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Website Forms Manager (with file uploads)
Page 1 Page 2 Combined
- Introduction
- Requirements
- Configuration
- Installation
- Linux/Unix/Mac Servers
- Common Installation Problems on Linux/Unix/Mac Servers
- Windows Servers
- Common Installation Problems on Windows Servers
- License and Disclaimer
- Default Settings
- Aesthetics
- Email Settings
- File Settings
- Miscellaneous
- Form Field Sorting Order
- Admin Notification Template
- Customer Notification Template
- Website Error Pages Template
- Preview Page Template
- Thank You Page Template
- Creating your first form
- What you should do
- What you should not do
- Managing Forms
- How to redirect
- Viewing Form Submissions
- Edit Form Submissions
- How to add custom form fields and file uploads
- How to require fields
- Download / Export Form Submissions
- Markers %%% - %%%
- Support
Introduction
Thank you for choosing Attachment Mailer Plus as your solution for Form Management and Processing. This CGI formmail manager provides you with the ability to create and manage multiple forms, each with the ability to transfer files from your website to your server, show previews of form data entered, and return file attachments to both Admin and Customers in personalized, customized email autoresponders.
We strongly recommend you take the time to read this User Guide in it's entirety to get the most out of Attachment Mailer Plus and to make the task of creating Multiple forms as easy as possible.
Requirements
Attachment Mailer Plus requires Perl with a functioning cgi-bin. The CGI Perl Module, standard with all Perl installations is also required.
Configuration
This Script requires no Configuration, however if you have trouble installing the Script, you can hard code some values in the _key.cgi file.
Installation - Linux/Unix/Mac Servers
[script] refers to the first portion of the name of the CGI Scripts you purchased.
- Setting the Path to Perl. Open all CGI Scripts (except [script]_key.cgi) in a Plain Text Editor and make sure the first line of the CGI Script is the Path Perl for your server. Most Users can skip this step being the default Path to Perl shipped in the CGI Script is very common.
NB: if you do not you a Plain Text editor such as Windows NotePad or Mac Textedit (in Plain Text Mode), your Text/HTML editor will add extraneous code to the CGI Script when you save it which will result in a server 500 Error.
- Upload all CGI Scripts to your cgi-bin or any cgi enabled
directory and CHMOD
all the CGI Scripts to 755. It is imperative that you upload (transfer) all CGI Scripts to your server in ASCII mode.
If you forget to CHMOD all CGI Scripts to 755, Step 3 will
yield a Server 500 Error.
If you do NOT upload (transfer) all CGI Scripts to your
server in ASCII mode, Step 3 will yield a Server 500 Error.
- Load your Browser, point it to the [script]_setup.cgi file and follow the on-screen instructions for installation. For example, in your browser, type :
http://www.yourdomainname.com/cgi-bin/[script]_setup.cgi
- Enter a Username and Password. This will be your Username and Password for the Administration Section. If the Setup Routine is successfully processed a link to the Administration Section will appear on the resulting page. Click the link to access the Administration Section with the Username and Password you just entered in the Setup Script.
Should you encounter any Permission problems with the Setup Routine follow the instructions returned by the Script.
Upon successful completion of the Setup Routine the [script]_setup.cgi_setup.cgi script attempts to delete itself. This ensures the Setup Routine can not be repeated by another Surfer who would effectively reset your Administration Section Username and Password. Manually delete the [script]_setup.cgi
CGI Script you uploaded if the Setup Routine could not automatically
delete it (Refresh your FTP directory listing to check).
Should you ever forget your Administration Section Username and Password you can repeat this Step to set a new Username and Password.
Common Installation Problems - Linux/Unix/Mac Servers
NB: Shared Secure Servers, VPS, SBOX and Free Servers.
- Server 500 Error. This most often occurs because Step 2 was not followed precisely. Make sure the CGI Scripts you are uploaded are CHMOD to 755, the folder the CGI Scripts reside in is also CHMOD to 755, and the CGI Scripts were transferred in ASCII Mode. Auto-Detect only detects the extensions you specify in your FTP client's Settings.
- I can initially load the Setup Script and punch in my Username and Password, but when I submit the Form, I receive 404 Error Page or an alternate Error Page stating "Page Cannot be found".
This suggests your Server is operated by a very nervous System Administrator employing strict security measures, you're using a Shared Secure Server which dynamically sets your domain name to something other than the a standard Top Level Domain (www.yourdomainname.com) or sbox is employed by your server.
In any case, open [script]_key.cgi in Plain Text Editor (not a WYSIWYG Text Editor, nor a Rich HTML Editor) and enter the URL to the folder you uploaded the CGI Scripts to in the $SecureServer Variable. If you uploaded the CGI Scripts to your cgi-bin, then you'd set the following:
$SecureServer = "http://www.yourdomainname.com/cgi-bin";
Do NOT enter the CGI Script name, do NOT enter a trailing slash. After setting the Variable refresh the Setup Routine's Page that asks you to enter your Username and Password. Unless you refresh the initial Setup Page, the Form's URL will not be updated to reflect your Variable value.
- I cannot find the correct path to my WebSpace or the required Data Directories and/or Password file cannot be created.
You need to find that Path. Ask your host, or Download a copy of our free E-Vars CGI Script and install it on your server. CHMOD it to 755 then load it in your Web Browser which will print your Server's environment variables and other useful information. Determine your Server's Document_ROOT or Absolute Server Path to the folder your home page (index.html) resides in. You may need to append "/www" or "/httpdocs" to your Document_ROOT or Absolute Server Path to complete the path to your Writable WebSpace.
Once you've determined your Absolute Server Path, open [script]_key.cgi in Plain Text Editor (not a WYSIWYG Text Editor, nor a Rich HTML Editor) and set the $DefaultData Variable. For example:
$DefaultData = "/var/username/www/htdocs";
Finally, on some Server's it's necessary to CHMOD the folder just above your WebSpace to 777 granting permission to the CGI Script to create the Required Directories at WebSpace Level. In the example above, the "htdocs" folder would need to have it's permissions set to 777.
- We offer a very reasonably priced Custom Installation Service. We'll Setup the CGI Script for you and send you the Log in details which you can update at your own leisure. If we cannot successfully Setup the CGI Script we will refund both the Installation fee and the purchase price of the CGI Script. To Order Custom Installation, please fill in our Secure Installation Order Form.
Installation - Windows Servers
[script] refers to the first portion of the name of the CGI Scripts you purchased.
- Your Windows Server may not execute CGI scripts even if Perl is Supported. Many Server Administrators do not modify the Registry to accommodate Scripts with a .cgi extension. In this case, contact us for a copy PL Version.
- Setting the Path to Perl. Your Server may or may not require the Path to Perl. It's highly likely you don't need it, and you can ignore this Step. However you may want to check with your Host if you can not load the Setup Script in your web Browser.
NB: if you do not you a Plain Text editor such as Windows NotePad or Mac Textedit (in Plain Text Mode), your Text/HTML editor will add extraneous code to the CGI Script when you save it which will result in a server 500 Error.
- Upload all CGI Scripts to your cgi-bin or any cgi enabled directory. It is imperative that you upload (transfer) all CGI Scripts to your server in ASCII mode.
If you do NOT upload (transfer) all CGI Scripts to your
server in ASCII mode, Step 3 will yield a Server 500 Error.
- Load your Browser, point it to the [script]_setup.cgi file and follow the on-screen instructions for installation. For example, in your browser, type :
http://www.yourdomainname.com/cgi-bin/[script]_setup.cgi
- Enter a Username and Password. This will be your Username and Password for the Administration Section. If the Setup Routine is successfully processed a link to the Administration Section will appear on the resulting page. Click the link to access the Administration Section with the Username and Password you just entered in the Setup Script.
Should you encounter any Permission problems during the Setup Routine, you need to contact your Host and request "Full Read/Write Permissions" be applied to at least one folder on your Server. Many Servers have at least one writable folder, often named "database". See Common Installation Problems below for more information.
Upon successful completion of the Setup Routine the [script]_setup.cgi_setup.cgi script attempts to delete itself. This ensures the Setup Routine can not be repeated by another Surfer who would effectively reset your Administration Section Username and Password. Manually delete the [script]_setup.cgi
CGI Script you uploaded if the Setup Routine could not automatically
delete it (Refresh your FTP directory listing to check).
Should you ever forget your Administration Section Username and Password you can repeat this Step to set a new Username and Password.
Common Installation Problems - Windows Servers
NB: Shared Secure Servers, VPS, SBOX and Free Servers.
- Server 500 Errors are usually misleading on Windows Servers. It seems to be the default error page for just about every error. Make sure you typed in the correct Website Address (URL) to the CGI Scripts on your server. Make sure the CGI Scripts were transferred in ASCII Mode. Auto-Detect only detects the extensions you specify in your FTP client's Settings.
- I can initially load the Setup Script and punch in my Username and Password, but when I submit the Form, I receive 404 Error Page or an alternate Error Page stating "Page Cannot be found".
This suggests your Server is operated by a very nervous System Administrator employing strict security measures, you're using a Shared Secure Server which dynamically sets your domain name to something other than the a standard Top Level Domain (www.yourdomainname.com) or sbox is employed by your server.
In any case, open [script]_key.cgi in Plain Text Editor (not a WYSIWYG Text Editor, nor a Rich HTML Editor) and enter the URL to the folder you uploaded the CGI Scripts to in the $SecureServer Variable. If you uploaded the CGI Scripts to your cgi-bin, then you'd set the following:
$SecureServer = "http://www.yourdomainname.com/cgi-bin";
Do NOT enter the CGI Script name, do NOT enter a trailing slash. After setting the Variable refresh the Setup Routine's Page that asks you to enter your Username and Password. Unless you refresh the initial Setup Page, the Form's URL will not be updated to reflect your Variable value.
- I cannot find the correct path to my WebSpace or the required Data Directories and/or Password file cannot be created.
You need to find that Path. Ask your host, or Download a copy of our free E-Vars CGI Script and install it on your server. You will need to rename the E-Vars CGI Script to "myserver.pl" if your Server only executes Scripts with .pl extensions. Upload it to your cgi-bin or any cgi executable folder then load it in your Web Browser which will print your Server's environment variables and other useful information. Determine your Server's Document_ROOT or Absolute Server Path to the folder your home page (index.html) resides in. You may need to append "\\www" or "\\httpdocs" to your Document_ROOT or Absolute Server Path to complete the path to your Writable WebSpace.
Once you've determined your Absolute Server Path, open [script]_key.cgi in Plain Text Editor (not a WYSIWYG Text Editor, nor a Rich HTML Editor) and set the $DefaultData Variable. Be sure to separate folder names with two backslashes, not one slash. For example:
$DefaultData = "C:\\html\\username\\htdocs";
- We offer a very reasonably priced Custom Installation Service. We'll Setup the CGI Script for you and send you the Log in details which you can update at your own leisure. If we cannot successfully Setup the CGI Script we will refund both the Installation fee and the purchase price of the CGI Script. To Order Custom Installation, please fill in our Secure Installation Order Form.
License and Disclaimer
The following constitutes an agreement between you (the end user/purchaser) and us, PerlScripts JavaScripts.com (a wholly owned subsidiary of InterActive Scripts). By purchasing and using our software, products or services you agree to and accept the licensing agreement stated on this page. All documentation, goods and services are provided "as is" and without warranty. We hereby disclaim all warranties relating to any documentation, goods and services, whether express or implied, including warranties of suitability. In no event shall we be liable for any direct, indirect or consequential damages resulting in loss of revenue or data, incurred by you or any of our products, information or services. We reserve the right to revise the terms and conditions stated on this page at any time without notice. You agree to be bound by such revisions, and you are encouraged to periodically revisit this page to review the then current terms and conditions.
We grant you the right to use one copy of the software, product or service purchased, for testing and familiarization purposes. We also grant you the right to implement, install and use one copy of the software, product or service purchased on a single web site domain for use by one entity once the evaluation copy is removed / deleted.
By purchasing a product you are also subscribing to our periodic newsletter which will notify you of new software releases, updates and special offers. In accordance with United States and International anti-spamming laws, an unsubscribe link that removes you from all future mailings will accompany each e-mail notification.
For taxation purposes, we must keep accurate transaction and installation records. At the time of software installation, you will be asked to enter information such as your web site's domain name and your product's serial number. This information is used to validate copies of our software.
We reserve all rights. Written permission must be obtained from us before you may copy, reproduce, publish, modify or alter in any way, any media, software, documents or products, in part or in whole, contained within our web site or traded by us. All media, software, documents and products are the property of PerlScriptsJavaScripts.com. We retain ownership and copyright of software products purchased from us and all copies of the software. As a licensee you may make one copy of the software product solely for backup purposes. Removal of any copyright messages, publicly visible or otherwise without prior written permission from us is expressly forbidden. Unauthorized reproduction of any of our software, documents or products is prohibited by Federal and International laws and subject to criminal prosecution.
Any use of software and accompanying documentation on our Web site is subject to the terms of a software license agreement between you and us. You must read this license agreement in it's entirety and agree to it's terms prior to installing or using the software. All ownership rights and rights not implied are reserved. We reserve the right to revoke these permissions and terminate this agreement at anytime or at it's own discretion without reasonable notice. We reserve the right temporarily or permanently discontinue any software product or the support associated the product at anytime or at it's own discretion without reasonable notice. You agree and accept that we shall not be liable to you or to any third party for any such cessation.
You agree that any issue or dispute that may arise between PerlScriptsJavaScripts.com and yourself in respect to this web site or it's goods or services will be resolved and governed by and within the courts and laws of Melbourne Australia. If your local laws do not allow for such an agreement, you must delete all copies of products supplied to you by us and you are hereby notified of the termination of this license.
Default Settings
Upon successful installation of your Formmailer, the first item to address should be your Default Settings. The values you enter in your Default Settings are copied over to each new Form You create. Your Default Settings are accessed by clicking the link titled "Default Settings" in the Admin Control Panel.
Aesthetics
The Aesthetical Settings apply to error messages returned by Attachment Mailer Plus. These allow you to set the font and color of text printed.
Email Settings
Path to Mail Program
The default Path to Mail Program set by Attachment Mailer Plus is :
/usr/sbin/sendmail
This applies to all Unix type servers. If this fails, try
/usr/lib/sendmail
When using /usr/lib/sendmail wait a few minutes for the email to arrive after uploading a file. If you're running Attachment Mailer Plus on a Windows server, or the above settings do not work on your server, then you'll need to enter the path to your server's SMTP mail agent. Which is almost always
mail.YOURDOMAINNAME.com
where YOURDOMAINNAME.com is your website address.
If all of the above fails, your host will need to be contacted.
Admin Email
This is the email address for each administrator wanting to receive notification of new form Submissions. Separate each email address with a comma.
Use HTML Mail
Set this to Yes if all Mail sent by the form is to be sent in a Rich HTML Mail format. Note that if using HTML mail, your e-mail notification templates should also use HTML code for line breaks etc. This also allows you to create email messages that look like your website so recipients will instantly recognize the sender of the message.
Send Files to my Inbox
Set this to Yes if you would like all files uploaded by Customers sent to you as real file attachments in your Admin Notifications. Set to No, if you'd rather log in to the Admin section to view and download the files uploaded by Customers using your forms.
File Settings
Each Form can store uploaded files in a separate folder. The Default Folder and Default Web Address to Folder must both point to the same folder. The former must be the server's absolute path, and the later must be the website URL path. Maximum File sizes apply to each file uploaded, not a cumulative total file size.
Miscellaneous
Redirecting Customers
Attachment Mailer Plus allows you to redirect the Customer to a generic Thank You page after they have filled in any given form. This can be achieved in one of two ways.
1). Enter the absolute path (starting with http://) to your Thank You page in a hidden tag in your HTML form. E.g.
<input type="Hidden" name="redirect" value="http://www.google.com">
2). In the given Form's Settings, under the "Miscellaneous" tab, in the "Redirect User to" setting, enter the absolute path to your Thank You page. E.g.
<input type="Hidden" name="redirect" value="http://www.google.com/form2.html">
Show Preview of Form
Set this to Yes for any given form's settings, if you would like a preview of Form Field names and values entered by your customers displayed before the form is actually Submitted. See also, Preview Page Template and What you should do regarding form field names.
Require Password
This setting allows you to require a password from Customers. If the password entered does not match the Password you set, the form cannot be submitted. The password is generic, that is, everyone who fills in your forms would enter the same password to complete the Submission. Enter any password you like here. To request a password in your forms, use the following code :
<input type="Text" name="pass" value="">
Web Link
This setting allows you to create a link that show up on the Summary page in the Admin Section. It's sole purpose is to provide a quick link from the Admin section to the location of your form. The value you enter here should be an absolute URL to a web page of your choice. Ideally, the URL to your Form.
CSV File deletions
When Exporting your Submissions to CSV file, a copy of the file is first create on your server. This file remains on your server even after you download it. You can enter a value in this Setting so that any CSV files older than the specified number of days are automatically deleted.
This setting only appears in the Miscellaneous Tab when you click on "Default Settings" in the Admin Control Panel.
Form Field Sorting Order
Attachment Mailer Plus's sorting feature allows you to control the Display order of form fields in :
Preview pages if Previews are switched on
Default order of fields in Export Wizard Form
View / Edit Submissions Form in the Admin Section
To edit the Sorting Order for Forms
Log in and while on the "Summary" page, click on Settings for the form you wish to edit. Scroll down to "Form Field Sorting Order" about half way down the page. Enter the form fields, one per line with the percentage signs. Any fields you forget to enter will still show up when editing form submissions, with a link to the Sorting Template so you can modify the order if required.
Here's an Example
%%%fname%%%
%%%lname%%%
%%%email%%%
%%%Address%%%
%%%City%%%
%%%State%%%
Note also that an inadvertent feature which became apparent when coding the Sorting feature, is the ability to create new fields in the Submission Edit form. Let's say for example you wanted to add your own comments to each Submission after the forms had been filled in and Submitted. You could the following to your Sorting Template:
%%%AdminCommentsTA%%%
which would create an additional field for you to add your own comments about the Submission when editing or reviewing them. Changes are recorded, stored in your database and are exportable.
Admin Notification Template
This is the auto-response sent to Admin each time a form is filled in. Notifications are sent to recipients set in the Admin Email field. If you have Use HTML Mail set to Yes, your Admin Notification Template should also include regular HTML code to create line breaks, add your logos, etc. Note that absolute paths for image tags and hyper links must be used in HTML code.
If using Plain Text format, regular carriage returns in the Admin Notification Template are preserved in outgoing messages. All available markers can be used in this template, allowing you to virtually re-create your online form, with values entered, in outgoing email messages.
Customer Notification Template
This is the auto-response sent to Customers each time they fill in a form. Notifications are sent to the value entered in the form field named "email" (must be lowercase) found in your form. If you have Use HTML Mail set to Yes, your Customer Notification Template should also include regular HTML code to create line breaks, add your logos, etc. Note that absolute paths for image tags and hyper links must be used in HTML code.
If using Plain Text format, regular carriage returns in the Customer Notification Template are preserved in outgoing messages. All available markers can be used in this template, allowing you to virtually re-create your online form, with values entered, in outgoing email messages.
Website Error Pages Template
This is your entire HTML page, from <html tag to </html> tag. Somewhere in the middle of your code, you need to place the %%%content%%% marker. This marker is replaced with the Form Script generated content. That is, the form fields and values entered by your Customers.
To edit the Website Error Page Template, log in and while on the "Summary" page, click on Settings for the form you wish to edit. Scroll down to "Website Error Page Template" near the bottom of the page. Each one of your forms is edited from the Form Settings on the Summary Page.
Enter the HTML code that makes up your entire page, and then scroll to the very bottom of the page and click the button labelled "Save all Settings" to save your changes. The Aesthetical Settings at the top of the Settings Page govern the font type used to render error messages printed by the Form Processor.
The code for a Website Error Page might look something like the following :
<html>
<head><title></title></head>
<body>
Your logo etc. here
%%%content%%%
Your copyright info etc. here
</body>
</html>
Remember to use absolute paths in your image tags and hyperlinks. Or start the paths with a slash which is the same as entering your website home address. See also, What you should do regarding form field names and their display on Error Pages.
Preview Page Template
This is your entire HTML page, from <html tag to </html> tag. Somewhere in the middle of your code, you need to place the %%%content%%% marker. This marker is replaced with the Form Script generated content. That is, the form fields and values entered by your Customers.
To edit the Preview Page Template, log in and while on the "Summary" page, click on Settings for the form you wish to edit. Scroll down to "Preview Page Template" near the bottom of the page. Each one of your forms is edited from theForm Settings on the Summary Page.
If you want to switch Previews off, that is you do not want to have a Previews shown to Customers filling in your forms, then in the given form's Settings, under the "Miscellaneous" tab, set "Show Preview of Form" to No, which is the default setting.
Enter the HTML code that makes up your entire page, select the "Table Background Color" and then scroll to the very bottom of the page and click the button labelled "Save all Settings" to save your changes.
The code for a Preview page might look something like the following :
<html>
<head><title></title></head>
<body>
Your logo etc. here
%%%content%%%
Your copyright info etc. here
</body>
</html>
Remember to use absolute paths in your image tags and hyperlinks. Or start the paths with a slash which is the same as entering your website home address. See also, What you should do regarding form field names and their display on Preview Pages.
Thank You Page Template
This is your entire HTML page, from <html tag to </html> tag. Somewhere in the middle of your code, you need to type in the message you want printed on the Thank You page. You can use any or all of the markers available to personalize the Thank You message.
To edit the Thank You Page Template, log in and while on the "Summary" page, click on Settings for the form you wish to edit. Scroll down to "Thank You Page Template" located at the very bottom of the page. Each one of your forms is edited from the Form Settings on the Summary Page.
Enter the HTML code that makes up your entire page, and then scroll to the very bottom of the page and click the button labelled "Save all Settings" to save your changes.
The code for a Thank You Page might look something like the following :
<html>
<head><title></title></head>
<body>
Your logo etc. here
Thank you for filling in our form %%%fname%%%
Your copyright info etc. here
</body>
</html>
Remember to use absolute paths in your image tags and hyperlinks. Or start the paths with a slash which is the same as entering your website home address.
Alternatively, you can redirect the Customer to a generic Thank You page. This can be achieved in one of two ways.
1). Enter the absolute path (starting with http://) to your Thank You page in a hidden tag in your HTML form. E.g.
<input type="Hidden" name="redirect" value="http://www.google.com">
2). In the given Form's Settings, under the "Miscellaneous" tab, in the "Redirect User to" setting, enter the absolute path to your Thank You page. E.g.
http://www.google.com
Creating your first form
After you've entered your preferred Default Settings, click on "Create new" in the Admin Control Panel. Enter any reference name of the new form, it can be renamed later via the Form's Settings. You can Configure the Settings for this form at any time. To generate the minimum required code for this Form, click on the Form Name while on the "Summary" page. The code will appear in the Text box at the bottom of the same Page. Copy and paste that code to a regular HTML document and then load it in a browser to immediately use and test the form. You will of course need to upload that HTML document to your website when you're ready to go live so your Website visitors can also use the form.
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