Web Form Worksheet

Contact Information

Name *

First

Last *

Last

Company / Organization *

Email *

Web Forms Explanation

Web forms are used to collect information online that you need to store and use in your business. They are much more efficient and useful than hardcopy paper forms which require that you decipher handwriting and retype all of the same information in your internal systems.

In order to build your web form(s) we need you to provide each of the following:

1. The contents of the form itself.
2. Instructions regarding how the form will work.

Complete the worksheet below to get us everything we need to build your form. If your website will contain more than one form please submit a copy of this worksheet for each web form defined in your quote.

Web Form Contents Document

The Form Contents Document is the blueprint with which we will build your form. It should contain ALL of the following:

1. The title of the form (i.e. "Generic Contact Us Form," or "Volunteer Application")

2. A list of all the fields the form will contain (i.e. "Name," "Phone Number," "Gender")

3. Instructions regarding the type of field required (i.e. select from dropdown list, checkbox, radio button, textarea/paragraph, etc.)

4. List of which fields are required

CLICK HERE for an example of what such a document should look like when it's completely filled out.

CLICK ON THIS LINK to download a Web Form Word document template that is a great starting point based on the example above. After you've customized it to suit your unique needs, use the field below to attach it to this Web Form Worksheet.

Web Form Contents Document Uploader *

Maximum file size: 1MB

NOTE: Only the following file types are allowed: Microsoft Word Document (.doc, .docx); OpenOffice Document (.odt); Rich Text File (.rtf); Text file (.txt); Portable Document Format (.pdf)

Comments / Additional Information

NOTE: Please use this field to include any other instructions or information that would be helpful in building this form to your exact requirements.

Form Delivery Instructions and Other Considerations

Will your form be collecting sensitive information that needs to be protected? *

Yes

No

NOTE: Examples of such information include Social Security Numbers, health information, credit card numbers, etc. Forms collecting this kind of information should be encrypted in transit. That functionality will require an additional investment for custom development or a third-party solution.

The default configuration for all web forms is to delver its contents (as submitted by the website user) to the intended recipient via email after displaying an on-screen message that acknowledges the form was submitted successfully. Sometimes the nature of the form or its contents require a different process, however.

The following is a list of the different form behaviors you can choose from after it is submitted:

Standard:
The person submitting the form will see an on-screen thank you message and the form contents will automatically be delivered to the intended recipient.
Notification Only:
The person submitting the form will see an on-screen thank you message and an email will automatically be delivered to the intended recipient notifying them that the form has been submitted. They will then need to log into the website Dashboard to view the form contents. An example of when this might be necessary is if the form contains sensitive information that should not be sent through unsecured email.
Standard + Redirection:
Same behavior as "Standard" except the person submitting the form will be redirected to another web page address instead of seeing an on-screen thank you message.
Notification + Redirection:
Same behavior as "Notification Only" except the person submitting the form will be redirected to another web page address instead of seeing an on-screen thank you message.

How should the form behave after users press the Submit button to send it? *

Copy+paste the URL that users will be redirected to after submitting the form *

Email Notification Settings

What SUBJECT line do you want for the email message that will be sent to YOU? *

NOTE: An example of a subject line that would make sense for a generic "Contact Us" form is "Contact Us Form Submission."

What SUBJECT line do you want for the email that will be sent to the website USER (who submits the form)? *

NOTE: An example of a subject line that would make sense for a generic "Contact Us" form is "Thank you for contacting us."

What do you want the email MESSAGE to say that will be sent to the website USER (who submits the form)? *

NOTE: An example of an email message that would make sense for a generic "Contact Us" form is "Dear John, Thank you for contacting us to request information about our company or request a quote. We will get back to you as soon as possible."

Form Recipient(s)

How will this form be delivered? *

To one single recipient or a designated group of recipients via email

The user will select one single recipient from a dropdown list

Please list all the email address(es) this form should be delivered to *

NOTE: Please separate multiple recipient email addresses with a semi-colon (;)

Please type the name and/or title + email address of each person to whom the form may be sent *

NOTE: Use the following format: Title Name, Email Address. Separate each name + email address combination with a semi-colon (;). For example: CEO John Smith, [email protected] ; Marketing Director Jane Smith, [email protected]

Form Name/Title

Which form does the instructions on this worksheet pertain to? *

NOTE: Type the name of the form in this field. For example, if this worksheet's configuration instructions pertain to a "Request an Estimate" form then type "Request an Estimate" in the field above.

reCAPTCHA