Managing Forms

Reviewing and Managing Forms

After deploying your forms, manage them through the Forge dashboard:

1. Go to the 'Forms' tab in the Forge dashboard.
2. Review the list of all forms, their entries, and submission data.
3. Click on a form name to view detailed entries and manage settings.

Submission Handling Options

Forge offers several ways to handle form submissions:

• Ajax Submission with Custom Success Message: Use JavaScript to handle the form submission and display a custom success message.
• Ajax Submission without Message: Use JavaScript to handle form submission without displaying a message.
• Redirection on Submission: Redirect users to a specified URL upon form submission.

Notifications

Forge provides flexible notification options:

• New Response Notification to Developer: Notify the site developer of new form responses.
• Auto-response to Form Submitter: Send an automatic response to the user who submitted the form.
• Notification to Specific Email: Send form response notifications to a designated email address.
• Notification to Forge Collaborator: Send notifications to a specified collaborator on your Forge site.

Setting Up Notifications

Configure notifications in the Forge dashboard:

1. Select the form you want to configure.
2. Go to the 'Notifications' section.
3. Choose the type of notification (developer, auto-response, specific email, or collaborator).
4. Customize the notification settings and save.

Customizing Email Templates

Forge allows you to customize email notifications with different subjects, sender addresses, header images, and text using data variables.

Setting a Custom "From" Address and Email Subject

Personalizing the "From" address and email subject can enhance the professionalism and recognition of your email notifications. Here are a few tips:

Custom "From" Address

• Use a Recognizable Address: Ensure the "From" address is easily recognizable to your recipients. Using your company's domain (e.g., notifications@yourcompany.com) helps build trust.
• Avoid Free Email Providers: Avoid using addresses from free email providers (e.g., Gmail, Yahoo). Emails from custom domains are less likely to be marked as spam.
• Consistent Branding: Keep the "From" address consistent with your branding. This consistency reinforces your brand identity and helps recipients recognize your emails.

Custom Email Subject

• Be Clear and Concise: Write a clear and concise subject line. Recipients should understand the email's purpose at a glance.
• Include Key Information: Include important details, such as the form name or action required, in the subject line.
• Avoid Spam Triggers: Avoid words and phrases commonly associated with spam (e.g., "Free", "Guaranteed", "Act Now"). These can increase the likelihood of your email being marked as spam.
• Personalization: Use personalization tokens to include recipient-specific information, making the subject line more relevant (e.g., "Thank you for your submission, user_name!").
• Testing: A/B test different subject lines to see which ones have higher open rates. This can help you refine your approach over time.

Uploading a Custom Email Header Graphic

To make your email notifications visually appealing, you can upload a custom email header graphic. Follow these guidelines for the best display and compatibility across email clients:

• Aspect Ratio: Use a 5:1 aspect ratio for the header graphic. This ensures it displays well on different devices and email clients.
• Image Format: Save the image in a widely supported format such as PNG or JPEG. PNG is recommended for images with transparency.
• Image Size: Aim for a width of 600 pixels. This width is ideal for most email clients and ensures the image scales properly. The height should be 120 pixels, maintaining the 5:1 ratio.
• File Size: Keep the file size under 100KB. Smaller file sizes load faster and are less likely to be blocked by email clients.
• Image Quality: Use high-resolution images (72 DPI or higher) to ensure clarity on high-DPI screens.
• Responsive Design: Ensure the image is responsive. Use CSS media queries to adjust the image size for different screen widths if necessary.
• Testing: Test the email with the header graphic in various email clients (e.g., Gmail, Outlook, Apple Mail) to ensure it displays correctly.

Available Data Variables

• [user_name]: Name of the user who receives the message.
• [form_name]: Name of the submitted form.
• [form_data]: Data from completed forms.
• [link_to_form]: Link to your form.

Customizing a Template

1. Navigate to the 'Forms' section in the Forge dashboard.
2. Select the form you want to customize.
3. Use the available data variables to personalize the template in the "Personalize the email" section of the Form Options.

Example template:

<p>Dear [user_name],</p>
<p>Thank you for submitting the [form_name]. Here are your details:</p>
<p>[form_data]</p>
<p>Best regards,<br />Your Company</p>

By following these steps, you can leverage Forge's powerful Form features to enhance your web applications 🛠️