Form Editor Overview

The Acceptiva Form Editor is an interactive interface that allows you, the client, to edit forms yourself from the Client Manager. When you edit a form, you initiate a lock, so you're the only one who can make changes on the form while editing.

Editing Forms

The form editor displays the editing controls in a panel on the left side of the screen, and a preview of the form in a panel on the right side of the screen.  This preview will update in real time to visually reflect the changes you wish to make.  

As you edit, be sure to click the 'Update' button at the bottom of the editing panel to save your progress.  This will not save the changes you made to the live form, but saves your progress within the editing session.

Apply your edits to your form, click the 'Save All Changes' button at the top of the editing panel. To discard your changes without saving and to end your locked editing session, click the black X at the top left corner of the editing panel.  Note that if you navigate away from the editor by clicking an item in the main menu in the blue header at the top of the screen, your edits will not be discarded, and the form will remain locked.

Editable Areas

You are able to edit the details of your form using the tools in the left panel of the menu.  If you hover over an item in the preview you wish to edit, and edit icon will appear. Clicking this will navigate you to the area in the left panel to edit that item.

Form Settings

Form Settings is where you edit the general information about your form, including how your form looks (banner image, border and background colors, font and it's general settings such as status, Postback URL, merchant account account association, etc. 

Sections

"Sections" refers to the payment and paragraph sections located on the form above data collection fields.  In Sections, you can edit the descriptions and amounts of existing payment items and the text of existing paragraphs.  Sections and payment items can be re-ordered simply by dragging an item in the editing panel to the order you desire.  You can also make sections and payment items inactive by dragging the object to the 'Inactive' area at the bottom of the editing panel.

Custom Fields

Custom fields are data collection fields below the payment section.  These can be dragged within the editing panel to be re-ordered or de-activated.  You can also edit their prompts and Excel ID Tags, which is reflected in reporting.

Receipts

In the Receipts tab, you can edit the Thank You Page text, Sold out text, and the email receipts that will be sent for the form.  The receipts are editable in a WYSIWYG editor in the leftmost panel.  A preview of the Thank You Page and Sold Out Page will be displayed in the right-hand panel.  For email receipts, a field at the bottom of the left-hand panel prompts you to enter an email address to which you can send a preview email.

Permissions/Recipients

The Permissions/Recipients tab controls the access permissions for the specific form being edited.  If the user editing does not have the 'Manage Users' permission assigned to their account by their account owner, a lock symbol will appear on this tab, and the permissions will be editable.  Permissions appear in a grid where they can be toggled on or off. Changes made here occur in real time, and you do not have to click 'Save All Changes' for these permissions edits to take effect.

Custom CSS

Upload your own CSS here to style the form with your own design.

With the current version of the Form Editor, you must contact Acceptiva Customer Service if you wish to make any of the following edits:

  • Add new payment items
  • Add new paragraph sections
  • Edit recurring criteria options
  • Edit additional percentage details
  • Add or edit triggers
  • Change the display type (radio button, small button, large button) for Pick With Price sections.
  • Edit the entries for drop down lists in payment items or custom data fields.