Email Form, HTML Form Software, Electronic Form Software, and Order Forms with Secure Form Processing

Order Form template tutorial. Learn how to build a secure order form using logiforms.com. Includes instructions and a sample order form

Table of Contents
Introduction
Building the Customer Form
Building the Orders Form
Using Calculation Fields
Linking the forms via the AutoResponder
Creating the Tasks in logiBridge
Building Relationships in Microsoft Access
Summary

Creating a Relational Customer and Customer Orders System Using LogiBridge and MS Access

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Linking the Forms via the AutoResponder

Okay great, now you have the customer form and the orders forms but these two forms are not linked together. The next step in this tutorial is to create an Autoresponder Profile that will accomplish 2 things:
Automatically redirect to the Orders form

Send an email that includes a link to the order form to the customer
It is important that, when the customer wants to place a second order, that the company field is filled out exactly the same as they entered it when registering, so that we can later match these records together. This is why we will be sending them the URL/Link to use for future orders. The customer could also bookmark the order form page so that the field is pre-filled. Lets explore how this works:

Building the Redirect Link

Now, before we can build our autoresponder profile, we need to create the link to the orders form that we will use later. Follow these steps to create the URL/Link:

You should still be looking at the order form you created in the previous step. If not, you must go back to your component Menu and reselect the orders form from your project folder.

Roll your mouse over the Integration Tab > select the Direct Link option.

You should now see the direct link to your orders form as shown below:

Figure 6: Direct Link to your form

Click the link to open the form in a new window.

This is the important step. Were going to add the code below to the end of the URL shown in the address bar. The code below tells the form to populate the company field with the value [company].


?company=[company]

The final URL should look like the one in this example (the exact path will be diffent):

Figure 7: Shows the URL to a form with ?company=[company] added to the URL

With your cursor inside the address bar, click enter to reload the form. The company field should now be populated with the value "[company]". Cut & paste the entire URL onto your clipboard - you will need this URL in the next step of the tutorial.

Creating the AutoResponder

Note: This tutorial expects that you know how to create an autoresponder profile and are familar with the process. If not, view this video tutorial, Creating an AutoResponder Profile.

Return to your Component Menu by clicking the Your Component Menu icon/link at the top of your screen.
Open the project folder we created earlier, 'Customers Tutorial' and select the Customer form. An overview of your form will load in the component details window
Next, roll your mouse over the form tools tab. The form tools sub menu will be shown below. Select the autoResponder option.

Figure 8: Form Tools Sub Menu Options

Click Enable AutoResponders
Click the text link 'You have no auto responders configured. Click here to create an auto responder.' to create a new autoresponder
Your presented with 3 different types of autoresponders, we're going to create a standard profile, click 'Create a Standard AutoResponder Profile'
The Autoresponder Settings Page will load
Enter 'CustomerResponse' in the Profile Name field
Next, were going to enter the redirect URL that we made earlier in our wordpad
Cut and paste the URL to the orders form we created earlier into the redirect URL field. Now, when this form is submitted, the [Company] value will be replaced with the company name entered on the form and this information will be passed to the orders form

Figure 9: Cut & paste the redirect link created in the previous step

Enter Registrations@testStore.com in the From Address
Enter 'Thank you for Registering' in the Subject Field
Click Continue to Advance
Enter the text shown below into the area provided to create the autoresponder email. Use the text as shown, but replace the link shown with the same link you used for the redirect URL. This will be the customers link to come back and place more orders


Dear [first name] [last name],



Thanks for registering with testStore.
Please find below the direct link to our order form.
Please follow this link to make future orders:


Order Form
http://www.logiforms.com/formdata/user_forms/243_1802639/24651/?company=[company]


Sincerly,
TestStore management

Click Continue to Advance
The Post Submission Page Editor will load. In this example we are redirecting to the order form and we do not need to complete this screen. Click Continue to finish

The first part of this tutorial is finished. You should now test your forms by opening the customer form and filling it out. After you click submit, you will be automatically redirected to the orders form and the company field should be filled out with the value you entered in the first form. Complete the second form, hit back and place 2-3 orders. You should also check your submission bin for both forms to see if that the data is being recorded successfully. When you are confident that this process is working, your ready to setup logiBridge to automatically download the data into MS Access.

To see a working example of these two forms, see the demo.

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