If you are on Premiere Plan, You can utilize the Forms feature.
This page will teach you how to build the two different types of forms we have to offer, and commonly asked questions:
- Payment Form
- Payment Free Registration Form
- Q & A of most frequent questions.
Scroll Down for which Form option you would like to build below, or Q&A at the bottom of the page.
(For more detailed instructions on Building forms, Flip through the Sections in each category.)
Section 1
Build A Payment Form
A Payment Form requires a monetary transaction to be processed with its submission.
- To Build a payment Form, Log into your admin portal, and select the Forms tab.You must then select New Form at the upper right hand corner of the Forms Page.
2. Next, Press Confirm & Continue.
This will automatically select the payment form option.
Section 2
3. Add the different Field options that allows your donors to select what they are purchasing, and input their donor and payment information.
Drag and drop each field for the placement of your desire.
Checked *Accumulate To Total Amount* box will calculate that specific field for the combining total on form.
Add Field…
Drag…
Drop…
4. Field Settings allows you to Customize the wording, and details to your chosen field.
Example:
Field Label: “Phone number”
Placeholder text: ” Please enter your number here”
Checked *Required* box means that field is required information from the donor.
Section 3
5. Form Settings tells your donor the details of the event by the description in the Title. Here, you can also detail the rest of your Form by utilizing the settings in this section.
Press Submit to launch your completed Form.
Note: Saving this form while updating allows you to save your incomplete Form to publish at a later time. View Form will allow you to see how your form will look as you work and update it to sample it before it is complete.
6. Lastly, Scroll down to Please Select a Cause Below out of the drop down to connect your Form to a Cause for the Form’s transactions.
Note: If you have not created a specific Cause for this Form, you can use the default one titled “Cause for Hello Form,” that will generate automatically. Or, you can create a cause in Cause tab to link to Form.
Section 1
Build A Payment Free Registration Form
A Payment free Registration Form only requires information, and no payment is needed.
- To Build a payment free Registration Form, Log into your admin portal, and select the Forms tab.You must then select New Form at the upper right hand corner of the Forms Page.
2. Before you get started, make sure to select “Not a payment form” check box.
This will change how your form receives information for the rest of the building process and is permanent once selected.
Section 2
3. Add the different Field options to gather the necessary information from your donor.
Then, Drag and drop each field for the placement of your desire.
Add Field…
Drag…
Drop…
4. Field Settings allows you to Customize the wording, and details to your chosen field.
Example:
Field Label: “Phone number”
Placeholder text: ” Please enter your number here”
Checked *Required* box means that field is required information from the donor.
Section 3
5. Lastly, Form Settings tells your donor the details of the event by the description in the Title. Here, you can also detail the rest of your Form by utilizing the setting in this section.
Press Submit to launch your completed Form.
Note: Saving this form while updating allows you to save your incomplete Form to publish at a later time. View Form will allow you to see your form will look as you work and update it as a sample of how your form will look once it is complete.
Note: Don’t forget to save any updates or changes.
Q: How do I make certain boxes required information?
A: Go to Field Setting > check Required box (bottom, left hand side of the panel)
Q: How do I make the Form calculate totals?
A: Go to Field Settings >check box Accumulate To Totals (left hand side panel)
Note: You have to check the box Accumulate to Total in every field you want calculated to Form total.
Q: Do I have to create a Cause to link my payment form for transactions ?
A: Yes, Create a Cause via the Cause tab via your admin portal. Once you have completed the creation of that Cause, Go back to your Form, (in edit mode,) go to Form settings > (scroll down. Left hand corner of the settings,) Please select a cause from below > ( Select title of the Causes you created for that specific Form in drop down.)
Q: How do I add a price to a specific field?
A: In the Fields you can monetize, Select Field Settings > Value.
In the placement labeled “Value” is where you will place the price for that specific item/Field.
Need Help?
No problem!
Use your chat button inside your admin to contact support at anytime!
