Forms are an excellent way to collect information about your network - you can embed a form on a website, link to it in an e-mail blast, or even include it in a social media post on your organization's account.
Forms can also be used to survey your existing contacts, collect names for a mailing list, or request additional details from guests attending your upcoming event.
Step 1: Navigate to your 'Forms'
From your 'Donor Management' Dashboard, click the 'Communication' tab on the left navigation panel and then click 'Forms'.
Step 2: Click to add a form
At the top of your 'Forms' page, click the 'Add Form' button in the upper right corner.
Step 3: Enter basic information for your form
You will be prompted to add basic information about your form on this page.
Name: Choose an easy-to-remember, recognizable name for your form. This will be publicly visible.
Submit Button Text: This is the text applied to the button visitors will use to submit their responses. For example, if your form is being used to subscribe folks to your organization's newsletter, you can label your button 'Sign Up!' or 'Subscribe!'.
Email Submission To: Enter the e-mail addresses of colleagues who should receive a copy of form submissions. If there are multiple recipients, separate their e-mail addresses using commas.
Redirect URL: Use this option if you would like to redirect the user to a URL instead of a confirmation message. If you enter a URL here, your supporters will not receive a confirmation message or a copy of their submission - even if you selected 'Yes'. Because of this, we do not recommend using this option if you plan on embedding this form into a website.
Enable Captcha?: Enable this setting to help reduce spam submissions from bots.
Step 4: Manage your confirmation message and additional settings
In the next section, you can create a confirmation message that will appear for anyone who submits the form and manage related options.
You may also choose if you want to limit submissions and whether or not you would like them automatically added to a specific group.
Add to a Group: You can use this option to automatically add all supporters who submit the form to a group in 'Donor Management'. Select 'Yes' and then select an existing group or click the 'Create a new group' link to add them to a new one.
Note: This will only work if you have a textbox field labeled 'Name' and an e-mail address field labeled 'E-mail'. Check out our related guide for more details.
Step 5: Click to add fields to your form
You will be guided back to your 'Forms' page, where a notification banner should appear near the top, confirming your form has been created.
You can click the 'Add a form field' link in that banner to add fields to your newly created form.
You can also scroll down to your form, click the 'Actions' button next to it, and select 'Add Field' from the drop-down list of options.
Step 6: Add fields to your form
On this page, you can create your question, choose a 'Field Type', and include 'Help Text' to help the user understand what information is needed to complete that field.
For more information on the most common types of forms, please check out our related guide here.
Step 7: Save your form and edit it anytime
You can click the 'Save & Add Another' button to create additional fields or click the 'Save & Exit' button when you are finished setting up your form.
Note: You can edit your fields anytime by clicking the 'View All' link under the 'Fields' column for the form.
You can also click the 'Actions' button next to your form and select 'Edit' from the drop-down list of options.
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