Addition of google sheets as an export option for data/tables.  If you don’t have or even like using excel, you can now export reports or spreadsheets directly to google sheets.  Simply choose google sheets as your export option, and enter in the email address linked to your google account.  You’ll immediately receive an email with a link to the editable google spreadsheet.

Conditional form editor inputs for drop down and multi-select fields.  Have you ever wanted to add a conditional input box on a form element to be entered only if the user selects a certain option or value?  Well now you can.  See below for common examples and how we can now handle these.

Does your child have allergies?        0  Yes    0 No     If yes, specify__________

Which school does your child attend?   0 Cider Mill   0 Miller   0 Redding Elementary  0  Other.  If Other selected, specify_________________.

If the user selects ‘Yes’ or ‘Other’ values, you can now specify an additional text box designed to capture the additional information, which only pops up if the user selects the ‘yes’ or ‘other’ options.  You can even mark that conditional input as required (when yes or other is selected).

We have just re-designed the login / account activation screen to ensure any user accessing our application can do so as quickly and easily as possible.  We’ve added Google and Apple social signon button options.  When a user clicks either of these options, their browser/device should hopefully already have these accounts logged in; and will allow the user to quickly proceed by giving Google or Apple permission to share high level user data with FormConnect.  We will match the user’s name and email address against any existing account information and then quickly log them right into their existing account.  If there is no existing account match, a new account will be created with which they can proceed. * Note that all staff and administrators should continue to utilize current credentials when accessing the FC application.

Within the FC application there are many places where a service provider / staff account can send a form or a communication to a participant or to a program of participants.  Historically we have seen some parents/users reply to these system generated emails and they come to FormConnect support.  Now anytime you are sending a communication out to participants/parents you can designate the ‘reply to’ recipient.  You can choose from the main Service Provider primary account, yourself or any staff member.  If a parent/participant replies directly to the email notification, that email will be delivered directly to whomever you specify as the ‘reply to’ email address.

This brand new feature has been long anticipated; and gives our clients the ability to target communications directly to program participants. Communications will be delivered either via email or SMS to participants or parents/guardians of participants based on the communication preferences that they set on their profile. (If you target a message to participant Timmy Smith, it will go to his parents based on their communication preferences)  On the main menu you’ll notice a new menu feature labeled ‘Broadcast‘, as well as a shortcut button ‘Create Communication‘.  This feature has been designed and rolled out for our clients to target communications to existing audience/clientele only.  You can send a message to 1 participant, many or all participants, or all participants enrolled in a specific program.  **Note that importing lists or creating participant records of non affiliated users in an attempt to send marketing communications to these individuals is against FormConnect’s terms and conditions and will result in suspension of your account.

A few additional items to note:

* If you send a message out today it will come from ‘FormConnect Support’ (support@formconnect.com).  Upon our next deployment you will be able to establish a ‘Sender’ (one per service provider) and a ‘reply to’ email.  So if you are ABC Preschool; you can set the sender name as ‘ABC Preschool’ with the reply to address as info@abcpreschool.com.

Ability to run Form Data export/reports by Program and enrollment spot.  This is a huge timesaver and a great new feature!  You will no longer need to toggle between enrollment exports and form data reports.  Now, you can apply program and/or enrollment spot filters directly to the Form Data report; to pull all data captured in forms, directly for the program or enrollment spot you are working on.  Head to the Reporting page and then click on ‘Form Data Reports‘.  Select the form you want to extract data from and click the ‘Export’ button.  Here you will be able to select which program and/or enrollment spots (along with each piece of data you wish to select) to export into one nice excel file report.

Example:  You have a standard ‘camper information form’ or ‘enrollment form’ that contains specific data captured from parents; which they filled out upon enrollment.  Teachers or staff for each program / enrollment spot can now run this report to obtain any piece of information captured in a form, specifically for the children that are registered in that program and/or specific enrollment spot.  OR You need to quickly find all allergies or medical conditions for all those enrolled in Program X.  This is where you can now quickly pull any/all data captured in forms, by a specific program / enrollment spot.

We have added two automated reminder email notifications that go out to users who have   A. Started completing a form but did not finish/submit the form.   B.  Added enrollment items to their shopping cart but never paid or ‘checked out’.  Each time a user does one of these actions they will receive an email notification reminder first after 24 hours, and then once more approximately 1 week later if they haven’t since submitted the form or checked out the items in their shopping cart.  Later this summer we will be rolling out an abandoned shopping cart report for admins, so you can always pull a list of all users who have pending items in their shopping cart.

We have added some new functionality around form and document uploads.  First, parents can now upload multiple PDF documents together to upload as a single document or multi-page form.  Second, FormConnect administrators can now upload files on behalf of participants.  So if a parent submits a form via email or other manner, you can now upload that form as a pdf or image file in place of the form that is pending.  An administrator uploading a form on behalf of a participant will always change that form status to ‘Approved’.