Light Blue Integration

Many of MachForm users are professional photographers and many are using Light Blue (a very popular studio manager software in the UK) to streamline their business.

Recently, Light Blue released a new HTTP API to let you send any data to your Light Blue account. This means that you’ll be able to link your forms to your Light Blue account seamlessly. Yay!

You’ll be able to:
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  • Create a new contact on your Light Blue using your form data
  • Create a new shoot record on your Light Blue using your form data

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Find your Light Blue API Key

The first thing you need to do before proceeding with the integration is to generate/find your Light Blue API Key.

Login to Light Blue website, click My Account and then copy your existing API Key or click the create key button.

Your Light Blue API Key should be something like this:
7a40a241eacd035d442ca7299cvgba12

Linking your forms to the Light Blue API

Let say you have a simple form that collect your client info and ask for shoot date:

and you would like to send all the data collected there to your Light Blue account.

Simply go to your MachForm panel and click Notifications menu.

Click Send Form Data to Another Website option and then enter this URL into the Website URL:

https://online.lightbluesoftware.com/api.php

Leave other settings to use the current settings, like this:

At this point, you are halfway through. Your form now knows how to link to your Light Blue account.

Define Parameters

The next thing to do, you need to associate the fields in your forms with parameters that the Light Blue API recognizes.

To do this, you need to set the Parameter Name for each field on your forms, like this:

As you can see above, the Parameters section contain two columns (Name and Value). The first column (Name) is the record name within your Light Blue account, while the second column (Value) is the template variable name of your form fields that being sent to Light Blue.

Write all those Name records, exactly as shown above (Key, Type, ContactNameFull, etc).

While the record on the second columns (Value), you’ll need to replace them with your own form fields template variables and API key. Replace the value of the Key with your own API key, while the value of Type should always use “contact form“.

The rest of the values ({element_1}, {element_2}, etc) should be replaced with your form fields template variables.

To get the template variables of your fields, click the template variables link at the bottom of the page.

Shoot Date

Amongst those parameters, you’ll notice that the template variables for the ShootDate is different. The ShootDate is basically the session date and by default Light Blue accept the date using dd/mm/yyyy format.

To send the date using the above format, you’ll need to get the template variable for the date field on your form, particularly for each date parts. And then merge those template variables using slash characters, like this:

{element_5_dd}/{element_5_mm}/{element_5_yyyy}

and that’s it! Save those settings and test submitting your form. Once your Light Blue software being synched, you should see the data in the Inbox:

Parameters List

To make it easier for you, below is the parameters being used within the example previously. Simply copy and paste the parameters name.

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  • Key
  • Type
  • ContactNameFull
  • Message
  • ContactEmail
  • ContactPhoneHome
  • ShootDate

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The only required parameters are Key and Type, others are optional. So let say you only need to collect your client name and email, without the need to get the shooting date, then you’ll only need to use Key, Type, ContactNameFull and ContactEmail.

The full list of supported parameters is available directly on Light Blue API documentation page.

If you need any help with the above, please feel free to contact us! We’ll help you 🙂

MachForm 4.1 Released

MachForm version 4.1 is now available for downloads on Members Area.

This is a maintenance release to address Yahoo/AOL DMARC issue that might affect your form’s email deliveries. It contain bugfixes and several minor improvements.

What’s DMARC?

About three weeks ago, Yahoo began imposing a stricter email validation policy (DMARC) that unfortunately breaks lot of things in the internet.

Last week, AOL started to implement the same policy and the issue become more widespread.

These are major changes that affect lots people and most likely other email providers such as Gmail or Hotmail will do the same policy, sooner or later.

How is MachForm affected?

If your forms are configured to use the “From Email Address” using the email address entered by people who filled the form, then you are affected by this issue. Notification emails won’t be sent if people are using Yahoo or AOL address.

If your forms are using the email from your own domain for the “From Email Address”, then you are not affected. Notification emails should work properly and it’s not necessarily needed to update (it’s better to update to 4.1 though).

How MachForm address this issue?

As of MachForm 4.1, we added new option to let you define “Reply-To Email” address for your forms. This new functionality lets your form to work properly as usual and avoid the DMARC issue. This is also the recommended method suggested by Yahoo/AOL.

Changelog

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  • Added new functionality to configure Reply-To address for all forms
  • Added Payment URL on entry page for unpaid entries. So that PayPal users could resume payment
  • Added Simplified Chinese language translation (credit to Ho Bernie)
  • Added SSL support for web server behind load balancer
  • Default From Name and Email on Settings page are now being used for all form notifications
  • Bugfix: Unable to connect to secure SMTP server using port 465, must be using port 587
  • Bugfix: The default mail function (non SMTP) may not working properly on some host, such as BlueHost
  • Bugfix: Uploading images on the theme editor when using HTTPS is not working properly
  • Bugfix: Icon fonts doesn’t appear correctly on some server
  • Bugfix: Website validation not working properly
  • Bugfix: When duplicating a form, the report is not being duplicated correctly
  • Bugfix: Incorrect total percentage calculation on some charts
  • Bugfix: Unable to check CVV code properly on Authorize.net
  • Bugfix: Deleted dropdown/multiple choice values are still being displayed within the chart
  • Bugfix: Unable to edit an entry that has required field and the field was hidden due to skip-page logic
  • Bugfix: Custom redirect URL doesn’t work when using PayPal and coupon code enabled

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How to Update

This update is FREE for all V4 owners.
As mentioned above, you can download it on Members Area.

If you are currently using v4.x or v3.x, follow this upgrade instruction:
Upgrading MachForm 3.x/4.x to 4.1

If you are still using v2.x, follow this upgrade instruction:
Upgrading MachForm 2.x to 4.1

MailChimp Integration

One of the new feature within version 4 is the ability to send your form data to another website. In this article, we’ll show you how to integrate your form with MailChimp.

Basically, using this new webhook feature, you’ll be able to call any MailChimp API to do the tasks you need.

Some common integrations are:
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  • Add a new subscriber to a list of your choosing
  • Unsubscribe an email address from a list of your choosing
  • Edit the email address, merge fields, and interest groups for a list member
  • Create a new draft campaign to send
  • Delete a campaign

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Find your MailChimp API Key

The first thing you need to do before proceeding with the integration is to generate/find your MailChimp API Key.

Login to your MailChimp panel, click Profile ⇢ Account Settings ⇢ Extras ⇢ API Keys and then copy your existing API Key or click the Create a Key button.

More detailed instruction (video) also available on MailChimp help page.

Your MailChimp API Key should be something like this:
1644b44d50bcc02f6f789aaf324f82ec-us4

Find your MailChimp URL (API Endpoint)

The next thing you need is your MailChimp URL (API Endpoint). MachForm will be using this URL to submit your form data to your MailChimp account.

The generic format for your MailChimp URL is like this:

https://XXX.api.mailchimp.com/2.0/

where XXX should be replaced with the portion after the dash in your API Key. e.g. “us1”, “us2”, “uk1”, etc. A solid example – say your API Key is 1644b44d50bcc02f6f789aaf324f82ec-us4.

Then your MailChimp URL would be:

https://us4.api.mailchimp.com/2.0/

We’ll be using the above URL as the base part of any other URLs, since each task will have its own specific URL.

Add a new subscriber to a list of your choosing

Let say you have a simple form with only one email field:

and you would like to add the email address entered by your users into your MailChimp list named Subscriber List.

Simply go to your MachForm panel and click Notifications menu.

Click Send Form Data to Another Website option and then enter this URL into the Website URL:

https://us4.api.mailchimp.com/2.0/lists/subscribe

Note that the URL above is basically using your MailChimp URL, with the addition of lists/subscribe at the end of it. Make sure to use your own MailChimp URL.

Check the Use Custom HTTP Headers and paste this code:

{
"Content-Type": "application/json",
"User-Agent": "MachForm Webhook v4.0"
}

like this:

Then select Send Raw Data and paste this code:

{
"apikey": "1644b44d50bcc02f6f789aaf324f82ec-us4",
"id": "7bab35f1af",
"email": {
"email": "{element_2}"
},
"double_optin": false,
"update_existing": true,
"replace_interests": true,
"send_welcome": true
}

like this:

Note that the code above need to be adjusted with your own API Key, List ID and the template variable of your email field.

To get the template variable of your email field, simply click the template variable link at the bottom of the page:

To get your List ID, go to your MailChimp account, click Lists and select the list name you would like the form to send the data into. Click Settings ⇢ List Name and Defaults and you’ll find your List ID:

and that’s it. Save the settings and test by submitting your form. The email address will be automatically added to the list you choose on your MailChimp account.

Unsubscribe an email address from a list of your choosing

Creating unsubscribe form is pretty much the same as the subscribe form above (#1). The only thing different are the Website URL and the Raw Data.

You should use this URL to unsubscribe:
https://us4.api.mailchimp.com/2.0/lists/unsubscribe

Note that the URL above is basically using your MailChimp URL, with the addition of lists/subscribe at the end of it. Make sure to use your own MailChimp URL.

Check the Use Custom HTTP Headers and paste this code:

{
"Content-Type": "application/json",
"User-Agent": "MachForm Webhook v4.0"
}

like this:

Then select Send Raw Data and paste this code:

{
"apikey": "1644b44d50bcc02f6f789aaf324f82ec-us4",
"id": "7bab35f1af",
"email": {
"email": "{element_1}"
},
"delete_member": false,
"send_goodbye": false,
"send_notify": true
}

like this:

Note that the code above need to be adjusted with your own API Key, List ID and the template variable of your email field.

Other possible integrations

There are lots other thing you can do with your form and MailChimp. You might want to take a look into MailChimp API Documentation page.

Find the method you would like to implement and paste the code into the Raw Data section as above. Enjoy!

The new MachForm 4 is now available!

Howdy! We’re very excited to announce the immediate availability of the new MachForm 4!

This release is a huge improvement over previous version which made MachForm even more powerful and fun.

Here’s what’s new in MachForm 4

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Report Builder

Easily create graphical charts!
Pie, Donut, Bars, Line, Area and Grid.

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Authorize.net Integration

Accept credit card payment on your forms.
Charge one-time or recurring payments.

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Webhook Integration

Send form data to another website.
Works with CampaignMonitor, MailChimp, etc.

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Discount Code

Allows your clients to enter coupon code
and receive discount (fixed/percentage).

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[hr]

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Bugfixes and Improvements

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  • Updated Admin Panel to support retina display
  • Added more currencies to Stripe integration
  • Paragraph on view entry page will be displayed using single column
  • Display subscription ID as payment ID on Stripe’s recurring payment
  • Bugfix: Using quotes for keyword on logics is causing error
  • Bugfix: Stripe payment page didn’t work on IE8 or older
  • Bugfix: Duplicating a form doesn’t copy the whole email logic conditions
  • Bugfix: Deleting a form doesn’t remove the email logic conditions records
  • Bugfix: Leading zero issue when using Time field for conditional logic
  • Bugfix: PHP sessions doesn’t work under Safari browsers when the form is being embedded from different domain
  • Bugfix: Form logo aren’t being resized properly on mobile view
  • Bugfix: Gross amount missmatch bug on some occasions within PayPal IPN script
  • Bugfix: A field with ‘admin only’ and ‘required’ enabled is causing validation error when the admin logged in and submit the form
  • Bugfix: On european date field, setting empty min-Date is causing trouble (missing date value) when editing the entry
  • Bugfix: Sales tax on Stripe is causing some error
  • Bugfix: Multiple uploaded files on some PHP version (PHP 5.3) doesn’t have proper ‘br’ tags within the email
  • Bugfix: Form limit submission rule make it impossible to edit entry on admin panel
  • Bugfix: HTML tags are double encoded on email logic settings page
  • Bugfix: Template variable for Signature field is being overridden by {entry_data}
  • Bugfix: Issue with conditional logic to show/hide fields when the rule consist of fields from multiple pages
  • Bugfix: Editing entries that has date field with rules (disabled past dates) is causing error
  • Bugfix: Hidden fields due to conditional logic shouldn’t be included within price calculation
  • Bugfix: When payment fields being used as part of entries filter and the payment fields aren’t set as preference, the entries are broken/can’t be displayed
  • Bugfix: The resume option is having some session issue when the user is using the browser back button after saving the form
  • Bugfix: Updated switfmailer library to support STARTTLS
  • Bugfix: Skip page logic doesn’t work properly
  • Bugfix: On recurring payments with trial price under Stripe, the recurring price is the one being displayed within the email instead of the trial price
  • Bugfix: : Trial Period on Stripe is incorrectly using the interval of the main subscription
  • Bugfix: UTF-8 encoding issue with the email subject on the resume email
  • Bugfix: Non-required matrix field that was hidden due to logic and then being displayed and left empty, it will be incorrectly marked as ‘required’
  • Bugfix: Email validation doesn’t accept quote character
  • Bugfix: Payment field selected as sort preference on entries manager causing query error
  • Bugfix: Trailing zero on review page’s payment total is not being displayed
  • Bugfix: Added ob_clean() on download.php and export script to discard any new lines from config.php file
  • Bugfix: Uploading multiple files using the same file names all at once within a session won’t work
  • Bugfix: Hidden section break due to logic shouldn’t be displayed within the review and email
  • Bugfix: Domain/email validation couldn’t handle long TLD
  • Bugfix: Declined cards error messages wasn’t being handled properly on Stripe’s payment page

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How to Upgrade

This is a major version release and you will be able to upgrade your existing license at the following prices:

Standard
Professional
Unlimited
$39
$69
$165


Click here to upgrade
.

For those who purchased any license within 2014, this upgrade is free of charge and you can download the upgrade from our Member Area. Simply login there to get the update and your license key.

Thanks for your support!

A huge “THANK YOU” to all of you, our awesome MachForm users and beta testers for helping us define and test this release, we couldn’t have done it without you!

[v4.0 Preview] Webhook (Send Form Data to Another Website)

This one is pretty much advanced functionality.
Version 4 will allow you to send your form data to another websites for further processing.

We’ve made the interface flexible enough to accommodate most website requirements.

This functionality most likely useful for those who would like to integrate their form with service such as MailChimp or CampaignMonitor, etc.

So far, we’ve succeeded using Webhook to do integration with the following sites:

1. MailChimp

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  • Add a new subscriber to a list of your choosing
  • Unsubscribe an email address from a list of your choosing
  • Edit the email address, merge fields, and interest groups for a list member
  • Create a new draft campaign to send
  • Delete a campaign

[/listarrow]

2. Campaign Monitor

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  • Creates a new subscriber
  • Unsubscribing a subscriber
  • Creating a draft campaign
  • Sending a draft campaign
  • Delete a campaign

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3. Aweber

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  • Creates a new subscriber

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4. Emma

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  • Creates a new subscriber
  • Unsubscribing a subscriber

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5. Facebook

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  • Post to Timeline. Share status updates and links.

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There are lot more sites/services that can be integrated and we’ll post more details as we explore them.

Availability

This feature is available since MachForm v4.0

[v4.0 Preview] HTML5 File Uploads

Previously, MachForm is using Flash to do file uploads, which is great because you can have progress bars, select multiple files, etc. However, the main drawback is Flash player is not available on iOS devices (iPhone/iPad) and it will fallback to that ugly standard file upload field. Not good 🙁

The new MachForm will use HTML5 to do file uploads. It has all the great features as the Flash uploader (progress bars, upload multiple files, etc) AND it works great on all mobile devices (iPhone, iPad, Androids).

Here is a screenshot of a form with file upload field accessed from the iPhone:

In summary, you’ll have far more reliable file uploads and reach much wider audience 🙂

Availability

This feature is available since MachForm v4.0

[v4.0 Preview] Entries Manager for Incomplete Submission

When you have a form that allow your clients to save and resume later, there are actually lot of incomplete entries being saved into the database. Those incomplete entries are waiting for completion by your clients.

The problem is, sometimes your clients forgot to continue filling the form and complete it.

The new machform will allow you to see all those incomplete entries and manage them using fully-featured entry manager.

You can do a search, export, print, edit, delete, etc to all those incomplete entries. You can also get the “resume link” for each incomplete entry.

Availability

This feature is available since MachForm v4.0

[v4.0 Preview] Template Variables on Success Page

Template variables is a powerful feature to customize the notification email content. Using template variables, you can customize which form data to be displayed, using your own content template.

On version 4, we’re bringing this feature into Success Page as well.

You can now customize your success message using template variables, exactly the same as when you customize your email content template.

You’ll be able to create personalized success page like this:

And not just that, if you choose to use the Redirect URL for your success page, you can use template variables as part of the Redirect URL. So that you’ll be able to send your form data to your own custom URL.

For example, having this Redirect URL:

http://www.example.com/thankyou.php?name={element_1}&total_payment={total_amount}

will be translated by MachForm to be like this:

http://www.example.com/thankyou.php?name=John%20Doe&total_payment=143USD

Availability

This feature is available since MachForm v4.0

[v4.0 Preview] Discount / Coupon Code

Offering discount code to your customers is a well known marketing to boost sales. The new machform let you do this easily on all of your forms.

You can add one or more (as many as you want) discount codes, assign discount amount to the code (either fixed amount or percentage), set maximum redemptions and set the expiry date.

Discount code is available for all payment merchants (Stripe, PayPal, Braintree, Authorize.net) and they are all accessible from your MachForm dashboard.

Availability

This feature is available since MachForm v4.0

[v4.0 Preview] PayPal Pro Payment Integration

Previous version of MachForm only support PayPal Standard, which means your customers will be redirected to PayPal site to submit payment and then being returned back to your site upon completion. Not very exciting experience eh?

The new PayPal Pro (REST API) integration allows you to use your PayPal account to accept credit card payments WITHOUT having to redirect people off your website.

Below is the list of the main payment features supported within the PayPal Pro (REST API) payment integration:

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  • Charge One-Time Payment
  • Discount Code Suport
  • Track Payment Status from Entry Manager
  • Send Notification Emails only on Completed Payment
  • Collect Billing Address and Shipping Address
  • Assign fixed-amount or variable-amount price

[/listarrow]

Availability

This feature is available since MachForm v4.0

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