Formstack makes it quick and painless to get your form onto the web.
Once you’ve made all the necessary changes to your form, simply click the Publish Draft button in the form header. The first time you do this, you’ll see a popup message telling you that your form is ready to be published. You can decide to stay in the editor at this point or proceed directly to the Publish Options page.
The Publish Options page provides you with a set of tabs that offer four distinct ways of distributing your form:
1. Embed Code
The Embed Code tab provides you with a unique code that can be used to embed your form into your existing website. This option is useful if you already have a website that you'd like to have your form featured on.
To use this embed code, simply copy the code to the clipboard and paste it into any page on your website.
You also have the option of rendering your form in an iframe by checking the 'Use Iframe' checkbox. This option is best used when you've got existing plugins or styles on your website that cause your form to not look or behave the way you want it to. Use this option only when you've tried the embed code option and are running into issues. Note that Lookup fields are not supported in iframe-rendered forms.
Remember, you will only need to deploy your code once per form! That’s the magic of Formstack. Once your code is deployed onto the web, any changes you make in the Formstack form editor will take effect automatically anytime you publish changes.
Let’s say you want to add a new field to your form. Simply log into Salesforce, click the Formstack tab, click the Edit icon next to your form, drag in the new field and click Publish Draft. You’re done! The field will be added to your form right away.
2. Hosted Form
The Hosted Form tab provides a ready-to-use link that points to a page containing your form. This option is useful if you do not have a website available to use to host your form, or you're creating a form on a temporary basis.
To use the hosted form option, simply click the Hosted Form tab and copy the link provided.
As with the Embed Code option, any changes you publish to your forms will take effect on this page right away.
3. Send by Email
The Send By Email tab provides the ability to distribute your forms to one or more recipients via email. This option is useful for distributing your forms to multiple
people, and can be used to have your recipients update their existing information within your Salesforce instance.
The Send By Email option is a two-step process. Your first step is to define your audience - the people that are going to receive your emailed form. Here, you can select either a single recipient or a list of recipients represented by views.
The set of recipients you define here depends on the primary object of your created form. For example, if you've created a form with Contact as your form's primary object, your email audience will consist of either an individual contact or a view of contacts. If you've selected Lead as your primary object, you'll be able to select from your existing lead records or lead views. Note that your form's primary or lookup objects must have at least one available email field to select as the email recipient for your email.
To have your emailed forms pre-populated with the recipient's existing record information, you will need to enable prefill using the 'Enable Dynamic Prefill' switch. If left disabled, each of your email recipients will receive the same link to a blank form. If enabled, each recipient will have a unique link that will prepopulate the information from their primary objects and any enabled related objects into your form automatically. Your recipients can then make changes to their information as needed.
The second step in the Send By Email option is to define the email to be sent to your recipients. Here, you can select your primary object's email field that will be the recipient of the email, CC and BCC recipients, subject and email body.
You may notice a drop-down list containing a set of fields from your form. These are merge fields that can be placed anywhere within the body of your email. Each merge field will be replaced with each email recipient's information once your email is sent. You will also find two link fields available here - Hosted Form link and Embedded link. These represent the link that your recipients will click on to view your form, which can be hosted on your own website using the embed code option or hosted by Formstack using the hosted form option. When using the embedded link, you'll need to tell Formstack where your form is embedded, as well as the link text you want to display. For the Hosted Form link, you'll simply need to provide the link text.
Once you've defined your audience and crafted your email, you're done! Click Send to send your form to your recipients.
4. Export Links
The Export Links tab allows you to export a set of unique URLs to your forms that
are pre-populated with existing record information. This option is useful for making your form links available in third-party tools such as marketing automation software or email campaign managers. The process for exporting a set of links is simply to define your audience, then export your unique links to a CSV file.
As with the Send By Email option, the audience you define for exporting links depends on the primary object of your created form. You can export a link for one particular Salesforce record or for a set of records defined in a view.
Once you've defined your audience, simply click 'Download CSV' to export your file.