To set up a sub user, you can log in to emailmeform.com > and click on the "Users" tab in the top navigation:
Note: When you initially set up a sub user, their information for log in is sent to them via email. Also, you must set their access according to what you require them to do by modifying the "You Can Access:" section.
To modify your confirmation page, log in to emailmeform.com > mouse over the form you would like to modify the confirmation page for and click the "Edit" icon > then click the "Form Settings" tab > under "Confirmation Options" you may customize the "Success Message" or "Redirect URL":
Modifying the "Success Message" allows you to keep the message on our server and not have to redirect to another page hosted on another server. You can click the HTML (or Plain Text) radio button, enter your style changes > click "Close" > click "Save Form":
You may alternatively enter a redirect url to a page on your site, if you would like to host the confirmation page yourself:
If you select Target Window = "self", it will keep the confirmation page in the same window. If you select "new", it will open the confirmation page in a new window. If you select "parent", even if you had a pop up window, it will return the confirmation page to the initial window (parent) in which you began the confirmation process.
1. Log in to emailmeform.com
2. Mouse over the form you want to edit and click "Code"
3. Click "Social & CMS"
4. Click the "WordPress" icon
5. Follow the directions in the pop-up window
6. Click "Publish" in WordPress
7. Check on your WordPress site to confirm it is working properly
1. Log in to emailmeform.com
2. Mouse over the form you want to edit and click "Notifications"
3. Click "Send to an Application"
4. Click "MailChimp"
5. Under "Authenticate your Mail Chimp Username and Password", click "Integrate with Mail Chimp in new window"
6. Enter your settings (Note: it is usually important to check "Only Send if Choice is Checked", otherwise, you will not receive entries into MailChimp).
7. Log in to MailChimp through the emailmeform.com pop-up window, save your login info and close that window.
8. Then click "Save" on the emailmeform.com window. 
Note: You should check in your MailChimp account after allowing some time for user data collection or submit your own test data to confirm synchronization.
To add ssl to your forms, for secure data transmission, you may:
Log in to emailmeform.com > mouse over the form in your account that you would like to add ssl to > and click the "SSL" icon at the top right:
*Note, once you apply ssl to your form, the form url will change to "https://" instead of "http://":
Capture users official digital signatures for taxation, legal, banking and more, using our new Digital Signature field!
The signature field enables your users to manually enter a written field by use of their mouse, digital pen, finger, etc. Basically any computer based hardware pointing device can be used to write a signature.
To apply the signature field to your form:
1. Log in to emailmeform.com
2. Mouse over the form you want to edit and click "Edit" icon
3. Click the “Signature” field under the “Advanced” heading for fields
4. Note that the “Signature” is now added to the right column as a field
5. Click on the newly added “Signature” field and modify the settings.
Field Label: This property is the text placed next to the form field that describes the type of data you want visitors to input.
Options: Set the field to be "Required", “Mask Email”, or “Encrypted” by clicking the checkbox accordingly.
Required: Checking this option will force the user to fill out this field. An error message will be displayed if this field is left blank.
Masked Email: Replaces the field data with asterisks (*) in the submission email. This data will still be viewable in the Data Manager.
Encrypted (Pro and Premier Plan feature): Encrypt File Storage can encrypt and protect photos, videos, audios, pictures, doc, ppt, xls, pdf and other files using a password or in this instance a signature which is unique to every user. Please upgrade your plan to use this feature.
Show Field to: Set the field to be “Everyone” or "Admin Only" by selecting that radio button.
Cell Align: You can select the field to be left, center, or right aligned by selecting from the “Cell Align” drop-down.
Dimensions: This sets the size of your field visually. You may specify absolute or relative settings according to your needs in pixels or percentages.
Instructions for User: This is an optional property that displays the text specified to your users while they’re filling out that particular field. These instructions appear below the field input box.
6. Re-order your fields if necessary.
7. Scroll down and click “Save Form”.
8. Go back to the “Form Manager” and click “View”, to review / test the form:
1. Log in to your FaceBook Account that you will embed your form on
2. Log in to emailmeform.com in the same browser used for Step 1
3. Mouse over the form you want to edit and click "Code"
4. Click "Social & CMS"
5. Click the "FaceBook" icon
6. Click the "Install our App on your Facebook Page" button
7. Test and view in FaceBook
To set up a terms and conditions page, you should:
1) Create the terms and conditions page of content on your site
2) Next, go to emailmeform.com and set up your terms and conditions form by adding a new field to a form (in the following example, we use the checkbox field):
3) As seen above, add a checkbox field that has an html link to the terms and conditions on your site (from Step 1)
4) Make the field "Required" as in the image above, only if you require users to sign off on terms and conditions before submitting information to you (this is a good practice)
5) Add instructions for the user regarding how to proceed, we place an html link into the instructions field for the user to be able to read the terms in a new window
6) Save the form, and embed or use the emailmeform.com form link
7) Send out and promote the page you just created in Step 6, with your new terms and conditions
Password protecting your form means users cannot access you form without first entering a password.
To password protect your form, you must log in to emailmeform.com > mouse over the form you want to protect > click on the "Protect" icon:
Enter your selected and secure password (you can opt to show password while you write if it is easier) > then click "Save":
View the form on the front-end (as your users will see it), and you will notice that the form is password restricted:
1. Set up an account on salesforce.com if you don't have one already.
2. Log in to emailmeform.com, mouse over the form you would like to edit, and click the "Notifications" icon:
3. Click the Integrations tab (3rd tab down), click the "Sales Force" icon, click "Integrate with Sales Force in new window" (the image below is for an account already integrated):
If you go through the above and enter your salesforce.com information, you will be brought back to the emailmeform.com page (as shown above), and will need to enter your form settings then scroll down and click "Save".
Once this is complete, your user form submissions will be synchronized as leads, accounts, and / or contacts in your Sales Force account.
You can add custom validation text to your form and survey fields.
Normally, form fields have default validation, as follows:
However, now, you can add any text to the red validation error messages as follows:
This gives you the flexibility to design user-friendly error messages in plain language.
To create custom text, log in to emailmeform.com > mouse over the form you would like to edit and click "Edit" > click "Form Settings" > under "Custom Validation & Text" select from the drop-down menu and click "Edit":
Note: If you do not have text already, you can create it by selecting "---None---" from the drop-down and clicking "Edit".
If you have a custom validation text profile already saved, you can edit it by selecting it from the drop-down menu, clicking from the tree navigation (i.e. Calendar, reCAPTCHA, Currencies, etc.), and entering your custom validation text into the form text fields. Once all of your content is in, you can click "Save" to save your profile.
If you do not have a custom validation text profile saved, you can just enter a name for your new profile in the "Name" field in the upper right corner and then click "Save".
Besides entering user-friendly custom validation text, users are also free and welcome to enter their own languages:
To adjust the width of your form, you must modify the settings page with the desired size. You can modify these settings by logging in to emailmeform.com > mousing over the form you want to edit the width for and clicking "Edit" > clicking the "Form Settings" tab > scrolling down to the “Form Width” settings > entering your value:
Note:
Values may be in pixel (i.e. - "650" means 650 pixels) or percentage (i.e. - "100%" means the full width of the entire form on the page). Also note that lower on the settings page is a Responsive Form setting; setting forms to be responsive may conflict with form width settings if the form is in a narrow block of a site.
Sometimes our customer support team needs to see the error you are seeing on your mobile device.
To show us on Android and iOS, please follow these instructions:
iPhone
Press and hold the Sleep/Wake button on the top area of your iPhone, then immediately press and release the Home button in the center of your iPhone.
The screenshot is added to the Camera Roll in the Photos app.
From there, you can send to support via email.
Android
There are many ways to take a screenshot on Android devices, including adding apps, the easiest way is to press and hold your device's power and volume down button at the same time for 1 to 2 seconds.
The image is added to the Gallery app, from there, you can send to support via email.
*Note: For a different device's instructions, please contact us here:
https://www.emailmeform.com/contact-us.html
This article is for all of those in our community that have asked for this feature!
Some important notes:
1) Not all mobile phone carriers / networks support email to text.
2) Text messages are not formatted, therefore, the text you receive will not be formatted like an email.
3) Receiving text messages via mobile phone for every user submitted form may be difficult to manage because of the volume of form submissions.
With that said...
To set up text notifications, you have to first know how to set up your admin notifications. To do that, refer to this nifty article: http://support.emailmeform.com/entries/25435088-Setting-up-form-response-emails-to-admins-Notifications-
After reading that, simply modify the notification email to your text email as follows below, you must enter your mobile number to replace the text "number" before the "@":
AT&T: number@txt.att.net
T-Mobile: number@tmomail.net
Verizon: number@vtext.com
Sprint: number@messaging.sprintpcs.com or number@pm.sprint.com
Virgin Mobile: number@vmobl.com
Tracfone: number@mmst5.tracfone.com
Metro PCS: number@mymetropcs.com
Boost Mobile: number@myboostmobile.com
Cricket: number@sms.mycricket.com
Nextel: number@messaging.nextel.com
Alltel: number@message.alltel.com
Ptel: number@ptel.com
Suncom: number@tms.suncom.com
Qwest: number@qwestmp.com
U.S. Cellular: number@email.uscc.net
***All applicable rates are the responsibility of the user setting up admin notifications via email.
A Likert Field is used when you want your users to choose only one answer for each question in a set of statements. The "Likert" field properties may be set once the field is clicked on.
Field Label: This property is the text placed next to the form field that describes the type of data you want visitors to input.
Options: Set the field to be "Required", “Masked”, “Hide Numbers” or “Not Applicable” by clicking the checkbox accordingly.
Show Field to: Set the field to be “Everyone” or "Admin Only" by selecting that radio button.
Statements: You can edit the Statements/Questions in the single text fields and add/delete them by clicking the “+”/”-” icons following. The statements can be displayed in Randomized or Alphabetize order.
Columns: You can edit the Option/Answer in the single text fields and add/delete them by clicking the “+”/”-” icons following. The statements can be displayed in Randomized or Alphabetized order.
To import predefined choices, such as a list of Countries, Days, and Months, you can click the ‘Import Predefined Choices’, select a list, and add it to your field. You can customize the choices before or after adding.
Field ID: This property is a unique value assigned to a specific field. It can be used in conjunction with dynamic tokens to insert entry data to customize the AutoResponder confirmation message. Note: This value is assigned after a form has been saved.
Once you set the field options, please do not forget to click "Save Form" to save your work.
“Save & Resume” allows users to save their progress and resume completion of the form at a later time. This feature is very useful for long, complex, and multi-page forms.
To enable or disable the "Save & Resume" feature, you must modify the settings of the form. You can modify these settings by:
Logging in to emailmeform.com -> mousing over the chosen form and clicking "Edit" -> clicking the "Form Settings" tab -> scrolling down to the “Save & Resume” settings -> selecting “Enable Save & Resume”.
Please note that by adjusting the value of the “Save & Resume” feature you change the duration that the respondent has left to completing a partially saved form. Default is 7 days.
1. Log in to emailmeform.com
2. Mouse over the form you want to edit and click "Notifications"
3. Click "Integrations"
4. Click "Web Hook"
5. Under "Web Hook Integration", Enter your “WebHook URL” and the “Notification Email on Error”
6. Then click "Save Changes" on the emailmeform.com window.
7. Entry data will be posted to the URL. Refresh the page to see updated information.
