Pandaform Blog

Everything about Forms!

Support Discount Coupon for Forms with Payment

Pandaform has a cool feature called “Formula”, which provides the flexibility to change values of fields according to user inputs. In this tutorial, I will show how to use “Formula” to support discount coupon for your forms with payment.

You can try out a real form here: https://oscarcheung.pandaform.com/pub/coupon.

What is “Formula”?

“Formula” is a field that support “Form Expression”. For example, you can calculate the total amount according to the choice of radio field 1 and checkbox 1, by the following “Form Expression” in a “Formula” field:
=choose(radio1, 3000, 2000) + sum(choose(checkbox1, 50, 100))

More about “Formula” can be found here: What is “Formula”?

How to Support Discount Coupon?

To support static discount coupon, we will need condition:

if(condition, then value, else value)

For example, if a 20% off coupon code (let’s say the code is “PANDAFORM20OFF”), we should have a “Form Expression” like:

if(discount_code == “PANDAFORM20OFF”, total_amount * 0.8, total_amount)

Where discount_code is the “Field ID” of the “Single Line” field, and total_amount can be a static number or another “Form Expression”.

Step-by-step Guide

  1. Create a “Single Line” field with ID “discount_code” for users to enter discount coupon code
  2. Create a “Formula” field showing the total amount of payment
  3. Enter formula “if(discount_code == “PANDAFORM20OFF”, 800, 1000)
  4. Set “Label” of the field to “Total Amount”
  5. Go to “Payment” section in “Settings”
  6. Select “Total Amount” and click “+” icon to add “Variable Amount”
  7. Just click “Save” on the right-bottom to update your form

Now it is done! Try the live example here: https://oscarcheung.pandaform.com/pub/coupon

Re-authenticate for Google Sheets by April 20, 2015

Re-authentication needed to keep the Google Sheets exports flowing!

Pandaform’s “Periodic Export to Google Sheets” feature relies on the OAuth 1.0 APIs powered by Google, which is going to be replaced by Google on 20th April, 2015. Since the old authentication APIs is not compatible with the new ones, you will need to re-authenticate by April 20, 2015 to continue using this feature.

We have already applied the changes to PandaForm, so any forms that is set to export to Google Spreadsheet on or after 15th March 2015 will not be affected. However, you will need to re-authenticate for forms that are created prior to 15th March 2015, to keep the export feature functional.

How can I re-authenticate the periodic exports?

You can re-authenticate the exports in “Google Spreadsheet Export Management” page, all exports to Google Sheets are listed here.

  1. Click your name on the top-right corner
    Click your name on the top-right corner
  2. Select “Periodic Export” tab
    Select "Periodic Export" tab
  3. Forms that require re-authentication are marked with the following warning
    If you see any forms with the following warning, those forms need to re-authenticate
  4. Follow the “click here” link and sign into your Google account if needed
    Sign in your Google account
  5. Re-authenticate Pandaform by clicking “Accept”
    Accept the permissions request

Congratulations! We are all set here, your form exports will flow again as usual!

New CAPTCHA Protection system launched!

Yeah! We’re excited to announce that a new smart captcha system is available to you! With this new system, you can now protect the data integrity of all form powered by Pandaform in a different way. ^^

Traditionally, clients are requested to type the recognised words to prove they are human. But now the system can protect your data integrity by asking your clients to click on the matched pictures (much fun!). We call it ‘No CAPTCHA reCAPTCHA experience’.

New_Catpcha_6.png

 

For some of the trustable clients, they just need to tick on the box
New_Catpcha_7.png

 

Just 3 steps to take your clients a fashionable ‘No CAPTCHA reCAPTCHA experience’ journey. Let’s get started.

1. After login to your dashboard, move your cursor to any one of the form that you want to implement this feature.

New_Catpcha_1.png

Then, click on the ‘Setting’ showed in the grey box.
New_Catpcha_2.png

 

2. Now, you will be on the form setting page. Tick the box next to ‘Use CAPTCHA to prevent spam:’
New_Catpcha_4.png

 

3. You can use the ”recommended auto’ Captcha (i.e. The form will only ask suspects to fill the captcha). Or you could choose ‘Always’ to secure all the fill-in data.
New_Catpcha_5.png
Finally, Remember to click ‘Save’ after this!

New Feature: Assignees

Introducing a handy new feature on Pandaform:  Assignees!  This new feature will enable you to assign any submission to your coworkers for further actions!

I enjoyed using Pandaform as a one-stop service for our event registration platform.  However, when it comes to some of our major conferences with rather considerable numbers of attendees, there are usually tasks that need to be done by more than one staff member, and some tasks are specific to one certain staff member.  This, to me, has been an issue for a long time.

With this new feature, you can now simply invite coworkers to your form, and then assign an entry to one or more of them to proceed to the next step of actions.  This can be done right on the entry page with one click!  Once an assignee completes a task, they can then assign another new task to others based on what is needed.  You can take further advantage of this new feature by setting up the Process function.  With this advanced function activated, once an assignee completes a task, the entry will be automatically passed to the next assignee for further action.

Let’s take a look:

Simply go to form’s submissions and add assignees on the right side panel.

Wine Order Form - PandaForm 1Wine Order Form - PandaForm 2Wine Order Form - PandaForm 3

 

All submissions assigned to you will appear on the this tab.

My Entries - PandaForm 1

 

 

[Advanced] Automate assigning by setting up the Process function under the Settings tab. 

Form Management » Wine Order Form » Edit Form - PandaForm 1Form Management » Wine Order Form » Edit Form - PandaForm 2

 

Inspired yet?  Experiment on your own forms. Head over to Form  Any Entry Assignees and start to assign tasks, or go to Form Setting Process  to automate your own assigning process as you want.

Manage Your Contacts With Pandaform

PandaForm has just brought you some new features in Contact List that allow you to manage your forms and clients easier than ever before!

I love using Pandaform to manage all my order forms, it’s simple yet powerful. However, when it comes to businesses that have multiple products, managing all my customers’ information manually by checking each forms every time is not.

With our new Contacts feature, PandaForm will help you organize all your clients’ entries and give a centralized contact index for you to quickly index historical remarks track down special issues.

Let’s start to play with it!

#1 Go to “Contacts” in navigation bar, here’s where all your contacts will be listed out.

Contacts - PandaForm copy

 

#2 Click on a contact to view & edit details of all forms submitted by that person. 

Contacts » Anthony Benoit - PandaForm copy

 

#3 Go to your form and click on any entry to see the submitter’s profile and make remarks on special issues (e.g. outstanding loans, default in payment, customer’s preference).

Form Management - PandaForm copy Wine Order Form - PandaForm copy Wine Order Form 2 - PandaForm copy

 

 

There are many other ways to make use of this feature to help you manage and organize your clients’ information in different businesses and events.

What we love is that this feature – and all the recent and future updates – are born of your feedback. You help us shape a better future of Pandaform! So, open your pandaform and try it now – drop us a line and let us know what you think :)

 

Pandaform’s New Feature: Save as Draft

Here are 3 frustrating scenes that can happen to your clients when they are doing form entry:
1. They are bothered by other important matters.
2. They don’t have enough time to complete it.
3. They don’t have sufficient information to fill in some fields.

When these above unfortunately occur, your clients will have to spend more time to refill the form and get back the details they had filled.

But now comes the new “Save as Draft” feature of Pandaform, which can help your clients kick out these worries. Equipped with it, your clients can save the incomplete form as draft whenever they need, and there will be a direct link for them to access the saved form again and continue their work.


Steps to Initiate “Save as Draft”

To help them get rid of such suffering, just simple clicks are needed:
Step #1 Go to Settings of the form.

step1

Step #2 In General section, check “Allow forms to save as draft”.
(You can also change the button label as well as the messages shown.)

step2

Step #3 Save the form.
Step #4 And don’t forget to click Publish to publish the your saved form.

step4

Then we are done.


Clients’ View

When your clients go to the actual form for data entry, they will see a “Save as draft” button at the bottom right next to the “Submit”.

done1

If they save the form as a draft, they will get a direct link of the saved form for them to view, edit or submit it later. What’s more, they can copy or email the link for backup, or to other people also.

done2

Whenever your clients like, they can continue to fill in the draft form via the access link.

done3


Your View

Apart from your clients, you are also able to view the draft form as well. Go to the entries panel, and you will see the record with the status marked as Draft.

admin1

You can also have a look at a particular draft form as well.

admin2

Simple and easy, right?

Last but not least, there are other ways to take advantage of this feature. Not only can it materialize cooperation with others to finish different parts of the form, it can also allow people to confirm the details of the form before submission. Think of other examples? Share with us!

Rankgeek Uses Web-based PandaForm to Organize and Centralize Client Data

(If you missed our first interview with SVhk, check it here, and see how PandaForm organizes idea submissions for Asia Social Innovation Award.)

Here comes our second customer story: an SEO company use PandaForm to collect client data. We’re glad to have Shivam with us, and talk bout how they run an SEO business and how PandaForm assists.

Vanessa: Hi, Shivam, nice to meet you. Could you give us a short introduction your company?

螢幕快照 2013-03-07 下午06.07.41

Shivam: Hi, Vanessa. We own a group of SEO websites – www.seopencil.com (which primarily picks up outsourced SEO work from consultants and agencies), www.fountainheadseo.com (Customized SEO platform – we’re redoing the site, and it should be up next week), and www.rankgeek.com (which is a platform on which we bring together our newest SEO offerings and have a high level of detail in reporting and research). We’ve been in the realm of SEO for close to 5 years now, and have an internal team of over 100 writers and 20 techies who specialize in various areas of Search marketing. We’re headquartered in India with offshore teams in the USA, Philippines, Pakistan, and Romania.

Vanessa: Why do you use PandaForm? What do you use it for?

Shivam: We were looking for a solution to conveniently collect client data. We were using a server-based solution earlier and wanted to move to a web-based one, when we came across Pandaform. Currently at use on www.rankgeek.com and a couple of other client sites, we plan to integrate all of our sales processes through Pandaform once you have logic-enabled forms active!

Vanessa: How did you handle that work before using Pandaform? Does PandaForm help?

Shivam: We had a combination of form plugins on WordPress, and a Jetpack based WordPress solution earlier. Pandaform, being accessible online, allows us to make maintenance on our servers without needing to lose out on sales. The ability to make changes on the form without touching the site’s backend allows us to keep tweaking to make our forms better. And the best part is that the data is all available online.

Vanessa: Last but not least, share us some insights of SEO business? And what makes your company outstanding?

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Shivam: Online businesses of today are at a phase where instant client engagement and rock-solid processes are being taken for granted by customers. No client would wait for a couple of days for a response, and would immediately walk away if he sees that the business isn’t backed up by a process that is verifiable at every phase. And with micro-task websites becoming immensely popular, getting a client to pick out a customized solution in the field of SEO has become tougher than before. But that said, a client would anyday pay a premium if he sees that the money is being put to good use and that the deliverables are being met / exceeded. That is what we focus on in our companies. To make sure that we always offer the best to our customers and maximize the return on their investment with us, we have a full-time research team which keeps experimenting with newer ways of optimizing a client website.

We believe in investing in tools, and that is one more value add-on we offer to customers – reports of all kinds included in their SEO package so they can just focus on sales. We invest on our staff and have constant training and mentorship at work. We don’t believe in outsourcing core operations, and that shows up in the results we generate. All said, the world of online business is at an exciting juncture – with mobile, app, and cloud technologies juxtaposing onto core processes. Exciting times lie ahead!

Let’s thank Shivam for sharing. How about you? Do you have any experience that you’re itch to share with us? Don’t hesitate, just drop me a line!

Online Submission System Helps Social Ventures HK to Establish an Award

We’ve talked a lot about our product and the team behind PandaForm. I think it’s a perfect time to let you know some of our clients and their amazing work!

Vanessa form PandaForm (Vanessa): Hi, could you give our readers a short introduction of you and your company?

螢幕快照 2013-02-28 下午01.00.41

Social Ventures Hong Kong (SVhk): We are a non-profit organisation based in Hong Kong called Social Ventures Hong Kong. We are a venture philanthropic organisation that provides financial and non-financial support to social purpose organisations and social enterprises in Hong Kong. We have incubated a number of flagship social enterprises such as the Diamond Cab, Dialogue in the Dark, Green Monday, Light Be.

Vanessa: Cool! So what do you usually use PandaForm for?

SVhk: We use PandaForm to support the idea submission system of the Asia Social Innovation Award. The Award encourages the general public to think about innovative solutions to solving social issues (such as an aging population, poverty and social inclusion) common in Asian cities by submitting a 250-500 words idea via an online submission form.

螢幕快照 2013-02-28 下午12.47.32

Vanessa: How did you handle the submission before using PandaForm? What changes does PandaForm bring?

SVhk: We used to use a simple PHP mailer form to collect submissions. Each submission will generate an email at a designated email account and we will have to go through each of the email to extract the personal details and submitted idea and copy them into a spreadsheet. The whole process is rather labour-intensive and time consuming.

With PandaForm, the data submitted via the online form goes directly into a spreadsheet-like database where we can easily sort the submission by country. PandaForm also allows us to set a cut-off time for submission collection so we won’t have to manually take down the submission form immediately after the deadline. PandaForm also allows us to generate an automatic confirmation email acknowledging the receipt of a submission giving our participants’ confidence that their hard work is well received.

螢幕快照 2013-02-28 下午12.53.21

Vanessa: Do you mind sharing with us some insights of how to run a successful business/organization?

SVhk: Don’t be afraid to think big by solving problems unconventionally. The only limit is yourself.

Thanks to Social Ventures Hong Kong for sharing the stories of using PandaForm with us. If you are PandaForm users, and want to be featured on our blog, please contact vanessa@oursky.com for more information. We are expecting your participation!

PandaForm Optimized the Mobile View

To improve the user experience of viewing and filling in forms on mobile, PandaForm optimized the existing CSS theme.

A simple comparison will show you the difference.

Before: Characters are too small to read. Typing in the blanks is not convenient.

After: Characters are clear and in proper size. All blanks perfectly fit in the mobile screen.

The better mobile view can help you to gain more results when you are conducting a survey. For instance, someone who received a questionnaire on mobile is not likely to reopen the link when he’s with a computer. It’s not wise to lose this group of respondents, especially when more and more people rely on mobile device to browse Internet and check emails. Another case is on site survey. You can share the form with short URL and let others complete the form using their own mobiles immediately.

Systematize Your Sales Lead Tracking With PandaForm

Making a sale is the lifeblood of every business. In fact, the sales process is one of the most important things to manage if you are serious about running a successful business. This entails activities such as looking for potential clients, qualifying these leads, making contact with the prospects, and negotiating for a sale.

Without a system for sales lead tracking, this would be a very difficult process to follow. Smart business owners use sales lead tracking software to organize the system. PandaForm is a possible tool that you could use for this.

Systematize Your Sales Lead Tracking With PandaForm

PandaForm was designed as a comprehensive online form builder so that small-to-medium sized businesses would have an easy time with the different kinds of forms that are needed, including those for sales lead tracking. Here is what you can do with PandaForm as a Sales Lead Tracking form:

  • Consolidate all information on the sales process
  • Monitor your progress on every sales opportunity
  • Review your sales leads within a single PandaForm screen
  • Read comments and messages from your sales team
  • Get email alerts for every change of status of your sales leads
  • Cut potential issues in the bud before you lose your prospects

How To Create A Sales Lead Tracking Form

To use PandaForm as your Sales Lead Tracking Form, you can layout your form with section breaks, using the Add Fields feature of the app to place in the details necessary for the form you are creating. Here are some of the fields that you could place in your sales lead tracking form:

  • The date of contact with your sales lead
  • How you made contact (whether via phone, email, or in person)
  • The source of your initial contact (whether at a trade fair, a forum, through a referral, or via online advertising)
  • The name of your staff who did the follow up on this particular sales lead

Section Break: Information On Prospective Customer

After this section, you could make a section break, give this another label, and add more fields detailing information on the prospective customer. Here are the fields you could add for the section prospective customers:

  • Name
  • Company/Organization
  • Contact details (phone number, address, email)
  • Products/services he is interested in
  • Number of times in contact
  • Deal closed on (y/m/d)

The Status Feature

Another great thing about PandaForm is the Status feature. You could actually set the Status of each of your sales leads, This makes it easy to manage everything because with this feature, you can keep close track of each of your leads, and be informed of changes in status through the Notifications feature.

Here are the statuses you could add to your Sales Lead Tracking Form:

  • Lead. Someone who is a potential customer, based on your target customer demographics.
  • Qualified Lead. Leads who show interest in your offer.
  • Deal Closed. For leads who have already bought.
  • Deal Lost. For leads who have decided not to buy.
  • Follow-up. If the lead is undecided or hasn’t committed to a decision and requires a follow-up.

By following the steps above, you can turn PandaForm into a sales machine that helps your people go through the sales product more efficiently.