Skip to main content

​
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.

​
Overview

Custom Forms allow you to:
  • Collect data - Gather information for any purpose
  • Multiple question types - Text, number, yes/no, multiple choice, and more
  • Visibility controls - Show forms to all org members, specific groups, or specific people
  • View responses - See submissions in the Responses popup
The public submit URL (/form-submit/?org=…&form=…) can be opened by anyone with the link. Visibility settings control which forms appear in the People → Forms list for logged-in users — not who can POST a submission if they have the URL.

​
Creating a Form

  1. Navigate to the People section
  2. Click the “Forms” sub-tab
  3. Click Create Form
  4. Enter Form Name and optional description
  5. Set visibility: Public (all org members), Specific Groups, or Specific People
  6. Optional Form Settings checkboxes:
    • Allow multiple submissions
    • Allow editing responses
    • Allow anonymous submissions
  7. Add questions and save

​
Question Types

The builder includes:

​
Building Your Form

​
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)

​
Reordering Questions

Drag and drop questions to change their order.

​
Required vs Optional

Mark questions as required when you must have an answer. Optional questions can be skipped.
Tip: Don’t make everything required. Only require truly essential information.

​
Sharing Your Form

  1. Open your form in People → Forms
  2. Click Share Public Link
  3. Copy the URL: /form-submit/?org=ORG_ID&form=FORM_ID

​
Sharing Options

  • Direct link — Share the URL via email, text, or social media (copy from the Share Form popup)
  • Open in browser — Use Open Form in New Tab in the share popup to preview the submit page

​
Viewing Responses

​
Response List

  1. Open the form in People → Forms
  2. Click Responses
  3. Browse submissions in the popup
There is no CSV/Excel export button in the Responses popup — review submissions in the UI or use the API if you need bulk export.

​
Visibility (Not Submit Auth)

When building a form, choose who sees the form in the org Forms list:
  • Public — all org members
  • Specific Groups — selected groups only
  • Specific People — selected individuals only
Anyone with the public submit link can submit regardless of visibility setting.

​
Use Cases

​
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

​
Feedback Surveys

Collect feedback after events or services:
  • Rating questions
  • Open-ended feedback
  • Suggestions for improvement

​
Information Requests

Collect requests for information:
  • Contact details
  • What they’re interested in
  • Preferred contact method

​
Prayer Requests

Allow members to submit prayer requests:
  • Their name (optional)
  • Prayer request details
  • Whether it can be shared

​
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. Delete old forms - Remove forms you’re no longer using (there is no Active/Closed toggle)