This document is for an older version of

Freeform

.

View latest version →

# Installing & Updating

# Requirements

Solspace Freeform mostly meets the same requirements as listed on the Craft Requirements page.

• Craft 2.6.2780 or later
• PHP 5.4.0 or later
  • IMPORTANT: No support for PHP 5.3.x
• MySQL 5.1.0 or later
• Windows and OS X browsers:
  • Chrome 21 or later
  • Firefox 28 or later
  • Safari 9.0 or later
  • Internet Explorer 11 or later
  • Microsoft Edge

# Installing Instructions

1. Unzip the download package and copy the freeform folder to your Craft sites /craft/plugins/ directory.
2. Go to the Settings > Plugins page and click Install for the Freeform plugin.

# Updating Instructions

Solspace Freeform uses the Craft Update Service, which means that every time there's an update available, it'll show up in the Updates area of the Craft control panel. You can then review the changelog there, or view it here.

To download the update, simply click the download button (you'll be taken to your account area on the Solspace site) and download the updated package for Solspace Freeform. Then follow the steps below:

1. Within your Craft sites /craft/plugins/ directory, delete the freeform folder.
2. Unzip the download package and copy the new freeform folder to your Craft sites /craft/plugins/ directory.
3. Visit the Craft control panel and let the upgrade routine run.

# Transitioning to Freeform Pro from Freeform 1.5.x (and older) WITH ADDONS

All users that have purchased addons for Freeform (such as API integrations, widgets pack) have their "Basic" licenses automatically upgraded to Freeform Pro licenses. If you're transitioning from Freeform 1.5.x and older WITH ADDONS installed (such as API integrations, widgets pack) to Freeform Pro (which includes these addons), please follow these special instructions:

1. Download a copy of Freeform Pro from your Solspace account area.
2. Within your Craft sites /craft/plugins/ directory, delete the freeform folder.
3. Unzip the download package and copy the new freeform folder to your Craft sites /craft/plugins/ directory.
4. Visit the Craft control panel and let the upgrade routine run (if applicable).
5. For any API integrations you have configured, go into each and switch from the Legacy version to the Pro version (e.g. switch HubSpot (Legacy) to HubSpot) and save.
6. If you have the Widgets bundle, unfortunately you will need to recreate all widgets as there is no way to switch them similar to how it's done with API integrations. When recreating them use the widgets that have Freeform Pro in the name (e.g. use Freeform Pro Recent instead of Freeform Recent). Delete all old legacy widget usage.
7. Once all transitions are made, you may uninstall all Freeform "addons" (integrations, widget bundle).

# Quick Setup

Follow the steps below to quickly get Solspace Freeform setup in minutes.

# Settings

To customize and configure Solspace Freeform settings, visit the Settings page (Freeform > Settings).

# Permissions

Solspace Freeform ties into regular Craft User Group Permissions. Simply visit the permissions page for the applicable user group(s) (Settings > Users > User Groups) to grant/edit/remove permissions to Solspace Freeform.

• General
  • Access Freeform - required for users to access Solspace Freeform at all.
• Freeform
  • Access Submissions - access to the Submissions list page.
    • Manage All Submissions - can view, edit or delete any submission, regardless of per form selection below.
    • For "MY FORM NAME" - can view, edit or delete submissions for this form.
  • Access Forms - access to the Forms list page.
    • Manage Forms - can create, edit or delete forms.
  • Access Fields - access to the Fields list page.
    • Manage Fields - can create, edit or delete fields.
  • Access Email Templates - access to the Email Templates list page.
    • Manage Email Templates - can create, edit or delete email notification templates.
  • Access Export Profiles - access to the Export Profiles list page and running of exports.
    • Manage Export Profiles - can create, edit or delete export profiles.
  • Access Settings - can access and update settings area for Freeform.

# Demo Templates

Install the Demo Templates (Freeform > Settings > Demo Templates) to get Freeform up and running on the front end with just a couple clicks!