Starting v2.5.2, FSQM Pro forms can now be categorized. You can put several forms under a category, which can be used by both admins and users to filter forms and/or submissions.

1: Creating Form Category

• Go to FSQM Pro > Form Category.
• Click on Add New.
• Give a Category Name and Description.
• Click on Create Category.

2: Assigning Category to a Form

• Edit or create a new form.
• Click on Form Settings > General Settings.
• Assign any category you have created.

3: Showing filter option on User Portal

Just make sure you have the filters=1 attribute inside the user portal shortcode.

4: Administrative management

Following administrative managements are available.

4.1: Filtering forms

• Go to FSQM Pro > View all forms.
• Select the category from the filter dropdown.
• Click on the filter button.

4.2: Filtering submissions

• Go to FSQM Pro > View all Submissions.
• Select the category from the filter dropdown.
• Click on the filter button.

4.3: Managing existing categories

• Go to FSQM Pro > Form Categories.
• There you will be presented with a list of existing categories.
• You may perform deletion or edit the category.

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Starting version 3, you can turn any FSQM Pro managed form into a fully featured payment system. The pre-requisites are:

1. You have at least one element which supports mathematical calculation.
2. You have at least one of the payment gateways enabled.

To get started please follow the guide.

#1: Enable Payment System

1. Under the Payment > General Settings tab inside FSQM Form builder, enable the Payment System.
2. Enter the mathematical formula that you’d want to use for calculating the total amount. This behaves just like any mathematical field.
3. Set your currency code. Both PayPal and Stripe uses common currency codes right now. But you can always check them here (PayPal) and here (Stripe).
4. Optionally set other settings.

# 1.1: Product and Invoice Settings:

FSQM Pro allows you to have a custom name for the product and give product number and customize Invoice ID. To do so, simply edit the corresponding fields in the Payments settings. Make sure to have {id} format string in the Invoice ID field. Otherwise it may result in duplicate Invoice IDs.

#1.2: Payment Related messages and mail:

Further down the General Settings tab, you will see fields from where you can enter custom messages that would be shown to the users for various payment related situations. You can modify them or leave the default ones.

#1.3: Coupons:

FSQM Pro allows you to enter custom coupon codes for discounts.

• Click on the Payment > Discount Coupons tab.
• Add a new Coupon.
• Enter the coupon code, discount type, deduction value and minimum amount.
• Discount type can be either percentage deduction or total deduction.
• Minimum amount is the amount required for the coupon to be applicable.

#2: Adding a Payment Element

Next you would need to add a payment element anywhere in your form, just like you would add any other form elements.

1. Go to Other Form Elements.
2. Drag and Drop (or click) the Payment Element anywhere in your form.
3. The place where you drop the payment element would actually show the payment form.

#2.1: Payment Element Settings:

Just like any other element, you click on the cog icon of the payment element and customize various settings. It also has various mathematical element settings for showing the total amount.

#2.2: Conditional logic on Payment Element:

Enabling conditional logic on payment element would make your form a conditional payment form. If the condition satisfies, then only the element would be shown and payment would be collected. If the payment element remains conditionally hidden, then payment would not be collected.

The post Enabling the Payment System in a FSQM Form appeared first on iPanelThemes Knowledge Base.

#1: FSQM Pro Payment Flow

• You set up the form with mathematical fields and elements.
• You enable the payment system and enter the final mathematical formula for calculating payment amount.
• Your user chooses form options. A total is calculated.
• User chooses payment gateway and fills up the form accordingly.
• Once submitted, the system processes the payment returns the result.

#2: Payment Retry method

FSQM Pro uses the trackback page to show users a repayment form in case a payment was not successful. So before you proceed make sure you have completed the initial setup of trackback page.

Here is how the repayment system works.

• When a payment is made, if it wasn’t successful (for direct PayPal payout or Stripe payout), then a repay link is mailed to the user. This link is basically the trackback URL with &action=payment&mode=retry query parameter.
• Once a user visits the page, it pre populates just the payment form and shows all available payment gateways. (image above).
• User selects one of the available gateway and retries the payment. At this stage, the user would not be able to change any other aspects of the form.
• If the payment was successful then the details would be shown.
  
• If it was not, then again the error message would be shown with a retry link.
  

The post FSQM Payment flow and Retry Options appeared first on iPanelThemes Knowledge Base.

FSQM Pro uses PayPal’s latest REST API to integrate the payment gateway. To get started you would first need to generate client ID and client secret.

#1: Obtaining REST API client id and client secret

• Go to Paypal Developer
• Create a new REST API app under Dashboard > My Apps & Credentials.
• Copy the client ID and client secret.

The REST API credentials can be created under sandbox and/or live. It is upto you to copy the corresponding ID and secret. More information about it is given here.

#2: Enabling PayPal inside FSQM Pro

• Go to Form Builder > Payment > PayPal Settings.
• Enable the system.
• Enter the client ID and client secret you have obtained above.
• Set the paypal payment mode accordingly. You can either have sandbox (for testing) or live (for production). Make sure to paste corresponding client id and secret.
• Optionally enter a valid PayPal Partner ID (if you have one).

2.1: PayPal Payment Methods

PayPal system provides two payment methods.

1. Express Checkout: Where user leaves your site to do the payment from PayPal URL. Once user authorizes PayPal, s/he comes back to your site from where the payment is executed and confirmed.
2. Direct Payment: Where user never leaves your site. Instead s/he just enters cc details and payment is automatically charged.

Express Checkout is always enabled. But you can disable Direct Payment if it doesn’t work in your country.

2.2: PayPal Express Checkout emails

Due to the nature of Express Checkout, mails are sent twice to the user. First, when the user submits the form and leaves your site for authorizing PayPal. Next when the user comes back and the payment is executed.

The second email sends only the payment related message. You can customize the email message and subject from the settings field shown in the screenshot.

The post Using PayPal Payment Gateway with FSQM Pro appeared first on iPanelThemes Knowledge Base.

FSQM Pro incorporates stripe gateway for direct payout using credit card. To get started please follow the guide.

#1: Get Stripe API Key

• Set up a stripe account.
• Generate and get your API key from here.

#2: Enabling Stripe inside FSQM Pro

• Go to Form Builder > Payment > Stripe Settings.
• Enable Stripe Payment.
• Enter the API Key you have obtained from before.

Do note that stripe asks for writing amount in lowest currency format. For example, in case of USD, the lowest currency unit is cents (100 times a USD). FSQM automatically converts USD into cents by multiplying it with 100. In some cases, currency units are zero decimal, meaning they are the lowest unit itself. So FSQM would not need to multiply the amount by 100, but simply need to pass the collected amount. For currencies like that, you need to enable the Zero Decimal Currency. More information is given here. In a very simple term, enable this option, if you do not want FSQM to multiply the collected amount with 100.

Save the form and that is it. FSQM will automatically use Stripe APIs to collect payments. This happens from your server when a user submits a payment form.

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If you are new to FSQM Pro or haven’t already setup the required trackback and user portal pages, then FSQM Pro now provides a wizard using which you can easily setup the two pages.

If required, you will see a notice on top of the admin screen. Click on the link to get started.

#1: Setting up the Global Notification Email:

This is the email where you will be receiving admin notification emails for all forms. Each form can have it’s own notification email set in the form builder and additionally this global notification email which would be copied to.

#2: Set Trackback Page:

Trackback page is used to populate after submission results. In this part you will be able to choose page title, page template (from your theme) and customize some other aspects of the shortcode.

#3: Set User Portal Page:

User Portal is used to provide centralized access for accessing older submissions. In this part you will be able to choose page title, template and customize all other attributes of page configuration (shortcode attributes).

That finishes the wizard and it essentially creates two new pages. If you want, you can edit them later. Do keep in mind you have to have the FSQM shortcode inside the page contents.

The post Following FSQM Pro Setup Wizard appeared first on iPanelThemes Knowledge Base.

Starting version 3.0, FSQM supports out-of-the-box integration with MyMail Newsletter plugin. To get started, please follow the procedure.

#1: Install MyMail – Email Newsletter Plugin

MyMail is a great plugin for sending out and managing newsletter from inside your WordPress dashboard. You can purchase it from here and install like any WordPress plugin.

#2: Setup FSQM Form Integration:

Like any integration, MyMail integration works on per form basis.

• Edit/Create the form you want to integrate with MyMail.
• Go to Integration > MyMail.
• Enable the integration.
• Check the list you want the subscriber to get assigned to.
• Optionally overwrite existing subscriber info (like first name, last name).
• Save the form and you are done.

Also make sure you have the Other Form Elements > Email (DB) somewhere in your form.

#3: Testing out:

Now simply submit the form once with a non-existing email address. If everything is setup correctly, then you will see the email address being subscribed and added to the mentioned lists.

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Starting version 3.1.0, FSQM has support for integrating with Active Campaign mailing lists. To get started please follow the procedure below.

#1: Get Active Campaign related data:

For proper integration we need the following information of your Active Campaign setup.

1. Active Campaign URL: Can be found in Your Settings > API > API URL.
2. Active Campaign API Key: Can be found in Your Settings > API > API Key. (more information about both here).
3. Active Campaign List ID: When you create a list or edit it, the list ID is visible in the URL. More information here.

#2: Setup form integration:

• Create/Edit the form with which you want Active Campaign integration.
• Go to Integrations > Active Campaign.
• Enable the integration.
• Set the information you collected in step 1.
• Save the form and you are done.

Also make sure you have at least the Other Form Elements > Email (DB) field somewhere in your form. If available, then the system would send first name, last name and email to active campaign mailing list.

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MailPoet is an excellent plugin for managing Newsletter from right inside your WordPress setup and it is free (although it has a premium version). Starting version 3.2.0, FSQM has the ability to add users to your MailPoet mailing list. To get started, please follow the procedure below.

#1: Install MailPoet:

• MailPoet is available from wordpress.org.
• Install it like any other org plugin.
• Optionally set up some mailing list.

#2: Setup FSQM Integration:

• Create/edit the form you want to integrate with MailPoet.
• Go to Integration > MailPoet.
• Enable the integration.
• Select the lists (at least one) you want to subscribe your users.

Just save the form and you are done. As always, make sure you have the Other Form Elements > Email (DB) field somewhere in your form. If available, then the subscribers would have first name, last name and email information passed to MailPoet.

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Sendy.co is a very powerful selfhosted newsletter application. From the app itself:

Sendy is a self hosted email newsletter application that lets you send trackable emails via Amazon Simple Email Service (SES). This makes it possible for you to send authenticated bulk emails at an insanely low price without sacrificing deliverability.

Starting version 3.0.0, FSQM has built-in functionality for integration with your sendy.co installation to grow your subscriber list. This development was sponsored by ndigitais.com.

#1: Getting Sendy.co Information:

We would need the following two information from your sendy.co installation.

• Sendy Installation URL: The URL of the sendy.co installation. For example: http://example.com/sendy/ (Note the trailing slash).
• List ID: The encrypted list ID you get from View all Lists > ID. (See screenshot below).

#2: Setup FSQM integration:

• Create/edit the form with which you wish to integrate your sendy.co.
• Go to Integration > Sendy.co.
• Enable the integration.
• Put the installation url and list id from step 1.
• Save the form and you are done.

Just like always, make sure you have the Other Form Elements > Email (DB) field somewhere in the form. If available, the first name, last name and email would get passed to your sendy.co subscriber list.

The post Sendy.co Integration with FSQM Pro appeared first on iPanelThemes Knowledge Base.

Till FSQM version 3.2.0, we could only setup newsletter integration that would always push to the subscription list. But now we have provided the ability to conditionally subscribe. It works just like any conditional element. If the conditions are met, then user would be subscribed.

It provides you with the ability like, show a checkbox to the user. If it is checked, then only subscribe the user to your mailing list.

#1: Setting up conditional logic:

The new configuration options can be found under Integration > Conditional Activation tab.

1. Enable the system by toggling Call integration only if the conditions are met.
2. Enter some conditional logic.
3. Save the form.

#2: Setup any integration:

All newsletter integrations would follow the conditional activation logic. Now you go ahead and setup any or all of the integrations like usual. If you have the conditional system active and user choice does not satisfy, then user would not be added to the subscription list.

The post Conditional Logic for setting up Integration appeared first on iPanelThemes Knowledge Base.

FSQM already had a nice URL tracking feature for some time. In version 3.2.0, we have revamped the whole system to make it more appropriate for viral marketing. Let us see how.

#1: Enable URL tracking:

This is same as before.

1. Go to Form Builder > Form Settings > Form Submission.
2. Enable the option Track Submission from URL data.
3. Put a URL parameter to the Key Parameter of URL Tracking input box.

#2: Enable URL Tracking from Social Share:

Now this is where the magic actually happens. Now FSQM has the ability to do two specific things:

1. Forward the URL tracking key=>value pair if it was present to all links it generates.
2. Add the username of the currently logged in user to the URL tracking value.

Both of them are configurable and both works on any URL you mention on the social share URL. To set them up, simply do the following:

• Go to Result & email > Social Sharing.
• Enable the system.
• Enable option Forward URL tracking to Social Sharing Links.
• Enable option Auto Append username to URL tracking on Social Sharing Links.

Do note that even if you have auto append username option turned on, it will do so, only if no other URL tracking value was present in the URL of the current submission. In other words if both the options are enabled, then:

1. System will check if URL tracking was present for the current submission. If yes, then it will forward to the social link.
2. If it was not present, then it will append the username of the current logged in user (if user is logged in).

Now go viral!

The post Using FSQM URL Tracking for viral marketing appeared first on iPanelThemes Knowledge Base.

FSQM Pro summary table shows submission ID in a specific format at the very top of it. Until version 3, we could not change it. But with newer options, we can set it to anything we want.

#1: Accessing the settings:

• The new settings can be found under Result & email > Summary Table.
• Submission ID format can be used to modify the output.
• Submission ID Datetime format can be used to modify the formattable datetime inside ID (if applicable). It accepts PHP’s datetime formatting.

#2: Different ID Formats:

The ID option accepts a number of format strings.

• %1$d: Will be replaced by the ID of the submission.
• %2$s: Will be replaced by the formatted datetime string (according to your website’s datetime format).
• %3$s: Replaced by datetime formatted by your entered settings.

All of the format strings are passed through PHP’s sprintf. So you can modify the format.

By default the format is: #%1$'010d | On %2$s.  Which will pad ID number with 0 upto 10 character length and also append the date/time according to your website format. Something like: #0000003259 | On April 30, 2016 9:52 am.

#3: Sample ID Formats:

Here are some samples to help you get started. For all these examples, we set the Submission ID Datetime format accordingly. You can change it to anything you like.

Do you need help with setting up your own formatting? Just ask in the support forum.

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Since the very beginning FSQM comes with a feature called “Administrative Remarks”. It can be quite productive and can come in handy especially when you want to comment on user’s submissions without editing any of the fields.

#1: Setting up Administrative Remarks:

The settings is right inside Form Settings > General Settings.

• Administrator Remarks Title: Gives a way to change the title of the remarks column. Leaving it empty would disable this feature.
• Default Administrative Remarks: What to put inside the remarks when a submission occurs.

#2: Default view of Administrative Remarks:

When being activated, this would show up the summary table.

The image below shows the output in default configuration.

Now we changed the Review title to Application Status and default message to Currently under review.

It shows up to new submissions.

#3: Editing Administrative Remarks:

• Under WP Admin > View all Submission, edit a submission.
• You will see your remarks area where you can put custom remarks.
• Enter anything you wish and save the submission.

It will now show up in the old trackback link.

Also you could send an email to the user about the update during the procedure.

The post Managing Administrator Remarks in FSQM Form Submissions appeared first on iPanelThemes Knowledge Base.

#1: Disable Submission inside User Notification Email:

• Go to Result & email > User Notification.
• Disable Attach Submission to user email.

#2: Disable Submission inside Admin Notification Email:

• Go to Result & email > Admin Notification.
• Disable Email Submission to Admin.

The post Disable including Submission inside User and Admin Notification Email appeared first on iPanelThemes Knowledge Base.

Starting version 3.3 eForm (previously FSQM) has the option to reset itself after a successful submission. It comes in handy for collecting feedbacks through handheld devices or through kiosks.

Enable auto reset in eForm

• Inside the form builder, go to Form Settings > Form Submission.
• Scroll down and enable Reset Form after submit.
• Now set the Reset Delay (seconds) and Reset Message.
• In reset message, put the %time% format string to populate a countdown timer.

Save the form and you are good to go. The form will now behave like this.

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eForm has some nice auto-scrolling features for better user experience.

• The form scrolls to the top of the tab/container during progress.
• When validation error occurs, form scrolls to the element.
• During submission process, form scrolls to messages.

All of these are built into the core of eForm UX. But as always you can customize them. Do note that these features are available only for Tabular & Paginated Appearance. Normal Single Paged form does not implement any scrolling because it does not require.

Setup Scrolling behavior

To get started first select between Tabular and Paginated Appearance. Then the following options will appear.

• Scroll to the page top: The form will scroll to the form top (not really the page) when user navigates between tabs or pages.
• Scroll to element on validation error: When the form sees any validation error during navigation, then it will scroll the viewport to focus the element.
• Scroll Offset: If your theme has some kind of fixed header, then try to put the height of the header here. eForm will obey this offset value throughout all automatic scrolling. Do note that eForm automatically takes care of the fixed WP Admin bar.

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Starting version 3.3, we have introduced a brand new feature to eForm, Leaderboard. With this, you can publish a live status of your form submission on your website. It will list submissions, sorted by obtained score with beautiful interface.

Publishing leaderboard

• Create a new page or post.
• Under eForm Shortcode Generator create a Form Leaderboard.
• Publish the page/post.

That’s it. Note that this is only the beginning of leaderboard functionality. In future, we intend to do more with this functionality.

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Starting version 3.3, eForm has introduced a leaderboard functionality. For now we have only Form Leaderboard, but we intend to add many in future.

Publish a Form Leaderboard

A form leaderboard will show submissions sorted in descending order of obtained score percentage. It also beautifies the list by adding user avatar (by email or by logged in user ID) and user submission metadata.

Using the shortcode generator

• Create or edit any post or page.
• Click on the eForm Shortcode Generator > Insert Leaderboard > Form Leaderboard.
• This will bring the following options.

Change appearance Options

Most of the options are self explaining.

• If you want to show the form theme’s header image, enable “Show form header image”.
• If you want to hide user avatar, then disable “Show Avatar”. You can modify the size of the avatar too, but we recommend setting it at 64×64.
• Additionally customize the appearance of name, meta, score, max score, percentage, date and administrator comments columns.
• If you enable meta, then it will show total user submission number and average performance score across all of his/her submissions.

Change labels

• Column labels can be changed through relevant options.
• If you want to add some content below the form title (if it is shown), then add any HTML to the Content section.

Insert the shortcode

Once done, please click on the OK button. It will insert a rather complex shortcode that would look like this.

Do not edit it manually. If you want to change anything, please reinsert the shortcode again.

Now publish the page and see the result.

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eForm has two specific system shortcodes, Trackback page and User Portal. Both of them can be published by the setup wizard. But if you want you can use the shortcode generator to do it manually, or change the content of the page.

Publishing Trackback Shortcode

• Create a Page.
• Use eForm Shortcode Generator > System Shortcodes > SIngle Submission Trackback.
  
• Enter Form Label and Submit Button Text.
• Click on OK button.
• This will create the shortcode and place it in the content.
• Publish the page.

When viewed from a trackback link, it will be populated with the submission.

Publishing User Portal Shortcode

• Create a Page.
• Use eForm Shortcode Generator > System Shortcodes > Centralized User Portal Page.
• Customize the settings.

Customize login page

This will be shown if the user is not logged in. User portal is available only for logged in users.

• Message: It will be shown to the user who needs to log in.
• Show registration button: If enabled, a button linked to your site’s registration page will be shown.
• Show password recovery link: If enabled, a button linked to your site’s password recovery page will be shown.

Portal Page Modification

From this section, you can modify the actual user portal output. All of the options are self describing. We outline the important ones.

Changing the Welcome section & theme

• Customize Welcome Title, Welcome message and No submission message.
• Edit the Avatar Size of the user avatar.
• Change Portal Theme from one of the presets.

Customizing Column headings & buttons

• Form Heading label lets you customize the heading of “Form” column.
• Category Label is put in the title of category column.
• Date Heading Label is used to populate date column.
• Similarly you can change Score, Max Score, Percentage and Action column headings.
• In the action column, you can change the button labels by editing Trackback Button Label & Edit Button Label.

Publishing the page

Once done with your editing, simply click on the OK button and publish the page. The system will show you something like this.

We recommend using a wider page template for both of the pages.

This guide shows you how to manually put system shortcode on desired pages. To complete the setup though, you will need to let eForm know about these pages.

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