Blog

Here to Help: Interacting with the Formstack Dashboard

Blog

Here to Help: Interacting with the Formstack Dashboard

Blog

Here to Help: Interacting with the Formstack Dashboard

Blog

Here to Help: Interacting with the Formstack Dashboard

Blog

Here to Help: Interacting with the Formstack Dashboard

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Blog

Here to Help: Interacting with the Formstack Dashboard

Jessica Haas
/
November 16, 2016
Blog

Here to Help: Interacting with the Formstack Dashboard

MIN
/
November 16, 2016
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“Here to Help” is a support column written especially for Formstack’s awesome, loyal customers.As many of you may have noticed, we have been making some changes in recent months to improve the usability of our online form builder. This includes a drastic overhaul of the Formstack dashboard. We refocused this area of the Formstack app to provide you with a better form-building experience and to help you easily find the information you need to make decisions and accomplish tasks. Sounds great, right? Here’s a breakdown of all the changes to the dashboard and how you can use them to learn new form-building tricks, get the data you need, and work better with your team.

Forms and Themes

It is now much easier to view and access your forms and themes! There are two separate sections you should note: “My Most Used Themes” and “My Forms.” “My Forms” provides a comprehensive list of the forms in your account.

Formstack Dashboard - My Forms

You can tweak this list as you see fit to make specific forms easily accessible. To do this, just click “Setup List” in the top right corner of the “My Forms” section and select the forms you would like to include on your dashboard. If you don’t see a particular form on the list, you can use the search box to find what you need. You can also choose “Create a New Form” to access the form builder directly from the dashboard. No need to go to the Forms tab!To access your form themes, you can use the “My Most Used Themes” section. This section allows you to view the themes you use within the form builder most often.

Form builder most used theme templates

With each theme, you can see how many forms are currently using that theme and view individual forms by clicking on a theme and viewing its relevant form list. This allows you to quickly gauge how many forms are tied to a theme and make adjustments as necessary. You can also use this area of the dashboard to launch the Theme Editor and create a new theme from scratch.

Team Invites and Approvals

Easier access to forms and themes is a huge plus. But it gets even better. Now, you can also invite team members to your account and manage pending approvals—all from the comfort of your dashboard!With the “Invite Your Team” section, you can invite new users to your account, view the maximum number of users allowed, see pending and accepted invitations, manage user permissions, and delete users as needed.

online form builder user invites & permission levels

We’ve also made it much easier for you to manage approvals. With the “Approval count on your forms” section, you can see how many approvals are pending for a given form. Clicking on a form in the list will open the submissions table within the form builder so you can quickly approve or deny a submission.

workflows

Communications Center and Knowledge Base

Finally, the changes to the Formstack dashboard make it easier than ever to find information. Need some help with Conditional Logic? Search for relevant articles by typing your query in the search bar near the top of the page.

Search Bar in Formstack App

You can also keep up with all the latest updates by referring to the Formstack Communication Center. We post announcements there regularly to keep you up to speed on new developments in the app.

online form builder product tour

We hope you are just as excited as we are about these new changes! To learn more about the Formstack updates we’ve released over the last few months.

Blog

Here to Help: Interacting with the Formstack Dashboard

Blog

Here to Help: Interacting with the Formstack Dashboard

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“Here to Help” is a support column written especially for Formstack’s awesome, loyal customers.As many of you may have noticed, we have been making some changes in recent months to improve the usability of our online form builder. This includes a drastic overhaul of the Formstack dashboard. We refocused this area of the Formstack app to provide you with a better form-building experience and to help you easily find the information you need to make decisions and accomplish tasks. Sounds great, right? Here’s a breakdown of all the changes to the dashboard and how you can use them to learn new form-building tricks, get the data you need, and work better with your team.

Forms and Themes

It is now much easier to view and access your forms and themes! There are two separate sections you should note: “My Most Used Themes” and “My Forms.” “My Forms” provides a comprehensive list of the forms in your account.

Formstack Dashboard - My Forms

You can tweak this list as you see fit to make specific forms easily accessible. To do this, just click “Setup List” in the top right corner of the “My Forms” section and select the forms you would like to include on your dashboard. If you don’t see a particular form on the list, you can use the search box to find what you need. You can also choose “Create a New Form” to access the form builder directly from the dashboard. No need to go to the Forms tab!To access your form themes, you can use the “My Most Used Themes” section. This section allows you to view the themes you use within the form builder most often.

Form builder most used theme templates

With each theme, you can see how many forms are currently using that theme and view individual forms by clicking on a theme and viewing its relevant form list. This allows you to quickly gauge how many forms are tied to a theme and make adjustments as necessary. You can also use this area of the dashboard to launch the Theme Editor and create a new theme from scratch.

Team Invites and Approvals

Easier access to forms and themes is a huge plus. But it gets even better. Now, you can also invite team members to your account and manage pending approvals—all from the comfort of your dashboard!With the “Invite Your Team” section, you can invite new users to your account, view the maximum number of users allowed, see pending and accepted invitations, manage user permissions, and delete users as needed.

online form builder user invites & permission levels

We’ve also made it much easier for you to manage approvals. With the “Approval count on your forms” section, you can see how many approvals are pending for a given form. Clicking on a form in the list will open the submissions table within the form builder so you can quickly approve or deny a submission.

workflows

Communications Center and Knowledge Base

Finally, the changes to the Formstack dashboard make it easier than ever to find information. Need some help with Conditional Logic? Search for relevant articles by typing your query in the search bar near the top of the page.

Search Bar in Formstack App

You can also keep up with all the latest updates by referring to the Formstack Communication Center. We post announcements there regularly to keep you up to speed on new developments in the app.

online form builder product tour

We hope you are just as excited as we are about these new changes! To learn more about the Formstack updates we’ve released over the last few months.

Panelists
No items found.
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Here to Help: Interacting with the Formstack Dashboard

Formstack recently updated its online form builder dashboard to make it easier for users to find the information they need.
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“Here to Help” is a support column written especially for Formstack’s awesome, loyal customers.As many of you may have noticed, we have been making some changes in recent months to improve the usability of our online form builder. This includes a drastic overhaul of the Formstack dashboard. We refocused this area of the Formstack app to provide you with a better form-building experience and to help you easily find the information you need to make decisions and accomplish tasks. Sounds great, right? Here’s a breakdown of all the changes to the dashboard and how you can use them to learn new form-building tricks, get the data you need, and work better with your team.

Forms and Themes

It is now much easier to view and access your forms and themes! There are two separate sections you should note: “My Most Used Themes” and “My Forms.” “My Forms” provides a comprehensive list of the forms in your account.

Formstack Dashboard - My Forms

You can tweak this list as you see fit to make specific forms easily accessible. To do this, just click “Setup List” in the top right corner of the “My Forms” section and select the forms you would like to include on your dashboard. If you don’t see a particular form on the list, you can use the search box to find what you need. You can also choose “Create a New Form” to access the form builder directly from the dashboard. No need to go to the Forms tab!To access your form themes, you can use the “My Most Used Themes” section. This section allows you to view the themes you use within the form builder most often.

Form builder most used theme templates

With each theme, you can see how many forms are currently using that theme and view individual forms by clicking on a theme and viewing its relevant form list. This allows you to quickly gauge how many forms are tied to a theme and make adjustments as necessary. You can also use this area of the dashboard to launch the Theme Editor and create a new theme from scratch.

Team Invites and Approvals

Easier access to forms and themes is a huge plus. But it gets even better. Now, you can also invite team members to your account and manage pending approvals—all from the comfort of your dashboard!With the “Invite Your Team” section, you can invite new users to your account, view the maximum number of users allowed, see pending and accepted invitations, manage user permissions, and delete users as needed.

online form builder user invites & permission levels

We’ve also made it much easier for you to manage approvals. With the “Approval count on your forms” section, you can see how many approvals are pending for a given form. Clicking on a form in the list will open the submissions table within the form builder so you can quickly approve or deny a submission.

workflows

Communications Center and Knowledge Base

Finally, the changes to the Formstack dashboard make it easier than ever to find information. Need some help with Conditional Logic? Search for relevant articles by typing your query in the search bar near the top of the page.

Search Bar in Formstack App

You can also keep up with all the latest updates by referring to the Formstack Communication Center. We post announcements there regularly to keep you up to speed on new developments in the app.

online form builder product tour

We hope you are just as excited as we are about these new changes! To learn more about the Formstack updates we’ve released over the last few months.

“Here to Help” is a support column written especially for Formstack’s awesome, loyal customers.As many of you may have noticed, we have been making some changes in recent months to improve the usability of our online form builder. This includes a drastic overhaul of the Formstack dashboard. We refocused this area of the Formstack app to provide you with a better form-building experience and to help you easily find the information you need to make decisions and accomplish tasks. Sounds great, right? Here’s a breakdown of all the changes to the dashboard and how you can use them to learn new form-building tricks, get the data you need, and work better with your team.

Forms and Themes

It is now much easier to view and access your forms and themes! There are two separate sections you should note: “My Most Used Themes” and “My Forms.” “My Forms” provides a comprehensive list of the forms in your account.

Formstack Dashboard - My Forms

You can tweak this list as you see fit to make specific forms easily accessible. To do this, just click “Setup List” in the top right corner of the “My Forms” section and select the forms you would like to include on your dashboard. If you don’t see a particular form on the list, you can use the search box to find what you need. You can also choose “Create a New Form” to access the form builder directly from the dashboard. No need to go to the Forms tab!To access your form themes, you can use the “My Most Used Themes” section. This section allows you to view the themes you use within the form builder most often.

Form builder most used theme templates

With each theme, you can see how many forms are currently using that theme and view individual forms by clicking on a theme and viewing its relevant form list. This allows you to quickly gauge how many forms are tied to a theme and make adjustments as necessary. You can also use this area of the dashboard to launch the Theme Editor and create a new theme from scratch.

Team Invites and Approvals

Easier access to forms and themes is a huge plus. But it gets even better. Now, you can also invite team members to your account and manage pending approvals—all from the comfort of your dashboard!With the “Invite Your Team” section, you can invite new users to your account, view the maximum number of users allowed, see pending and accepted invitations, manage user permissions, and delete users as needed.

online form builder user invites & permission levels

We’ve also made it much easier for you to manage approvals. With the “Approval count on your forms” section, you can see how many approvals are pending for a given form. Clicking on a form in the list will open the submissions table within the form builder so you can quickly approve or deny a submission.

workflows

Communications Center and Knowledge Base

Finally, the changes to the Formstack dashboard make it easier than ever to find information. Need some help with Conditional Logic? Search for relevant articles by typing your query in the search bar near the top of the page.

Search Bar in Formstack App

You can also keep up with all the latest updates by referring to the Formstack Communication Center. We post announcements there regularly to keep you up to speed on new developments in the app.

online form builder product tour

We hope you are just as excited as we are about these new changes! To learn more about the Formstack updates we’ve released over the last few months.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

“Here to Help” is a support column written especially for Formstack’s awesome, loyal customers.As many of you may have noticed, we have been making some changes in recent months to improve the usability of our online form builder. This includes a drastic overhaul of the Formstack dashboard. We refocused this area of the Formstack app to provide you with a better form-building experience and to help you easily find the information you need to make decisions and accomplish tasks. Sounds great, right? Here’s a breakdown of all the changes to the dashboard and how you can use them to learn new form-building tricks, get the data you need, and work better with your team.

Forms and Themes

It is now much easier to view and access your forms and themes! There are two separate sections you should note: “My Most Used Themes” and “My Forms.” “My Forms” provides a comprehensive list of the forms in your account.

Formstack Dashboard - My Forms

You can tweak this list as you see fit to make specific forms easily accessible. To do this, just click “Setup List” in the top right corner of the “My Forms” section and select the forms you would like to include on your dashboard. If you don’t see a particular form on the list, you can use the search box to find what you need. You can also choose “Create a New Form” to access the form builder directly from the dashboard. No need to go to the Forms tab!To access your form themes, you can use the “My Most Used Themes” section. This section allows you to view the themes you use within the form builder most often.

Form builder most used theme templates

With each theme, you can see how many forms are currently using that theme and view individual forms by clicking on a theme and viewing its relevant form list. This allows you to quickly gauge how many forms are tied to a theme and make adjustments as necessary. You can also use this area of the dashboard to launch the Theme Editor and create a new theme from scratch.

Team Invites and Approvals

Easier access to forms and themes is a huge plus. But it gets even better. Now, you can also invite team members to your account and manage pending approvals—all from the comfort of your dashboard!With the “Invite Your Team” section, you can invite new users to your account, view the maximum number of users allowed, see pending and accepted invitations, manage user permissions, and delete users as needed.

online form builder user invites & permission levels

We’ve also made it much easier for you to manage approvals. With the “Approval count on your forms” section, you can see how many approvals are pending for a given form. Clicking on a form in the list will open the submissions table within the form builder so you can quickly approve or deny a submission.

workflows

Communications Center and Knowledge Base

Finally, the changes to the Formstack dashboard make it easier than ever to find information. Need some help with Conditional Logic? Search for relevant articles by typing your query in the search bar near the top of the page.

Search Bar in Formstack App

You can also keep up with all the latest updates by referring to the Formstack Communication Center. We post announcements there regularly to keep you up to speed on new developments in the app.

online form builder product tour

We hope you are just as excited as we are about these new changes! To learn more about the Formstack updates we’ve released over the last few months.

“Here to Help” is a support column written especially for Formstack’s awesome, loyal customers.As many of you may have noticed, we have been making some changes in recent months to improve the usability of our online form builder. This includes a drastic overhaul of the Formstack dashboard. We refocused this area of the Formstack app to provide you with a better form-building experience and to help you easily find the information you need to make decisions and accomplish tasks. Sounds great, right? Here’s a breakdown of all the changes to the dashboard and how you can use them to learn new form-building tricks, get the data you need, and work better with your team.

Forms and Themes

It is now much easier to view and access your forms and themes! There are two separate sections you should note: “My Most Used Themes” and “My Forms.” “My Forms” provides a comprehensive list of the forms in your account.

Formstack Dashboard - My Forms

You can tweak this list as you see fit to make specific forms easily accessible. To do this, just click “Setup List” in the top right corner of the “My Forms” section and select the forms you would like to include on your dashboard. If you don’t see a particular form on the list, you can use the search box to find what you need. You can also choose “Create a New Form” to access the form builder directly from the dashboard. No need to go to the Forms tab!To access your form themes, you can use the “My Most Used Themes” section. This section allows you to view the themes you use within the form builder most often.

Form builder most used theme templates

With each theme, you can see how many forms are currently using that theme and view individual forms by clicking on a theme and viewing its relevant form list. This allows you to quickly gauge how many forms are tied to a theme and make adjustments as necessary. You can also use this area of the dashboard to launch the Theme Editor and create a new theme from scratch.

Team Invites and Approvals

Easier access to forms and themes is a huge plus. But it gets even better. Now, you can also invite team members to your account and manage pending approvals—all from the comfort of your dashboard!With the “Invite Your Team” section, you can invite new users to your account, view the maximum number of users allowed, see pending and accepted invitations, manage user permissions, and delete users as needed.

online form builder user invites & permission levels

We’ve also made it much easier for you to manage approvals. With the “Approval count on your forms” section, you can see how many approvals are pending for a given form. Clicking on a form in the list will open the submissions table within the form builder so you can quickly approve or deny a submission.

workflows

Communications Center and Knowledge Base

Finally, the changes to the Formstack dashboard make it easier than ever to find information. Need some help with Conditional Logic? Search for relevant articles by typing your query in the search bar near the top of the page.

Search Bar in Formstack App

You can also keep up with all the latest updates by referring to the Formstack Communication Center. We post announcements there regularly to keep you up to speed on new developments in the app.

online form builder product tour

We hope you are just as excited as we are about these new changes! To learn more about the Formstack updates we’ve released over the last few months.

“Here to Help” is a support column written especially for Formstack’s awesome, loyal customers.As many of you may have noticed, we have been making some changes in recent months to improve the usability of our online form builder. This includes a drastic overhaul of the Formstack dashboard. We refocused this area of the Formstack app to provide you with a better form-building experience and to help you easily find the information you need to make decisions and accomplish tasks. Sounds great, right? Here’s a breakdown of all the changes to the dashboard and how you can use them to learn new form-building tricks, get the data you need, and work better with your team.

Forms and Themes

It is now much easier to view and access your forms and themes! There are two separate sections you should note: “My Most Used Themes” and “My Forms.” “My Forms” provides a comprehensive list of the forms in your account.

Formstack Dashboard - My Forms

You can tweak this list as you see fit to make specific forms easily accessible. To do this, just click “Setup List” in the top right corner of the “My Forms” section and select the forms you would like to include on your dashboard. If you don’t see a particular form on the list, you can use the search box to find what you need. You can also choose “Create a New Form” to access the form builder directly from the dashboard. No need to go to the Forms tab!To access your form themes, you can use the “My Most Used Themes” section. This section allows you to view the themes you use within the form builder most often.

Form builder most used theme templates

With each theme, you can see how many forms are currently using that theme and view individual forms by clicking on a theme and viewing its relevant form list. This allows you to quickly gauge how many forms are tied to a theme and make adjustments as necessary. You can also use this area of the dashboard to launch the Theme Editor and create a new theme from scratch.

Team Invites and Approvals

Easier access to forms and themes is a huge plus. But it gets even better. Now, you can also invite team members to your account and manage pending approvals—all from the comfort of your dashboard!With the “Invite Your Team” section, you can invite new users to your account, view the maximum number of users allowed, see pending and accepted invitations, manage user permissions, and delete users as needed.

online form builder user invites & permission levels

We’ve also made it much easier for you to manage approvals. With the “Approval count on your forms” section, you can see how many approvals are pending for a given form. Clicking on a form in the list will open the submissions table within the form builder so you can quickly approve or deny a submission.

workflows

Communications Center and Knowledge Base

Finally, the changes to the Formstack dashboard make it easier than ever to find information. Need some help with Conditional Logic? Search for relevant articles by typing your query in the search bar near the top of the page.

Search Bar in Formstack App

You can also keep up with all the latest updates by referring to the Formstack Communication Center. We post announcements there regularly to keep you up to speed on new developments in the app.

online form builder product tour

We hope you are just as excited as we are about these new changes! To learn more about the Formstack updates we’ve released over the last few months.

“Here to Help” is a support column written especially for Formstack’s awesome, loyal customers.As many of you may have noticed, we have been making some changes in recent months to improve the usability of our online form builder. This includes a drastic overhaul of the Formstack dashboard. We refocused this area of the Formstack app to provide you with a better form-building experience and to help you easily find the information you need to make decisions and accomplish tasks. Sounds great, right? Here’s a breakdown of all the changes to the dashboard and how you can use them to learn new form-building tricks, get the data you need, and work better with your team.

Forms and Themes

It is now much easier to view and access your forms and themes! There are two separate sections you should note: “My Most Used Themes” and “My Forms.” “My Forms” provides a comprehensive list of the forms in your account.

Formstack Dashboard - My Forms

You can tweak this list as you see fit to make specific forms easily accessible. To do this, just click “Setup List” in the top right corner of the “My Forms” section and select the forms you would like to include on your dashboard. If you don’t see a particular form on the list, you can use the search box to find what you need. You can also choose “Create a New Form” to access the form builder directly from the dashboard. No need to go to the Forms tab!To access your form themes, you can use the “My Most Used Themes” section. This section allows you to view the themes you use within the form builder most often.

Form builder most used theme templates

With each theme, you can see how many forms are currently using that theme and view individual forms by clicking on a theme and viewing its relevant form list. This allows you to quickly gauge how many forms are tied to a theme and make adjustments as necessary. You can also use this area of the dashboard to launch the Theme Editor and create a new theme from scratch.

Team Invites and Approvals

Easier access to forms and themes is a huge plus. But it gets even better. Now, you can also invite team members to your account and manage pending approvals—all from the comfort of your dashboard!With the “Invite Your Team” section, you can invite new users to your account, view the maximum number of users allowed, see pending and accepted invitations, manage user permissions, and delete users as needed.

online form builder user invites & permission levels

We’ve also made it much easier for you to manage approvals. With the “Approval count on your forms” section, you can see how many approvals are pending for a given form. Clicking on a form in the list will open the submissions table within the form builder so you can quickly approve or deny a submission.

workflows

Communications Center and Knowledge Base

Finally, the changes to the Formstack dashboard make it easier than ever to find information. Need some help with Conditional Logic? Search for relevant articles by typing your query in the search bar near the top of the page.

Search Bar in Formstack App

You can also keep up with all the latest updates by referring to the Formstack Communication Center. We post announcements there regularly to keep you up to speed on new developments in the app.

online form builder product tour

We hope you are just as excited as we are about these new changes! To learn more about the Formstack updates we’ve released over the last few months.

“Here to Help” is a support column written especially for Formstack’s awesome, loyal customers.As many of you may have noticed, we have been making some changes in recent months to improve the usability of our online form builder. This includes a drastic overhaul of the Formstack dashboard. We refocused this area of the Formstack app to provide you with a better form-building experience and to help you easily find the information you need to make decisions and accomplish tasks. Sounds great, right? Here’s a breakdown of all the changes to the dashboard and how you can use them to learn new form-building tricks, get the data you need, and work better with your team.

Forms and Themes

It is now much easier to view and access your forms and themes! There are two separate sections you should note: “My Most Used Themes” and “My Forms.” “My Forms” provides a comprehensive list of the forms in your account.

Formstack Dashboard - My Forms

You can tweak this list as you see fit to make specific forms easily accessible. To do this, just click “Setup List” in the top right corner of the “My Forms” section and select the forms you would like to include on your dashboard. If you don’t see a particular form on the list, you can use the search box to find what you need. You can also choose “Create a New Form” to access the form builder directly from the dashboard. No need to go to the Forms tab!To access your form themes, you can use the “My Most Used Themes” section. This section allows you to view the themes you use within the form builder most often.

Form builder most used theme templates

With each theme, you can see how many forms are currently using that theme and view individual forms by clicking on a theme and viewing its relevant form list. This allows you to quickly gauge how many forms are tied to a theme and make adjustments as necessary. You can also use this area of the dashboard to launch the Theme Editor and create a new theme from scratch.

Team Invites and Approvals

Easier access to forms and themes is a huge plus. But it gets even better. Now, you can also invite team members to your account and manage pending approvals—all from the comfort of your dashboard!With the “Invite Your Team” section, you can invite new users to your account, view the maximum number of users allowed, see pending and accepted invitations, manage user permissions, and delete users as needed.

online form builder user invites & permission levels

We’ve also made it much easier for you to manage approvals. With the “Approval count on your forms” section, you can see how many approvals are pending for a given form. Clicking on a form in the list will open the submissions table within the form builder so you can quickly approve or deny a submission.

workflows

Communications Center and Knowledge Base

Finally, the changes to the Formstack dashboard make it easier than ever to find information. Need some help with Conditional Logic? Search for relevant articles by typing your query in the search bar near the top of the page.

Search Bar in Formstack App

You can also keep up with all the latest updates by referring to the Formstack Communication Center. We post announcements there regularly to keep you up to speed on new developments in the app.

online form builder product tour

We hope you are just as excited as we are about these new changes! To learn more about the Formstack updates we’ve released over the last few months.

Jessica Haas
Jessica is the Director of CX & Professional Services at Formstack and has been with the company since 2012. Most of the time, her brain is consumed by thoughts of service design, customer happiness, and creative solutions. She wants to make a difference for people and hopes to someday become a master of zen.
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