Using the same shortcode generator, you can publish an eForm.

• Create any page or post.
• Use eForm Shortcode Generator > Insert Form.
• Select a form and click on the OK button.
• Publish the post/page.

The post Publish an eForm through Shortcode appeared first on iPanelThemes Knowledge Base.

Adding popup forms through shortcodes in pretty easy.

• Create any page/post.
• Use eForm Shortcode Generator > Insert Popup Forms.
  
• Now edit the options.

Setting Popup Button

The essence of popup form is a popup button. With the options you can set it very easily.

• Button Text: Is what is shown in the button.
• Button Color: The color of the button text.
• Button Background Color: The background color of the button.
• Button Position: Where the button is placed on your screen.

The options panel will also show a preview of the button right below the customization form. Once you are done, click on OK button and it will insert the shortcode.

Setting Custom Popup Trigger

It is possible to use any other anchor to trigger the popup form. It becomes handy if you want to use your theme’s button to trigger an eForm.

• Set the Button Position to Hidden / Manual Trigger.
• Now clicking the OK button will show you a message with trigger URL.
• You either note down the trigger URL and insert your theme’s button yourself.
• Or simply click OK on that message and it will insert a plain anchor tag on your content (along with the required shortcode) which you can customize.

The post Add Popup Form through Shortcode appeared first on iPanelThemes Knowledge Base.

Apart from the shortcode, popup forms can also be inserted through widgets. The benefit will be, it will be visible on all pages where the widget area is present.

Add eForm Popup Form to Widget

• Go to Appearance > Widgets.
• Drag and drop an eForm – Insert Popup to your desired sidebar.
• Configure the options just like shortcode.
• Save it and you are done.

If you want you can put the position to Hidden / Manual Trigger and use the code given at the bottom of the widget to place the trigger. The code will be shown only after you save the widget.

The post Insert Popup Form through Widget appeared first on iPanelThemes Knowledge Base.

Please follow the procedure below to publish an eForm through widget.

• Go to Appearance > Widget.
• Choose a sidebar and drag the widget eForm – Insert Form.
• Customize the title of the widget.
• Choose the form which you want to show.
• If your widget area (sidebar) is of low width, then check the option Optimize for small width.

The post Publishing eForm through Widget appeared first on iPanelThemes Knowledge Base.

In this playlist we discuss about some rather complicated topics of eForm.

• How to add scores and setup ranking.
• How to add conditional logics.
• How to setup mathematical evaluators.
• and more to come…

The post Playlist #2: Advanced eForm Concepts appeared first on iPanelThemes Knowledge Base.

With eForm you can easily let users edit their previous submissions. This feature works only for registered users. We made it this way, to prevent security abuses. To enable this, please follow the steps.

• Go to Form Settings > General Settings.
• Enable the option “Users Can Edit Submission”.
• Optionally set a time limit (in hours). You can have fractions.

Now save the form and the settings will go live for new and existing submissions.

The edit button will appear on the trackback page for logged in users and on user portal.

The post Let user edit their eForm submissions appeared first on iPanelThemes Knowledge Base.

With eForm it is possible to track how your users are interacting with your forms through Google Analytics Event tracking. The setup is pretty simple, you just need to enter your UA property ID and the rest is done automatically.

Create a Google Analytics Profile

Skip this step if you have done this already. To make eForm work with Google Analytics, you will need a valid property ID. Please follow this guide on Google Support.

• Make sure to select Website in the property type.
• The website URL should be the domain of your website.

Once done, please note down the property ID. It starts with something like UA-XXXX-XX.

Setup eForm with Google Analytics Event Tracking

eForm can implement Google Analytics event tracking to track the clicks, selection, pagination, submission etc in your form. It is done through dimensions and event category. But first we need to enter the UA property ID in eForm.

• Go to Form Settings > Google Analytics.
• Enable the settings Google Analytics Integration.
• Enable the settings Let FSQM load Analytics Source. (If your website already has google analytics integrated, then keep it disabled)
• Now enter the property ID.

Setup custom dimensions

The basics form actions like, submission, pagination, completion are tracked through events. But if you wish to further check which elements were filled, then you can setup custom dimensions.

Following dimension variables are sent when making relevant event trackings

• dimension1: Would be element category (like Multiple Choice Questions).
• dimension2: Would be element type (like radios, checkboxes, grading etc).
• dimension3: Would be element key.
• dimension4: Would be element calculated and stringified value.
• dimension5: Would be page number completed in case of paginated/tabbed forms.

To make the variables easily accessible, we need to setup our property with the dimension names. A detailed guide can be found here, but we will explain it too.

• Go to Google Analytics, select your property and click on ADMIN.
• Under custom definition, click on Custom Dimension.
• Now create dimensions under the same order as mentioned before. Give some meaningful name that you would understand later on.

Save your form and analytics setup and you are done.

Viewing Reports

Under your Google Analytics, Behavior > Events, you can see the reports on events.

You can also see the events live from Real Time > Events.

The post Google Analytics Event Tracking with eForm appeared first on iPanelThemes Knowledge Base.

With eForm, it is easy to implement user notification emails for forms. But under certain scenario, especially if you are doing newsletter integrations, you might not want to send an email from eForm.

PS: To disable including submissions inside user and admin notification email, please read this.

Disable User Notification email in eForm

Under form builder area, please do the following:

• Go to Result & email > User Notification.
• Find and blank out the field Sender’s Email.

Save the form and that should disable user notification email. If you want to turn it back on, then just enter a valid email in the Sender’s Email and you should be good to go.

The post Disable User Notification Email – eForm appeared first on iPanelThemes Knowledge Base.

With eForm v3.4 it is now possible to create Guest Post.

• User can visit your website and leave a guest article without even logging in.
• Logged in users can save a draft from the front-end of your site.
• Moreover you can let user have option to register while submitting the guest post.

All of these features incorporates the conditional logic of eForm, meaning you can have control if the user wants to register or not, or even if they want to submit a guest article or not. It is better to see a form in action.

Also here is the import code of the form.

Now we will discuss step by step discussion.

Create the Registration form

Guest blogging does not necessarily need registration feature to be present. But if you do, then it widens the scope of the form. Please follow our previous article to learn how to setup a registration form. In the sample form we have used conditional registration elements.

Add Guest Blogging Element

• Go to Other Form Elements.
• Drag the Guest Blogging element somewhere on your form.

This adds the necessary field to enable guest blogging. Now go through the settings of the element and set it up as you desire.

Enable Guest Blogging

After adding the element, it is necessary to enable the settings. Otherwise the field will act just like textinput with rich text editor.

• Go to WP Core > Guest/Frontend Posting.
• Enable the settings.

Behavior of Article Submission

This will make eForm create a draft when someone submits the form. This would work for both logged-in and non-logged in users.

• If user is logged in, then the draft will be mapped to the currently logged in user.
• For non-logged in users the draft will be mapped to the user you have mentioned in the settings.
• If the form has registration enabled and if registration was successful, then the draft will be mapped to the newly registered user.

Guest Blogging Settings

Several settings are available for the Guest/Frontend Posting.

• Map Post to User (ID): If user is not logged in or does not register then the draft will be mapped to this user.
• Show field for entering author bio: If enabled then a field will be shown where user can enter a short bio. This will be saved as post meta data eform-guestpost-bio as well as on the bottom of the post content as editor’s note (if enabled).
• Bio Field Title: The title of the bio field (if shown).
• Editor’s Note: If you want to automatically add some editor’s note to the submitted article then you can put it here. This field is HTML enabled. Possible format strings are %NAME%, %BIO%, %AVATAR%. This would be added only for non-logged in users.
• Select Post Type: Type of post under which the draft will be created. Custom post types are all supported.
• Select Taxonomies to show: The taxonomies of the selected post type which would be shown to the user.

Conditional logic on Guest Blog

To use conditional logic on guest blogging, simply apply your logic to the Guest Blogging Element.

• If the element is conditionally shown, then eForm would add the guest article.
• Otherwise it would not.

In our sample form, we have added a conditional logic against the toggle element.

That was all about Guest Blogging through eForm. If you have any doubt, please ask in the forum.

The post Guest Blogging with eForm – Articles from WordPress Frontend appeared first on iPanelThemes Knowledge Base.

With eForm v3.4 it is now possible to show different success message and send different email if user updates the submission.

Update Success Message

Settings can be found under Form Settings > Form Submission. Edit the content inside Update Message and you are good to go. All format strings are available here.

Update Email Notification

• Go to Result & email > User Notification.
• Change Form Update Subject.
• Change Update Notification Message.

You can also apply the same set of format strings here.

The post Form Update Success Message and Email Notification appeared first on iPanelThemes Knowledge Base.

eForm v3.4 has the capability to hide submissions for incomplete payments. It works for both built-in one page checkouts with PayPal and Stripe as well as WooCommerce. It gives you the option to make users pay first before accessing the data. It comes in very handy for setting up Paid Quizzes or Paid Analysis and Reports.

Enable Submission Locking

• Go to Form Builder > Payment > General Settings.
• Enable the Submission Visible after Successful Payment settings.
• Customize the message inside Submission Blocking Message.

Submission Locking Behavior

This settings completely blocks the user from accessing their submission.

In the notification email they will get a message from Submission Blocking Message instead of submission data.

In the trackback page, they will see the same message.

Once user completes the payment, the notification email will be sent again with the submission data.

It will also open up the trackback page.

WooCommerce Behavior

In WooCommerce, since an external system handles the payment, we have the lock status set against the order status.

• Under Payment > WooCommerce, there is a settings Order Status to consider payment complete.
• Change it to the desired order status.

When WooCommerce order reaches the status, eForm will:

• Consider the payment as complete and open up the trackback page.
• Will send the notification email.

Until then, the notification email will not be sent and trackback page will remain closed.

The post Hiding Submissions for incomplete payments appeared first on iPanelThemes Knowledge Base.

With eForm v3.4 it is now possible to get all the submission data of a form in a CSV file. Until now you needed to rely on the exporter add-on to do the same, but we have decided to implement a light-weight export functionality in eForm core.

Getting CSV Export of eForm Submission

• Go to WP Admin > eForm > View All Forms.
• Hover on the desired form.
• Click on Export Submissions.

This will make you download an auto-generated CSV files containing all the submissions.

You can open the file in CSV software, like MS Excel and do your editing.

Controlling the output of CSV

If you need advanced control of the CSV output, then please check our Exporter Add-on. It will enable you to:

• Create CSV/XLSX for thousands of submissions through AJAX call.
• Customize the CSV delimiters.
• Filter submissions by date.
• Select only the questionnaires you want.

The post Quick Export of Submissions in CSV appeared first on iPanelThemes Knowledge Base.

With eForm v3.4 you can add tooltips to form elements.

It is available for

• All elements from Multiple Choice Questions (M).
• All elements from Feedback & Upload (F).
• All elements from Other Form Elements (O).
• Container type elements from Design & Security (D). Like columns, collapsibles etc.

Adding tooltip to eForm element

• Open the settings of a supporting element.
• Scroll to the tooltip section.
• Add your custom HTML tooltip there.

The tooltip has full support for HTML and interactivity. So you may add hyperlinks or buttons too.

The post Adding Tooltips to form elements appeared first on iPanelThemes Knowledge Base.

With eForm you can already add timer to quizzes. The timer forces the user to submit after specified amount of time. But if you want to just record the time taken by a user, then you can use the stopwatch feature.

When enabled, it shows a stopwatch to the form like the image above.

Enabling Stopwatch

• Go to Form Builder > Quiz Settings > Quiz Stopwatch.
• Enable the option Record Form Submission Time.

This would add the stopwatch in your form and will show the completion time in the summary table.

Changing the appearance

Under the same settings area, we have the following appearance settings.

• Show seconds/hours/days: Whether to show such circles or not.
• Rotated Position on bigger screen: Rotate and optimize stopwatch position on bigger screens.
• Hidden Stopwatch: Enable this to hide the stopwatch circles from showing. The time would still be recorded.

Changing Functionality

The following functionalities are also available.

• Summary Table Title: The title of the table row which would represent recorded time.
• Add to time when editing: When user edits a submission, add to the recorded time, instead of resetting.

The post Adding Stopwatch to eForm Quizzes appeared first on iPanelThemes Knowledge Base.

With the release of eForm v3.3 we dumped compatibility with PHP5.3. If you are trying to run eForm v3.3 on the mentioned environment, then it would essentially raise PHP Fatal Error, leaving a White Screen of Death for your entire website. In this case, we heavily recommend updating PHP version to at-least 5.4 (or better 5.6 or 7).

But given the number of shared hosting still having PHP 5.3 only, we decided to bring the compatibility back with eForm v3.4. The performance updates will stay, and we just did some small changes to make eForm compatible with PHP 5.3 again.

Do note that this change is temporary and we may ditch PHP 5.3 support again in future if it is needed. We again strongly recommend you to update your server’s PHP to atleast version 5.6 or better version 7.0.

For now, you can enjoy using eForm v3.4 on PHP 5.3 environment.

The post PHP 5.3 Compatibility appeared first on iPanelThemes Knowledge Base.

eForm v3.4 introduces a new element, Hidden Element which can be used to gather data from URL, user meta or some other parameters.

Adding Hidden Element

• Look into Other Form Elements (O).
• Drag it into any position of your form.

Setup Hidden Element

A hidden element can fetch data from three dynamic sources.

• URL parameter: This is the most common type of source. You simply add parameters to your URL like https://path.to/form?key=value and set the Key Parameter. The hidden element will populated with the sanitized value it gets from the URL.
• User Meta Based: If user is logged in and you want to record some predefined meta, then you can select this. Now mention the meta key in Key Parameter and you are good to go.
• If logged in: A simple condition check if user is logged in. If logged in, then your predefined value will be set, otherwise it would be an empty value(string).
• Predefined: A static value that will always get stored in the hidden element.

For all of the types, you should set a default value. If not set, then it will get an empty string value.

Showing Only to Admin

If you want to show the hidden field only to the administrator in the summary table, then just enable this option.

Conditional Logic

You can apply conditional logic against hidden fields. A practical use case would be to check if user is logged in, or check referer from URL.

Apart from that, you can also apply conditional logic on hidden fields. If hidden field is conditionally hidden, then it would always get an empty string value.

The post Hidden Form Element appeared first on iPanelThemes Knowledge Base.

eForm v3.4 has introduced a few statistics shortcodes for publishing the performance of forms. Namely we have introduced a total of three statistics shortcodes. All of them can be found under the new menu of eForm Shortcode Builder.

• Open the eForm Shortcode builder.
• Go to Insert Statistics Charts > Form Statistics.
• Choose the relevant shortcode.

All of the statistics charts are responsive, uses Few’s Color Pallet for rendering color. The graphs are made using Chart.js.

Form Submission Breakdown

It shows how many submissions have been made for mentioned forms for past selected days. The shortcode has following options.

• Form IDs: The numeric IDs of forms. You can have comma separated IDs like 1,12,4,22 etc or a single ID like 24 or all to show for all forms.
• Number of days or date: If you mention an integer, then stat would be generated for past mentioned days since (including) today. If you mention date in YYYY-MM-DD format (like 2016-12-29 for 29th Dec 2016) then stat would be generated since (including) that day. Leave empty to calculate for all time.

Other options are quite self-explanatory. Use them to change graph labels, title and dimension.

Overall Submissions

It shows overall submission comparison through a pie or doughnut chart for selected forms over mentioned number of days.

The options are just like before, with only one exception of choosing the graph. It can either be pie or doughnut.

Score Breakdown

This chart shows score breakdown of mentioned forms. The system generates breakdown in a range of 10, like 0%-9%, 10% – 19% etc, including negatives.

To change the legend, edit the Graph Legend Format option. %1$d%% would be replaced by the lower value of the range, whereas %2$d%% would be replaced by the higher value of the range. Do note that having the percentage sign (%) is also optional. %1$d would simply hold the value, not the percentage sign. Since we want a percentage sign, we add it to the string with an escaped value (%%).

Change other options to modify the charts.

The post Publishing form statistics for eForm appeared first on iPanelThemes Knowledge Base.

Just like Form Statistics, eForm has also introduced statistics shortcodes for showing user performance. You can use them on the user portal page or on sidebars or a dedicated statistics page to give your users charts about how they are performing.

The shortcodes can be found under the eForm Shortcode Builder.

• Open the eForm Shortcode builder.
• Go to Insert Statistics Charts > User Statistics.
• Choose the relevant shortcode.

Like the forms, it also has three variants. All of the statistics charts are responsive, uses Few’s Color Pallet for rendering color. The graphs are made using Chart.js.

Submission Breakdown

A combo chart to show submission breakdown for selected or current user per day, per form for selected forms. It has the following options.

• Form IDs: The numeric IDs of forms. You can have comma separated IDs like 1,12,4,22 etc or a single ID like 24 or all to show for all forms.
• User ID: Enter current to show for currently logged in user. If not logged in, then nothing would be shown. You can also enter an ID manually to show for a particular user.
• Show Login Form: If enabled and stat is being shown for current user, then it will show a login form.
• Login Message: The login form heading.
• Login Form Theme: One of the preset themes for the login form.
• Number of days or date: If you mention an integer, then stat would be generated for past mentioned days since (including) today. If you mention date in YYYY-MM-DD format (like 2016-12-29 for 29th Dec 2016) then stat would be generated since (including) that day. Leave empty to calculate for all time.

You can also change other options to modify chart legends, axes and dimension.

Overall Submission

Show overall submission comparison through pie or doughnut chart for current or selected user for selected forms over mentioned time.

This one has very similar options with one exception of choosing the graph. It can be either Pie or Doughnut Chart.

Score Breakdown

Show percentage score breakdown for current or selected user for selected forms over mentioned time.

This chart shows score breakdown of mentioned forms. The system generates breakdown in a range of 10, like 0%-9%, 10% – 19% etc, including negatives.

To change the legend, edit the Graph Legend Format option. %1$d%% would be replaced by the lower value of the range, whereas %2$d%% would be replaced by the higher value of the range. Do note that having the percentage sign (%) is also optional. %1$d would simply hold the value, not the percentage sign. Since we want a percentage sign, we add it to the string with an escaped value (%%).

Change other options to modify the charts.

The post Publishing user statistics for eForm appeared first on iPanelThemes Knowledge Base.

eForm lets you setup a global trackback page for viewing and edit submissions from user end. It is a single page which works for all forms and all submissions. If you want to change the behavior of how the trackback page appears per form, then you can easily do that from the form settings.

There are three sections of the trackback page (two of which are activated by default), full submission, print submission or summary table and trends section.

All of the settings can be found from:

• Form Builder > Result & email.
• Trackback Page.

Modify Full Submission Section

This shows the full form without submission buttons inside a single container (regardless of what the form type was).

• You can change the section title by editing Full Submission Title.
• You can disable the section by disabling Show Full Submission.

Modify Print Submission Section

This section actually shows the Summary Table. The same table is emailed and used by the exporter addon to create downloadable PDFs. In most cases, it is recommended to disable Full Submission Section and enable Print Submission Section for lighter trackback page.

• To disable, simply turn off the settings Show Print Submission.
• To change title, modify Print Submission Title.

If you would like to change the content and appearance of the Summary Table, then please see this guide.

Modify Trends Section

This section is turned off by default. If you enable this, it will show graphs and charts for available MCQ type elements of the form.

• To enable, turn on Show Trends option.
• To edit the section title, change Trends Title option.

The post Modifying Trackback Page per form appeared first on iPanelThemes Knowledge Base.

eForm has many types of limitation functionality. You can use them to control submission rate of any form.

All of the settings can be accessed from Form Settings > Submission Limitation.

Number Based Limitations

These are used to limit submissions based on numbers. Options are:

• Submission limit per email: You will need to use the Other Form Element > Email (Stored in DB) field.
• Submission Limit Per IP Address: Both ipv4 and ipv6 are supported.
• Submission Limit Per Registered User: When users are logged in, you can use this settings to limit their submission.
• Total Submission Limit: Total number of submission the form will allow. Once it is exceeded, the form will not allow any more submission.

Login Based Limitation

This is used to limit submission for logged in users. It has only one settings Only Logged In user can submit. Enabling it will open up two more settings:

• What to do when user not logged in: You can choose to display the eForm styled login form or simply redirect to another page.
• Redirection URL: If you choose to redirect, then use this field to mention the URL. The format string _self_ will be replaced by current page URL.

Interval Based Limitation

This is used to limit logged in user from submitting too frequently.

• Submission Interval: Set the number of minutes user needs to wait before submitting again.
• Interval Message: What to show when system has stopped a user from submitting. The format string %1$s will be replaced by remaining number of minutes user needs to wait.

Date Based Limitation

eForm can be set to work between, before or after certain dates. It can be set by editing two options.

• Form Expiration Date: Set the date till when the form will accept submission.
• Form Opening Date: Set the date since when the form will accept submission.

You do not need to set up both, setting just one would work. You can change relevant messages from the settings. You can also control if users are able to edit existing submissions after expiry date from the settings.

Show Notice

For some cases you may not want to limit submission, rather would like to remind that user has already submitted this form.

• Enable The option Show Notice to users who has submitted previously.
• Setup the notice message properly. It is recommended to link to the user portal page here to let user access previous submission.

The post Limiting eForm Submissions appeared first on iPanelThemes Knowledge Base.