A BizForm is essentially a contact form for business purposes. As it relates to websites, BizForms are quick and easy means of transmitting user data to the club. The member’s club can define what information is required of the user by naming the fields in a BizForm. User data is then transmitted to the club and a notification email is sent to the club’s staff member who is responsible for receiving and processing the user data.
 

1. Click on the ‘Tools’ tab in the top menu of Club Central and navigate to Tools > BizForms
2. Select ‘New form’
3. You will then be prompted to give the form 3 names: Form display name, Form code name and table name. The Form display name is the title of the form and should be formatted as seen below. The code and table names will be identical. Format their names as one word with no capitals and no spaces. Click on ‘OK’.

Once a BizForm is created you will be taken to the ‘General’ tab to edit this BizForm’s settings.

Select an option for the user once they have submitted the BizForm. Options are:

Display Text Post a message to the user (ie. “Thank You”) once they have submitted their form.
 

Redirect to URL This allows your BizForm to direct users to a particular page on your website once the form has been submitted, such as a ‘Thank You’ page, a page advertising events at the club, or the website homepage. Once a page has been chosen to re-direct users, select the page and select the ‘Properties’ tab – you should see a link to this page on the properties tab. Copy the link and paste it into the Redirect URL field within your BizForm.

Clear Form Clear the results in the form and allow the user to submit another form.

Continue Editing Submit the form, but allow the user to edit their form submission.

Lastly, edit the text displayed on the form’s ‘submit’ button. By default, “Submit” will be the label on the submit button but this can be customized per form.

Click ‘OK’ when you are finished with the General tab.
 

Click on the ‘Fields’ tab. This will take you to the page where you will define what information you want the user to submit in the BizForm. Click on the ‘+’ sign to add an attribute to your form. Attributes are fields within your BizForm.


Column Name Enter the name of this field without any spaces or capital letters.

Show In Public Form check this option if this field should be visible within your form. Administrators have the option of hiding fields at any point – ensure the check box ‘Allow empty value’ is checked if you are hiding a field.

Field Caption is the label of the field that will be displayed before the field on your form, for example “First Name”.

Field Type Use the drop down menu to select a field type. Common Field Types include:

Text Box Text Area Integer Number Decimal Number Check Box Calendar (date field)

Drop-Down List Multiple Choice Radio Buttons E-mail International and US phone numbers ZIP code

Allow Empty Value Check this box if the field is not required to be filled out by the user. A reminder that if a field is hidden from a form it must also not be a required field.

Default Value Enter the default value for this field type. Note the default value is only applicable on certain field types.

To create your form based on the settings and fields just entered, click on the ‘Form’ tab. You will see a ‘Save’ option that when selected will save your current settings and build your form. To preview your form once it has been saved, click on the ‘Data’ tab (first tab in the list) and select the ‘New Record’ link.

You have the ability to further customize your form and make changes to fields and field positions. Click on the ‘form’ tab again and check the box ‘Use custom layout’; this will open up a content editor for you to make changes to the form. With the content editor you could easily add more rows/columns to the table, modify font, size and colors, images and hyperlinks to customize.

Click on the Generate table layout button – this will generate a table with all the fields you created in addition to adding codes for the label, input and field validations. In this example extra rows were added to the table and text was added in green.


You can also add fields to the table:

Insert Label this will insert the code for the field in the content editor so that the Label will appear on the form

Insert Input this will insert the input box so that on the form users can type in their information

Insert Validation label this will verify that the information typed in the box is in the correct format
Insert Submit Button by default the Submit button will automatically be generated and placed at the bottom of the form. In the event you prefer it to be positioned somewhere else on the form that is the only time that you would use this button.



Below is a screenshot of the form preview from within the ‘Data’ tab. You can see how the custom changes made reflect on the form to the user:

Notification e-mail

Click the ‘Notification e-mail’ tab. Click the ‘Send form data to e-mail’ check box. In both the ‘From’ and ‘To’ email fields, insert the appropriate email addresses that should send/receive the notification emails:

Send form data to e-mail check this if you want the data that was submitted to appear in the email.

From e-mail The email address used within the notification email as the sender.

To e-mail The email address used within the notification email as the receiver. ‘From’ and ‘To’ emails should be different addresses to ensure the email in’t caught in spam filters or a junk email box.

Subject Enter the subject line that you would like to appear when the administrator receives the email. You can personalize the subject line with field information captured within the form, such as the name of the person who submitted the form:


The attribute/field name when used within two percent-signs and two parentheses as shown above, will auto populate the field value used within that form submission. Make sure to use a field that is required so that all notification emails include data as opposed to an empty field.

Example If you enter the Display text value like this:


It will be displayed like the following when “Jane Smith” was entered in the fullname field by the user:


Attach uploaded documents we currently do not support the upload of documents within a form.

Use custom layout allows you to customize the notification email response instead of using the default email form. The default notification email will display the fields in order as they are in the form. Checking ‘Use custom layout’ allows you to customize what is included in the notification email.

Autoresponder

The Autoresponder tab configures the reply email that is sent out every time a user completes a BizForm. As long as the form is capturing (and validating) an email address from the user submitting, the Autoresponder can be used to confirm with the user that their form has been submitted.


Confirmation e-mail source field Select the attribute/field name used to capture the user’s email address.

From e-mail The address The email address used within the Autoresponder email as the sender. You can use the same ‘From e-mail’ address used within the ‘Notification Email’ tab.

Subject enter the subject line that you would like to appear when the user receives the email. You can personalize the subject line with field information captured within the form, such as the name of the person who submitted the form:

The attribute/field name when used within two percent-signs and two parentheses as shown above, will auto populate the field value used within that form submission. Make sure to use a field that is required so that all notification emails include data as opposed to an empty field.

Use the online editor to create the body of your Autoresponder email message. You can use the field information on the right to customize the email message back to the user using values they’ve submitted in the form.


Attachments You can also add an attachment that will be delivered back to the user with the Autoresponder. However, we recommend including hyperlinks to files hosted on your website which will ensure proper email delivery and keep your email message size to a minimum.

Click on the ‘Browse’ button and locate the file on your desktop computer. Once the file has been selected, click on the ‘Upload’ button.

Inserting a BizForm Into a Web Page

Your BizForm is now created. Select the page where the BizForm is to be inserted. If a page must be created, click on the ‘New’ button within Club Central, select ‘Page’ and then select a page template to place this form on – the recommended page template is the basic ‘Header and Text’, which can be found in the ‘Templates without Web Parts’ folder.

Click on the ‘Page’ tab once your page has been selected/created. Within the online editor you will find a button entitled ‘Insert BizForm’ located on the editor toolbar that will allow you to select from a list of created BizForms. Select the BizForm you wish to place on the page. When the form has been successfully inserted the page will be updated with code to place the form on the page when in ‘Live’ or ‘Preview’ mode.

Viewing Form Submissions

Navigate to Tools > BizForms > and select the form you wish to view the results for. Click on the pencil icon to open the form.

Click on the ‘Data’ tab to see the results. Select one result to view it in more detail, or click on the 'Actions' column header to view export options including Export to Excel as an .xls or .csv file.