Support

Forms allow you to collect information from visitors, leads, and users. There are various types of forms, all outlined below.

Form Basics: Field Sets

Each form that you create will have "Field Sets" assigned to them. A field set is a logical grouping of fields, for example "Contact Information" or "Account Information". Each field set can be organized in any order on a form by setting the "Order of Display on Page" field for the field set. Furthermore, you can create multi-page forms by assigning a field set to a specific page using the "Page to Display Set On" field.

Form Generation

Template Generated Forms

A template generated form means that the field sets will be rendered by ppSD2. Unlike a "Stand Alone Form", you do not need to manually create the HTML code for this form.

Stand Alone Form

This form gives you more control over the layout and design of the form, however it requires that you create the form's HTML completely from scratch. This is only recommended for advanced users with knowledge of HTML.

• Click here for more information.

Creating a Form

• "Settings > "Add a Form"

Registration Form

This form allows a visitor to become a user, meaning that they can log into the website. You can create either a "Free Registration" form or a "Paid Registration" form.

A free registration form allows the visitor to register without having to make a purchase. In this case, the form's settings (expiration and secure content access) are applied to the user's account once registered.

A paid registration form allows the visitor to register, but requires that he/she purchase a shopping cart product to complete the registration. In this case, the settings of the registration form and the purchased product are assigned to the user's account once registered.

Lead Generation Form

This type of form allows you to capture lead information without create a user account for the visitor. This is useful for creating follow-up e-mail campaigns when used in combination with "User Groups".

Generic Form

A generic form is a basic form which neither creates a user account nor a lead in database. Instead it will simply store the submitted information in the database, and if applicable, associate that information with a user (this will only happen if the user is logged in when the generic form is submitted).

Generic forms can be viewed from "Settings > Generic Form Submissions".

Important:

• Note that all generic forms MUST be created as "Stand Alone Forms".
• Generic forms use the same setup as stand-alone forms, except that the form needs to process to "process_form.php" rather than "register.php".

Form Locations

Forms can be accessed from http://www.yoursite.com/ppSD2/register.php?action=reset&id=form_id_here

A list of forms can be found at http://www.yoursite.com/ppSD2/register.php?action=reset

Recommended Fields

We recommend that all registration forms have the "username" and "password" fields and that they are required. If you plan on using emails as usernames ("Settings > Login Related Options > E-Mail as Login = Yes"), include the email but not the username field. The program will automatically populate the username with the user's email.

We recommend that all forms types have the "First Name", "Last Name", and "email" fields.

Last updated on 15 August 2011 4:06pm