Platform capabilities

Select a payment provider

Users can choose a payment provider to appear on the form.

Add processing fees

Users can add processing fees as either fixed or percentage-based amounts for specific payment types.

Enable invoicing

Invoicing can be enabled with several options:

• Select an item code, account, and tax rate.
• Include tracking categories and job codes for event-related payments.
• Choose tax-inclusive or tax-exclusive pricing.
• Allow the use of discount codes for form payments.
• Enter a reference number, similar to a PO number.
• Set a due date for invoices.
• Integrate with Xero.

Set an expiry date & time for forms

Users can define a specific expiry date and time to limit the availability of their forms.

Embed forms on a website

Forms can be embedded into a website using iframe code, with options to customise the width and height.

Generate a shareable link

Users can create a shareable link suitable for email or website use, making it easy to distribute forms.

Restrict form access

Access to forms can be restricted to specific individuals, ensuring controlled distribution and privacy.

Obtain API details

API details are available for seamless form integration with other applications and workflows.

Enable or disable CAPTCHA protection

Users can toggle CAPTCHA protection to enhance security and prevent spam submissions.

Pre-set donation amounts

Provide users with pre-set donation options, such as £15, £25, £50, £100, and £250.

Custom donation amounts

Allow users to enter a custom donation amount suited to their preferences.

Transaction types

Set various types of transactions to meet different needs, including:

• Payment
• Subscription
• Ticket purchase
• Adjustment
• Discount

Recurring transactions

Enable users to set up recurring transactions for convenience and ongoing support.

Customisation options

Customise receipt comments and transaction descriptions to provide clarity and personalisation.

Customise question text colours

Users can modify the colours of question text to align with their branding preferences.

Style form buttons

Users have control over the appearance of form buttons. This includes the ability to:

• Change the background colour.
• Adjust the border colour.
• Set the button radius.

Add subscription plans to a form

Users can include subscription plans directly within a form to streamline membership management.

Enable auto-renewal for subscriptions

Users can set a default on/off setting for auto-renewal, allowing flexibility based on their preferences.

Set a default plan

A default plan can be selected to ensure that when a contact lands on the form, they are presented with a pre-set option.

Choose payment processing method

Users can decide whether payment is taken immediately or processed manually at a later time.

Conditional visibility for question blocks

Set conditional visibility for question blocks based on users' previous answers to improve form logic and relevance.

Dynamic contact detail updates

Automatically fill or update contact details directly from a person's profile. This includes:

• First name, last name, and email
• Organisation
• Mobile, landline, and date of birth
• Postal and street address
• Any custom fields linked to the profile

Customisable contact detail fields

Override labels for contact detail fields to align with specific terminology or context. Add placeholder text to input fields for clarity.

Field requirements

Mark fields as required or optional based on the needs of the form or data collection process.

Text questions

Users can add single-line or text area questions to gather written responses.

Single choice questions

These can be displayed as dropdown menus, checkboxes, radio buttons, or toggle buttons. Users can also enable an ‘Other’ option for additional flexibility.

Multiple choice questions

Users can provide various answer options, displayed as dropdown menus, checkboxes, or radio buttons. Features include a ‘Select All’ option and the ability to offer unlimited answer choices.

Conditional redirects

Users can set up redirects to direct respondents to another page based on their answer selections.

Rating questions

Users can include rating questions to gather feedback on a specific scale.

Question types for specific inputs

Users can create questions for specific input types, including date, number, mobile, email, and phone fields.

Address questions

Users can add address fields to collect location details.

Matrix scale questions

Matrix scale questions allow users to gather responses across multiple items using a consistent rating or scale.

Create new forms and assign a name

Users can easily create new forms and assign a meaningful name to identify them.

Build forms using the SwiftFox design canvas

The SwiftFox design canvas allows users to build forms with a flexible and user-friendly interface.

Add questions with labels and descriptions

Users can add questions to their forms, complete with descriptive labels to provide clarity and context.

Design forms using various elements

Forms can be designed with a variety of elements to enhance usability and presentation:

• Columns
• Text blocks
• Images and videos
• Attachments