Formsnap 3 - Base Settings

Formsnap 3 Base

This Stack Element must be on all pages that contain a FormSnap form. This stack sets the forms basic parameters including the receipt email template and text for the form's error messages. Note that this stack contains settings in both the body are of the stack as well as the Stacks HUD. ALL other form stacks must be placed INSIDE the FormSnap Base stack.


TOC


Templates

Email Template

This field contains the template for the email that will be sent to the Form's Send To  recipient(s) upon successful submission. Customize the text in the template field to meet your needs. This is a styled text field. You can add images to your template and style text with RapidWeaver's styling tools. Simply drag in appropriately sized 72dpi images - they'll be sent as part of your receipt. You can also include field values from the form in the template. We strongly recommend keeping your form item names VERY SIMPLE for this reason. Trust us, simple item names make for MUCH easier template design. Note that item names are only used INTERNALLY on the form. Your visitors will never see them. Get wild with your field labels (the text on the form adjacent to the entry field) but KEEP ITEM NAMES SIMPLE. If you have a field with an item named: email then you'd reference it your template as #email#. If you look at the content area of any form item stack, the item name is displayed at the bottom. Items with spaces will generally have the space replaced with an underscore (ie, your name becomes #your_name# ).Do not use non alphanumeric characters as part of your item name. Keep it simple. A-Z and 0-9. You can also use the following placeholders to collect ip, browser and date info from the sender:

#ip#
#browser#
#page#
#date#

Receipt Template

The receipt template works just like the email template field. However, this template will be used to send a form submission receipt to the form sender. If you DO want to send receipts, make sure you have the Send Receipt checkbox enabled in the FormSnap Base HUD (under Optional Settings).


Control Settings

Required

  • Send To
    Comma separated list of email addresses to send to.
    EXAMPLE: mike@somesite.com,nick@somesite.com,sales@somesite.com
  • From Name
    The name that will be displayed as the FROM name on the form based email. This is a STATIC VALUE. Field Names not allowed.
    EXAMPLE: SOME SITE SALES DEPT.
  • From Email
    The email address that will be displayed as the FROM address on the form based email. This is a STATIC VALUE. Field Names not allowed.
    EXAMPLE: no-reply@somesite.com
  • ReplyTo Item
    The item name that will receive the value for the reply-to email address. NOTE: This is JUST the ITEM NAME - NO # symbols required here. JUST the item name of the field that solicits your viewers email address. You should use the name of a field that is a text input set to Type: Email. This will insure that the form validates that the sender is providing a properly formatted email address.
    EXAMPLE: email 
  • Use Custom Email Template
    Formsnap will use your custom Email Template when building the email content.
  • Use Custom Receipt Template
    Formsnap will use your custom Receipt (Email) Template when building the email content.
  • Hide Email Templates
    Checking this checkbox will hide the Templates portion of the UI ion the Edit Mode (on the left ). This is ideal for making a cleaner working surface once you are done configuring your Email? Receipt Templates.


Subject Templates

Create dynamic Subjects for your emails using the subject templates. This allows you to have Subject values based on user input on your form. Just use the placeholders from your form items to create a personal feel to your emails.

  • Email Template
    Subject that will be used on emails sent to the Send To address(es) in Required Settings.
    EXAMPLE: Email From #name#
  • Receipt Template
    Subject that will be used on emails sent to the Reply To address(es) in Required Settings.
    EXAMPLE: Re: Thanks #name# for filling out our form


SMTP

  • Use SMTP
    Enable this checkbox to send via an actual SMTP account. If you leave this option disabled, FormSnap will try and send the message via the web server's implementation of PHP mail(). However.....if your host doesn't have PHP mail() configured correctly or if there is a DNS issue (internal firewall, reverse DNS issue, etc) at your host, it's altogether possible that your form can APPEAR to work, but you'll never receive the message. In addition, if you use SMTP we're able to get much more information on errors if your form is not working as expected. If you have SMTP credentials for an email account you'd like to send mail through, please use SMTP.

    WARNING! 99% of the issues experienced when using SMTP enabled are directly tied to incorrect values for the settings below. Always make sure yout are using correct settings PRIOR to contacting support.

  • Host Name
    Your SMTP server's host name
    EXAMPLE: smtp1.example.com
  • Host Port
    The port your SMTP server accepts connections on. This will probably vary depending on whether or not you are using a secure protocol (see below)
    EXAMPLE: 25, 465 or 587
  • Send Secure
    If your host supports secure mail connections enable this checkbox and provide prefix information in the next field
  • Secure Prefix
    If your host supports secure mail connections, select the proper protocol (SSL or TLS).
  • Use Authentication
    If using SMTP, Authentication must generally be enabled, check this box to enable and provide username/password below.
  • Username
    Email account username authorized to send mail on the host name provided above
  • Password
    Password for this email account.


Optional

  • Cc
    Comma separated list of email addresses to send carbon copy (cc) to.
  • Bcc
    Comma separated list of email addresses to send blind carbon copy (bcc) to.
  • Email Encoding
    If you have a specific encoding requirement or are connecting to an BITMIME SMTP server, you may need to update your encoding selection. The default will work for most users. If your mail host or an application you'll be working with to manage mail specifies alternate encoding, you can select your desired method here.
  • Email Charset
    If your language utilizes characters not supported by uft-8, which is the default setting, choose a compatible character set from the pulldown menu.
  • Send Receipt
    If you want to send a receipt to the form sender, enable this checkbox. Make sure you've setup a receipt template in the content area of the FormSnap base stack and have entered a valid item name in the Reply To Item setting in the FormSnap Base HUD.
  • Receipt Attachments
    Enabling this checkbox will send a copy of any files attached via File Upload stack to the receipt.  This way the sender will receive an email back that includes copies of their original file attachments.
  • Receipt File Attach Resources file to receipt attachments. This is a good way to send a PDF to the user automatically upon form submission.
  • Custom POST URL
    If you would like to POST Form Data to your own URL for processing (and disregard the FormSnap 3 built in POST system), place the URL here. Using this means that you've written/scripted your own solution on your own server to handle data posted by FormSnap. We're happy to offer advanced users the option to post to their own solution, however, Yabdab support staff can not train or support users in writing their own scripts. This is an ADVANCED FEATURE for experienced web developers that can code.
  • Persist Data
    Enabling this will persist entered data between page loads. Only after the form is successfully submitted will the entered values be wiped.
  • Date Format
    The PHP style date format used to format date values on #date# placeholder and Save Data date value.
  • Timezone
    The timezone used to calculate all time values with Date Pickers, the #date# placeholder and the Save Data date value. See complete list of available timezones here.
  • Custom PHP
    Add your own custom PHP code into the processing page of Formsnap. 
    WARNING! This is an ADVANCED USER feature. If you use this feature and your form breaks, then it is up to you to debug. Do not contact our support desk for help.


Receipt

  • Send Receipt
    If you want to send a receipt to the form sender, enable this checkbox. Make sure you've setup a receipt template in the content area of the FormSnap base stack and have entered a valid item name in the Reply To Item setting in the FormSnap Base HUD.
  • Receipt Attachments
    Enabling this checkbox will send a copy of any files attached via File Upload stack to the receipt.  This way the sender will receive an email back that includes copies of their original file attachments.
  • Receipt Files (1-5) Attach up to 5 Resource files to receipt attachments. This is a good way to send a PDF to the user automatically upon form submission.


Security

  • Allowed Files
    Pipe delimited list of files types that can be used globally across all File Inputs. Please note that each File Input can have it's own File Type validation, but must still abide by this global setting.
    EXAMPLE: doc|xls|pdf|jpg|jpeg|png|gif|zip|rar|gz
  • Word Filter
    Pipe delimited list of words that are not allowed to be in any input values. This can be especially good for when a spammer sends spam through your form using a specific word ( for example "Viagra" ). It is also good for preventing spammers from injecting alternative parameters into your form.
    EXAMPLE: to:|cc:|bcc:|viagra|porn|boobs
  • Max File Size
    The max allowable size of each SEPARATE attachment here. (Note, if you have 3 file attachment fields and specify 10MB as your Max Attachment Size, that means each file may be up to 10MB - - or a total of 30MB for your form. Check with your host or ISP to make sure you don't exceed their maximum attachment size). Keep it reasonable, some hosts will have limitations on file size or # of files that may be attached to script generated mail. If you are receiving form submissions without their attachments, check with your host to see if you can customize the max_post_size in your php.ini
  • Blocked Emails
    Comma delimited list of email addresses to block
    EXAMPLE: spammer@spam.com,spammer2@spam2.com,bob@yourmoms.com
  • Blocked IPs
    The block list is a great way to stop spam or malicious submissions through your form.  You can add either full or partial IP addresses to the block list.  Note that if you add the ip placeholder to your email template, you'll receive the sender's IP for every submission.  This is a good way to determine which IP's you may need to block.
    EXAMPLE: 111.222.333.4444,111.333.222,111.44
  • CSRF (Cross-Site Request Forgery)
    Create a CSRF token and set it in a PHP Session. This token is then passed with all form submissions to ensure that all form submissions come form your own web site, preventing cross site attacks.
  • Honey Pot
    A honeypot is a field added to the form that the users can't see due to CSS or JavaScript (which hides the field). Honeypots are awesome because they don't inconvenience users like a captcha and they are a valid tool for thwarting spam bots.


reCaptcha v2

reCAPTCHA is a free service that protects your website from spam and abuse. reCAPTCHA uses an advanced risk analysis engine and adaptive challenges to keep automated software from engaging in abusive activities on your site. It does this while letting your valid users pass through with ease.

Version 2 (legacy) of reCaptcha displays the "I'm no a robot" checkbox.  This test requires interaction from the user to prove they are not a bot. This method is well known, and usually frustrating t end-users.

  • Use reCaptcha v2
    Enable reCaptcha v2 on your form. This requires that you include the reCaptcha v2 form item somewhere in your form. It can only be included one time per form.
  • v2 Site Key
    Public Site Key for your domain.
  • v2 Secret Key
    Secret key used for your domain. This value is private and should be kept a secret. It is not displayed in your form.


reCaptcha v3

reCAPTCHA is a free service that protects your website from spam and abuse. reCAPTCHA uses an advanced risk analysis engine and adaptive challenges to keep automated software from engaging in abusive activities on your site. It does this while letting your valid users pass through with ease.

reCAPTCHA v3 returns a score for each request without user friction. The score is based on interactions with your site and enables you to take an appropriate action for your site. This method is INVISIBLE and requires NO-INTERACTION from your end users.

  • Use reCaptcha v3
    Enable reCaptcha v3 on your form. This is all you need to do to use reCapctha v3 on your form.
  • v3 Site Key
    Public Site Key for your domain.
  • v3 Secret Key
    Secret key used for your domain. This value is private and should be kept a secret. It is not displayed in your form.


Redirect

After form submission, FormSnap will display an on-page message letting the user know if the form has been successfully sent or not. If you would rather redirect to a static success or fail page, enable redirects and choose a page.

  • Redirect On Success
    Enabling this will redirect the end user to a specified page after a successful form submission
  • Success URL
    Select the URL or Page the end user should be sent to if the form is submitted successfully.
  • Redirect on Error
    Enabling this will redirect the end user to a specified page after an unsuccessful form submission
  • Error URL
    Select the URL or Page the end user should be sent to if the form is submitted unsuccessfully.


Save Data

Formsnap  is capable of generating forms which not only submit results via email, but also archive form results in a MySQL database and/or Google Sheets. You'll need to get the following information about your database (this is usually available from the company that hosts your site) and/or Google Sheet. As of Formsnap 3 , all MySQL interactions are carried out via PDO.

MySQL

  • Host
    The address of your MySQL server. Default is normally localhost.
  • Database
    The name of the database to use (some hosts offer multiple MySQL databases)
  • Table
    You'll also probably want to create a table in your database to separate your Form data from other MySQL data.
  • Username
    The Username used to connect to your MySQL database server ( provided to you by your hosting company ).
  • Password
    The Password used to connect to your MySQL database server ( provided to you by your hosting company ).

Google Sheets

Save Date

  • Date Field
    This will attempt to save the Date and Time to the designated field name in your database. It is best that you make this field of type DATE/TIME in your database/sheet  structure.

Save IP Address

  • IP Field
    This will attempt to save the user's IP Address to the designated field name in your database or column name in your sheet.

Save Browser

  • Browser Field
    This will attempt to save the user's browser type to the designated field name in your database or column name in your sheet.

Save File Attachments

Enabling this feature will tell Formsnap to save all attached files ( submitted via form ) to be saved to your server. All files are saved to the /rw_common/plugins/stacks/formsnap/uploads folder. Each file is named with a prepended timestamp to avoid name collisions and overwrites.


String

Text values used throughout your form. Here you can localize all messages and labels displayed by Formsnap.

  • Processing
    Title displayed on modal when form is processing.
  • Error Title
    Title displayed on modal when an error occurs.
  • Default Error
    Text to be presented when the form can not be processed. If FormSnap can determine a specific reason (such as invalid file time or validation failure) then those messages (defined below) will be used instead. This is a "general" error message.
  • Success Title
    Title displayed on modal when form is submitted successfully
  • Success Msg
    This text will be displayed when a form is successfully submitted and all emails have been generated and sent. If your form is submitting successfully but you don't appear to be receiving any emails, try sending to a local email address - - one that is hosted by the same provider hosting the form page. This will help eliminate spam filtering or DNS issues.
  • File Size Error
    If you have a File Upload stack on your form, FormSnap will limit files to the size you specify in the HUD for FormSnap Base ->Security Settings. By default this is 10K. The text you enter here will be displayed if a user tries to submit a form with a size larger than your file limit.
  • File Type Error
    If you have a File Upload stack on your form, FormSnap will limit files to the size you specify in the HUD for FormSnap Base ->Security Settings -> Allowed File Type. Users may ONLY submit files of the type you specify. The text you enter here will be displayed if a user tries to submit a form with a non-allowed file type.
  • Missing Field
    The text entered here will be displayed when you have a field(s) marked as required and no value has been supplied by the sender.
  • Invalid Email
    Email address formatting validation is built into FormSnap. On an input field selected as the REPLY TO item in the HUD of this stack, FormSnap will verify that the input is formatted as an email address (including @ and acceptable TLD extension).
  • Redirecting
    Title displayed on modal when user is being redirected to new page.
  • Blocked
    Message shown to a user blocked due to email address or ip address in your block lists.
  • Next Step
    Label used inside multi-step form navigation button to got to next step.
  • Previous Step
    Label used inside multi-step form navigation button to go to previous step.
  • Submit Step
    Label used inside multi-step form final submit button.


Style

Settings that control various style elements of your form.

  • Primary Color
    The primary accent color used across all input items.
  • Default Font
    Font used inside all input items.
  • Label Outside Input
    Label will be on top of input item, not inside.
  • Multi-Step Nav
    Location of Multi-Step Form navigation. Top, Bottom or Both.

  • Input Font
    Font used inside all input items.
  • Input Colors
    Colors used on input items. Text, Background and Border.
  • Other Colors
    Colors used on misc items including Label Text, Options ( radio and checkboxes ), Placeholder Text and Subtext.
  • Input Sizes
    Font sizes used for Text, Labels and Options ( radio and checkboxes ).

  • Button Font
    Font family used in all buttons.
  • Plain Button
    Colors used on all plain ( default ) buttons. Includes the Text and Background colors.
  • Submit Button
    Colors used on all submit primary buttons. Includes the Text and Background colors.
  • Button Sizes
    Pixel based sizes on buttons. Includes Text font size, Left Padding and Right Padding

  • Misc Sizes
    Pixel sizes for  Subtext font size, Error font size and Border width ( several items with borders ).
  • Misc Colors
    Colors for Required symbol ( asterisk ), Multi-Step Form Border and Validation Error Text.
  • z-index
    The CSS z-index used for the overlay and status messages. Set higher if overlay/messages are shown behind page objects.
  • Bold Label
    Make all labels bold/strong.

  • Modal Colors
    Colors used on modals for Text, Background, Border and Overlay.
  • Modal Animation
    Animation used when modal is displayed.


Template

Settings that effect how your email templates are handled. These settings effect the default email / receipt  emails as well ( no custom templates used ).

  • Show & Show (more)
    Toggle which items you want to show in your emails. Items you can toggle are Logo, Subject, Parent URL ( form page), Date, Browser and IP Address.
  • Links
    Color used for links found in your email.
  • Logo Image
    Image to be used in the Logo position of your emails and receipts.
  • Receipt Text
    Text included in your receipt emails only.
  • Footer Text
    Text displayed at the bottom of all emails.
  • Show Preview
    Toggle the built-in Mail Preview inside of the Stacks Edit Mode pane. This setting has no effect on published content.

 

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