Forms

Forms can do so many things, from event registrations and information requests, to collecting payments for tickets and other items for sale. Forms help streamline the process of collecting information, making communication and event management easy for you and members of your community.

Examples & Inspiration

Whether you are a church or school, we have included some examples for inspiration below! 

Churches:

  • Create a prayer request form 
  • Create a connection card form
  • Create a volunteer interest form
  • Create a retreat registration form
  • Collect payments for books
  • Collect payments for special events

Schools:

  • Collect payments for fundraising events
  • Collect payments for books, t-shirts, uniforms, or other items 
  • Create a registration form
  • Create a contact us form 
  • Create a school application form
  • Create a lunch payment form
  • Create a prospective student/family interest form

Getting Started 

To create a form, simply log in to your management portal and select the Forms tab at the top of the screen. Once you have selected the Forms tab, enter the title of your new form in the “Create New Form” field and select "Create."

After you have created your form, you will be able to customize it by selecting different fields on the left side of your screen. Some options are “read only” such as Heading, Spacer and Paragraphs. These are great fields to use when adding a title or description to your form. Fields such as Text Box, Text Area and Dropdown allow different ways to gather information.

Once you have created your form, don’t forget to click save at the top of your screen.

Payments 

Add payments to smart forms to take care of things like event registrations, tickets, or other items for sale.

Select a fund that will be associated with the form payment. Screen_Shot_2019-04-10_at_5.24.19_PM_1.png

 

  • Minimum. The number of event tickets, t-shirts, books, etc. you would like to require per submission. This quantity can be set to zero to make the payment optional. 
  • Maximum. Want to place a cap on how many payments are made in a single form? Place a max to make this happen.  

Credit, debit, and ACH payments are accepted on forms. Donors simply toggle between the Card and Bank Account tabs to select a payment method.

Screen_Shot_2019-05-01_at_10.59.39_AM.png

 

Set Notifications

For more urgent request where you wanted to be notified as soon as someone submits a form, you can set notifications by email and/or text. 

Screen_Shot_2017-09-13_at_9.56.26_AM.png

Adding Smart Forms to Your App

If you have a mobile app, you can add forms to the app. Once a form is created under the Forms tab inside the management portal, select the Screen_Shot_2017-09-06_at_9.26.31_PM.png to save the web address. From there, you may either copy into a single Link feature to open directly or copy into a Link(s) feature to provide a list of forms to pick and choose from. The link to a form can also be copied and shared across the web--on your website, social media, etc. 

Enabling and Disabling Forms

Alert_a_Pastor.png

When you no longer want a form to be active, you may toggle off the Screen_Shot_2017-09-07_at_9.01.15_AM.png button to Screen_Shot_2017-09-07_at_9.00.14_AM.png and it will no longer be viewable online or in-app.

No longer need a form and the responses? Disable the form and you will see the option to click Screen_Shot_2017-09-07_at_9.00.40_AM.png .

Form-Response Indicators

On the Forms tab, you can see a summary off all your forms. You will see the number of responses and the date of the last response.

Responses.png 

Share, View, Edit & Export

Under the Forms tab, you can also copy the link to the form, view the form in your browser, make edits to the form, and export the form responses.

View.png

  • Share. Select Screen_Shot_2017-09-06_at_9.26.31_PM.png to grab the link to include in-app, your website, and via social. 
  • View. The Screen_Shot_2017-09-07_at_9.28.07_AM.png button will display a form preview as it will appear in your app and online.
  • Edit. Need to make changes? Pick  Screen_Shot_2017-09-06_at_9.26.56_PM.png to adjust fields and copy. 
  • Export. View form results by clicking Screen_Shot_2017-09-07_at_9.33.17_AM.png.  

 

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