Sub-users are extra logins with access to a Formsite account and its forms, settings, and results. This feature is useful for organizations with many contributors, or as access for agencies with separate clients. The Sub-user permissions grant access to individual forms and results or admin access to the entire account.

One of Formsite’s most popular features includes the ability to collect payments. Popular uses include collecting registrations, product and service payments, and subscriptions. As more people turn to online transactions, protecting payment information becomes a priority. The protection of payment information requires PCI compliant online forms.

Formsite online forms now has a primary integration with Microsoft Excel to match our Google Sheets integration. Send every new form result to an Excel workbook in real-time. Perfect for sharing with teams, as a secure backup, or use with Excel’s charting tools. Keep reading for more about the Microsoft Excel integration.

Formsite provides security tools to help form owners protect their visitors and reduce the risk of invalid results. Some tools protect the data while others validate parts of the process. Examples include verifying the format of entered answers like dates and email addresses, and preventing duplicates. The CAPTCHA settings give form owners a way to prevent automated submissions, or “bots”.

Formsite’s email Notifications send emails after each successful result. The recipients can come from the form by the visitor, or defined by the form owner. Sometimes an item with a list of answers has separate recipients for each choice. In that case, the email routing items let the form owner assign one or more addresses for each choice.

Formsite lets form owners collect payments for their orders using one of the integrated payment options. PayPal also offers their advanced payment methods like Venmo, PayPal Credit, and Pay in 4. Form owners can also set up their own ‘buy now pay later’ method and offer the option on any order form.

Formsite forms expand and customize their use through connected services called integrations. These integrations include payment processors, file storage, and virtually any other online service. Occasionally they need attention and troubleshooting integration settings becomes necessary.

Many form owners use tracking scripts on Success Pages to track total submissions and other data. These scripts can simply record when the page loads or pass data through pipe codes for more extensive reporting. Other Success Page scripts perform equations showing scores as percentages, or other formatting uses.

Formsite’s Pre-populate link lets form owners pass data into form fields through the link. As one of the most used features, pre-populating allows for creating custom workflows and personalizing forms. Read on for tips on using the Pre-populate link and resources for more information.

Many Formsite account owners ask about adding Sub-users to the primary account to allow access to form results. Sub-user accounts have access to the form editor, settings, and results for specific forms or all forms. For allowing access to only the results or even filtered results, the Results Reports features are your best bet. Continue reading to learn more.