PSG Forms - Create a New Form: How to create a form

How to create a form

The Form Builder can be used to create custom forms for purposes such as event registration, volunteer sign-up, fundraising, and donation forms.

NOTE: These forms cannot be used for event registration compatibility on the giving kiosk. To create forms that will display on the giving kiosk, you will need to initiate a form from the old form builder, which is a different tab on the left hand giving panel. If you do not see this additional forms tab, please contact the primary manager for your online giving account. Your user permissions will need to be updated to include this option.

Create a Form

1.) To create a form, click the Forms tab on the left panel, and then click Create a New Form

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You will be presented with three different ways to start the form:

A.) Choose from an existing template - Will populate the form with fields according to the template you choose.

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B.) Start from Scratch - Gives you a blank template to work with. 

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C.) Copy an Existing Form - Will ask you to choose an existing form to copy.

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2.) After choosing your starting point and naming the form, click Build Form.

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3.) You should now be looking at your new form.  In this case, we've selected a Template for Event Registration, which we will edit to allow for multiple registrations.

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Adding Fields to your Form

There are four categories of questions/fields: Basic FieldsStatic ContentContact Info Fields, and Payment Fields.

You can either click on the name of a field to add it to a form, or click on the field name and drag it to the form and drop it.

  • Basic Fields include your standard question and field types that would appear on a form, such as drop-down menu choices, radio buttons, short text answers, long text answers, check boxes, date boxes, fields that only accept answers with letters, and fields that only accept answers with numbers. Dollar amount choices are not included; to include options that provide dollar amounts, use one of the Payment Fields.

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  • Static Content reflects fields that will not change or do not accept answers. The Section Header, Divider, and Empty Space options are used to make the form more aesthetically pleasing. The Static Text field is used to inform the form user of important information that does not require a response.  Ex. A line above a form may read "Please include a list of Student's required medications in "Other" field at the bottom of the form."

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  • Contact Info Fields are pre-made questions with fields that ask for the form user’s name, email, phone number, and address. You'll want to include the email address field so that contributions associate to the correct donor's account. You should not be putting more than 1 set of contact info fields on a form.  They are fields that pre-populate with a Donor's information when they hit the "Login" link in the top right corner of the form and log in using their Donor account.  If you have multiple registrations on a form, use the Short Text fields for names and information instead.

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  • Payment Fields are used for displaying the cost of registering or the cost of additional items.
    • Base Amount automatically adds a cost at the bottom of the form for registering.
    • User Amount allows the person filling out the form to input the amount they would like to pay.
    • Dollar amount choices can be displayed in checkboxes using the Item Checkbox(es) option, via radio buttons by using the Item Radio Button(s) option, and via drop-down menu by using the Item Dropdown option.
    • The Fund Dropdown(s) option allows the user to choose a fund that this form payment is tied to. This will load the active fund options that you have set up via the Fund Management page. For assistance with Fund Management, click here.
    • The Amount Button gives the user different buttons to click that have different dollar values (see screenshot below). By default, an “Other Amount” button is included for the donor to input their own dollar value.
    • Calculate Amount is a dynamic field that can display a max per item per person, a total amount of items, and the price per item (see screenshot below). 

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NOTE: When adding a payment field, you will need to choose a fund to tie the field or form to. These funds correspond with the funds that have been added to your giving portal via the Fund Management settings. For more info on creating and editing funds, click here. To tie a fund to your form, you can (1) choose the fund within the settings for the specific payment field you are adding, which can allow you to add multiple funds or (2) choose the fund tied to the form within the general payment field in Form Properties.

 

Form Properties

Once the fields you need have been added, you can customize the form as a whole by adjusting your Form Settings. Click the Form Settings button in the bottom left corner of the form page.

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The Form Settings menu is divided into seven sections: General InfoThemeAdvanced Theme SettingsHTMLSubmission SettingsPayment Settings, and Email Notifications.

  • General Info allows you to edit the name of the form and the description of the form, upload a header image for the form, enable recurring payments, and access the embed code (can be used for input into your website’s source code to embed the form right into your website page) and the direct URL can be used to link the user from your website to the form in a new window.

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  • Theme provides several design templates to choose from. Just click the design template you like the best and the form will change colors and font to display this design template.

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  • Advance Theme Settings – If the pre-made design templates aren’t giving you your desired look, you can choose your own background colors, accent colors, and fonts within this tab.

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  • HTML can be used by those that are seasoned in writing their own website HTML code. Custom <head> code such as google analytics tracking can be included in this tab.

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  • Submission Settings controls what word shows on the submission button, what message the user sees after they submit their form response if they redirected to another page, and how many submissions one user can submit. You can also set a submission open date and a submission close date for your form.

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  • Payment Settings Organization Payment settings do not apply to Forms.  So Payment Settings controls what cards donors can use for payment.  If your Organization does not, for example, accept Discover cards, then you will need to uncheck that card type in the Payment settings for each form you create.  Payment Settings can be used to enable a convenience fee, and can allow donors to input a discount code for lower pricing. Also, another avenue to assign a fund to the form. This is useful in the case that you have an alternate depository account tied to a specific fund and would like funds from the form to be deposited to this alternate account. For instructions on adding an alternate depository account, click here.

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  • Email Notifications sets up an email notification to be received by any email address(es). The email body displays a custom message including the details of each user’s form response. For assistance with setting up email notifications, click here.

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When the form has been completed to your satisfaction, click Save → Save and Publish. The form cannot be accessed by direct URL or embed code until it has been published.

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You can always update the form by logging back into the Control Panel and clicking Forms → Action → Edit Form (in the same row as the form that needs to be updated).

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To see examples of completed forms, click here.

 

Related Articles:

How to Use Form Conditions

How to Setup Email Notifications for Forms

Working with Form Responses

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