Blog

Power User Tips: Build Forms Faster

Blog

Power User Tips: Build Forms Faster

Blog

Power User Tips: Build Forms Faster

Blog

Power User Tips: Build Forms Faster

Blog

Power User Tips: Build Forms Faster

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Blog

Power User Tips: Build Forms Faster

Lacey Jackson
/
February 11, 2021
Blog

Power User Tips: Build Forms Faster

MIN
/
February 11, 2021
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If you find yourself frequently building forms with similar fields, this tutorial will help you speed up that process. Today’s tutorial will show you how to create and save sections on your form to reuse later and show you how to use Smart Lists to quickly manage field options in a single location. 

Formstack is so easy to use that anyone on your team can follow the tips below to build forms faster and update form lists seamlessly. 


In this Power User Tutorial, we’ll look at how to: 

  • Add sections and fields to your form 
  • Save and reuse pre-built sections
  • Upload data to your Smart Lists 
  • Apply Smart Lists to your form


This tutorial is great for: 

  • Building forms quickly 
  • Eliminating manual data entry 
  • Updating lists on existing forms


Did you know? You can find more tips and tricks to optimize your forms in our customer webinar series


First, let’s look at saving a Section to use later. To get started, create a new form and give it a title. Drag and drop a section on to your forms and add fields you frequently use. Here, we’re adding Name, Email, Phone, and Mailing Address. Next, select the section you want to save, choose Save Section, and give your section a name. 



Now, you can see your saved section at the bottom of the left-hand navigation. To use your saved section, simply drag and drop it onto your form. 



Next, let’s look at a second time-saving tactic: Formstack Smart Lists. Using Smart Lists is a great way to manage a list of field options in one central location. If you update the Smart List, the changes are reflected across your account, so you won’t need to worry about list duplication or making manual updates within each form. 


To get started, you’ll need to add information to your Smart List. Select your profile in the upper right-hand corner and choose Smart List. You have two options for adding information to your Smart List: manual data entry and bulk upload. 


For this example, we’re going to bulk upload our information using data housed in a Microsoft Excel spreadsheet. 


 

Once you’ve added your information, you can easily add, update, or delete information and those changes will be reflected across all of the forms using that list. To apply a list to your form, add a dropdown list, radio button, or checkbox field to your form. Choose the Smart List you’d like to apply to your form and save. 


Building a more complicated workflow? Check out our Formstack Builders Video series for a video tutorial of your use case. 


Formstack was built to empower anyone in your office to turn ideas into workflows in minutes. Features like Saved Sections and Smart Lists make it easy to whip up forms in no time. 


Ready to become a Formstack power user? Become Formstack Certified! Check out the link below to learn more and get started.

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Power User Tips: Build Forms Faster

Blog

Power User Tips: Build Forms Faster

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If you find yourself frequently building forms with similar fields, this tutorial will help you speed up that process. Today’s tutorial will show you how to create and save sections on your form to reuse later and show you how to use Smart Lists to quickly manage field options in a single location. 

Formstack is so easy to use that anyone on your team can follow the tips below to build forms faster and update form lists seamlessly. 


In this Power User Tutorial, we’ll look at how to: 

  • Add sections and fields to your form 
  • Save and reuse pre-built sections
  • Upload data to your Smart Lists 
  • Apply Smart Lists to your form


This tutorial is great for: 

  • Building forms quickly 
  • Eliminating manual data entry 
  • Updating lists on existing forms


Did you know? You can find more tips and tricks to optimize your forms in our customer webinar series


First, let’s look at saving a Section to use later. To get started, create a new form and give it a title. Drag and drop a section on to your forms and add fields you frequently use. Here, we’re adding Name, Email, Phone, and Mailing Address. Next, select the section you want to save, choose Save Section, and give your section a name. 



Now, you can see your saved section at the bottom of the left-hand navigation. To use your saved section, simply drag and drop it onto your form. 



Next, let’s look at a second time-saving tactic: Formstack Smart Lists. Using Smart Lists is a great way to manage a list of field options in one central location. If you update the Smart List, the changes are reflected across your account, so you won’t need to worry about list duplication or making manual updates within each form. 


To get started, you’ll need to add information to your Smart List. Select your profile in the upper right-hand corner and choose Smart List. You have two options for adding information to your Smart List: manual data entry and bulk upload. 


For this example, we’re going to bulk upload our information using data housed in a Microsoft Excel spreadsheet. 


 

Once you’ve added your information, you can easily add, update, or delete information and those changes will be reflected across all of the forms using that list. To apply a list to your form, add a dropdown list, radio button, or checkbox field to your form. Choose the Smart List you’d like to apply to your form and save. 


Building a more complicated workflow? Check out our Formstack Builders Video series for a video tutorial of your use case. 


Formstack was built to empower anyone in your office to turn ideas into workflows in minutes. Features like Saved Sections and Smart Lists make it easy to whip up forms in no time. 


Ready to become a Formstack power user? Become Formstack Certified! Check out the link below to learn more and get started.

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Power User Tips: Build Forms Faster

Become a Formstack power user. Follow these steps to build online forms faster. Whip up online order forms, customer contact forms, and more!
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If you find yourself frequently building forms with similar fields, this tutorial will help you speed up that process. Today’s tutorial will show you how to create and save sections on your form to reuse later and show you how to use Smart Lists to quickly manage field options in a single location. 

Formstack is so easy to use that anyone on your team can follow the tips below to build forms faster and update form lists seamlessly. 


In this Power User Tutorial, we’ll look at how to: 

  • Add sections and fields to your form 
  • Save and reuse pre-built sections
  • Upload data to your Smart Lists 
  • Apply Smart Lists to your form


This tutorial is great for: 

  • Building forms quickly 
  • Eliminating manual data entry 
  • Updating lists on existing forms


Did you know? You can find more tips and tricks to optimize your forms in our customer webinar series


First, let’s look at saving a Section to use later. To get started, create a new form and give it a title. Drag and drop a section on to your forms and add fields you frequently use. Here, we’re adding Name, Email, Phone, and Mailing Address. Next, select the section you want to save, choose Save Section, and give your section a name. 



Now, you can see your saved section at the bottom of the left-hand navigation. To use your saved section, simply drag and drop it onto your form. 



Next, let’s look at a second time-saving tactic: Formstack Smart Lists. Using Smart Lists is a great way to manage a list of field options in one central location. If you update the Smart List, the changes are reflected across your account, so you won’t need to worry about list duplication or making manual updates within each form. 


To get started, you’ll need to add information to your Smart List. Select your profile in the upper right-hand corner and choose Smart List. You have two options for adding information to your Smart List: manual data entry and bulk upload. 


For this example, we’re going to bulk upload our information using data housed in a Microsoft Excel spreadsheet. 


 

Once you’ve added your information, you can easily add, update, or delete information and those changes will be reflected across all of the forms using that list. To apply a list to your form, add a dropdown list, radio button, or checkbox field to your form. Choose the Smart List you’d like to apply to your form and save. 


Building a more complicated workflow? Check out our Formstack Builders Video series for a video tutorial of your use case. 


Formstack was built to empower anyone in your office to turn ideas into workflows in minutes. Features like Saved Sections and Smart Lists make it easy to whip up forms in no time. 


Ready to become a Formstack power user? Become Formstack Certified! Check out the link below to learn more and get started.

If you find yourself frequently building forms with similar fields, this tutorial will help you speed up that process. Today’s tutorial will show you how to create and save sections on your form to reuse later and show you how to use Smart Lists to quickly manage field options in a single location. 

Formstack is so easy to use that anyone on your team can follow the tips below to build forms faster and update form lists seamlessly. 


In this Power User Tutorial, we’ll look at how to: 

  • Add sections and fields to your form 
  • Save and reuse pre-built sections
  • Upload data to your Smart Lists 
  • Apply Smart Lists to your form


This tutorial is great for: 

  • Building forms quickly 
  • Eliminating manual data entry 
  • Updating lists on existing forms


Did you know? You can find more tips and tricks to optimize your forms in our customer webinar series


First, let’s look at saving a Section to use later. To get started, create a new form and give it a title. Drag and drop a section on to your forms and add fields you frequently use. Here, we’re adding Name, Email, Phone, and Mailing Address. Next, select the section you want to save, choose Save Section, and give your section a name. 



Now, you can see your saved section at the bottom of the left-hand navigation. To use your saved section, simply drag and drop it onto your form. 



Next, let’s look at a second time-saving tactic: Formstack Smart Lists. Using Smart Lists is a great way to manage a list of field options in one central location. If you update the Smart List, the changes are reflected across your account, so you won’t need to worry about list duplication or making manual updates within each form. 


To get started, you’ll need to add information to your Smart List. Select your profile in the upper right-hand corner and choose Smart List. You have two options for adding information to your Smart List: manual data entry and bulk upload. 


For this example, we’re going to bulk upload our information using data housed in a Microsoft Excel spreadsheet. 


 

Once you’ve added your information, you can easily add, update, or delete information and those changes will be reflected across all of the forms using that list. To apply a list to your form, add a dropdown list, radio button, or checkbox field to your form. Choose the Smart List you’d like to apply to your form and save. 


Building a more complicated workflow? Check out our Formstack Builders Video series for a video tutorial of your use case. 


Formstack was built to empower anyone in your office to turn ideas into workflows in minutes. Features like Saved Sections and Smart Lists make it easy to whip up forms in no time. 


Ready to become a Formstack power user? Become Formstack Certified! Check out the link below to learn more and get started.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

If you find yourself frequently building forms with similar fields, this tutorial will help you speed up that process. Today’s tutorial will show you how to create and save sections on your form to reuse later and show you how to use Smart Lists to quickly manage field options in a single location. 

Formstack is so easy to use that anyone on your team can follow the tips below to build forms faster and update form lists seamlessly. 


In this Power User Tutorial, we’ll look at how to: 

  • Add sections and fields to your form 
  • Save and reuse pre-built sections
  • Upload data to your Smart Lists 
  • Apply Smart Lists to your form


This tutorial is great for: 

  • Building forms quickly 
  • Eliminating manual data entry 
  • Updating lists on existing forms


Did you know? You can find more tips and tricks to optimize your forms in our customer webinar series


First, let’s look at saving a Section to use later. To get started, create a new form and give it a title. Drag and drop a section on to your forms and add fields you frequently use. Here, we’re adding Name, Email, Phone, and Mailing Address. Next, select the section you want to save, choose Save Section, and give your section a name. 



Now, you can see your saved section at the bottom of the left-hand navigation. To use your saved section, simply drag and drop it onto your form. 



Next, let’s look at a second time-saving tactic: Formstack Smart Lists. Using Smart Lists is a great way to manage a list of field options in one central location. If you update the Smart List, the changes are reflected across your account, so you won’t need to worry about list duplication or making manual updates within each form. 


To get started, you’ll need to add information to your Smart List. Select your profile in the upper right-hand corner and choose Smart List. You have two options for adding information to your Smart List: manual data entry and bulk upload. 


For this example, we’re going to bulk upload our information using data housed in a Microsoft Excel spreadsheet. 


 

Once you’ve added your information, you can easily add, update, or delete information and those changes will be reflected across all of the forms using that list. To apply a list to your form, add a dropdown list, radio button, or checkbox field to your form. Choose the Smart List you’d like to apply to your form and save. 


Building a more complicated workflow? Check out our Formstack Builders Video series for a video tutorial of your use case. 


Formstack was built to empower anyone in your office to turn ideas into workflows in minutes. Features like Saved Sections and Smart Lists make it easy to whip up forms in no time. 


Ready to become a Formstack power user? Become Formstack Certified! Check out the link below to learn more and get started.

If you find yourself frequently building forms with similar fields, this tutorial will help you speed up that process. Today’s tutorial will show you how to create and save sections on your form to reuse later and show you how to use Smart Lists to quickly manage field options in a single location. 

Formstack is so easy to use that anyone on your team can follow the tips below to build forms faster and update form lists seamlessly. 


In this Power User Tutorial, we’ll look at how to: 

  • Add sections and fields to your form 
  • Save and reuse pre-built sections
  • Upload data to your Smart Lists 
  • Apply Smart Lists to your form


This tutorial is great for: 

  • Building forms quickly 
  • Eliminating manual data entry 
  • Updating lists on existing forms


Did you know? You can find more tips and tricks to optimize your forms in our customer webinar series


First, let’s look at saving a Section to use later. To get started, create a new form and give it a title. Drag and drop a section on to your forms and add fields you frequently use. Here, we’re adding Name, Email, Phone, and Mailing Address. Next, select the section you want to save, choose Save Section, and give your section a name. 



Now, you can see your saved section at the bottom of the left-hand navigation. To use your saved section, simply drag and drop it onto your form. 



Next, let’s look at a second time-saving tactic: Formstack Smart Lists. Using Smart Lists is a great way to manage a list of field options in one central location. If you update the Smart List, the changes are reflected across your account, so you won’t need to worry about list duplication or making manual updates within each form. 


To get started, you’ll need to add information to your Smart List. Select your profile in the upper right-hand corner and choose Smart List. You have two options for adding information to your Smart List: manual data entry and bulk upload. 


For this example, we’re going to bulk upload our information using data housed in a Microsoft Excel spreadsheet. 


 

Once you’ve added your information, you can easily add, update, or delete information and those changes will be reflected across all of the forms using that list. To apply a list to your form, add a dropdown list, radio button, or checkbox field to your form. Choose the Smart List you’d like to apply to your form and save. 


Building a more complicated workflow? Check out our Formstack Builders Video series for a video tutorial of your use case. 


Formstack was built to empower anyone in your office to turn ideas into workflows in minutes. Features like Saved Sections and Smart Lists make it easy to whip up forms in no time. 


Ready to become a Formstack power user? Become Formstack Certified! Check out the link below to learn more and get started.

If you find yourself frequently building forms with similar fields, this tutorial will help you speed up that process. Today’s tutorial will show you how to create and save sections on your form to reuse later and show you how to use Smart Lists to quickly manage field options in a single location. 

Formstack is so easy to use that anyone on your team can follow the tips below to build forms faster and update form lists seamlessly. 


In this Power User Tutorial, we’ll look at how to: 

  • Add sections and fields to your form 
  • Save and reuse pre-built sections
  • Upload data to your Smart Lists 
  • Apply Smart Lists to your form


This tutorial is great for: 

  • Building forms quickly 
  • Eliminating manual data entry 
  • Updating lists on existing forms


Did you know? You can find more tips and tricks to optimize your forms in our customer webinar series


First, let’s look at saving a Section to use later. To get started, create a new form and give it a title. Drag and drop a section on to your forms and add fields you frequently use. Here, we’re adding Name, Email, Phone, and Mailing Address. Next, select the section you want to save, choose Save Section, and give your section a name. 



Now, you can see your saved section at the bottom of the left-hand navigation. To use your saved section, simply drag and drop it onto your form. 



Next, let’s look at a second time-saving tactic: Formstack Smart Lists. Using Smart Lists is a great way to manage a list of field options in one central location. If you update the Smart List, the changes are reflected across your account, so you won’t need to worry about list duplication or making manual updates within each form. 


To get started, you’ll need to add information to your Smart List. Select your profile in the upper right-hand corner and choose Smart List. You have two options for adding information to your Smart List: manual data entry and bulk upload. 


For this example, we’re going to bulk upload our information using data housed in a Microsoft Excel spreadsheet. 


 

Once you’ve added your information, you can easily add, update, or delete information and those changes will be reflected across all of the forms using that list. To apply a list to your form, add a dropdown list, radio button, or checkbox field to your form. Choose the Smart List you’d like to apply to your form and save. 


Building a more complicated workflow? Check out our Formstack Builders Video series for a video tutorial of your use case. 


Formstack was built to empower anyone in your office to turn ideas into workflows in minutes. Features like Saved Sections and Smart Lists make it easy to whip up forms in no time. 


Ready to become a Formstack power user? Become Formstack Certified! Check out the link below to learn more and get started.

If you find yourself frequently building forms with similar fields, this tutorial will help you speed up that process. Today’s tutorial will show you how to create and save sections on your form to reuse later and show you how to use Smart Lists to quickly manage field options in a single location. 

Formstack is so easy to use that anyone on your team can follow the tips below to build forms faster and update form lists seamlessly. 


In this Power User Tutorial, we’ll look at how to: 

  • Add sections and fields to your form 
  • Save and reuse pre-built sections
  • Upload data to your Smart Lists 
  • Apply Smart Lists to your form


This tutorial is great for: 

  • Building forms quickly 
  • Eliminating manual data entry 
  • Updating lists on existing forms


Did you know? You can find more tips and tricks to optimize your forms in our customer webinar series


First, let’s look at saving a Section to use later. To get started, create a new form and give it a title. Drag and drop a section on to your forms and add fields you frequently use. Here, we’re adding Name, Email, Phone, and Mailing Address. Next, select the section you want to save, choose Save Section, and give your section a name. 



Now, you can see your saved section at the bottom of the left-hand navigation. To use your saved section, simply drag and drop it onto your form. 



Next, let’s look at a second time-saving tactic: Formstack Smart Lists. Using Smart Lists is a great way to manage a list of field options in one central location. If you update the Smart List, the changes are reflected across your account, so you won’t need to worry about list duplication or making manual updates within each form. 


To get started, you’ll need to add information to your Smart List. Select your profile in the upper right-hand corner and choose Smart List. You have two options for adding information to your Smart List: manual data entry and bulk upload. 


For this example, we’re going to bulk upload our information using data housed in a Microsoft Excel spreadsheet. 


 

Once you’ve added your information, you can easily add, update, or delete information and those changes will be reflected across all of the forms using that list. To apply a list to your form, add a dropdown list, radio button, or checkbox field to your form. Choose the Smart List you’d like to apply to your form and save. 


Building a more complicated workflow? Check out our Formstack Builders Video series for a video tutorial of your use case. 


Formstack was built to empower anyone in your office to turn ideas into workflows in minutes. Features like Saved Sections and Smart Lists make it easy to whip up forms in no time. 


Ready to become a Formstack power user? Become Formstack Certified! Check out the link below to learn more and get started.

If you find yourself frequently building forms with similar fields, this tutorial will help you speed up that process. Today’s tutorial will show you how to create and save sections on your form to reuse later and show you how to use Smart Lists to quickly manage field options in a single location. 

Formstack is so easy to use that anyone on your team can follow the tips below to build forms faster and update form lists seamlessly. 


In this Power User Tutorial, we’ll look at how to: 

  • Add sections and fields to your form 
  • Save and reuse pre-built sections
  • Upload data to your Smart Lists 
  • Apply Smart Lists to your form


This tutorial is great for: 

  • Building forms quickly 
  • Eliminating manual data entry 
  • Updating lists on existing forms


Did you know? You can find more tips and tricks to optimize your forms in our customer webinar series


First, let’s look at saving a Section to use later. To get started, create a new form and give it a title. Drag and drop a section on to your forms and add fields you frequently use. Here, we’re adding Name, Email, Phone, and Mailing Address. Next, select the section you want to save, choose Save Section, and give your section a name. 



Now, you can see your saved section at the bottom of the left-hand navigation. To use your saved section, simply drag and drop it onto your form. 



Next, let’s look at a second time-saving tactic: Formstack Smart Lists. Using Smart Lists is a great way to manage a list of field options in one central location. If you update the Smart List, the changes are reflected across your account, so you won’t need to worry about list duplication or making manual updates within each form. 


To get started, you’ll need to add information to your Smart List. Select your profile in the upper right-hand corner and choose Smart List. You have two options for adding information to your Smart List: manual data entry and bulk upload. 


For this example, we’re going to bulk upload our information using data housed in a Microsoft Excel spreadsheet. 


 

Once you’ve added your information, you can easily add, update, or delete information and those changes will be reflected across all of the forms using that list. To apply a list to your form, add a dropdown list, radio button, or checkbox field to your form. Choose the Smart List you’d like to apply to your form and save. 


Building a more complicated workflow? Check out our Formstack Builders Video series for a video tutorial of your use case. 


Formstack was built to empower anyone in your office to turn ideas into workflows in minutes. Features like Saved Sections and Smart Lists make it easy to whip up forms in no time. 


Ready to become a Formstack power user? Become Formstack Certified! Check out the link below to learn more and get started.

Lacey Jackson
As Formstack’s Demand Content Strategist, Lacey is focused on creating content that showcases the power of the Formstack platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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