Formstack Integration Guide

This Integration can be applied to the following Products: Agency Life Quoter (ALQ), Mobile App, Website Quoter.

1. Create an account at https://www.formstack.com/


2. Check your email for link to confirm creation of new account.

 
3. After confirming, sign in to your new account. 


4. Now that you are logged in, you will see a page like the one below. Once you do, click on "Forms".

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5. You will be taken to a new page where you can create forms. To create a form, click "Create New Form".

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6. Next, you will have the opportunity to name your form, and decide if you would like to start with an empty form or a template. We named our form "Example #1", and chose a blank form. 

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7. Now we can start building! Lets start with a text box. On the right of the screen, you will see a field labeled "Short Answer". Drag and drop the "Short Answer" field to the right side of the screen where it says "This is your blank form." Your page should now look something like this-

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8. Once you have done so, click on your "Short Answer" field on the right side of the screen. This will allow you to edit the field. For now just change the name to "Carrier Name". Once you have finished editing, click "Close" on the left side of the screen. 

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9. Now let's add another field. Drag and drop the "Number" box on the left side to where the "Carrier Name" field is. Click on the "Number" field now that it is on the right side of the screen. Change the name to "Premium Annual". If you move your mouse cursor to the left side of the screen where it says "Label", and then scroll down, more options will appear. As you do so you will notice where it says "decimal places". Change this number from "0" to "2". Once these changes have been made, click "Close" on the left side of the screen. 

Screen Shot 2018-12-11 at 2.29.34 PM

 

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10. Now that you've finished these first two fields, feel free to add more fields from the chart below as desired. Keep in mind that the type and name of field are extremely important. The chart below includes the field names and types that must be used. The spelling and capitalization must be the exactly the same for each name. 


Product Information

Field Name Field Type
ADB Rider Annual Number
ADB Rider Max Coverage Number
ADB Rider Monthly Number
ADB Rider Quarterly Number
ADB Rider Semi Annual Number
Age Rate Number
AM Best Date Date
AM Best Rating Text
Base Premium Annual Number
Base Premium Monthly Number
Base Premium Quarterly Number
Base Premium Semi Annual Number
Carrier Health Category Text
Carrier Id Number
Carrier Name Text
Child Rider Annual Number
Child Rider Monthly Number
Child Rider Quarterly Number
Child Rider Semi Annual Number
Child Rider Unit Coverage Number
Child Rider Units Number
Child WOP Rider Annual Number
Child WOP Rider Monthly Number
Child WOP Rider Quarterly Number
Child WOP Rider Semi Annual Number
Face Amount Number
Flat Extra Annual Number
Flat Extra Monthly Number
Flat Extra Quarterly Number
Flat Extra Semi Annual Number
Gender Text
Guid Text
IXN Health Category Text
Policy Fee Annual Number
Policy Fee Monthly Number
Policy Fee Quarterly Number
Policy Fee Semi Annual Number
Premium Annual Number
Premium Monthly Number
Premium Quarterly Number
Premium Semi Annual Number
Product ID Number
Product Name Text
Product Type Text
Table Rate Annual Number
Table Rate Id Number
Table Rate Letter Text
Table Rate Monthly Number
Table Rate Percent Number
Table Rate Quarterly Number
Table Rate Semi Annual Number
WOP Rider Annual Number
WOP Rider Monthly Number
WOP Rider Quarterly Number
WOP Rider Semi Annual Number

 

Quote Information

Field Name Field Type
Age Type Text
Agent Email (mobile only) Text
Agent First Name (mobile only) Text
Agent Last Name (mobile only) Text
Agent Phone (mobile only) Text
Current Age Number
Dob Day Number
Dob Month Number
Dob Year Number 
First Name Text
Last Name Text
Nearest Age Number
State Text
Tobacco Text

 

11. You've created your first form! Next, click on the "Publish". You should now see a URL. Click the "COPY" button next to it. 

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12. Now that we're done with building our form, login at dashboard.ixn.tech


13. Enter your email and password, then click "Login." 


14. Once you are logged in, click "Products" in the navigation on the left-hand side.

Dashboard Navigation - Product

15. Find your Agency Life Quoter, Mobile App, or Website Quoter in your list of products.  Click on the name.

Product List - Agency Life Quoter

16. Click "Settings" at the top of the page. For the Agency Life Quoter and Mobile app, Select "Quote Actions" in the dropdown. For the Website Quoter, please follow these steps.

17. Click "Create New Action" in the upper right-hand corner.

18. You will now see a page where you can upload an "Icon", change the "Type", "Label", "URL", and limit/include Carriers. For this guide, we will only change the type, label, and URL. First, change the type to "FormStack Form".

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19. Next, name your label! We will name this label "Formstack". 

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20. Now, we will enter the URL we copied from FormStack after creating our form (see #10 for reference). We will paste this URL into this field. 

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21. Click Save in the right hand corner. 


22. You've created an action!

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23. Next, go to your product to run quotes. For this example, I've entered generic information. You may input whatever information you like. 

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24. Click "View Quotes" to see your results! Once you've done this, there should be quotes listed for your selecting. Click on a quote. I selected the first quote available, and I see that my action is there! It will be whatever you named it. Mine is "Formstack". 

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25. Click on your action, or in my case "Formstack". You will now be redirected, and will see the form you created in FormStack! You will also notice, that the fields have been pre-filled with information provided in the quote. Click "Submit Form" to submit. 

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As a closing thought, I want to remind you that the spelling and capitalization of field names is very important. If they are spelled correctly, the fields in your form will be pre-filled when you click on your action. Otherwise, it will not work. That's the end of our guide. Thank you for following along! 

Questions or feedback? Feel free to reach out to our Support Team at support@ixntech.com or call 800-250-5152 #2.