Formsite form owners who collect payments often find that some visitors do not complete the payments. Filtering completed payments lets form owners receive only those results with successful payments. Use with Workflow, Notifications, exporting, and most integrations to trim invalid results.

A frequent question we receive is how to make form updates without affecting form visitors. Some updates include deleting or changing choices, and those changes may impact Rules logic. See how to maintain and update live forms while causing the least impact.

Formsite's Page Rules give form owners ways to build smart online forms with logic. Page Rules trigger after each page of the form and direct visitors to following pages or Success Pages. The Page Rules have some small differences from Item Rules, which allow for showing and hiding individual items. Read more for Page Rules tips and how to maximize their usefulness.

Formsite's Calendly item lets form owners add scheduling features to their forms. Some built-in features include sending reminder emails and text messages, calendar links, and more. The newest update includes Calendly enhancements for more integration with the rest of the form.

Formsite accounts have service levels that set the features available and the number of components allowed. These limits allow smaller accounts to have fewer forms and features for a lower price. Higher service levels provide higher limits and more features at established levels. For some accounts, the account owner can increase limits without upgrading to the next service level.

Formsite forms use Rules to show and hide items, page navigation, and for sending Notification emails. Notification logic gives form owners the tools for sending custom messages based on answers in the form result. See how to set up Notifications with conditional logic for targeted emails.

Formsite account owners have access to many options for processing their results data. Using these features, form owners create systems for many reasons including data backup processes. Sending the results to other systems allow form owners ways to secure their data through redundancy.

Formsite's Results Docs feature lets account owners create PDF or Word files from their results. The default behavior generates a PDF document of the results' Table format, and another option uses a template file. The PDF template file is a fillable PDF form that the system uses to insert the form answers. Here are some PDF tips for using the PDF template version.

Formsite account owners have used our Zapier integration since 2015 to connect to other online services. By creating a Zapier account, forms send the results through Zapier using their Zaps. Recent Zapier changes greatly increase the usefulness for Formsite form owners.

Formsite form owners use the form editor to build their forms quickly and efficiently. Some tools may not be instantly evident like how to merge forms. Consider one or more forms that could display in a single form, possibly with logic to show certain pages based on answers.