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.
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.
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”.
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.
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.
Once all images have been uploaded, this is how the form would look like:
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.
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.
You can also choose to show prices on form by enabling this option. Each choice will have the price assigned displayed under the text.
Next step would be to click on Order options in order to make sure the currency John wants to use is selected.
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.
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:”
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:
If John wants to have the currency displayed next to the resulting value, then Add prefix inside the field has to be checked.
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.
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.
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.
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.
Going further, to modify the Thank you page, John has to navigate to Set up section and 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.
If John wants to see how everything turned out, he can always use Preview and make a test submission.
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.
You have to look for Attachment in the Salesforce object dropdown.
Once selected, the rest of the fields will be automatically preselected based on the Salesforce object: Parent ID, File name & Body.
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.
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.
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.
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.
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.
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.
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.
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.
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:
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
Note: currently, we are offering the device, location & referrer information only for Views, Submissions, Submission rate & Avg time.
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.
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.
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.
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:
When these keys match, it means that the identity of the sender is valid.
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!
First things first, for DKIM (Domain Keys Identified Mail) to work:
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 ->”.
Another option would be to click on and click on “Show From and Reply-to options”. Then you will see:
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:
If you already paid for the DKIM add-on, clicking on Enable DKIM will allow you to choose from two options:
If you want to learn more about the setup steps, check out this page. Additional information about email security protocols here
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.
First things first, for DKIM (Domain Keys Identified Mail) to work:
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 ->”.
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:
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:
If you already paid for the DKIM add-on, clicking on Enable DKIM will allow you to choose from two options:
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.
Then you will see a pop-up with DKIM setup details:
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.
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.
Then you will see a pop-up where you can type the desired email.
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.
Then click on next, to see the setup details for DKIM, and:
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 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.
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 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.
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”.
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:
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.
Then, the last step is to create the Account mapping and use the lookup result for the Primary contact:
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:
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.Here is a list of the most frequently asked questions. For more FAQs, please browse through the FAQs page.