|
|
 |
Multiple Page Forms Manager
Page 1 Page 2 Combined
- Introduction
- Requirements
- Configuration
- Installation
- Linux/Unix/Mac Servers
- Common Installation Problems on Linux/Unix/Mac Servers
- Windows Servers
- Common Installation Problems on Windows Servers
- License and Disclaimer
- Default Settings
- Aesthetics
- Email Settings
- File Settings
- Miscellaneous
- Form Field Sorting Order
- Admin Notification Template
- Customer Notification Template
- Website Error Pages Template
- Preview Page Template
- Thank You Page Template
- Creating your first form
- What you should do
- What you should not do
- Managing Forms
- How to redirect
- Viewing Form Submissions
- Edit Form Submissions
- How to add custom form fields and file uploads
- How to require fields
- Download / Export Form Submissions
- Markers %%% - %%%
- Support
What you should do
There are few do's and do not's to keep in mind while using Attachment Mailer Plus. What you should do is listed here.
1). Read this User Guide in it's entirety before creating any forms. You will be glad you did and it will make for a smooth and enjoyable experience with Attachment Mailer Plus.
2). Set your Preferred Default Settings before creating any forms, in particular, the Admin Email address, Admin Name, Website Name and the Website Template. This is because it is these Settings that are copied over to each new form you create. If you plan to only create 1 or 2 forms, this is not so important, however if you plan to create more than a few forms, setting the Defaults will save you time.
3). When adding additional file upload fields, make sure the name of the field is "FILEx" where x is any unique number and FILE is in uppercase. For example if you wanted to allow up to three file uploads in a form, you could use:
<input type="File" name="FILE1">
<input type="File" name="FILE2">
<input type="File" name="FILE3">
You can use as many as you think your server can handle.
4). When adding Custom form fields to any form, use descriptive field names and underscores instead of spaces. This is because the Preview Pages, Error Pages and Admin Section list the filed names adjacent to the data entered by Customers. For example, lets say you had a required field in your form that requested the Customer's Country of Birth. We suggest you use this:
<input type="Text" name="Country_of_Birth">
This way, if the Customer forgets to enter their Country of Birth, the Error page will display:
Error you forget to enter the following fields
Country of Birth
The form processor will replace the underscores with spaces. If you had entered,
<input type="Text" name="countryborn">
the error page would display
countryborn
which may not be very helpful for the Customer. So keep the form field names short but descriptive. Being concise is the key.
5). When adding Textareas (large text box fields), append "TA" to the form field name. This is so Attachment Mailer Plus's form processor knows they are Textareas and retains the line breaks in Plain Text email, HTML email and when viewing Admin Section Submissions. This does not apply to the "comments" field. For example:
<textarea name="comments"></textarea> good
<textarea name="BioTA"></textarea> good
<textarea name="Bio"></textarea> bad
<textarea name="InstructionsTA"></textarea> good
<textarea name="Instructions"></textarea> bad
6). Send us your feedback. If you purchased Attachment Mailer Plus, you have an email address to get in touch with us directly. You made quite an investment in your Form Handler and we want to be sure you're happy with it, with it's performance and it's usability, integrity and stability. We encourage all feedback and suggestions for improvement.
What you should not do
There are few do's and do not's to keep in mind while using Attachment Mailer Plus. What you should NOT do is listed here.
1). Do not change or alter the fname, lname and email form fields generated by Attachment Mailer Plus. They must be in lowercase and must be in your forms. If you remove them, Customer Auto-responders will be sent to Admin with "No Name" as the name of the Customer. You can remove the FILE1 field and comments fields generated. These three fields have synonyms used by Attachment Mailer Plus which are displayed on Error Pages, Preview Pages and in the %%%ALLFIELDS%%% marker.
2). Do not ignore any of the pointers given in this section and the section immediately above.
Managing Forms
Viewing and Managing Forms forms is accomplished via the "Summary" page, which is the first page you see once you log in to the Admin Section. Functions available are listed in sortable columns. Click on the desired links in the row associated with the desired form.
How to redirect Forms
You can redirect the Customer to a generic Thank You page after a form has been successfully submitted. This can be achieved in one of two ways.
1). Enter the absolute path (starting with http://) to your Thank You page in a hidden tag in your HTML form. E.g.
<input type="Hidden" name="redirect" value="http://www.google.com">
2). In the given Form's Settings, under the "Miscellaneous" tab, in the "Redirect User to" setting, enter the absolute path to your Thank You page. E.g.
http://www.google.com
Viewing Form Submissions
Viewing Submissions made to Forms is accomplished via the "Summary" page, which is the first page you see once you log in to the Admin Section. Click on the Numbers in the Submissions column in the row associated with the desired form. This will load a complete synoptic History of Submissions for the selected form in chronological order (most recent Submission last). Click on the Date of any given Submission to view it's details. Remember, the order of fields in which these Submissions are displayed is governed by your Preferred Form Field Sorting Order.
Edit Form Submissions
To edit a Submission made to a Form:
1). Click on "Summary" in the Admin Control Panel.
2). Click on the Numbers in the Submissions column in the row associated with the desired form.
3). Click on the Date for the desired Submission in the Synoptic History.
4). Apply desired edits.
5). Scroll to bottom of Page and press the button labelled "Save Edits".
If you check "Go back to Synopsis after saving" the Synoptic History page will be loaded after the saving the edits, otherwise the same (updated) Submission is reloaded with the edits having be recorded.
How to add custom form fields and file uploads
When adding additional file upload fields, make sure the name of the field is "FILEx" where x is any unique number and FILE is in uppercase. For example if you wanted to allow up to three file uploads in a form, you could use:
<input type="File" name="FILE1">
<input type="File" name="FILE2">
<input type="File" name="FILE3">
You can use as many as you think your server can handle.
How to require fields
If you want some of your forms fields to be required, then you specify those field names in a hidden field. Separate each field name with a comma but do not add any spaces. For example, if you had three fields you wanted
required:
<input type="text" name="email">
<input type="text" name="address">
<input type="text" name="city">
....then you would specify these as required fields using the following hidden field:
<input type="hidden" name="required" value="email,address,city">
Download / Export Form Submissions
Exporting your submissions is achieved via the Export Wizard. Click the numbers in the Submissions column. This will load a History of Submissions for the Selected Form. At the top of the page, beneath the Admin Control Panel, you'll see a link titled "Export CSV file". Click the link to load the Export Wizard.
The Export Wizard lists the fields found in your first and last Submissions. If there are additional fields in other Submissions (for example fields you have removed from your forms since first creating them), you can enter those field names in the spaces provided. The default order of fields shown in the Export Wizard is governed by your Preferred Form Field Sorting Order for the selected form.
To Export your data:
1). Enter the column position for which the fields should appear in the results.
2). Remove any fields from the Export Wizard which you do not wish to Export.
3). Scroll to the bottom of the Export Wizard and select either "Print to Browser" in which case the results are printed to your Browser window, or "Export CSV" in which case a CSV file is created and then loaded in your browser.
If Printing to Browser, view the resulting page's source code and save the file to your hard drive. The source code has each record on a separate line.
If Exporting to CSV file and you have MS Office installed on your computer, the results are loaded in an Excel Spread Sheet inside your browser. You must then save the file. If you do not have MS Office or MS Excel installed, a download dialogue box will appear asking you to save the file to your hard drive.
If the Export Wizard points you to a 404 error page or to http://www.yourservername.com/, you need to edit the afp_key.cgi file and enter your actual domain name in the $ExportURL variable on line 34. E.g.
$ExportURL = "http://www.YOURSERVERNAME.com/psjs_datalogs/afp$FolderPass/data";
Special Markers
The Special Markers available can be used in all Templates. The markers themselves are replaced with Customer Submitted data, allowing you personalize and customize e-mail notifications, Website Error Pages, Preview Pages and Thank You pages, including the ability to link directly to files uploaded, print just the file names and print the server paths to uploaded files.
A full list of available markers is available from with the Admin Section. Log in and click on any of the Settings links. Scroll down to the "Admin Notification Template" and click on "Full list of Markers" to pop open a new window with instructions on using the markers.
Support
If you have difficulties setting up this program, we can install it for you. Installation can be ordered via our Secure Online order form. If we are unable to install the program because of a problem with the program, your installation fee and the purchase price of the script will be refunded in full.
Page 1 Page 2
|
|
|
