Publishing settings

The Publishing Settings tab contains many different functions that you can use to customize the form's properties and make your work and communication easier with automation.

The form publishing settings define how filling in the form outside the system looks and feels. In the publishing settings, you can, for example, make visual choices and advise the person filling out the form.

Publish settings functions

Amended CSS: If you want to change the background color, text font and color, or add an image to the background, etc., you can define the appearance of the form here. Ask us for a template for editing, and we will guide you. 

Publish the form: Publishes the form and creates a URL link to it.

Close the form: Select this to close the form. If someone opens the link after closing the form, the text you entered in the Form closed field (through 'form layout') will be displayed. 

Limit the number of applications: If you want to limit the number of applications that can be submitted, you can set a maximum number of applications. In this case, the form will automatically close after the maximum you set is reached. If applicants are removed by the producer, places will become available.

Allow entry of additional contacts: Allows multiple people to register on the same form. If you select this, the Additional contact fields function will appear in the top bar. From that page, you can choose which fields for an additional person, e.g. avec, must be filled in when registering. You can learn more about managing additional contacts from here.

Follow-up: This function allows the registrant to complete their own form after submitting the application. Post-completion is covered in its own chapter, you can access it there. from here.

Send a confirmation message via email: The system will send a confirmation message to the email address provided in the form after submitting the form. Note: The confirmation message will only be sent if the email address has been added to the information. The message will not be sent if the email address has not been registered.

Send a confirmation message to the e-mail of additional contacts: The system will send a confirmation message to the additional contacts entered in the form after the form is submitted. Note: The confirmation message will be sent to the person whose email address has been added to the additional contact information. The message will not be sent if the email address has not been entered.  

Automatically accept: The system automatically approves every person who has sent an application, so approval does not have to be done manually.

Once you have adjusted the necessary settings and want to publish the form, select Publish the form and press Save. You will receive a URL link that you can use to test and preview the form before submitting it. After testing, you can share the form with your contacts or embed it on your website, for example. If you have selected the Create multilingual form and Create separate captions for language versions options on the Settings page, a separate link will be generated for each different version.

To close the form, select Close formbutton and press Save.

Layout of the form

The Form Layout tab is used to edit the form's text and instructions for different stages of the customer journey, add logos and banners, and send automated messages. If you create a form in multiple languages, remember to edit the layout for each language version.

You can name the form and write a description for it. The name and description will appear on the form. In the description, you can provide more detailed information and instructions for filling out the form. The text can be formatted and you can attach links or images to it.

Tip: Leave the name field blank and only use a description where text formatting is possible.

If you are in publishing settings allowed the entry of additional contacts, here you can write instructions that will appear on the next page of the form when completing additional contact information.

Text after saving the form. Enter the text in the field that the person will see after registering/submitting the form. For example, when they can expect confirmation of accreditation or who to contact if they do not receive a confirmation message, etc.

You can add to the form banner headerThe recommended file format is .jpg and the width is at least about 1000 pixels. To the sub-label can also upload a company logo.

You can create confirmation message, which the system will automatically send to the email address provided by the respondent after submitting the form. Select the email address from which the confirmation email will be sent and the name that will appear in the sender field. Finally, you can format the subject and content of the email.

When the form is closed, accreditation ends and the link will no longer be available for registration. You can write greetings to those interested on the page and perhaps give a hint about next year's accreditation schedules.

Finally, you can specify what the form on the send button reads. The default text is Save, but depending on who is filling out the form and what its purpose is, the button text may be Register, Accredit, Submit a quote request, etc.

If you sell or give away products on a form, you can specify what appears in the subheading that appears before the products.

The default text is Choose a ticket, but if you let volunteers choose their shirt size (you have created the shirts as products and attached them to the form), you can enter text such as Choose the size and model of the volunteer shirt below.

Copy to email

This feature sends a copy of registrations to the email addresses you specify. This feature is useful when you want to track the status of registrations in real time. If it is an event with several thousand people, we do not recommend using this feature.

If you want to notify yourself or certain people of each new registration, first specify the recipients of the information. If there are multiple addresses, separate them with commas. Then write the subject, sender and content of the message. If you also want to see the information entered on the form (the information the person entered on the form), copy %formcontent% into the message field. This link will be replaced with the information the person completed on the form.