We like to think Paperform is a really intuitive way to build forms, but there are still a few tricky bits. Below are some resources to help you on your way.

Of course, you can always talk to us in the chat icon down the bottom right or by emailing us at support@paperform.co.

Paperform overview: learn what you can do in this 13 minute video)

How do I embed my form?

  1. When your form is ready to be embedded, on the form editor go to Configure -> Embedding.
  2. Choose whether you want the embedded form to be inline in the page it will end up on, or full screen.
  3. Copy the script you have chosen.
  4. Go to the editor or HTML source of where you would like the form to appear and paste the script.
  5. Save and refresh the page to see your embedded form!

Squarespace embedding

  • When your form is ready to be embedded, go to Configure, then Embedding.
  • Copy the inline script. You cannot currently use full screen embeds with Squarespace.
  • Log in to your Squarespace site and click Edit on the section you would like to put your form.
  • Choose Code Block, and paste the embed script.
  • Then save and refresh, and you’re all done!

How do I change the message shown when a user submits?

  • Go to Configure, then Submission Behaviour.
  • Edit your confirmation messaging for your users as you like.
  • Choose whether you’d like to receive an email notification when you receive a submission.
  • You’re all set - don’t forget to save!

Theme your form (Make Pretty!)

  • Go to “Theme”
  • You can change the background colour of your form by panning across colours, or entering a hex code.
  • You can change the font, colour, and size of your text.
  • You can choose to take away the lifted white background to your questions by deselecting the toggle.
  • And if you don’t like any of it, you can always reset to something neutral and start again.
  • Note that the active colour you choose will also be the default loading background colour.

How do I add translations?

  • In your dashboard, go to Account Settings in the topbar
  • Then go to Manage Translations
  • Here you can see all of your translations, and set the default across your forms
  • To add a translation, select ADD TRANSLATION
  • The first three fields are details about your translation, and are required
  • If you select ‘yes’ for RTL, then all messaging, questions, and answers for forms will be set to RTL
  • Then go through the list of messaging and type in the equivalent you would like for each
  • When finished, select Create Translation
  • The translation will appear in the list
  • You can edit or delete your translation at any time
  • You can also opt to have any translation as the default, set for all forms
  • When editing a form, you can choose the translation by going to Configure, and then Translations
  • Here you can choose a translation other than the default, or access the Translator Manager to make changes
  • Submission messaging is managed separately to language translations
  • Change submission messaging by going to Configure, and then Submission Messaging

How do I add more users on Agency?

  • Before adding users, tag your forms according to the groups of users you want to add in the dashboard
  • To add users, go to Account
  • Then go to Users
  • Notice that the account owner will always appear as the first user, as an admin
  • To add new users, select ADD USER
  • Have a read of the user types before creating a user so you know what you’re after
  • Types of user are:
    1. Admin/Owner; have full control over all of the forms and account settings.
    2. User; can create, update forms and view submissions. They can optionally be restricted to a "tag", so they can only interact withforms with that tag.
    3. Viewer; has read only access to form submissions. They can optionally be restricted to a "tag", so they can only view submissions of forms with that tag.
  • Enter the name of the user (can be full name or first, but ensure it’s something you will recognise later)
  • Enter the email of the user (they will be granted access via this email, so make sure it’s correct!)
  • Then select the type of user permission you’d like to give them
  • Then select the user's visibility by selecting a tag
  • When you’re done, select CREATE USER to ensure the changes are saved
  • The user will immediately be sent an email granting them access according to the permissions you’ve sent
  • You will then see the user and details listed below the account holder on the User screen
  • You can edit or delete the user at any time
  • And add users at any time

Share your form through social media or link

  • When you’re ready to share your form, go to Save and View.
  • Select Share Form.
  • Select where you’d like to share your form through Facebook or Twitter
  • And copy the link to paste wherever else you like.
  • Share away, it’s that easy!

How do I connect and configure my Stripe Account?

  • To connect your Stripe Account just go to your Connected Services and click the "Connect to Stripe" button.
  • Once you have connected your stripe account you will have two payment accounts created, one in "Live mode" the other not. You can use the account that is not in live mode to test your submissions. See https://stripe.com/docs/testing#cards for a list of test credit cards.
  • You can choose which account you'd like to use on a per form basis by going to Configure > Payments and choosing the appropriate account.
  • There are restrictions around multiple accounts depending on the plan you are on. See Pricing for more information.

How do I choose what currency my form is in?

  • The currency of the form can be chosen by going to Configure > Payments and choosing the appropriate currency.
  • Forms will default to whatever your account's default currency is when they are created.

Add and configure payments or donations on your form

  • When editing your form, choose the line where you want the product to sit.
  • Select add question, and in the dropdown box choose Products.
  • Enter the name of your product, and also a description or general text underneath.
  • Go to configure.
  • Set the toggles to reflect your choice of question required, and if you want to sell more than one of this product to each customer.
  • Then enter the product Name, Price (without a currency symbol), a SKU...
  • and your total available stock so that you don’t sell more than you have!
  • If you are selling more than one product to each customer, also enter in the maximum amount they can buy.
  • Now you can add more products, or get ready to publish your form.
  • If you just want a single price for something on your form, without the complexity of Products, then choose Price in the question type dropdown.
  • Price can also be used for donations by, going to Configure, and then turning off ‘Question is read only’. That way your users can enter in their preferred amount.
  • And now just wait for the dollars to roll in!

Configuring question logic

  • When in the form editor, create your control question. This is the question that dependant questions rely on being answered before they can appear.
  • Then create any dependant questions. These are questions you don’t want to appear unless the control question is answered.
  • To make these questions dependant, go to Configure.
  • Then change “Question is visible: always” to “Question is visible: when conditions are met“
  • Select the control question that you want this question to depend on.
  • And then add the conditions under which you would like the question to appear.
  • Repeat this for any questions you would like.
  • You can even create a flow effect where the first dependant question in a series become the control when it appears, and another question depends on it to appear.
  • When the form is ready to be published, you can test your form in preview to ensure your questions appear in the way you want.

How do I connect to Zapier?

  1. Go to https://zapier.com/zapbook/paperform/ and create an account / sign in to Zapier.
  2. To make a new Zap with Paperform, click to create a Zap, and choose Paperform as the "Trigger" app.
  3. Choose the trigger "New Submission".
  4. Follow the prompts to authorize Zapier to have access to your Paperform account.
  5. Choose the form you want to integrate, and test for submissions. Note that the form must have atleast one submission to be integrated via Zapier.
  6. From there you can choose what ever action you like that Zapier supports. Send an email, slack notification, add a row to a Google Sheet, whatever you like. See zapier.com/app/explore for inspiration.

Can I personalise the form URL?

Yes. Every form you publish has a unique URL you can share. If you have a Pro account, you can personalise the URL if you wish, and if you have an Agency account you will have custom domain functionality as well. To customise a URL, simply go to the editing mode of your form, select ‘Configure’, and then go to the Form Details section on the left, and type in your URL ending.

Do you support email responses?

Yes. To activate and configure email responses for your forms, go to ‘Configure’ in the topbar when editing your form. Then select ‘Emails’, and follow the prompts to configure who the emails should be sent to, and what they should contain.

Custom language support for the UI (like the Yes/No button) is not yet available, but we have it on our roadmap. We plan on having this ready in January, so not too long now!

Do you have password protected forms?

We don't yet have password protected forms, but we're currently figuring out the best time on our roadmap.

Question logic / branching

For logic in questions, we currently allow for individual questions to be hidden or visible depending on the answer of other questions, but not groups of questions. See https://paperform.co/example-logic for a quick example. In the future we do intend to allow the same kind of reasoning apply to groups of questions. We've got it down to do in the next 6 months (hopefully sooner!).

Do you support recurring payments/subscriptions?

We support the subscription capabilities of both Stripe and Braintree.

To get started, you will need to create the plans as desired in Stripe (see the docs) or Braintree (see the docs).

After linking the accounts to Paperform in your Paperform connected services, you can then add your subscriptions by adding a question of the type "Subscriptions".

You can choose what subscriptions you would like to be used by clicking the configuration icon to the right of the question, and then by clicking plans from the list of available plans.

Users can optionally subscribe to multiple plans in the same submission.

Can my users upload more than one image at a time?

For now users can only add one image a time in response to an ‘image’ question/field. You can work around this by adding multiple questions, or request your users to zip multiple files together before uploading. Sorry this is a bit clunky. It's not currently on our roadmap, but we've added it to our feature requests and are working out the best time to implement this. We'll let you know when we have a timeline through our newsletter, in-form notification, and on the website.

Where are results on Paperform?

If you look at your forms in the dashboard overview, you will see a small 'submissions' tab at the bottom of your forms. Click here to see your results and also print them out as a CSV. You are also able to include single submission results as a receipt in email responses (go to ‘Configure’, and then ‘Emails’ to set this up). Check out our overview video at 11:20.

I'm on Agency, how do I setup a custom domain for my forms?

First you will need to create a CNAME record on your custom domain with a value of "paperform.co".

Then send us an email at support@paperform.co with the domain name you would like used and we'll take care of the setup from there. The setup process usually takes from 3-5 business days. This is because we need to setup SSL for your custom domains manually so that your forms are secure!

If you need any help in the process, just ask 😊.