The Form Manager can be used to create custom forms for a variety of purposes. Whether you’re setting up event registration, volunteer sign-up, fundraising, donation forms or others, there’s plenty of options to customize them to your needs! To create a form, click the “Forms” tab on the left panel, and then click “+ Create a New Form”.
You will be presented with seven different ways to start the form – you can choose from any of the following:
- Giving Form
- Contact Form
- Event Registration
- Children’s Event
- Subscribe Form
- Prayer Requests
- Start from Scratch
When choosing a template or starting from scratch, the system will ask you to name the form. Once named, click “Start Building Form” to begin!
If you select a pre-existing template, the template will automatically fill the form with the questions/fields that are typically needed for that form type. You can also edit the form to remove and add any questions/fields as needed.
When you create a form from scratch, you have a completely blank template to work with.
After choosing your starting point and naming the form, click “Form Properties” at the bottom of the screen to further customize your form.
Note: If you’re working on a smaller screen, you may see a button labeled “Action” instead – Click “Action” and then “Form Properties”.
Once selected, a pop-up window will appear with multiple options for customization.
The Form Properties menu is divided into seven sections: General Info, Theme, Advanced Theme Settings, HTML, Submission Settings, Payment Settings, and Email Notifications.
- General Info allows you to edit the name of the form and the description of the form, upload a header image for the form, enable recurring payments, and access the embed code or direct URL for the form. The embed code can be used for input into your website’s source code to embed the form questions right into your website page, and the direct URL can be used to link the user from your website to the form in a new window.
- Theme provides several design templates to choose from. Just click the design template you like the best and the form will change colors and font to display this design template.
- Advance Theme Settings can be used if the pre-made design templates aren’t giving you your desired look. Within this section, you can choose your own background colors, accent colors, and fonts.
- HTML can be used by those that are seasoned in writing their own website HTML code. Custom <head> code such as google analytics tracking can be included in this tab.
- Submission Settings controls what message the user sees after they submit their form response, if they redirected to another page, and how many submissions one user can submit. You can also set a submission open date and a submission close date for your form.
- Payment Settings controls what cards donors can use for payment, can be used to enable a convenience fee, and can allow donors to input a discount code for lower pricing. Also another avenue to assign a fund to the form. This is useful in the case that you have an alternate depository account tied to a specific fund and would like funds from the form to be deposited to this alternate account. For instructions on adding an alternate depository account, Click Here.
- Email Notifications sets up an email notification to be received by any email address(es). The email body displays a custom message including the details of each user’s form response. For assistance with setting up email notifications, Click Here.