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How do I know which field types to include on my form?
How do I know which field types to include on my form?
Updated over 2 weeks ago

Forms created in 'Donor Management' allow you to collect information from users on the web - but, if you are unsure of which fields to include on your form, check out this article for guidance to help you make sure you are tracking data the way you intend.

This article outlines the eleven available form fields, the purpose of each one, and how they will appear on the published form.

1) Textbox

This field is the most common field used within our forms. Typically, this field is used for shorter, text-based responses such as 'First Name', 'Last Name', or 'Full Name' - essentially, any open-ended question requiring a shorter response.

2) Textarea

This field allows users to add lengthier comments or notes in their responses. For example, if a donor wants to write a testimonial for your organization, or if you want them to submit their story for use in a future campaign, you can use this field to provide them with adequate space.

3) Select

This field generates a drop-down list, allowing you to offer multiple options for the user from which to choose.

4) Checkboxes

This field allows you to offer multiple options and the user to select more than one response.

For example, organizations often use checkboxes for questions or statements that include a 'Select all that apply' component.
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5) Radio Buttons

Radio buttons are similar to the 'Select' drop-down list in that they allow a contact to make a single choice from an available list. However, unlike the 'Select' drop-down list, radio buttons display all available options in a full list, instead of in a drop-down format.

6) File

This field allows users to upload and attach a file to their completed form. For example, a contact might want to include a photo of themselves to help illustrate a story they shared.

7) Email Address

This field is specifically designed to collect a contact's preferred e-mail address. It can also be used for other purposes in 'Donor Management' - but, only if the field contains a valid e-mail address.

For example, you can use this field in a mailing list form to automatically add new contacts to 'Donor Management'. Check out this article for additional information about that process.

8) Phone number

This field is used to collect a contact's preferred phone number.

9) Date

This field can gather data attached to a specific date - for instance, a donor's birthday or a preferred date to attend an event.

10) Number

This field is designed to collect a numerical answer, such as how many guests someone plans to bring to an event or how many copies of a booklet a household needs.

11) U.S. State

Include this drop-down list of options so users can indicate which U.S. State (if applicable) they live in.


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