Forms created in Donor Management allow you to collect information from any users on the web, but if you don't know what Fields to use when building this form, things might get a little confusing. This article will take you through some of our most-used fields, what they do, and what they look like on the actual form.
The Textbox field is the most common field used for Forms in this Donor Management System. In most cases, this field is for short text like First Name, Last Name, or Full Name - or any other open-ended question requiring a brief response. This will be custom text, meaning the person to whom you are sending the form can write in anything and submit it! Below is what the Textbox field looks like after you complete the form:
The Textarea field is used to add comments or notes. If the donor wants to write a testimony about the Organization, or if you want to allow them to write out their story to share in a Campaign or on your website, you would use this Textarea field to allow them to do this. The donor/contact can use this as an extended response Below is what the Textarea field looks like after you complete the form:
The Email Address field is specifically for the contact’s email address. You want to use this field to allow the system to create a new contact record for you. Below is how the Email Address field looks after completing the form:
The Select field is a drop-down list, and it is used to offer multiple options from which a contact can only select one. This will take up less space and allow the contact to un-select their choice if necessary. This will stay on the "Place Holder Section" unless you mark this as a required field. Below is what the Select field looks like after you completed the form:
The Checkboxes field is for you to offer multiple options and allow more than one to be selected. A contact can select and un-select any box and has the option to leave no boxes checked if the field is not set as required. For example, many organizations use this for a question or statement that says “Select all that apply”. Below is how Checkboxes field looks like after completing the form:
The Radio Buttons field is similar to the Select field in that it allows the contact to make a single choice from the list. However, Radio Buttons lay out all options versus displaying them in a drop down list. Once a button has been selected, all other buttons will be un-selected. Additionally, once a button has been selected, there is no way to un-select all Radio Buttons unless you re-load the form, whether it has been set as a required field or not. Below is how Radio Buttons field looks after completing the form:
The File field allows your contact to upload a file and send it with the form. This field would allow a contact writing a story or statement to include a photo of themselves to share, for example. Below is how the File field looks after completing the form:
The Number field is to select - you guessed it - a number. In most cases, you will use this if the contact is requesting a quantity of something; for example, this could be used to record how many guests they will bring to an event. Below is how the Number field looks after completing the form:
Remember, with forms you have a chance to get really creative and gain any of the information you need! From donor surveys to volunteer forms, you can have as many as you want to send out. There are specifics on creating a Mailing List Sign-Up Form (for which you will use a Textbox field called "Name" and an Email Address field labelled "Email" or "Email Address") or using them to Collect Additional Event Details.