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  How to create a form handler and use the data in your reply
 

 

Introduction

This step by step guide will show you an example on how to create a form handler and use the data from the form in your reply. Following scenario will be implemented:

  1. Someone fills out a form on your website
  2. We will store the data from the form in a database
  3. We will send that same person a message (reply) telling him that we have received his data.

Step 1 - The form mailer

This is not the place to explain about web form mailers. To setup a form mailer on your website please check the internet.

We will assume that you've already got your form mailer setup on your website. Following could be an example of such a message originating from your form mailer.

Step 2 - Create the form handler database

First thing to do is to create a new form handler database to store all data we receive from our form mailer.

Click the [Frm Edit] button. This will bring up following panel.

On this panel click [New handler] and enter a name for your new form handler database. For this example we will call it Downloads

At this point we have an empty database with no fields in it. Next thing to do is to define the fields we will use. These are the fields that apear in the mail we receive from our web form mailer.

Click the [New Field] button and enter the name of the first field. in our example the first field is called name

Repeat above for all three fields. You will end up with following

We don't care about the parameters and accept all defaults. Most form mailers will work with the defaults. 

Our form handler has been created. Now close the Maintenance panel

Step 3 - The filter

PSAR will not do anything without a filter. We will define a filter that does following

  • Match the message from the web form mailer
  • Store the data into our form handler database
  • Send a reply containing details of the data

  Click the [Filters] button. This will bring up the filter panel.

Click the [New] button and enter a name for this new filter. For this example we will choose Download Filter

Matching the message

We will tell PSAR to match the message using part of the subject line. In our example that is PSAR Beta download so we will enter exactly that in the to contains field.

Storing the data

On the filter panel click the [Forwarding and Actions] button. This will bring up following panel.

Click the [Form handler Processing] tab

Notice that the Available Form handlers box is already listing the form handler we defined before.

Double click on the word Downloads in that list. This will put this form handler on the list of actions to be executed. See below picture

Notice the word FORMEX. This means form extraction using the Downloads form handler.

As we won't perform any other actions we will close this panel by clicking on the [Done] button.

The reply

At last we need to tell PSAR how our reply has to look like. For this example let's assume that the reply has to look like

To accomplish this enter the data like in below picture

[name], [email], [where] will be replaced with the respective data fields.

That's all. Now close the filter panel by clicking on the [done] button.