Forms

The Form Builder can be used to create custom forms for purposes such as event registration, volunteer sign-up, fundraising, donation forms, and more.

 

This Section Includes:

•Create a Form

•Form Builder – Conditional Settings

 

Create a Form

To create a form, click the Forms tab on the left panel, and then click Create a New Form.

You will be presented with three different ways to start the form: Choose from an existing template, Start from Scratch, or Copy an Existing Form. When choosing a template or starting from scratch the system will ask you to name the form, and copying an existing form will prompt you to choose the form you would like to copy.

At this time, the only template available is the Donation Form template. Choosing this template will format the form with the questions/fields needed for Donation input. You can also edit the form to remove and add questions/fields as needed. The screenshot below shows the questions/fields loaded by the Donation Form template:

Creating a Form from scratch gives you a completely blank template to work with.

After choosing your starting point and naming the form, click Build Form to further customize your form.

To add questions/fields, drag questions/fields from the right panel into the form. There are four categories of questions/fields: Basic Fields, Static Content, Contact Info Fields, and Payment Fields.

•Basic Fields include your standard question and field types that would appear on a form, such as drop down menu choices, radio buttons, short text answers, long text answers, check boxes, date boxes, fields that only accept answers with letters, and fields that only accept answers with numbers. Dollar amount choices are not included; to include options that provide dollar amounts, use one of the Payment Fields.

•Static Content reflect fields that will not change or do not accept answers. The Section Header, Divider, and Empty Space options are used to make the form more aesthetically pleasing. The Static Text field is used to inform the form user of important information that does not require a response.

•Contact Info Fields are pre-made questions with fields that ask for the form user’s name, email, phone number, and address.

•Payment Fields are used for displaying the cost of registering or the cost of additional items.

•Base Amount automatically adds a cost at the bottom of the form for registering.

•User Amount allows the person filling out the form to input the amount they would like to pay.

•Dollar amount choices can be displayed in checkboxes using the Item Checkbox(es) option, via radio buttons by using the Item Radio Button(s) option, and via dropdown menu by using the Item Dropdown option.

•The Fund Dropdown(s) option allows the user to choose a fund that this form payment is tied to. This will load your active fund options that you have setup via the Fund Management page. For assistance with Fund Management, click here.

•The Amount Button gives the user different buttons to click that have different dollar values (see screenshot below). By default, an “Other Amount” button is included for the donor to input their own dollar value.

•Calculate Amount is a dynamic field that can display a max per item per person, a total amount of items, and the price per item (see screenshot below). This would be advantageous to use when creating a form for a banquet with a limited number of seats, for signing up for a class with a limited number of books, etc.

Amount Button example:

Calculate Button example:

NOTE: When adding a payment field, you will need to choose a fund to tie the field or form to. These funds correspond with the funds that have been added to your giving portal via the Fund Management settings. For more info on creating and editing funds, click here. To tie a fund to your form, you can (1) choose the fund within the settings for the specific payment field you are adding, or (2) choose the fund tied to the form within the general payment field in the form settings.

Once your questions have been added, you can customize the form as a whole by adjusting your Form Settings. Click the Form Settings button in the bottom left corner of the form page.

The Form Settings 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 – If the pre-made design templates aren’t giving you your desired look, you can choose your own background colors, accent colors, and fonts within this tab.

•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.

When the form has been completed to your satisfaction, click Save > Save and Publish. The form cannot be accessed by direct URL or embed code until it has been published.

You can always update the form by logging back into the Control Panel and clicking Forms > Action > Edit Form (in the same row as the form that needs to be updated).

To see examples of completed forms, click here.

NOTE: These forms CANNOT be used for event registration compatibility on the giving kiosk. To create forms that will display on the giving kiosk, you will need to initiate a form from the old form builder, which is a different tab on the left hand giving panel. If you do not see this additional forms tab, please contact the primary manager for your online giving account. Your user permissions will need to be updated to include this option.

 

Form Builder – Conditional Settings

Conditional Settings allow for certain fields or questions on the form to appear based on the answer from a previous question. To create a conditional setting, click the Conditional Settings tab, and (1) choose “Under Certain Conditions” > “Add a Condition”. (2) Choose if you would like any or all conditions to be met, and then add your values that will represent what conditions this field or question will display under.

To add your values, (3) choose the field (the question that needs to be answered for the field you are editing to appear), the comparison (‘equals’ or ‘is greater than or equal’ to is usually the easiest because it means you are looking for one answer to make the question appear; greater than or less than comparisons could be used when dealing with dollar amount questions), and then select the value (the value will vary based on the question/field chosen in the first drop down). Close the window when your conditions have been set up to your liking.

To put this in perspective, view the example demo form Summer Camp Registration. For this form, the question “What Size of T-Shirt?” ONLY displays if the answer to the question “Do you want to purchase a Kid’s Camp T-shirt for your child?” is “Yes, Please! – $10.00”.

The “What Size of T-Shirt?” question has the following settings applied: Display field if all conditions match; Select Field: “Do you want to purchase a Kid’s Camp T-shirt for your child?”; Select Comparison: “Is greater than or equal to”; Select Value: “Yes, Please! – $10.00”.