Conditional Logic for Notification Emails

On January (MachForm v3.4), we’ve introduced conditional logic to show/hide fields and skip pages. Today, I’m happy to let you know that the upcoming release of MachForm (v3.5) will support conditional logic to send notification emails! πŸ™‚

This functionality actually already exist, using the Custom Hooks method, but it’s very limited and you need to manually edit a file. Which is a pain task to do.

Within the next update (v3.5) we’ve added a new panel within the Logic Builder to let you setup the rules to send emails, similar as setting up rules to show/hide fields or skip pages.

Using this new feature, you’ll be able to do the following tasks easily:

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  • Send notification email to different person based on user choices
  • Send notification email with different content based on user choices
  • Send auto-responder email to customers with different messages based on their choices
  • Only send notifications when certain conditions being met
  • Dynamically customize the sender email address or name based on the conditions
  • etc

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The possibilities are endless, since you will be able to add as many rules as you need and customize the whole aspect of the email (receiver, sender, subject, content) using as many conditions you can think of πŸ™‚

Simple Setup

There is nothing really new to learn about, we’ve made the interface to be similar enough as the field/page logic builder. So you’ll be familiar already.

Simply create the conditions, set the destination email address, select the email template and you are all set.

You can use the Notification Email template, Confirmation Email template or a custom template specific for the rule.

Availability

This functionality is available within v3.5, which should be released before the end of this month (May) and is a FREE update for all v3 owners!

MachForm 3.4 Released

MachForm version 3.4 is now available for downloads on Members Area.

This version contain several major new features, improvements and bugfixes!

What’s new in MachForm 3.4

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Enhancements and Bugfixes

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  • Advanced CSS menu will always being displayed on the theme editor
  • Added ScrollTo(0,0) to all embed codes. So that iframe always being scrolled to the top after form submission
  • Updated Google Web Fonts library (600+ fonts)
  • More protection against XSS (Cross Site Scripting)
  • Bugfix: .me domain is not validated properly on the website field
  • Bugfix: Unable to add new field on new form, even though the user has “create new form” privileges
  • Bugfix: Resume message doesn’t use the correct language
  • Bugfix: Review page on a form with resume enabled doesn’t display properly
  • Bugfix: “Remember Me” cookies doesn’t load the user privileges correctly
  • Bugfix: Unable to edit the form under IE7 due to Javascript bug
  • Bugfix: Editing an entry of a form that has IP limitation rule is not possible
  • Bugfix: Template variable for file upload field has broken anchor tag
  • Bugfix: Disabled dates on the date field aren’t validated properly on some case, due to leading zero issue
  • Bugfix: The date picker on the entries filter condition is not being initialized properly
  • Bugfix: Extra checking on delete_file_upload.php, so that it won’t generate error messages when the file being called directly
  • Bugfix: Single zero (0) bypassed range validations on text, number or paragraph field
  • Bugfix: Multiple Choice and Checkbox field with ‘other’ doesn’t collect GET parameters
  • Bugfix: Quotes aren’t displayed properly on the entries filter dropdown
  • Bugfix: Default timezone warning being displayed on server with no timezone being set
  • Bugfix: Extra space on email address causing validation error
  • Bugfix: Zero priced field shouldn’t be sent to PayPal
  • Bugfix: “Strict Standard” warning messages being displayed on PHP 5.4

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How to Update

This update is FREE for all v3 owners.
As mentioned above, you can download it on Members Area.

For those still using older versions of MachForm (v1 or v2), you can Purchase an Upgrade License.

If you are currently using v3.3 or any v3.x, follow this upgrade instruction:
Upgrading MachForm 3.x to 3.4

If you are still using v2.x, follow this upgrade instruction:
Upgrading MachForm 2.x to 3.4

Accept Credit Card Payments on Your Forms using Stripe!

Another major new feature is coming into MachForm v3.4. You can now accept credit card payments directly on your forms. Yay! πŸ™‚

It’s all made possible by the extensive integration of MachForm with Stripe. You don’t need a merchant account or gateway. Stripe handles everything, including storing cards, subscriptions, and transferring your payments directly to your bank account.

Once you’ve enabled payments with Stripe, your customers will enter their credit card information directly on the form on your site. This allows you to create the most streamlined payment forms, without having to redirect people off your website!

Simple Setup

There’s no complex technical knowledge needed to start accepting credit card payments on your forms.Once you created a form, you’ll be able to turn on payment functionality easily.

Simply enter your Stripe API Keys, set your prices and your form is ready to collect money! MachForm will take care the whole validations and authorization process.

You can set your form to charge a one-time payment or recurring payments, along with the option to set trial period. If you need to collect Billing Address and Shipping Address, you can enable it easily as well.

Charge a fixed-amount payment or variable-amount payment. All can be done easily through the payment interface.

Easily Manage Transactions

The complete detail for each payment is automatically being saved into your MachForm. You’ll be able to search/sort through those payments using the powerful filtering option of MachForm Entries Manager.

You can also manually change the payment status. Useful when you need to refund a payment to your customer and change the payment status as well.

PCI Compliance

This is the best part of the new Stripe integration feature. It allows you to create secure, professional-grade payment forms, while still avoiding PCI requirements.

So how is that possible?

When collecting the credit card data from your customers, MachForm does not store any credit card numbers into your server. Instead, the data is being sent using secure connection directly into Stripe’s server, which is safe and handled in PCI-DSS compliant manner.

However, when collecting credit card payments, you still need to install SSL certificate into your site and use your form using HTTPS address. This is important to ensure the security of your payment-enabled forms.

Manual Credit Card Charge

Since all credit card data is being stored on your Stripe account. You will be able to charge your customer again in the future, anytime you need it.

Simply login to your Stripe dashboard, search your customer and charge them again there. Simple and easy! πŸ™‚

Payment Features

Below is the list of the main payment features supported within the Stripe integration:

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  • Charge One-Time Payment
  • Charge Recurring Payment, with Trial Period support
  • Track Payment Status from Entry Manager
  • Create Customers into Your Stripe account
  • Send Notification Emails only on Completed Payment
  • Collect Billing Address and Shipping Address
  • Assign fixed-amount or variable-amount price

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Availability

Currently Stripe is only available for businesses and individuals in the United States, Canada, Australia, Belgium, France, Germany, Ireland, Luxembourg, Netherlands, Spain and United Kingdom. MachForm will automatically support other countries as and when Stripe makes them available.

[v3.4 Preview] Conditional Logic for Fields and Pages!

Woohoo! One of the most requested features is finally coming into MachForm. Yes, MachForm now support conditional logic to show/hide fields and skip pages πŸ™‚

Using this new feature, you’ll be able to dynamically show/hide fields based on selections being made by the user and/or to skip to a certain page. Very useful if you need to display different kinds of forms to different kinds of people without creating a lot of forms or having a single form with too many fields.

Creating logic for your form might sound complex. However, we’ve made it as easy as possible so that you won’t need to do any programming. So, no worries!

Conditional Logic to Show/Hide Fields

You can either SHOW or HIDE a field based on one or more conditions. The conditions are evaluated instantly. Each time a user makes a selection or enters any text into the field, the conditions are being evaluated instantly and the associated field will be shown or hidden immediately.

Creating the conditions for a field are as simple as selecting the fields from the dropdown menu and defining the comparison value.

Conditional Logic to Skip Pages

This functionality allows your users to skip directly to a certain page based on their choices. Useful when you have multipage forms and need to display a different set of pages based on user choices or to skip a payment page and go directly to the success page.

Similar to the field logic, you need to define the conditions to skip to certain page.

As you can see, the interface to define logic for your form is very simple. You’ll be able to create smart forms without the headache of programming πŸ™‚

This functionality is available within v3.4, which should be released before the end of this month (January) and is a FREE update for all v3 owners!

[v3.4 Preview] Mobile-Friendly Forms!

Hi folks! πŸ˜€ During the last few months, we’ve been working hard to add a bunch of new features into MachForm and I would like to share one of the new feature we’ve been working on.

As you might aware already, most people nowadays aren’t just using the desktop computer to browse websites. Mobile devices, such as the iPhone, iPad or Android devices are being used more and more.

When you created a form using MachForm, it looks like this on the desktop:

It looks great, but not so well on mobile devices, because you need to zoom into the field to start filling out the form.

Within the next update (v3.4), we’ve added built-in support to all your forms to automagically display mobile-friendly version of your form.

The result of the above form when being viewed through the iPhone is:

Looks fantastic isn’t it? πŸ˜‰

There is no extra effort needed on your side. All your forms will automatically display mobile-friendly version when being displayed through small devices.

All the fields are being optimized for touch devices. Text fields are having larger sizes, checkboxes and multiple choices are being morphed into bars, form borders being removed to save space, etc.

In short, your forms will looks totally awesome on the desktop or mobile devices! Yay!
Stay tuned for the next feature preview of v3.4, I’m sure you all will love this update πŸ™‚

MachForm 3.3 Released

MachForm version 3.3 is now available for downloads on Members Area.

This version contain one major new feature, several improvements and many bugfixes!

What’s new in MachForm 3.3

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Enhancements and Bugfixes

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  • Form ID numbers are randomly generated now, to improve security
  • Added extra security protection to file upload fields
  • Once the CAPTCHA being validated for a session, the user won’t need to fill it again
  • Bugfix: When payment total is $0, it shouldn’t redirect to PayPal page
  • Bugfix: Using quotes for the filter keyword on the entries page caused error
  • Bugfix: PHP Strict mode caused error on export entries page
  • Bugfix: The range labels for text field and paragraph aren’t pulling style from the theme
  • Bugfix: Disabled form should display “inactive message” instead of cryptic error message
  • Bugfix: Quotes aren’t displayed properly on mail content when plain text option being used
  • Bugfix: Unique field caused validation problem when “form resume” option being enabled
  • Bugfix: Subtle bug with IE9 when editing the form. Text fields property carried over to other field
  • Bugfix: Editing entry on a form with captcha enabled generates error message
  • Bugfix: The download link for files within the email is incorrect when using PHP code
  • Bugfix: Form tags using international characters aren’t being saved properly
  • Bugfix: Spaces between email addresses on form’s email list causing some trouble
  • Bugfix: Unique “admin only” field having some validation error on edit entry page
  • Bugfix: Highlight background color can’t be changed when using Business Blue admin theme
  • Bugfix: Number’s range/min/max validation not working properly with decimals
  • Bugfix: Admin-only field that being set as “required” blocking the form from submitting
  • Bugfix: Template variable for Paragraph field on plain text email contain break tag
  • Bugfix: Clicking ‘previous/back’ button on multipage form shouldn’t validate for the current page
  • Bugfix: The total amount is displayed incorrectly on certain condition

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How to Update

This update is free for all v3 owners.
As mentioned above, you can download it on Members Area.

If you are currently using v3.0-v3.2, follow this upgrade instruction:
Upgrading MachForm 3.x to 3.3

If you are still using v2.x, follow this upgrade instruction:
Upgrading MachForm 2.x to 3.3

[v3.3 Preview] Multi-User is coming!

Howdy! πŸ˜€ We’re very excited to let you know that one of the most requested feature, that is multi-user machform, will be coming within the next update (v3.3) of MachForm!

You will be able to add more users to login to your MachForm and depends on the permissions you define for each user, they can have specific limited permissions to specific forms or even complete access to all forms.

When you add a new user, you will be prompted to define privileges and permissions. More on this below.

Privileges

Privileges are basically super powers to let the users to create new things. There are 3 privileges you can assign for each user (create new forms, create new themes, administer MachForm). The last privileges (administer MachForm) is the most powerful one. User having this privilege is basically having full control over your MachForm.

Permissions

In addition to privileges, you can also define custom permissions to individual forms. For each form, there are 3 permissions that can be assigned to the user, they are Edit Form, Edit Entries and View Entries. This way you will be able to add user with a read-only access to one or more forms, and many other possibilities!

Below is an example screenshot of the form manager seen by a user with only View Entries permission to some forms.

Users Limit

Depends on the license type, each license will have different limit on the number of users you can add for each installation of MachForm.

Standard
Professional
Unlimited
5 users
20 users
unlimited users

Price and Availability

Version 3.3 will be released this July and it’s a FREE update for all v3 owners!

MachForm 3.2 Released

MachForm version 3.2 is now available for downloads on Members Area.

This version contain several new features, improvements and many bugfixes!

What’s new in MachForm 3.2

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Enhancements and Bugfixes

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  • Option to display guidelines below the field.
  • Improved form loading performance when being embedded using Javascript code.
  • Added Hungarian language support for the form
  • Added Singapore Dollar on PayPal page
  • Improved primary and secondary action buttons visibility on multipage form
  • Bugfix: Some PHP 5.2 versions are buggy and we need to use buffered queries
  • Bugfix: Download link for file uploads that being sent within confirmation email is incorrectly formatted
  • Bugfix: Default From Name and default From Email from the main settings are not being used when sending email with no sender email or name
  • Bugfix: The flash object for advanced file upload is having white background instead of transparent
  • Bugfix: Uploading file with apostrophes within the filename causing error
  • Bugfix: On multi-page form, the file upload field check the ‘required’ file incorrectly
  • Bugfix: Edit entry on multipage form doesn’t pre-populate file upload fields correctly
  • Bugfix: Incorrect validation on edit entry page that caused file upload being set as required
  • Bugfix: Guidelines which contain double quotes caused markup error on Single Line Text field
  • Bugfix: Fixed file upload data path issue with advanced uploader
  • Bugfix: Bulk insert options not working properly on some cases
  • Bugfix: On Safari, under OS X Lion, when editing multi-page form, any changes to the form can’t be saved
  • Bugfix: On theme editor, setting border to none is not being displayed properly on the preview pane
  • Bugfix: Unable to save email settings and main settings page on some PHP version
  • Bugfix: The date picker on the form builder property page act incorrectly by forcing the year value
  • Bugfix: File upload using PHP embed code doesn’t work properly, including deleting attached files
  • Bugfix: Path to captcha.php is incorrect when the form being embedded using php code
  • Bugfix: Emailing entry from entry manager doesn’t parse the correct From Name and From Email
  • Bugfix: PayPal link is being sent using ‘&’ as query separator on some PHP settings, causing errors
  • Bugfix: Swift mailer library failed to send email when the files folder is not writable
  • Bugfix: Middle name shouldn’t be required when the Full Name field format is being used
  • Bugfix: Page break field being displayed as “mf_pagebreak” when the email is being sent using plain text format
  • Bugfix: Duplicating form display incorrect error message
  • Bugfix: File attachment not being sent when email format is plain text
  • Bugfix: On Edit Entry page, the ‘Other’ field of a radio button is not populated correctly
  • Bugfix: On some MySQL server, adding page break caused integrity constraint error during save form
  • Bugfix: Using image button on last page of multipage form caused the form failed to be submitted and failed file upload
  • Bugfix: The submit buttons shouldn’t be highlighted when the form being submitted
  • Bugfix: Deleted form shouldn’t be displayed when opened directly
  • Bugfix: Resume option shouldn’t be displayed when a password protected form being displayed
  • Bugfix: The resume link is having incorrect path when the form is being embedded using PHP code
  • Bugfix: Added District of Columbia into US State list

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How to Update

This update is free for all v3 owners.
As mentioned above, you can download it on Members Area.

If you are currently using v3.0 or v3.1, follow this upgrade instruction:
Upgrading MachForm 3.x to 3.2

If you are still using v2.x, follow this upgrade instruction:
Upgrading MachForm 2.x to 3.2

Electronic Signature on Your Forms!

On our previous blog post, we explained the improved functionality of Section Break field to display terms and agreement paragraph into your form.

Now, the next question is, how do I add an electronic signature to the form?

The most common way to add “signature” on the web (and perfectly legal) is by adding a checkbox of some sort to your form, asking the user to agree to your terms and conditions. Or you can also add Full Name field into the form and ask the user to type their full name as their signature.

The new MachForm (v3.2) allows you to do the above and going further with the new Signature field.

Simply add the signature field as you would add any other field type. And the result is:

A lot more powerful agreement form with a legal electronic signature πŸ™‚

And the good news is, this signature field works on computers or touch devices! Your users will be able to use their mouse to draw their signature or use their finger on touch devices (iPhone, iPad, etc).

Scrolling Section Break

Ever need to create a contract form or an agreement form that need to display a long terms and agreement? If you have done this previously, most likely you ended up with a long form.

Most of you most likely already know that you can use Section Break field to insert any amount of text into your form. Within the release of MachForm 3.2 we’ve improved the functionality of Section Break field and added an option to allow the section break to display vertical scrollbar.

This is very useful to display large amount of text, so that you still be able to have a short and simple form, yet all the text still being displayed within the form.

Combine this with the checkbox field and you have an awesome and powerful agreement form. Take a look an example below:

Pretty neat isn’t it? πŸ™‚

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