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.
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.
What else do you need help with?
Not quite what you were searching for?
Navigate back to the Donor Management Index.