In this tutorial I'm going to walk you through the necessary steps of setting up a form to work with Highrise and show you just how easy the process really is.

I'm going to assume that you've already downloaded the S2 form processor and generated a license key for your domain. If you haven't purchased, be sure to check out our free 15-day trial.

1. Upload the files to your website root directory

Using a ftp program of your choice upload the "s2_form_highrise" folder to the root directory of your website. In my case I'm uploading it to the /public_html folder in my hosting account.

2. Setup your configuration file

In the /s2_form_highrise directory you will find a file called config.php. This has the configuration settings necessary for the form processor to work. Let take a closer look at the configuration settings.

1. Enter your license information. You can generate a license for your domain by logging in to the stringtwo.com website and clicking on the Purchased Licenses tab on the right sidebar.

$conf['license_key'] = "6fb3f192a65367c5c17f356abcd0f130";

2. Use Captcha. If you plan on using the optional captcha anti-spam feature in your form you can set this value to 'true'.

$conf['use_captcha'] = false;

3. Highrise Settings. Your Highrise url and API token.

$conf['complete_highrise_url'] = "https://YOURCOMPANY.highrisehq.com/";
$conf['highrise_token'] = "xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx";

4. The path to the page you want to display on a successful form submit.

$conf['url_on_successful_submit'] = "http://path_to_thank_you_file/thank_you.php";

5. You can create a note in Highrise using the entire form data or just the data not assigned to Highrise fields. Some people prefer to have the entire form data listed as a note rather that just the form entries that don't relate to a Highrise field. To use all form entries as a note change the value to 'true'.

$conf['full_form_note'] = false;

6. Setup your SMTP mail server settings. The form processor will send you a confirmation email each time the form is submitted. Optionally it will send a response to the contact as well.

$conf['smtp_host'] = "your.mailserver.com";
$conf['use_authenication'] = true;
$conf['smtp_username'] = "username";
$conf['smtp_password'] = "password";

7. Confirmation email settings. You can send confirmation emails to 1 - 3 email addresses.

$conf['subject'] = "Contact Form Email";
$conf['conf_email_address_to_1'] = " This e-mail address is being protected from spambots. You need JavaScript enabled to view it ";
$conf['conf_email_address_to_2'] = "";
$conf['conf_email_address_to_3'] = "";
$conf['conf_email_from_name'] = "Your Company Name";
$conf['conf_email_address_from'] = " This e-mail address is being protected from spambots. You need JavaScript enabled to view it ";

8. Email to client settings. Optionally you can set the form to email the client with a custom message and custom signature. To send an email to the client on submit set the value to 'true'.

$conf['send_email_to_contact'] = false;
conf['contact_email_from'] = "Your Company Name";
$conf['return_email_address'] = " This e-mail address is being protected from spambots. You need JavaScript enabled to view it ";
$conf['contact_email_subject'] = "Thank you for you request";
$conf['contact_email_body'] = "Thank you for your request. We will contact you as soon as possible.";
$conf['contact_email_signature_line_1'] = "Your Company Name";
$conf['contact_email_signature_line_2'] = " This e-mail address is being protected from spambots. You need JavaScript enabled to view it ";
$conf['contact_email_signature_line_3'] = "ph. 555-555-1212";
$conf['contact_email_signature_line_4'] = "";
$conf['contact_email_signature_line_5'] = "";

And that is all there is to the configuration. In the next step we will check to make sure our configuration settings are working properly.

3. Test configuration settings

In a web browser navigate to http://your_web_site/s2_form_highrise/config_test.php. If your setting are working properly you will see the following screen:

It will also send a test email to the confirmation email address in your config.php file. If something is not set up properly it will show you on the screen. Make the appropriate changes to your config.php file and reload the page.

4. Setup the contact form

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We are now ready to setup our form so the information is sent to Highrise. This is a really simple process.

1. Edit the path for the form action attribute. In your html

6. Using Tags (optional)

You can add tags to you contact in Highrise directly from your form.  Simply add the following field anywhere in your form:

<input type="hidden" name="tags" value="prospects, web form">

You can have as many tags as you like.  Tags must be in the value attribute and separated by commas.

Now that we have gone through the entire process you should have a better understanding of how to set up our S2 form processor for Highrise. It may seem long in this detailed explanation but the entire process usually takes between 15 and 30 minutes. If you have any additional questions regarding the installation please post to our forums. We value your input and look forward to hearing from you.