Friday, February 13, 2009
Start by clicking on the Forms icon. To create a new form type in a name for the form, such as signup, and click the "create form" button.
If you have more than one database you will be prompted to select the database that you want to use with your new form. If you have just signed up with Relevant Tools you will have a contact database that you can use to get started. Next you can select the fields that you want to have on your form. For each field you can specify if it is a required field or not.
Next you can select an email message that you want people to receive when they have filled out the form. You can use personalized messages that use the data from the web form to deliver a custom confirmation message, messages with attachments, formated html messages or plain text messages. You can also specify if you would like to receive an administrative notification with the form data each time someone completes the form on your website. The data from the form will be automatically stored in your Relevant Tools database so you can take further action on it depending on your requirements.
After you have created your form you can test it and make sure it is working as desired. Fill out the form and check the data stored in the Relevant Tools contact database. Make sure the auto responder email message looks the way you want it to.
When you are satisfied with your form the last step is to install the form on your website. Relevant Tools generates the form code so that you don't need to be technical to create a working form. If you do know html you can update the html to change the formating of the form to present the desired look.
If you need help with any of these steps we are here to help you. Fill our our /contact.html form and we will be able to assist you in getting your custom web form installed quickly and easily on your web site.