Resources

Formstack for Higher Education

See how you can leverage online data collection to save time and money in higher education.

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Universities all around the world rely on Formstack for online forms and data collection. In this guide, you'll discover how Formstack can be used at your university to accomplish everything from alumni banquet registrations to simple contact forms. All with the power of Formstack.

Why Formstack?

What is Formstack, anyway?

  • An easy-to-use, 508 compliant form building tool to collect and manage data.
  • Users can embed forms directly into their website for quick lead capture.
  • Accessed through the user’s Formstack account, submitted data can be exported, analyzed, encrypted, rerouted and (insert verb here – it can probably do that, too).
  • Over 20 integrations that can turn your basic form into a money-collecting, social media-sharing, email marketing-capable machine.

How can we use Formstack at our university?

  • Admission applications, student satisfaction surveys, housing requests, alumni donation pledges (to name a few).
  • Saves you the hassle of sorting and analyzing hundreds of paper submissions.

We’ve got some pretty technology-challenged employees here. Will they be able to use Formstack?

  • We offer several pre-built forms and walk through field guides for beginning users.
  • All you have to do is enter some basic information, and Formstack will build the form for you!

How much does it cost?

Formstack’s versatile form builder allows users to create online forms that meet a variety of user needs. With different options such as pre-built forms or customizable blank forms, even the most technologically-challenged users can navigate a Formstack account. In an age of social media, mobile apps and email, it’s becoming more difficult for universities to hold the attention of their students. To avoid messages ending up in the trash bin, higher education employees are coming up with creative ways to use Formstack to reach their most important customer.

Here are some ways you can use our forms to collect and store higher education data:

  • Event Registrations – Is your campus hosting a conference? Do you want to plan a prospective student visit day? Attendees can fill out an online form and their registration is automatically entered into your Formstack account.
  • Surveys – Go digital with your student satisfaction or feedback surveys. Formstack’s forms come with links that can easily be embedded into an email or status update.
  • Enrollment/Admission – Save a tree and use a form that prospective students can fill out when applying for admission. With our multi-page feature, applicants won’t get overwhelmed by multiple questions on one long form.
  • Lead Generation/”Request More Information” – Prospective students who aren’t ready to apply can submit a form requesting more information. Once they submit the form, you can use their data to mail them all of those fancy materials that make your college look so great.
  • Instructor and Course Evaluations – Student evaluations are essential for improving the quality of your university’s education. Instead of sticking paper evaluations in a highly official manila folder, students can submit their evaluations via a Formstack form. We offer multiple security features, so you can control who sees the data submissions.
  • Award Nominations – Everyone likes to be recognized for his or her hard work. Develop an awards form where users can nominate university community members.
  • Internal Department Communication – Are you having trouble coordinating schedules for a departmental meeting? Need to take lunch orders? What about phone messages? Use Formstack for a multitude of internal communication needs.

These are some of the more popular ways higher education institutions can apply Formstack to their university operations. For other creative applications of our forms, search the Formstack blog for "higher ed".

How to Build a Form

So, you're ready to build a form? Great! There are four steps that apply to all of our form-building methods. Here they are:

  • Go to http://www.formstack.com
  • In the upper right-hand corner, click on the “Login” tab.
  • Enter your username and password to log in.
  • Once your account’s homepage is loaded, find the “Create form” button (it has a plus sign on it) to begin creating your form.

Now that you’re logged in, there are three different ways to build a form: using a pre-built template, building it from scratch, or following our field guide for different types of forms. We have walkthroughs for all three – lucky you!

Using a Formstack Field Guide

Our field guides are the simplest way to create a form. They are an easy, step-by-step option for first-time users. Although we are constantly developing new field guides, there are only certain types of forms currently available as a guide. However, you can easily edit and modify the existing field guides to meet your needs:

  • Find the drop down menu under the “Field Guide” box.
  • Using the drop down menu, select the field guide you would like to use. Some guides that might be applicable to higher education include “Event Registration” or “Contact Form.”
  • Click “Next.”
  • Title your new form at the top (the edit pencil can be found in the top left-hand corner).
  • For the next several steps, the field guide will guide you through what fields you need, as well as any descriptions that may be needed for your form. These steps vary depending on what type of field guide you chose.
  • When you have completed these steps, click “Finish.” Our product will then create the form for you. Crazy how that works, isn’t it?
  • From here, you can choose to view the form at its newly created URL, edit the form, or change the form’s settings.
    • For more information about editing the form or detailed descriptions of the different fields, please check out the “Field Dictionary” later in the guide.
    • Stay tuned for more information on our settings under “Completing your Form.”

Pre-Built Forms

This is a great option for higher education users because they provide the most popular forms for the industry in just a few clicks. Check out these steps to create what you need using the pre-built option:

  • Find the drop down menu under the “Pre-built form” box.
  • Using the drop down menu, select the template you would like to use. Notice that the first bolded section contains several forms used by universities, such as the Scholarship Application and Teacher Evaluation.
  • Click “Next.”
  • Title your new form at the top (the edit pencil can be found in the top left-hand corner).
  • Look at all of those sections! When you hover your cursor over a field, you'll see several icons. The Red X is used to delete a field, the icon that looks like two little pieces of paper next to it is used to copy a field, the icon that looks like a piece of paper with a pencil on it is used to edit a field, and the directional arrows are what you click on and hold and drag and drop a field to move it. You can also move fields by clicking the “rearrange form” tab on the bottom toolbar.
  • We try to make the different fields and buttons as understandable as possible, but you can find a complete breakdown of all of the fields and buttons under “Field Dictionary.”
  • Once the form fields and sections are to your liking, click “Save Form” in the upper right-hand corner. Your form is saved! We’ll get to the next sections in a bit, under “Completing your Form”.

Build Your Form from Scratch

Do you feel like just diving in and building your form from the ground up? We like your attitude! Fortunately, Formstack’s product is designed to make the form-building process as simple as possible, no matter what route you choose to do it:

  • Find the “Blank Form” option on the far right.
  • Click “Next.”
  • Title your new form at the top (the edit pencil can be found in the top left-hand corner).
  • Click on the “Add Field” button at the bottom of the form builder to add each field you want to your form. To read about the different field types and what they can do, check out the “Field Dictionary.”
  • When you hover your cursor over a field, you'll see several icons. The Red X is used to delete a field, the icon that looks like two little pieces of paper next to it is used to copy a field, the icon that looks like a piece of paper with a pencil on it is used to edit a field, and the directional arrows are what you click on and hold and drag and drop a field to move it.
  • Once the form fields and sections are to your liking, click “Save Form” in the upper right-hand corner. Your form is saved! We’ll get to the next sections in a bit, under “Completing your Form”.

Time to Get Specific

So, you’ve mastered the basics of building a form from scratch. Go you! Now we’re going to get into some of the fancy form-building tools – you know, the ones that make your form look super legit. We picked out the most popular features for the higher education industry, based on our Education Survey Infographic. While these are the features you are most likely to use, if you have questions about Formstack’s multiple other capabilities, check out our Formstack User Support Guide.

Sections

Sections are used to:

  • Add explanatory text or headings to a set of fields
  • Create a new page on a multi-page form
  • Change the layout on some fields without changing the layout of the entire form

Sections are created the same way as fields -- you can click the Add Section button at the bottom of the builder, or drag and drop it into your form in order to create a new section. They behave much the same way as fields and are counted as fields for pricing.

Sections are also edited, copied, deleted or moved the same way as fields -- hover your mouse over the section and click on one of the icons to perform the appropriate action.

There are several layout options on Sections. Sections are used to divide forms into multiple pages and to create multi-column forms. You can also set the label position for the fields inside of a section to top or left.

Building Multi-Column Forms

By default, Formstack forms take up one column. However, you can change this by:

  • Scrolling to the bottom of your form on the Build tab of the form and clicking on "Form Extras" and choosing the number of columns you want your form to have from the "Layout" menu.You can have anywhere from one to medium-4 columns on your form. You cannot have more than medium-4 columns on a form.
  • Expand or shrink a field on your form to fill in more than one column as needed by hovering your cursor over a field and hitting the green shrink and expand.
  • If you want part of your form to have medium-3 columns and part of it to have medium-4 columns, add a new Section to your form (leave it blank if you don't want users to actually see it) and choose the number of columns for that section from the drop-down "Columns" menu.

Creating Calculations

Self-calculating form fields are handy for order forms or anywhere that you might need to compute a value based on what users select on your form.

To create a calculating form field:

  • First create a Short Answer or Number field, then look for the Use Calculation link underneath the Default Value area.
  • Click on that link, and you will see a drop-down list of fields, numbers, and mathematical symbols that you can use to setup the calculation.
  • Select a field from your form and use the operator buttons to the right in order to create an equation. For example, of you are selling an item such as t-shirts, you could have a select list field where the user chooses how many t-shirts they want. This number can then be multiplied by the price per t-shirt, such as $15.
  • When using select lists, checkboxes and radio buttons, you can check the box that says "Use separate values". This allows you to add a number or text value to each option in the field. This can be used in many different ways, but here is one example:
    • Say you wanted an order form where mail orders were charged $5 shipping and pickup orders were free. You could add a radio button field called Shipping to your form with two options, mail and pickup. Click on the check box that says "Use separate values" and assign a number value to each option, i.e. $5 for mail and $0 for pickup. When you insert this field into a calculation, it will insert $5 into the calculation when the user chooses Mail and $0 into the calculations with the user chooses Pick-Up.
    • Note: You will see an error when using option values that are the same, such as setting two different items as both being $5. This is because option values must be unique. To get around this, you can set one item to $5, one to $5.0, one to $5.00, etc. While these are all technically the same number, 5, the form builder sees them as unique values and will allow you to use them.
calculation field

Multi-Page Forms

Multiple pages are useful for breaking up long forms and can be created using sections.

  • Drag and drop a new section onto your form where you want your page break and check the "Start new page" option.
  • To enable a progress bar that shows users how much of the form they have filled out, click on the "Form Extras" button at the bottom of the form builder and the “Form Progress” tab. Check the box for "Show Page Progress Indicator". You must have more than one page on your form to enable this function.

Conditional Logic

Conditional logic allows you to show or hide a field or entire section based on what users select for another field on a form. For example, you might have a field asking users How would you rate the textbook used for COMM 3200? And if a user selects Poor, you might want to display a comments field to the user to ask why they thought the textbook was a poor choice.

To use conditional logic:

  • Click on a field or section within the form builder to edit it.
  • At the bottom of the options window, you should see a button titled Use Conditional Logic. Click on this to start adding the criteria to determine when to show or hide the current field.
  • First select whether you want the field to be shown or hidden when the criteria match. If you select Show then the field will be hidden when the form is first loaded. If you select Hide then the field will be visible by default. Select whether you want all the criteria below to match or just one or more to match before showing or hiding the field.
  • Each of the criteria you setup must be based on a select list, checkbox, number or radio button field. Select the field you want to look at, and its respective option. You can add or delete criteria by clicking on the plus and minus icons.
    • Note: Your form must contain a field with options or a number field in order for you to use conditional logic. You will need to create a select list, checkbox, number or radio button field.

Field Directory

form fields
  1. Short Answer Fields - intended for simple single-line responses like first name, company name, favorite band, and so on. Short Answer fields can also be used to do calculations.
  2. Long Answer Fields - for multi-line responses and large amounts of text, such as comment boxes.
  3. Email Fields - look and act the same as a short answer field, except users must enter a valid email address when filling out the form
  4. Select List Fields - used to create a list of items that you want a user to choose from. You can either use a predefined list (such as State, Age, Days of the Week, etc.) or create your own list from scratch.
  5. Checkbox Fields - used when you have several options on a field and want to give users the ability to select one or more of those options.
  6. Radio Button Fields - used for fields that have several options, but you only want users to be able to select one of those options.
  7. Date/Time Fields - for date and/or time selection. You cannot base calculations on date/time fields.
  8. File Upload Fields - used to provide users the ability to attach files to their form submissions, such as photos, PDFs or other documents.
  9. Name Fields - for collecting a person's entire name in one field.
  10. Address Fields - let you collect all the parts of an address (street, city, state, zip, etc.) in a single field.
  11. Phone Number Fields - used to collect phone numbers and validate that the proper format has been used for the phone number.
  12. Number Fields - validate that a number has been entered and do not allow non-numeric characters to be typed in.
  13. Description Area Fields - allow you to insert rich text (photos, formatted text, links, etc.) into your form.
  14. Matrix Fields - a rating or Likert scale field, which you can use in surveys and other forms where you want to allow your users to rate multiple items in a single field.
  15. Credit Card Fields - check to make sure that the credit card numbers typed into a form are properly formatted. If they aren't, the form will not allow the user to hit the submit button.
  16. Required Fields - If you make a field required, the user cannot submit your form without filling out that field.
  17. Supporting Text & Callouts - text that appears under a form field to explain how to fill out that field.

Completing your Form

Congrats! You’ve built your form. If you want to go straight to the link without altering any of the settings, make sure you click “Save Settings” under the top Settings tab, and then click to the Publish tab. There, you’ll find the unique URL and embedding code for your form, which you can then send to users, post on your social media or embed into your university website. However, there are many settings that are applicable to the higher education industry. If you wish to learn more about those, please stay on the line … erm, guide.

How to Set-up an Integration

We don’t mean to brag, but our integrations are pretty awesome. We offer over 20 different third-party applications that can be applied to your form. Our integrations can assist you in your university’s email marketing efforts, collect payments, sync with social media and do tons of other awesome time-saving things.

To set up an integration:

  • Go to the top Settings tab.
  • Click on “3rd Party Integrations”
  • Find the integration category you wish to use, such as “Email Service Providers” or “Payment Processors and Subscriptions”
  • Click the “Add” button next to the integration you wish to apply.
    • For most of these integrations, you will have to enter your current account information with the product. Please make sure you already have an account in place with the ones that ask you to connect the accounts with your login information.
    • For some integrations, such as the payment processors, your security settings will have to be altered to ensure the payments are protected. Learn more about this step under the “Activate Security Settings” chapter.
  • After you have completed all of the necessary account steps for your integration, click “Save Settings” – the integration will automatically be applied to your existing form.

For more information on all of our lovely partners and their integrations, check out our 3rd Party Integrations page on Formstack’s website.

Track and Report Submissions

What good is having such cool form-building software if you can’t see what people are submitting? That sounds pretty useless to us. Fortunately, Formstack account users can access all form submissions as soon as they come in, and you can also create reports to analyze the data and share it with others. By default, all form submissions are saved in the database. You can turn this feature on and off on the Settings page of each form under the "General" tab, by choosing "Save Data in the Database" or "Don't Save Data".

Assuming you have data storage turned on, you need to be able to view it, right? To view the collected data for your form, go to the form you need and click on the Submissions & Reports tab. Submissions can be deleted or edited, but be careful - deletions are permanent and cannot be undone. Make sure you avoid a college freshman housing catastrophe and double-check all form names before you delete them.

Let’s say that you have all incoming students submit a form with their meal plan preferences and any dietary restrictions they might have, but you only want to pull a list of the students who have food allergies. This can easily be done with our data management capabilities. Formstack offers a powerful search function to help you quickly find specific submissions in your data. You can search a report by using the quick search box or you can click the "Advanced" button next to that box to open the advanced search window.

The advanced search allows you to search for records where any or all of the statements you choose are true or false or for records which contain or do not contain one or more keywords. You can add/remove search criteria using the plus and minus buttons.

To put all of that data into a shareable report:

  • Click on the Submisions & Reports tab of your form.
  • Click on the New Report button.
  • To configure your report, click on the Filter Results button. You can then add one or more filters to search your data and display only those submissions you want to see in this report.
  • Save the report and you will be able to access it at any time using the Report drop-down menu, which is a list of all your Reports.
    • Click the Delete button next to a form's name to delete that report.
    • Click the Filter Results button on a report to edit the report.
    • Click on the pencil icon next to the name of your report to change the name of the report.

Sometimes you’ll want to make charts to make your data more visually understandable for coworkers or students. To add a chart:

  • Click on the Add Chart button on the Submissions & Reports tab of your form.
  • Check the box next to each field you want to create a chart for. Not all chart types are available for all field types. Fields that cannot be used to create Charts will not show up in the list.
  • To print or export a chart, click on the Print View link at the bottom of your chart page. This will give you a printer-friendly view of your chart(s) on that page.
    • In most browsers, you should also be able to save this page as a PDF. You can also do a screen capture or print screen and save the chart as an image file.

Collect Information with Mobile

Are you data-obsessed individuals like us here at Formstack? Would you love to have access to all of your Formstack analytics and online forms in the palm of your hand? We know your students wouldn’t mind. All of our forms are already mobile friendly (the URL provided adapts to the size of the user’s smartphone).

We also offer mobile apps for iPhone, iPad and Android devices so you can use your Formstack account on the go. This capability could be useful for:

  • Collecting submissions from students on-location: Do you need to make a list of high school seniors who checked out your table at a college fair? Want to set out an email list for alumni at a street fair? Students and their families will get tired of fumbling with paper or trying to locate a pen. Also, dozens of paper lists could easily get misplaced. With our mobile app, they can simply enter in the information on your personal device, and their data is automatically submitted into your Formstack database.
  • Accessing all form submissions in real time as they come in: What if a potential student submits a question about their financial aid package?  How will you respond if a frantic mother fills out a form regarding her child’s roommate placement? With our mobile app, submissions can be reviewed in real time, which means you can view their information and contact them right away.
  • Uploading photos and videos in one central location via a form: You might need to build a form that includes photo or video submissions, such as a scholarship application or faculty recommendation. With the mobile app, pics and videos can be directly uploaded from your mobile device. How snazzy!

The mobile app’s interface is extremely similar to what you view on your computer. To get started with this app, please visit your device’s mobile store or our Formstack mobile page.

Leverage Social Sharing

Social media is a powerful communication tool, and students probably spend more time on it than studying – sorry to break it to you. If you want to ensure your forms will reach students, social media is a great connecting point. All of our forms are published with a unique URL that is compatible with all mobile devices. Additionally, Formstack has two great social media features – a Twitter integration and a social sharing button for your forms – that will increase your forms exposure through social networking.

With Formstack’s Twitter integration, you can set a Formstack form to send out a Tweet every time you get a submission. This could be useful for any number of things. If an alumnus makes a pledge to a scholarship fund, you could plan a Tweet thanking the person for their donation. Or perhaps you want to send out a tweet every time someone registers for a conference your campus is hosting.

To add the Twitter integration to your form:

  • Go to your form’s Settings tab.
  • Click on 3rd Party Integration > Other Web Apps.
  • Click the Add button next to Twitter.
  • Click on the button that says "Sign in with Twitter".
  • Click on the button that says "Authorize App".
  • Now you can create the Tweet text that will be sent out each time someone submits your form. It can include a link to the form and any fields from the form that you want to include.

The Share Buttons plugin will add Facebook Like, LinkedIn and Tweet buttons to the bottom of your form, so users can share it. This is good for viral forms, such as student surveys where their participation will enter them into a contest.

To add share buttons to your form:

  • Go to your form’s Settings page. Click on “Plugins”
  • Click the Add button next to the Share Buttons.
  • This will add a Share Buttons tab to your Settings. You can change the default Share Message users see when clicking on your Share buttons there.

Maintain Your Brand

Right now you may be thinking, “I work at a college! Colleges don’t have brands.” While higher education does seem separate from the branding efforts of corporate businesses, colleges and universities work to maintain their unique brands all the time. Think about it – your school’s colors, your mascot, the logo you print on acceptance (or rejection) letters – all of these aspects lend to your institution’s overall brand.

Through Formstack’s unique branding tools like our style templates and email capabilities, you can ensure that even the forms you send to participants align with your university’s brand.

Style Templates

Paid accounts on Formstack come with the ability to create your own custom templates by using our template builder or adding your own HTML and CSS. The number of style templates you can build depends on your subscription level. On the main page of your account, you will see the Style Templates tab on the right-hand top menu.

One thing to keep in mind is tha Style Templates only apply to forms that are hosted by Formstack (i.e. which you link to from your site). If you're embedding a form on your own website, it will use the style of the webpage it is on. If you'd like to style forms hosted on your own site, you need to alter the CSS for that particular site. However, if you use the Javascript embed on your own site, it will retain much of the style template but not the background color or header/footer images.

Using Your Style Template

To change the template used on a form:

  • Go to the Settings page for that form and choose your new template from the style template menu. Any custom templates you create will be displayed here, as well as our pre-built templates. You can also choose "no template," which is a good option when you are embedding the form on your own website and would prefer to style it with CSS.
  • Formstack offers a number of additional pre-built templates for paid users in the Template Gallery. To view these, click on the Style Templates tab of your form and then click the Browse Template Gallery button.
  • Hover your cursor over a template and you will see two buttons, one to preview the template and one to add it to your template library. If you click the Add Template button, you will then find this template and your Style Templates tab, and you can use it as-is or edit it to suit your needs.

Placing your Logo in a Form or Email

To further reinforce your university’s brand, you might want to insert your campus’ logo into your forms. You can also place the logo in confirmation emails, as well. You know, in case the student forgets for whom they are completing the form. Or just to make it more legit. Whatever the case – we can make it happen.

To place your logo into a form:

  • Add a Section or Description Area Field to your form.
  • Click on the Insert Image button (which looks like a small tree).
  • This will bring up the Insert/edit image dialog box. Click on the Upload tab on this box to upload your own image.
  • Click on the Browse button to choose an image from your hard drive to upload to Formstack. Then click on the Upload Image button. You'll see a pop-up telling you that your image has been uploaded successfully. Click OK.
  • Click back over to the Insert/edit image tab and choose your image from the Image list. Then click the Insert button.

To place your logo into a confirmation email:

  • Go to Settings, then Emails and Redirects
  • Click on Confirmation Email Settings
  • In the email editor, click on the Insert Image button (which looks like a small tree).
  • This will bring up the Insert/edit image dialog box. Click on the Upload tab on this box to upload your own image.
  • Click on the Browse button to choose an image from your hard drive to upload to Formstack. Then click on the Upload Image button. You’ll see a pop-up telling you that your image has been uploaded successfully. Click OK.
  • Click back over to the Insert/edit image tab and choose your image from the Image list. Then click the Insert button.

Import and Export Data

Formstack’s data storage capabilities are a huge part of what makes our product so cool. You already know that can do a lot of neat stuff with it, like import and export the data and create reports. Sometimes, when using Formstack, you’ll find that you just have so much AWESOME data. Sometimes, you’ll get so excited about the data that you just want to share it with everyone you know. It happens a lot with our product.

Okay, so we might be exaggerating a bit. But you will occasionally want to give your coworkers access to the submissions you collect on your Formstack account or put useful data into your Formstack account for future reference. Here’s how you can share the love by importing/exporting data in Formstack:

If you want to import data saved in a .CSV (plain-text) file:

  • Go to the Submissions tab of your form and then click on the Import Data button.
  • Browse to the CSV file on your hard drive and then hit the Upload File button. Only CSV file will work.
  • You'll now see all the columns on your CSV file. Map them to the corresponding field on your form that you want to populate with that column's data and hit the Import My Data button. Your data will then be imported into Formstack.

If you want to download the data into an Excel, .CSV, or .RTF file, which can then be shared via email or group sharing:

  • Go to the Submissions tab of your form.
  • Select the submissions you want to download.
  • Using the drop down menu in the bottom right-hand corner, choose the amount of submissions you wish to export and the file format you would like them downloaded into. You can also choose to export all submissions.
  • Click “Export.”
  • Make sure you save the file on to your computer if you want to make any changes to the data.

NOTE: If you want to download the data for a specific date range or all of the data since your last download, you can do an Advanced Search or configure a Report to do that. To configure a report, click the "Filter Results" and then "Filter Submissions". Choose the Date Submitted option and then choose "is greater than," "is less than," or "since last download".

To share data with others:

  • Scroll down to the bottom of the report and turn Data Sharing to Full, Limited or Charts Only.
    • To share all our data, choose Full.
    • To share only the columns of data currently displayed, choose Limited.
    • To just share your charts, choose Charts Only.
  • Once you turn on Data Sharing, a Link icon will appear at the bottom of your report. Click on this to get your Share URL. Give this URL to anyone you want to be able to view your data.

Activate Security Settings

Security is important. We know. Our security features are what set us apart from other, less expensive form options. In higher education, you’ll be collecting some pretty sensitive, classified data using Formstack. We take the privacy of your forms and data very seriously. Your form data will never be sold or distributed to a 3rd party, and we will never view or access your data unless you specifically request it for support reasons. Follow these steps to make sure it’s for your (or your department’s) eyes only.

In order for your form data to be fully secure (most important when collecting payments), it must be encrypted at four points:

  1. When a user submits the form - this is done by activating SSL for your form.
  2. When the submitted data is emailed to you - this is done by setting up PGP for your form if you receive submission data emails.
  3. When the submitted data is saved for later download - this is done by setting up data encryption on your form if you enabled data saving under the form settings.
  4. When you download the data - this is done automatically.

To enable SSL on your form:

  1. Click on the Settings tab for your form.
  2. Scroll down to Security.
  3. Click Yes next to the Use SSL option.

If you do not see the SSL option, your account plan does not give you access to those features.

Note: We cannot enable SSL on your website, only on the form. If you embed the form on your website, the form will be secure, but your web page will not show as secure unless you have your web host enable SSL on the page where the form is embedded.

To enable PGP for your form and upload your PGP public key:

  1. Figure out your PGP public key. PGP support is already available for many email applications, including:
  • Microsoft Outlook - GPGol
  • Mozilla Thunderbird - Enigmail
  • Apple Mail - MacGPG
  • Gpg4win, a light-weight program for Microsoft Windows
  1. Click on the Settings tab for your form.
  2. Scroll down to Security.
  3. Copy and paste your public key into the Public PGP Key field.

If you do not see the PGP field, your account plan does not give you access to those feature.

NOTE: Setting up PGP is a complicated process. An easy alternative would be to just not e-mail sensitive data to yourself. Instead, create a custom notification e-mail that includes all of the submitted data EXCEPT for the sensitive data such as credit card numbers. Then, log into your Formstack account to view this data when you receive submissions.

To enable data encryption on your form:

  1. Click on the Settings tab for your form.
  2. Scroll down to Security.
  3. Enter a new password in the Encrypt Saved Data field. You will have to verify the password to continue.

If you do not see the Data Encryption option, your account plan does not give you access to those features.

NOTE: You do not need to enable data encryption if you are not saving collected data in the database.

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