1. Creating a new form: go to Components > Feedback Forms, select your group, and then click the "add a new form" button. 
2. Editing an existing form: Choose Components > Feedback Forms, select your group, and then click on any available form to edit.

When editing your form, you will see the following tabs:

• Properties
• Intro
• Questions
• Responses
• Options
• Build a Form Page

Each tab requires certain information in order to set up your new form. Remember that the red arrow next to a field indicates that your input is required.

Properties Tab

Title: (required) Enter the name of your form. This can be, but doesn't have to be, the name of the page that will contain the form.

Alternating Row Shading: If you plan to have a form with many questions, alternating the color of each row of questions can make it easier for your readers to view the form. To change the color of a particular row in your table of questions, click on the icon to the right of the box at the end of “Color 1” or “Color 2”: This will bring up a color palette, where you can select a hex color. Or, you may enter a hex color value by hand.

Email Notification: By entering an email address in the box, you have the option to notify someone each time the form is submitted. You may enter up to 5 email addresses in this section.

Intro Tab

When you click on the Intro tab, the web page editor appears. Here you can add text to the beginning of your form, such as a greeting or welcome message. You can also add photos, images, or any other HTML needed. This is not a required field. For more information on how to use the HTML editor, see the Page Editor article.

Questions Tab

To begin adding questions to your form, click on “Save Form & Add a New Question”. The following fields are provided to help you create your question.

Short Name: (required) Give your question a short (one- or two-word) name. This is for internal use only; it helps you to identify this question on your reports and form edit screens. IMPORTANT: You should not use the same short name for two different questions. This will cause problems when you try to retrieve reports from your form.

Type of Question: There are 5 different choices for the question type. There are two single answer options and three multiple choice options. Your choice will depend on how you want to allow the user to answer your question.

• SINGLE ANSWER: (NOTE: Summary Reports for your form responses will not include any questions of this type; only multiple choice questions can be tabulated in a summary.)
  
  • Input Box: This type of question is best for “fill-in-the-blank” or short answers. The user enters a response into an empty box.
  • Text Area: This allows the user to type a block of text. The amount of text that the user may enter is unlimited.
  
  
• MULTIPLE CHOICE: (NOTE: Selecting this option generates two additional tabs, “Answer Choices” and “Follow-up”. On these tabs you will create the answers from which your users will choose.)
  
  • Radio Button: The answer choices are all listed on the screen and the user can only select one option.
  • Select Menu: All of the choices are consolidated into a “drop-down” list, and the user must choose one of the options.
  • Check Box: This option allows the user to select more than one answer.
  
  
• Announcement Only: Instead of a question, this option allows you to include a subheader, announcement, or other instructions in the middle of your form. It does not require a response from the user.

Text: This is where you enter the actual question the user will see on the form. Text formatting and images are also supported (via HTML).

User is required to answer this question: If you want to require all users to respond to this question, then select “Yes”. Doing so will open up a required input box that states, “Message to display if user fails to answer:” You are required to enter an alert message that will appear if the user leaves the question blank. For instance, if you are asking someone to pick their favorite color but they don’t make a selection, then your message might read: “You forgot to pick a color.” This message will only appear if someone tries to submit their form without answering this question.

Once you enter in all of the required information for your question on the Properties tab, then click on the “Answer Choices” tab.

ANSWER CHOICES TAB

(NOTE: This tab only appears if you have selected a question type that is multiple choice -- see above)

Here you will need to provide the answers to the question. Simply type an answer into the box and click on the “Add Answer Choice” button. You must provide at least one option, and you may provide up to 30 choices.

FOLLOW-UP TAB

(NOTE: This tab only appears if you have selected a question type that is multiple choice -- see above)

On occasion, you may wish to ask a second question if the user answers a certain way. For instance, if you ask the question “Do you like ice cream?” and the person answers “Yes,” you may want to ask a follow-up question such as: “What is your favorite flavor?”

To create a follow-up to a question, click on the “Follow-up” tab. You will see the question, “Does this question require a follow-up question?”

Select “yes” and a new option appears, “When?” You must choose one of the following conditions:

• Always: Use this if there will always be a follow-up (non-dependent on the answer they give)
• Only if the answer is: If you want to limit the follow-up question to only those times when the user chooses one of the answers in your first question, then choose this option and specify which answer is the “trigger”.

Click the “Save & Add Follow-up Question Now” to create your follow-up question. At this point you will be directed to a new question screen, where you will enter the details of the follow-up question.

NOTE: Creating follow-up questions will alter your ability to tabulate responses in an excel spreadsheet. In your spreadsheet, the follow-up questions’ answers will become merged fields within a row, which will change your ability to sort the spreadsheet.

At this point you may save your work and continue adding new questions by clicking “Save-Add Another Question.” Or, you may choose “Save-Finished” to go back to the beginning of the Questions Tab.

On the Questions Tab you have some additional options:

• Add/Edit Questions Tab:When you click on this sub-tab, it opens up a tree list of your existing questions, indicated by the short name you provided. You have the following options:
  • Edit: You may click on a question name in order to edit the question. You can modify any details of the question, such as answer choices, follow-up questions, and so on.
  • Re-order: You may change the order of the questions. Drag and drop one question on another to move it (dragged question will be placed before destination question). Drop a follow-up question on its parent to move it to the last follow-up position. The screen will then refresh while it saves the form. (NOTE: Parent questions can only move before/after other parent questions. Follow-up questions can only move within their original parent question.)
  • Delete: You may delete a question by clicking on the "x" next to it. Once a question is deleted, you cannot undo it.
• Copy Questions From Tab: You may select a question from an existing form and place it into your new form. Just use the drop down arrow to view questions from other forms, and click on a question to select it. (NOTE: You will only see forms listed here that you are allowed to edit. If you need permission to see additional forms, please see your site Administrator.)

Responses Tab

Site Organic provides you with the ability to tabulate results from your feedback forms.

• View summary report (graph): This opens up a page that tabulates your multiple choice results as percentages, such as 80% selected “yes”. This is useful when polling or trying to have a quick view of results. You can highlight, copy and paste these results into a Word document.
• View individual responses (detail): This opens up a page that provides all of the answers provided by each user. You can download this information into an Excel spreadsheet by clicking on the “Download to Excel” button.

Options Tab

This tab provides methods to further customize your form.

• User limited to one response: By selecting “Yes”, you can monitor exactly who responds to your form by requiring them to login. This feature prevents the same person from answering your form questions multiple times. You may also provide a custom message to display if someone tries to respond to the form more than once.
• When this form is submitted: You may specify what the user will see at the conclusion of the form, once they have completed all of the questions.
  • Display default "thank you" text: “Thank you for your submission. Click here to return to (the group’s default home page).”
  • Display custom text: You may customize the message that is displayed. Text formatting and images are also supported (via HTML).
  • Redirect the user to another page: You may provide a URL that the user will be automatically redirected to once the form is submitted.

Build a Form Page Tab

This tab provides an easy way for you to build a new form page within your current group. To create a new page in your current group, choose a page layout and then click the "Save Form and Create a New Form Page" button.

• Select a new page layout for the page: You will see all of your available templates for that group when you click the arrow in the drop-down box.
• Save Form and Create a New Form Page: Clicking this button will allow your new form page to be created in your group page list. Remember that all of your future changes to your form will be reflected in the same page.
• Confirmation of new page: Once you have built your new page, you will see the following message appear in the Build a Form Page tab body: "A new page was created for this form. To view/edit your new page, go to the page list for this group."

NOTE: After you have completed your Feedback Form, you may always create a form page manuallly by copying the SiteOrganic Tag from the Form List (Edit Site > Feedback Forms).

Example: {soForm(id=555)}can be pasted into the page body of your choosing.

Once you have finished entering all of the required information, choose either “Save-Finished” to close out of your form, or “Save-Go To Page List” so that you may preview your form. To make further edits, go back to Edit Site>Feedback Form.