Adding Doteasy Hosted WebForm to Your Account

• 1
  Login to your Member Zone at https://member.doteasy.com
  
• 2
  Click on the Add Hosted WebForm (Free!) link.
  
• 3
  Select the desired WebForm Plan. When you are ready, click on the Next Step button.
  
• 4
  Confirm the activation request by clicking on the Submit Request button.
  

Activate Hosted WebForm

• Once you have added the Doteasy Hosted WebForm to your account, you will see the Activated Hosted WebForm Now! link in your Member Zone.
• 1
  Click on Activate Hosted WebForm Now!
  
• 2
  Complete the Create a WebForm Account form. Click on the Create WebForm Account button when you are ready.
  
• 3
  You will be redirected to your Doteasy Hosted WebForm admin area, where you can begin creating your email forms.
  

Signing into your WebForm Account

• There are two ways to sign-in to your Hosted WebForm admin area.
• 1
  via Member Zone: Click on the Launch Hosted WebForm link in Member Zone.
  
• 2
  via WebForm URL: You can also sign into your Hosted WebForm admin area via your WebForm URL (ex. http://apps.yourdomain.com/WebForm)
  

Changing Your Email Address

• The email address is where notifications will be sent. Notifications will be sent if you have opted “Yes” to Email Notification on the Form Settings window.
  
• 1
  Click on Account Profile.
  
• 2
  Click on Change E-mail Address.
  
• 3
  Enter the new email address and click on the Submit button when you are ready.
  

Changing your WebForm Password

• 1
  Click on Account Profile.
  
• 2
  Click on Change Password.
  
• 3
  Enter your new password and click on the Submit button when you are ready.
  

WebForm Plans

The Doteasy Hosted WebForm comes in three different plans: Basic, Enhanced and Professional.

For information on each plan, including features, please visit the Plan Features page.

• 1
  Click on Account Profile.
  
• 2
  Click on Upgrade Plan.
  
• 3
  You will be redirected to your Doteasy Member Zone. Select the desired WebForm plan. Click on the Next Step button when you are ready.
  
• 4
  Confirm the payment details and the upgrade request. When you are ready, click on the Submit Request button.
  

Creating a New Form

• 1
  Click on the New Form button.
  
• 2
  Select the desired form fields from the Form ToolBox. Simply click on the item to add to your email form.
  
• 3
  To edit the field, click on the item in the Preview window.
  
• 4
  Click on the item that requires editing. When you are ready, click on the Save Settings button.
  
• 5
  Repeat Steps 2-4 to add additional fields as needed. To re-arrange a field, simply drag and drop it to the desired position.
  
• 6
  When you are ready, click on Save.
  
• 7
  The Forms Settings window will open. Enter the title and description of your new email form.
  
• 8
  On the Confirmation tab, you can enter the Email Message, Page Message, and Page Redirection details.
  
  For more information on these settings, please visit the Form Settings pages:

  • Email Confirmation
  • Page Confirmation
  • Page Redirection
• 9
  On the Notification tab, you can define the email notification settings.
  
• 10
  When you are ready, click on the Save button.

Form Settings: Email Confirmation

You can create a custom email confirmation that will be sent to your form users to let them know their form has been submitted.

This function is only applicable if there is an "Email Address" field on your form and the form user has provided a valid email address.

• 1
  On your WebForm admin homepage, click on the form you wish to edit the Email Message.
  
• 2
  Click on the Settings link.
  
• 3
  The Forms Settings window will open. Click on the Confirmation tab.
  
• 4
  Enter the email message in the Email Message box.
  
• 5
  When you are ready, click on the Save button.
  

Form Settings: Page Message

You can create a custom message to your form users to let them know their form has been submitted. This message will be displayed once the form user has clicked on the "Submit" button on your webform. If you leave this field blank, the default Doteasy "Form Submitted" message will be displayed.

• 1
  On your WebForm admin homepage, click on the form you wish to edit the Page Message.
  
• 2
  Click on the Settings link.
  
• 3
  The Forms Settings window will open. Click on the Confirmation tab.
  
• 4
  Enter the email message in the Page Message box.
  
• 5
  When you are ready, click on the Save button.
  

Form Settings: Page Redirection

You can redirect your form users to a page of your choice upon the submission of a form. You may consider using this function if you have created a specific landing page or Thank-You page for your form users.

• 1
  On your WebForm admin homepage, click on the form you wish to edit the Page Message.
  
• 2
  Click on the Settings link.
  
• 3
  The Forms Settings window will open. Click on the Confirmation tab.
  
• 4
  Enter the URL of the redirection page in the Page Redirection field. Make sure to include the http:// prefix in the URL (for example, http://www.yourdomain.com).
  
• 5
  When you are ready, click on the Save button.
  

Editing a Form (Form Fields)

• 1
  On your WebForm admin homepage, click on the form you wish to edit.
  
• 2
  Click on the Edit link.
  
• 3
  To edit the field, click on the item in the Preview window.
  
• 4
  . Click on the item that requires editing. When you are ready, click on the Save Settings button.
  
• 5
  Repeat Steps 2-4 to add additional fields as needed. To re-arrange a field, simply drag and drop it to the desired position.
  
• 6
  When you are ready, click on Save.
  

Editing Form Settings

• 1
  On your WebForm admin homepage, click on the form you wish to edit.
  
• 2
  Click on the Settings link.
  
• 3
  The Forms Settings window will open. You can edit the settings on the General, Confirmation and Notification tabs.
  
• 4
  When you are ready, click on Save.
  

CAPTCHA Spam Settings (for Enhanced and Professional Plans)

If you are currently subscribed to the Doteasy Hosted WebForms Enhanced or Professional plans, you have the option of adding a CAPTCHA spam control filter on your email forms.

After you have created your webform, you will find the Security Text Image setting in your Form Settings window.

• 1
  Check the Security Text Image box.
• 2
  When you are ready, click on the Save button.
  

Publishing Your Email Form

• 1
  On your WebForm admin homepage, click on the form you wish to publish.
  
• 2
  Click on the Go Online button.
  
• 3
  The WebForm is now ready to be accessed online. If you haven’t yet done so, you can now copy and paste the form plug-in code onto your webpage.
  

WebForm Plug-In Code

• 1
  On your WebForm admin homepage, click on the form you wish to obtain the plug-in code.
  
• 2
  Click on the Get Plug-in Code link.
  
• 3
  Copy-and-paste the code onto your web page.
  

WebForm Secure Plug-In Code (for Enhanced and Professional Plans)

If you are currently subscribed to the Doteasy Hosted WebForms Enhanced or Professional plans, you have the option of encrypting your form data.

• 1
  On your WebForm admin homepage, click on the form you wish to obtain the plug-in code.
  
• 2
  Click on the Get Plug-in Code link.
  
• 3
  Click on the Secure Version tab and copy-and-paste the code onto your web page.
  

View Form Data – Grid View

• 1
  On your WebForm admin homepage, click on the form you wish to obtain view or manage data.
  
• 2
  Click on the View Data link.
  
• 3
  Your form data will be presented in the Grid View format.
  
• 4
  You can rearrange the columns by dragging and dropping it into the desired location.
  
• 5
  You can right-click on the column heading for more options, including sorting, hiding and locking the column.
  
• 6
  You can also modify the data. Double-click on the data you want to modify.
  

All modified data will be displayed with a .

*Note. You can use the Printer Friendly View button to print the data entry.

View Form Data – Entry View

• 1
  On your WebForm admin homepage, click on the form you wish to obtain view or manage data.
  
• 2
  Click on the View Data link.
  
• 3
  Click on the Entry View tab.
  
• 4
  Use the Prev and Next buttons to navigate.
  
• 5
  You can also modify the data by overwriting the information in the text fields.
  

*Note. You can use the Print Entry button to print the data entry.

Print Form Data

• 1
  On your WebForm admin homepage, click on the form you wish to print form data.
  
• 2
  Click on the Print Data link.
  
• 3
  Click on the Print Now button.
  

Export Data in CSV (for Enhanced and Professional Plans)

• 1
  On your WebForm admin homepage, click on the form you wish to export form data.
  
• 2
  Click on the Download CSV link.
  
• 3
  Select the desired action.
  

Data Download in PDF

• 1
  On your WebForm admin homepage, click on the form you wish to download form data.
  
• 2
  Click on the Download PDF link.
  
• 3
  Select the desired action.