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.
This article includes the following topics:
- Examples & Inspiration
- Getting Started
- Adding Photos to a Form
- Form Settings: Notifications and Form Submission Limits
- Tagging Profiles via Forms
- Adding Smart Forms to Your App and Sharing on the Web
- Enabling and Disabling Forms
- Form-Response Indicators
- Share, View, Edit, Export, Duplicate & Delete
1. Examples & Inspiration
- 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
2. 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 “Form Title” field and select "Create Form."
After you have created your form, you will be able to customize it by selecting different fields on the left side of your screen:
- Read Only Form Elements:
- Headline Text: Large text used to display a title or headings in your form.
- Spacer: Add space between sections of your form.
- Paragraph: Block of descriptive text to add context. You can also add an image using HTML; see instructions below.
- Interactive Elements:
- Short Text Response: A blank single-line field allowing for a short answer from the user. Great for something like "What's your birthday?"
- Long Text Response: A blank paragraph field allowing for a longer response from the user. Great for something like "Tell us more about yourself."
- Checkbox List: Creates a list of options, allowing the user to select multiple options.
- Dropdown List: Creates a dropdown field that allows the user to choose one item from a list.
- Single Option Selector: Creates a list of options that allows the user to select only one option.
- Profile: Requests basic contact info from the user. This will create a profile in the system if one doesn't already exist. You can associate the profile with a tag upon submission by clicking Link Tags once you have added the Profile field to the form. Learn more about creating tags and how they are used here.
- Payment: Creates fields for the user to enter payment information (if using aware3 payment processor). This also requires a profile section on the form (added automatically).
Once you have created your form, don’t forget to click save at the top of your screen.
3. Adding Photos to a Form
Use HTML formatting to include a photo in the Paragraph field. This enhances the visual aspect of the form and can provide important contextual information about the form.
HTML format example for a photo:
<img src="URL" style="width:100%">
Simply copy and paste this into the Paragraph field and include the URL for the photo that you want to include in the form in between the " ".
For example, <img src="https://d3oeq6z5d8uq8l.cloudfront.net/wp-content/uploads/2019/03/08144003/group_mens.png" style="width:100%">
If you are using aware3's payment processor, you can 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.
- 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.
5. Form Settings: Notifications and Form Submission Limits
If you want to be notified as soon as someone submits a form, you can set notifications by email and/or text. To set up notifications, click the edit icon to access the form editor, then add an email and/or text notification under Settings in the lower left hand corner. Additional emails or phone numbers may be added by clicking the green +.
You have the ability to set a limit on the number of total form submissions that can be received. To set a limit, click the edit icon to access the form editor, then enter the number of form submissions you want to allow. When the maximum number of submissions is reached, the form not allow any additional submissions.
6. Tagging Profiles via Forms
You can automatically tag a Profile-enabled form. For example, if you are collecting registrations for a volunteer event via a form, you can create a tag for that volunteer event and add the tag to the form. The tag will be automatically added to any profiles who fill out this form. You can then use tags to segment messaging via push or text! Read more about how tags work across the platform here.
7. Adding Smart Forms to Your App and Sharing on the Web
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 Copy Public Link 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.
8. Enabling and Disabling Forms
When you no longer want a form to be active, you may toggle off the button to and it will no longer be viewable online or in-app.
9. Form-Response Indicators
On the Forms tab, you can see a summary of all your forms. You will see the number of responses and the date of the last response.
10. Share, View, Edit, Export, Duplicate & Delete
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.
- Share. Select Copy Public Link to copy the link to include in-app, your website, or via social.
- View. The View button will display a form preview as it will appear in your app and online.
- Edit. Need to make changes? Click Edit to adjust form fields and copy.
- Edit Form Name. Edit the form Name by hovering over the name and clicking the pencil icon.
- Export. View form results by clicking Export Results.
- Duplicate. Create a copy of a form by clicking Duplicate.
- Delete. Delete a form by clicking the garbage can icon.