Knowledge Base

If you are looking to automate the offer request process, this article will help you create a price configurator form.

Let’s take an actual example so that it would be easier to follow and understand.

John is a contractor and is offering woodworking services for homeowners and businesses. His goal is to create a price configurator form so that he wouldn’t spend so much time on the phone or exchanging emails anymore.

First thing he has to do is to create a new form from blank and change the name of the form by typing Price offer for woodworking services in the label box for Title field.

Change form title

For the Subtitle or short description, let’s add the company’s name, East Woodworking Inc. Also, in the Embed image field that comes by default, he could add a company logo, so that everything looks on brand. The image can also be resized by dragging and dropping the field handles.

Subtitle & logo

John is offering three different types of wooden flooring: oak, maple or cherry. In order for respondents to choose their option, he adds a Single choice question and makes it required so that the form could not be submitted without having an answer to this question.

In the Label section on the left side panel, he has to input the question’s text: “Please select the type of wooden flooring that you want to enquire about”. In the Instructions section, he could add additional information for his respondents: “The installation costs are included in the price quotation”.

First question on the form

Because John is offering only three different types of wooden flooring, he has to edit the default choices of the Single choice question, which can be found under Edit choices.

Edit choices

A nice addition would be to add image choices for each possible choice. This can be done by clicking on the image icon for any choice.

In the pop-up, he can upload an image for each possible option and then click Save.

Image choices for Single choice

Once all images have been uploaded, this is how the form would look like:

Image choices on the form

The next step would be for John to add price information for each option. In order to that, he has to navigate to Payments and Calculation in the left side panel for the Single choice and select Price.

Payments and calculations

In the pop-up window that opens, each option can have a price configured. Let’s say that John has 9 USD for 1sqf of Oak, 11 USD for 1sqf of Mapple, 8 USD for 1sqf of Cherry.

Note: The prices applied to choices are not visible for respondents, but they can be manually added to the label in case you want to offer this level of detail for your respondents.

Assign prices for each choice

You can also choose to show prices on form by enabling this option. Each choice will have the price assigned displayed under the text.

Show prices on form

Next step would be to click on Order options in order to make sure the currency John wants to use is selected.

Order options

John also wants to collect information about the surface of the flooring from his customers. In this case, a Number field has to be added on the form. As this information is essential, the field has to be marked as required.

Number field

Since John wants to display a calculated price based on the selected wood type and the surface, he has to use a Formula field. Under the Label option, John has to input the question text: “East Woodworking Inc. will gladly take on your project for the following price:”

Formula field

What is missing now is the actual formula to be created. John has to click on Add field button and select the field with the flooring options, which will then be multiplied by the value of the field containing the surface information.

Once created, the formula will look like below:

Formula field

If John wants to have the currency displayed next to the resulting value, then Add prefix inside the field has to be checked.

Add prefix inside the field

Important note: Formula field behaves differently than any other field. It is a read-only field in which only the total amount will be displayed.

This form can totally be improved, so let’s take it step by step. Let’s assume that respondents find the offer highly competitive and want to get in touch with John.

Firstly, we can add a divider field as we are going to ask respondents contact info and we want to split the form into different sections. The divider field can be customised according to your needs.

A Text field can be added to the form where respondents are informed why John is asking for contact information, with the text: ” If you consider booking our services, please input your details so we can get in touch with you”. The label size can be changed so that it looks like the rest of the form.

Text content field

Next step would be to add appropriate fields for collecting contact information, such as First/Last name, Email address and Phone number and also make them all required.

Contact information fields

If John wants to offer his respondents the option to print the form, this can be done by clicking on the Submit button and adding an additional Print button.

Print button

The pricing information can be presented as part of the Thank you message. In this case, the Formula field has to be hidden on the form. This can be done by clicking on the Formula field and checking Hide field. Once this is enabled, the Formula field will be greyed out on the form.

Hide field

Going further, to modify the Thank you page, John has to navigate to Set up section and Thank you page.

Thank you page

John has to select the option Show HTML block and then using the dropdown menu, select the field from the form and add it to the Thank you message by clicking on Add button.

Customize ty page

If John wants to see how everything turned out, he can always use Preview and make a test submission.

Form calculations

When setting up an Attachment object mapping, you have the option to map which PDF template to send to Salesforce.

Let’s take it step by step.

If you have no object mapping created, all you have to do is click on Add primary object.

Add primary object Salesforce 123FormBuilder

You have to look for Attachment in the Salesforce object dropdown.

Attachment Salesforce object

Once selected, the rest of the fields will be automatically preselected based on the Salesforce object: Parent ID, File name & Body.

Attachment Salesforce object

For the Body Salesforce field, you have several options to choose from: Custom value, Lookup result, PDF submission, Query result and Lookup relationship. In this article, we are going to focus on PDF submission.

Body Salesforce field Attachment object

If you want to map Body Salesforce field to a PDF submission, you will have to have an email notification set up with a PDF attached to it. Otherwise, there will be no option to choose from.

For this article, we have set up an Application form that has an email notification created, with 2 PDFs attached to it: the standard PDF and the form layout PDF.

Email notification with PDFs attached

When going back to set up the Attachment object, for the Body field – PDF submission, you have an additional dropdown, with the text Select a PDF template. Once clicked, it will open up all the email notifications that you have created on the form with the PDFs that are attached to it.

For example, in our scenario, we have an email notification with the subject “You received a submission for Application form” with 2 PDFs attached to it: Submission PDF and Application form. In this case, when opening the “Select a PDF template dropdown”, you will be able to see each email notification with its subject in order to be easily identifiable and every PDF that is attached to that email notification.

Select PDF template to map

If you have more than one email notification with PDF attachments to it, you will be able to identify which PDF you want to map as each email notification will appear with its subject (You received a submission… or Confirmation email, in our scenario), together with the PDFs that are attached to each email notification.

Multiple emails PDFs attached

Salesforce objects and related objects can be easily duplicated by clicking on the dotted menu for the object or related object that you are interested in duplicating.

You will notice four possible options: Edit, Duplicate, Delete and Add related object.

Duplicate object mapping

In this article, we are going to talk about the Duplicate functionality.

The duplicate functionality is really easy to use. All you have to do is to go to the dotted menu of the object or related object you are interested in duplicating and click on Duplicate.

There are two scenarios that you have to take into consideration.

Duplicating a primary object

When duplicating a primary object, the new primary object created will take all the settings of the duplicated one and it will be placed at the end of the list of object mapping instances. The name of the new primary object will follow a standard naming, Copy of + name of the duplicated primary object.

When duplicating a related object, the new related object created will take all the settings of the duplicated one and it will be placed at the end of the list of the related objects of the same primary object. The name of the new related object will follow a standard naming, Copy of + name of the duplicated related object.

You can always change the name of the primary or related object. For more info, you can check out the article on how to name an object mapping instance.

Related articles

We’ve made it easier for you to name any object mapping instance or related object. Whenever a new object mapping instance is created, you will have the option of naming that object mapping. In this way, it would be easier for you to identify a certain object mapping in the mapping list.

Object name field

After choosing the Salesforce object and the record type (where applicable), the Object name will automatically populate based on these two choices. For example, if you are creating an Account object with the Master record type, the Object name will automatically be Account – Master.

The Object name field is editable, so you can easily change the name as you wish. If no name is provided and you are trying to save the object mapping, you will receive an error as below:

Error object name

If you decide to name the Object mapping instance before choosing a Salesforce object and a record type (where applicable), the name you have provided will not automatically change. For example, let’s say you are naming an object mapping as Object mapping 1 and then choose Account as a Salesforce object and Master as a record type. The Object name will not be changed from Object mapping 1 to the default naming of Account – Master (in this specific example), but we will keep the naming provided by you.

There are 2 scenarios that are worth mentioning related to the Object mapping name

1. You have created an object mapping instance and have left the default name, applied all the necessary settings and saved the object mapping instance. When coming back to it to edit the Salesforce object and/or the record type, the default Object mapping name will be automatically modified so it would reflect the correct Salesforce object and/or record type.

2 You have created an object mapping instance and have provided an Object name (thus modifying the default one), applied all the necessary settings and saved the object mapping instance. When coming back to it to edit the Salesforce object and/or the record type, the Object mapping name will not be automatically modified to reflect the new Salesforce object and/or record type, as we do not want to modify your input. Do not forget that the Object name field is editable, so you can modify the naming as you wish.

How to duplicate Object mapping instances

If you need to automate your data collection processes, and retrieve collected data or perform various tasks related to your 123FormBuilder account without manual work, you can also achieve this through our public API.

Please take a look at the attached documentation to find out more about the authentication flow, available endpoints & operations.

123FormBuilder is a user-friendly web form & survey builder for any type of business. There are four standard plans to choose from: Basic, Gold, Platinum, and Diamond. Here is our Features Matrix with all the details.

Let’s look into the features available on the Basic free plan.

Account Features

  • You can create 5 forms within your account.
  • On your forms, you can add 10 fields.
  • 100 submissions per month on your account. The submission limit is reset on the first day of each month.
  • Create a connection path between your 123FormBuilder account and other services to execute certain operations. With the Basic free plan, you have available 100 API calls per day.
  • Create 1 custom report. Apply custom filters to your report.
  • Connect to multiple Wix sites.
  • Live Chat Support.

Form Configuration

  • Add up to 1 email recipient.
  • 1 default email notification template.
  • Add up to 3 Likert Scale statements.
  • Multiple publishing methods available.
  • Track the form’s activity by adding your Google Analytics Profile ID and domain.
  • Create an anti-spam form by adding our security options. You can protect your Inbox from spam by using Captcha verification images, limiting form submissions from the same IP to one per day, rejecting submissions coming from specific countries, and even limit the total number of submissions.
  • Overview of the default report, which contains all form fields, shown in pie charts, in the order that they appear in your form.
  • Add custom scripts on the form and on the Thank You Page.
  • Advanced features such as: save for later, edit submission, and preview submission.
  • Custom Thank You Page.

Third Party Applications

If you do not find what you are looking for with the Free plan, you can always select the features you are interested in from the left side panel and we will recommend the right plan for you.

Gold paywall

Related articles

Gold plan features

We know it is important for you to have an interactive and easy to fill out form, so we have one of the coolest features – button-like choices.

For any Single or Multiple choice field, you can customize the choices to look like clickable buttons as easy as 123!

By default, any Single or Multiple choice field will have this option enabled, but you can always disable it if you don’t feel this layout fits your form. All you have to do is to go to Options → Button-like choices and disable the option.

Disable button like choices

Tip: you can also change the number of columns. Under Options section, you can find No. of columns where you decide how you want your choices to look like: under 1/2/3/4 columns.

No of columns

Make choices as clickable buttons

What is Insights section?

With our Insights section, you can now review relevant analytics related to your form. Insights section is meant to help you get more information on the performance of your form, making it easier for you to assess if the form needs to have some changes in order to be more successful.


How do I get to Insights section?

If you are in My Forms, you can easily navigate to Insights section by hovering over the form you are interested in and clicking on Results. Let’s say you are in Editor -> the same applies, by clicking on Results you will be redirected to Insights section.

From the Insights page, you can check your Submissions or Reports, so you have all the collected data in one place.


What does it offer?

Form insights

Form stats Insights 123FormBuilder

Views: this represents the number of views your form has registered. Please keep in mind that this registers all views, not unique ones.

Submissions: this represents the number of submissions your form has collected.

Submission rate: this is calculated taking into consideration the total number of submissions and the total number of views.

Average time to complete: this takes into consideration how much time it took your respondents to complete the form, displaying an average of all submissions.

Users: this represents the number of respondents who interacted with at least one field from your form

Abandons: this represents the number of respondents who interacted with at least one field from your form, but did not submit the form

By using the date picker, you can select the time frame you are interested in. We are offering predefined timeframes, such as Last week, Last month, Last year.

Date filter Form Insights

Form insights charts

Below the form stats, for an easier visualisation, Insights section offers charts for each type of form stat. By clicking on each Form insights card one by one, the chart will display the data for the selected card on a chart.

When hovering over the bullet points on charts, you can easily see the date and the form stat data.

Form insights

Download statistics

If you are interested in quickly sharing the stats of your form with somebody else, you can use the Download statistics feature. Once clicked, it will open up a dropdown from where you can select PDF format. A PDF will automatically download within browser with a snapshot with your current filters that are applied on Form Insights.

Download statistics

Devices, Referrer, Location

Based on the card selection, below Insights charts, we are displaying information related to the devices your respondents have viewed and submitted the form from, the referrers that have led them to your form and the location from which they have viewed & submitted the form from.

Device card

In the below example, the Views card has been selected in Insights. As such, the Devices card shows the information for views. For example, from Desktop, our form has registered 61 views (97% of total number of views registered on the form) and from Mobile we have 2 views (3% out of total number of views registered on the form). Also, you can hover on the pie chart to see exactly each slice data.

The entries are displayed in descending order based on the card’s selection (in this case, based on Views).

Devices card

Referrer card

Following the above example, our form has registered 3 different referrers that are placed in descending order based on the card selection (in our example, the Views card is selected). When hovering over the pie slice, you have the value for each referrer.

Note: if we can not detect a specific referrer (e.g: the form has been accessed/completed directly from the form link), then we are using the No referrer terminology. This is only one example and not limited to this scenario only.

Referrer card

Location card

Following the above example, our form has registered 3 different locations that are placed in descending order based on the card selection (in our example, the Views card is selected). When hovering over the map, we can see the country name and the data that belongs to it.

Note: if we can not detect the country from which the form has been viewed/submitted, the Country will be displayed as ZZ in the location table info.

Location card Form Insights

Note: currently, we are offering the device, location & referrer information only for Views, Submissions, Submission rate & Avg time.

Fields insights

Fields insights section offers you in-depth form analytics. Here you have access to the performance of each question that is currently on your form. For more details on how it works and how to interpret the data, please check this article.

Fields insights.


How does it help me?

Let’s say you have created your form and shared it with your respondents, but no submission is coming through. By using the Insights section, you can now check if your respondents have viewed your form or not so you can take action by following-up with them.

If your form has gathered a lot of views, but no submissions, maybe there is something that is stopping respondents from submitting the form.

Having a high average time to complete the form could be a warning for you: respondents might abandon submitting your form because it takes too long to be completed.

The number of users that interact with your form is quite important, as when compared with the total number of views, it tells you how appealing the form is, how much your respondents interact with it or only look at it and abandon submitting it. The number of abandons tells you that your respondents have interacted with your form, but something has prevented them from submitting it – either there is a problem with the form itself (wrong validations, Submit button not being displayed correctly, various reasons and scenarios) or your respondents have a different reason why they do not want to submit their information (here each case needs to be treated independently as it may vary from form to form).

By paying attention to all these details, you can improve your form so you can have as many submissions as possible and get value out of it.

Release dates

Insights section on US server is available for forms created after the 13th of July 2022.
On EU server, Insights section is available for forms created after 9th of November 2022.

Forms created before the above dates will have incomplete data, starting from the release date until the present day.

Importing submissions

When you import submissions into your Submissions table, we are not able to track down the number of Views, User & Abandons. In this case, the number of submissions in Form Insights will be updated, but the rest of the stats will not suffer any modifications.

Related articles:

What is DKIM?

DKIM (Domain Keys Identified Mail) is a standard email authentication method that adds a digital signature to outgoing messages. Receiving mail servers that get messages signed with DKIM can verify the sender’s identity, and ensure that messages actually came from the sender, not someone impersonating the sender.

In other words, it detects forgery and prevents the delivery of potentially harmful emails. So, it helps protect email senders and recipients from spam, spoofing, and phishing. Plus, it improves email deliverability, by reducing the chances of being blocked by the recipient’s servers or entering spam.

How does it work?

A DKIM signature is a header added to email messages, which contains specific values that allow receiving email servers to validate the source of the message.

For this, a pair of unique encrypted keys are used:

  • a public key – included in the digital signature, and is accessible by internet service providers;
  • a private key – kept on the outgoing server, and is used for verifying the signature once the email is delivered.

When these keys match, it means that the identity of the sender is valid.

Who is it for?

Suppose you are using 123FormBuilder to collect data from your customers and use email notifications to communicate with your customers. In that case, DKIM can help you rest assured that your messages are delivered and trustworthy. Especially if you are choosing to personalize the email notifications and send them on behalf of your own custom domain (using a custom email address as sender or from email).

Not sure if this feature is right for you? Drop us a line, we are happy to help!

How to add a DKIM signature to email notifications, sent through 123FormBuilder?

First things first, for DKIM (Domain Keys Identified Mail) to work:

  • you need to have an Enterprise account and purchase the DKIM add-on, if you are interested in this get in touch with our sales team;
  • custom email domains used as sender or from emails need to have properly configured SPF records;
  • a new TXT record needs to be created in your organization’s DNS;
  • the setup needs to be validated on our side after the DNS is updated;

When editing your forms, you need to navigate to the “Emails” section. In the left side panel, you directly have the orange banner with “DKIM. Interested? Get in touch ->”.

Emails section

Another option would be to click on and click on “Show From and Reply-to options”. Then you will see:

  • a dropdown that allows you to select a “From email” – which will appear as the sender of the email notification;
  • and two options displayed above this dropdown – Add email & Enable DKIM.
Enable DKIM

If you don’t want the sender of your email notifications to be noreply@123formbuilder.com or noreply@myfor.ms, but want to use an email from your own domain instead, based on the desired level of security you can either:

  • Click on Add email and configure SPF records for your organization’s domain;
  • Or click on Enable DKIM and include a DKIM signature to your email notifications, as an addition to the SPF records (which are mandatory for all custom senders).

If you already paid for the DKIM add-on, clicking on Enable DKIM will allow you to choose from two options:

  • Add the DKIM signature to a custom domain for which you already configured the SPF records;
  • Or, add a new email and configure SPF & DKIM in the same step.

If you want to learn more about the setup steps, check out this page. Additional information about email security protocols here


What are DKIM signatures and who are they for?

DKIM (Domain Keys Identified Mail) is a type of digital signature that can be added to emails in order to ensure that they are not forged. It works as an anti-spam protection mechanism both for senders and recipients. You can find out more about it here.

How to add a DKIM signature to email notifications, sent through 123FormBuilder?

First things first, for DKIM (Domain Keys Identified Mail) to work:

  • you need to have an Enterprise account and purchase the DKIM add-on, if you are interested in this get in touch with our sales team;
  • custom email domains used as sender or from emails need to have properly configured SPF records;
  • a new TXT record needs to be created in your organization’s DNS;
  • the setup needs to be validated on our side after the DNS is updated;

When editing your forms, you need to navigate to the “Emails” section. In the left side panel, you directly have the orange banner with “DKIM. Interested? Get in touch ->”.

Emails section

Another option would be to click on “Show From and Reply-to options”. Then you will see: and click on “Show From and Reply-to options”. Then you will see:

  • a dropdown that allows you to select a “From email” – which will appear as the sender of the email notification;
  • and two options displayed above this dropdown – Add email & Enable DKIM.
Enable DKIM

If you don’t want the sender of your email notifications to be noreply@123formbuilder.com or noreply@myfor.ms, but want to use an email from your own domain instead, based on the desired level of security you can either:

  • Click on Add email and configure SPF records for your organization’s domain;
  • Or click on Enable DKIM and include a DKIM signature to your email notifications, as an addition to the SPF records (which are mandatory for all custom senders).

If you already paid for the DKIM add-on, clicking on Enable DKIM will allow you to choose from two options:

  • Add the DKIM signature to a custom domain for which you already configured the SPF records;
  • Or, add a new email and configure SPF & DKIM in the same step.

DKIM setup

If you want to add a DKIM signature to an email domain that already has SPF records configured, you just need to select the desired email & click on next.

Enable DKIM, and select an email

Then you will see a pop-up with DKIM setup details:

  • copy the DKIM selector & key, and create a new TXT record with these details in your DNS;
  • close the pop-up and wait for the DNS to update;
Enable DKIM, add selector and key to a TXT record in your DNS

After the DNS is updated, come back to the form, click on Enable DKIM button again and validate the setup. If the setup is valid you will see a success message and will be able to use this email address as the sender for upcoming email notifications. Don’t forget to save the setup once you are done customizing the email.

After DNS is updated, get back to Enable DKIM to validate the setup

SPF & DKIM setup

If you want to add a DKIM signature to an email domain that doesn’t have SPF records configured yet, click on Enable DKIM, and instead of selecting an email from the list, click on add new email.

Enable DKIM, and add new email

Then you will see a pop-up where you can type the desired email.

Add SPF & DKIM, type desired email address

After that, you will be redirected to a pop-up with the setup details for the SPF record. You need to create a new TXT record with these details in your DNS, and click on next.

Add SPF & DKIM, add SPF details to a TXT record in your DNS

Then click on next, to see the setup details for DKIM, and:

  • copy the DKIM selector & key, and create a new TXT record with these details in your DNS;
  • close the pop-up and wait for the DNS to update;
Add SPF & DKIM, add selector and key to a TXT record in your DNS

After the DNS is updated, come back to the form, click on Enable DKIM button again and validate the setup. If the setup is valid you will see a success message and will be able to use this email address as the sender for upcoming email notifications. Don’t forget to save the setup once you are done customizing the email.

After DNS is updated, get back to Enable DKIM to validate the setup

Tips

  • If the validation fails and you receive an error message it means that either:
    • the DNS wasn’t updated yet → please wait & validate again after the DNS is updated. In some cases, it can take up to 72h.
    • the setup isn’t correct → copy the SPF records, the DKIM selector & DKIM key again and check if they match with the TXT records added to your DNS. If they don’t, edit the TXT records, and validate the setup once more after the DNS was updated.
  • If at any point you want to enable DKIM (Domain Keys Identified Mail) for another email from the same domain or form a completely different domain, just click on “Start again” and restart the setup from scratch.
  • If you already configured SPF & DKIM records for a domain, you can use any email address from this domain without needing to update the DNS. You just need to add the new email & validate it, before you can use it as sender.
  • You do not need to set this up if you are using the default 123FormBuilder addresses (noreply@123formbuilder.com or noreply@myfor.ms), or if you have connected your SMTP server to your forms.

How to make sure the setup works?

After saving the email notification setup, preview the form and make a test submission. Go to your inbox, open the email notification and click on settings – show original message.

Show original email message, and check DKIM signature

The Object Mapping section allows you to automatically send data to Salesforce when a form is submitted, based on a previously defined setup. 

When an object is added, all of your Salesforce fields are available to be used in the mapping. For each Salesforce field from the left, you can choose, on the right side, the form fields that have a validation matching the Salesforce data type, as well as a few other sources for the data.

In this article we will explain which other data sources can be used in a mapping:

  • Custom values (with/without form fields as variables);
  • Alternative values (for picklist fields);
  • Salesforce values (for picklist fields);
  • Lookup & Query result (Salesforce values which can be looked up/queried in advance);
  • Lookup Relationship (record IDs of other mapped objects).

Custom values

Custom values are a great way to send to SF fields a predefined text, a description or user input from multiple form fields. By clicking the plus sign you can add multiple field variables.

An example would be sending the date and time field into a single SF field.


Alternative values

This option is available only for choice fields and allows sending a specific value that is different from what’s selected on the form.

E.g.: The choices on the form will list the Products as “GenWatt 100kW, GenWatt 300kW, GenWatt 200kW”, but in Salesforce the Products are listed as “GC3020, GC5020, GC1040”.


Salesforce values

This option is available for picklists and will list the values which exist in Salesforce.

Use this data source when the same value needs to be sent for all submissions and the value doesn’t depend on what the form visitors choose on the form. 

Examples:

  • Status = “New” for any Ticket created via the form or
  • Account Type = “Prospect” for all accounts created via the form, etc.

 


Lookup or Query results

The returned values from lookups and queries can be used in the object mappings.

This requires setting up a Lookup or Query prior to the mapping.

E.g.: Imagine sending to Account a value from the Contact object. Let’s say we want to send contact Name to the Primary contact field of an Account (as text, not as lookup, in this example).

First step is setting up the Contact lookup to get the contact name based on a filter. You can add multiple filters by clicking on Add new filter button.

Note: currently the AND/OR logic operators are exclusive -> if AND operator is chosen, all the logic operators between the filters are set to AND. If you change one logic operator to OR, all of them will be changed to OR automatically. We are currently working on bringing improvements to this area by allowing you to set up multiple filters with AND and OR logic operators combined.

Filters in lookup

Then, the last step is to create the Account mapping and use the lookup result for the Primary contact:


Lookup relationship

This option makes it possible to easily relate records from different objects that are created via the same submission.

E.g.: Let’s take this scenario – when the form is submitted, based on the setup, it will create an Account, a Contact and a Case. We want the Case to be related to the Contact and the Account.

To achieve this, we go to the Case mapping → search for the Contact ID/Account ID SF field → map it to Lookup Relationship → choose the Contact/Account:

In Lookup relationship, you can identify the object mapping you want to use by the object mapping name that you’ve given to that object mapping.

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123FormBuilder is hosted on Amazon servers with two data centres: US and EU.

When you install our application in Salesforce you are prompted to select the server on which you need the account.

If you accidentally select the wrong one and you want to change this you need to follow the following steps:

  1. Reset your connection with our application
    In order to reset the connection you need to refresh your token. To do that, follow the steps explained in this article.

  2. Switch servers
    After refreshing the token when you access 123Formbuilder you’ll be prompted once more to select the server. Click now to continue on the correct server.

If your account doesn’t show up and you are still seeing the same screen, click on the Switch server text.

Important Note

Forms created on one server will not be accessible on the other server because they connect to different databases.

Frequently Asked Questions

Here is a list of the most frequently asked questions. For more FAQs, please browse through the  FAQs page.

Is this service free?
Yes, we offer a free form builder service. Just sign up to the Basic plan and you are all set. This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information.
How many forms can I create?
It depends on the service plan you are on. Higher service plans enable more features, including more web forms for your account. If you need more forms, go to the My Account section of your account and click the upgrade button. To create an unlimited number of forms, either upgrade to the Platinum service plan or higher. Consult our features matrix for more information.
How can I publish my forms?
You can publish your forms in many ways, by using their direct URL or HTML link, embedding them with a JavaScript code, Inline HTML or iFrame, using the Facebook app or the WordPress plugin, using popups, the Blogger code snippet and many more. Once you have created and customized your form, go to the Publish section to complete your work. Read more in our documentation.
How do I change my form design?
You can change the design of your form for more information. in the Themes section, which is located in your form settings. We offer a set of more than 30 predefined form themes for your forms, but you can also create your own from scratch. You can customize the submit button, the logo and more. To apply your own stylesheets, all forms come with a custom CSS editor.

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