Table of Contents
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Overview
Anonymous forms allows you to share a link to a form with someone who does not have a ShareVision user account so that they can fill in the form without having to login to your ShareVision site. Once Anonymous Forms is configured, a link to the form can be copied and shared. The link can be emailed or published on your website. When the link is selected, the form opens in a browser window and the form can be filled in and saved to your ShareVision site.
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Note: The person filling in the form is not prompted to login in order to access and fill in the form. The Created By field on any form that is filled in using this feature will be set to ShareVision Anonymous instead of the name of a ShareVision user. |
Use Case
Customers have used this add-on in the following scenarios:
Referral Form: Add a link to a Referral Form for their organization. Anyone who visits their website can fill in the form. If the referred client is accepted and registered into their organization, the referral form can be linked to the client's details in ShareVision.
Employment Application Form: An organization adds a link to an employment application form on their website. The submitted application form can be reviewed by the hiring manager in ShareVision.
Activity Sign Up Form: A link to the Activity Sign Up Form is either emailed to a client or is added to the organization's website and the client can sign up for an activity using the anonymous form. The form can be linked to the client’s details in ShareVision.
\uD83D\uDCD8 Instructions
How to Access Forms
Once you have identified which form on your site that you would like to set up as an Anonymous form, you will need to edit the form.
Login to ShareVision with a user account that has Site Administrator permissions
Select (click on) your name in the upper right hand corner
Select Site Administration on the menu that appears
The Site Administration Home page will be displayed. Select Forms in the Site Content section:
How to Set Up an Anonymous Form
In the search bar at the top of the Forms window, search for the form. In this example, we will enter referral to search for Agency Referral form
Select the three dots on the left side of the Agency Referral form that will be displayed in the search results and select Edit Form
Select the arrow next to the Advanced Settings section to expand this section
Check the box next to Allow this form to be accessed anonymously to enable the anonymous form
After enabling the anonymous form, you will need to Choose where users will be taken after completing the form. There are 2 options:
Custom landing page
Redirect to another site
For any form that has Anonymous forms enabled, a form icon will appear next to the Advanced Settings section for the form
The forms icon will also appear next to the form name when viewing the list of forms on your site - Beny Please replace this image. It should be the one of the list of forms on the site. Please reach out if I can help.
About the Custom Landing Page Option
If you select the custom landing page, you will need to set up a message that will appear after the form has been filled in and saved.
To add the message that will appear after the form is filled in and saved, create the message in the Custom landing page field that appears Beny - Please replace this image with one where the Rich Text functions are displayed in the Custom landing page field. Also, please include an example of what they can enter: Add our logo - Thank you for submitting the form! We will reach out to you in the next 2 to 3 business days.
Save the form
About the Redirect to Another Site Option
If you select the redirect to another site option, you will need to enter the Site URL (web page address) that will appear after the form has been filled in and saved.
To add the Site URL that will appear after the form is filled in and saved, enter or paste the web page address in the Site URL field that appears Beny - Please replace the screen print with one that includes a URL (https://www.sharevision.ca).
Save the form
Previewing an Anonymous Form
You can preview the anonymous form to see how it works.
On a form where anonymous forms has been enabled, expand the Advanced Settings section
Select the Preview button
The form will open in a new tab
Fill in the form and select save in the upper right hand corner
Either the Custom Landing Page or the web page for the Site URL you entered will be displayed
You can close the tab
Using an Anonymous Form
When you are ready to start using the anonymous form, you will need to share the link so that it can be filled in and saved.
On a form where anonymous forms has been enabled, expand the Advanced Settings section
Select the Copy Link button
A message will appear to confirm that the link has been copied. The link to the anonymous form is saved to your computer’s clipboard. It can be pasted as a link in an email or you can use this link to create a link to the form from your website.
When the link is selected, the form will open and it can be filled in and saved.
Viewing Anonymous Forms
Site Administration: Forms
You can view the submitted forms from the Form settings for the form.
In the search bar at the top of the Forms window, search for the form. In this example, we will enter referral to search for Agency Referral form
Select the three dots on the left side of the Agency Referral form that will be displayed in the search results and select View Form Data
The form will open and you can view the completed form
Scroll to the bottom of the form and you will see that ShareVision Anonymous will be entered in the Created By field. Because the person completing the form did not have to login to fill in the form, the system will automatically enter ShareVision Anonymous in the Created By field
Publishing in a Portal on Your Site
You can also set up a Page Part on a Page in a Portal on your Site to view forms that were submitted using an anonymous form. In this example, a Referrals Portal will be added to provide access to all Referral Forms that have been filled in and saved.
Login to ShareVision with a user account that has Site Administrator permissions
Select (click on) your name in the upper right hand corner
Select Site Administration on the menu that appears
In the Site Settings section, select Portal Settings
Select Create Portal
Enter a name for the portal in the Portal Name. In this example, Referrals is the portal name
Enter a name for the Landing Page Name. In this example, Referrals is the landing page name
Select Create Portal
Complete the Portal Settings and then select Save Portal. Refer to Portals for more information
Select the Referrals page in the Referrals Portal
Select Create Page Part
Enter a Page Part Name. In this example, we will use Referral Forms
For the Page Part Type, select List
Next, the form will need to be selected. In this example, Agency Referral will be selected
Complete the Page Part Settings and the select Create Page Part. Refer to Page Parts and List Page Part for more information
You can now view all Referral Forms in the new Referrals Portal Beny Please add a screen print of the list of forms in the Referrals Portal (front end).
