Forms

This area of documentation provides information on forms and the fields that can be added to forms.

Form Creation

1. There a multiple options to begin creating a form: a. If creating a form from a template, select the template you would like to create the form from, then enter a name for your form, then press “Save Form” before clicking “Add Section” b. You can copy an existing form on your site. This is a good option for forms that are very similar but require small edits.
2. Once your form has been added, you can edit the fields by clicking on the form section
3. After clicking on your form, a left panel will slide in with an option for Form Settings and various field types will be visible. In form settings you can change the title, payment processor, submission email, and confirmation message.
4. To add a new field, click the desired field from the field list on the left hand side.
5. Double-click on an existing field to alter its settings. Form Settings

Form Settings

General Settings Tab

Input the email you would like to receive the form responses in “Submission E-mail.” Multiple emails must be separated by a comma

If you have Instruction Field(s) in your form, selecting “Include Instructions in Email” will keep the instructions in there. Keep the box unselected will remove the Instructions Field(s) and keep all other fields.

If you would like email confirmations to appear as coming from a particular email address, input it in the “Sending Email” area. For example, if you want email confirmations appearing to come from a particular pastor or staff member, place their email here. The “Sending Name” follows the same concept, but with the name of the sender and not the email address.

The “Form Submit Text” area will change the text of the “Submit” button at the bottom of the form. The default text is “Submit.”

There are two options for On-page confirmations.

1. The first is to redirect the user to a particular webpage, which can be specified in the “Confirmation Page URL” area.
2. The second is to have a Confirmation Message appear on the screen upon completing the form. For more information on editing text in the Confirmation Message, see the Plain Text.

There are two options to limit how many people may fill out the form. The Submission Limit will only allow a certain amount of submissions of the form. The Quantity Field functions similarly, but on a more individual level that counts by data inputted into the Quantity Field. When selecting Quantity Limit, make sure to select the proper quantity field that will the be determiner for when to close the form.

For example, let’s say you have a registration form for a youth summer camp that only has 50 available spots. If you used the Submission Limit, a mom signing up her 4 children through one form submission would reduce the available spots to 49. However, if the Quantity Limit is selected, then it will reduce to 46 available spots.

In the “Payment Processor” dropdown menu, select what process you are using and the corresponding information that will connect the form to your account in the payment processor.

Email Confirmations

The second menu tab allows the user to decide if a confirmation email is sent out after the form is completed. Write a stock email that will be sent to all users who fill out the form. For information on text editing, refer to Plain Text section.

Choice Information

In many of the Form Fields, there are editable Choices that have four options.

• “Name” – The name of the Choice that will be visible to the user.

• “Value” – If the Choice has a value that differs than its name, input the value here.

• “Default” – Checking this box makes the option the default option selected unless otherwise chosen.

• “Currency Value” – If a Choice is purchasable, then you can give a dollar amount that will be used in processing the transaction.