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Custom Forms

Create custom forms for collecting information from your organization members or the public. Forms are separate from event registration and can be used for surveys, requests, sign-ups, and more.

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Overview

Custom Forms allow you to:

• Collect data - Gather information for any purpose
• Multiple question types - Text, dropdowns, checkboxes, and more
• Public or private - Share publicly or restrict to members
• View responses - See and export all submissions

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Creating a Form

1. Navigate to the People section
2. Click the “Forms” sub-tab
3. Click Create Form
4. Enter form details:
   • Title - What the form is called
   • Description - Explain the form’s purpose (optional)
5. Add questions to your form
6. Save the form

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Question Types

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Text Input

Single-line text for short answers. Use for: Names, short responses, numbers

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Text Area

Multi-line text for longer answers. Use for: Comments, descriptions, feedback

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Dropdown

Select one option from a list. Use for: Selecting from predefined options (e.g., T-shirt size)

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Radio Buttons

Select one option with all options visible. Use for: Yes/No questions, choosing between a few options

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Checkboxes

Select multiple options. Use for: Multi-select questions (e.g., “Which services do you attend?”)

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Date

Date picker for selecting a date. Use for: Birthdates, preferred dates, scheduling

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Email

Text input validated as an email address. Use for: Collecting contact emails

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Phone

Text input for phone numbers. Use for: Collecting contact numbers

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Building Your Form

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Adding Questions

1. Click Add Question
2. Select the question type
3. Enter the question text
4. Configure options (for dropdowns, radio, checkboxes)
5. Mark as required if needed
6. Add helper text (optional)

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Reordering Questions

Drag and drop questions to change their order.

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Required vs Optional

Mark questions as required when you must have an answer. Optional questions can be skipped.

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Sharing Your Form

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Getting the Form Link

1. Open your form
2. Click Share or copy the form URL
3. The URL format is: /form-submit/?org=ORG_ID&form=FORM_ID

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Sharing Options

• Direct link - Share the URL via email, text, or social media
• Embed - Use the link in your website
• QR code - Generate a QR code for the form URL

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Viewing Responses

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Response List

1. Open the form
2. Click Responses or View Submissions
3. See all submitted responses

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Response Details

Each response shows:

• Submission date and time
• All answers provided
• Submitter information (if collected)

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Exporting Responses

Export responses for analysis:

1. Go to form responses
2. Click Export
3. Download as CSV or Excel

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Form Settings

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Form Status

• Active - Accepting submissions
• Closed - No longer accepting submissions

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Public Access

Control who can submit:

• Public - Anyone with the link can submit
• Members Only - Requires login to submit

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Use Cases

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Volunteer Sign-ups

Create a form for volunteers to sign up for opportunities:

• Name and contact info
• Availability (checkboxes for days/times)
• Areas of interest
• Experience/skills

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Feedback Surveys

Collect feedback after events or services:

• Rating questions
• Open-ended feedback
• Suggestions for improvement

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Information Requests

Collect requests for information:

• Contact details
• What they’re interested in
• Preferred contact method

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Prayer Requests

Allow members to submit prayer requests:

• Their name (optional)
• Prayer request details
• Whether it can be shared

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Best Practices

1. Keep forms focused - Don’t ask for more than needed
2. Use clear question text - Make sure questions are easy to understand
3. Provide helper text - Explain what you’re looking for when needed
4. Test your form - Submit a test response before sharing
5. Review responses promptly - Check submissions regularly
6. Close old forms - Deactivate forms you’re no longer using