads if you really want files. A maximum of 20MB applies to emails, so the maximum combined file sizes you can upload is about 15MB due to the way files are inefficiently encoded in emails. 
  • Use optional hidden fields for other control
    • <INPUT TYPE=HIDDEN NAME="templateOnly" VALUE=1>  Hide the parameter list in the notification email if you're using a formated template
    • <INPUT TYPE=HIDDEN NAME="Subject" VALUE="My own email subject title">
  • You can use any other type of field or field name for general questions (except numbers), that will only be saved within the "view messages" area for 90 days. It does not need to be preceeded with "from_". eg you could use a field name "FavouriteColour". You don't have to use spaces, but it is helpful to use some kind of field naming convention so that it is easier to match the fields up later for validations or Notifications.
  • For Notification and Thankyou Templates,
    • you can use any of your field names from the enquiry page, using square brackets... eg [from] or [from_name].
    • The field names must exactly match, including any spaces, upper/lower case etc.
    • Special note: Checkboxes are anoying, as many browsers don't send anything through if they are not ticked. So if your template has a field for a checkbox, it may not be replaced with nothing, the field declaration with square brackets will remain... However, if you add this field into the validation list, with no validation, then it will be blanked out nicely in any notification emails..
    • If you have customised your notification template, you may still see the full field list in the footer. To remove that, change the "page layout" to the one dedicated for custom notifications, or include a hidden field in your form "templateOnly"
  • Validation of mandatory fields can be achieved, refer to the notes at the bottom of the first editor screen.
  • The Email address on the contact details page is the default recipient address. The Notification email address in the OPTIONS of the page is the way to override the recipient address. You can not override the recipient address with any fields sorry, but do checkout our new "tell a friend" options. 
  • You can block bad words in the block bad words area of our CMS.
  • Additional instructions in the editing area itself... eg for javascript validation etc.

 

Additional Notes

Its important to understand the difference between Messages versus Members

 

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