Step 1: In your Dashboard, select the Content module in the dropdown menu.

Step 2: Scroll down to "Forms & Surveys" and select "Add New Form"

Step 3: Name your Form and add a description. 

Step 4: Follow prompts and create your form with all of the necessary information you need - name, email, birthdate, address, questions, etc

Step 5: Once you have created your form, select "View Form" to see what it will look like and "Update" when finished.

Woohoo! Your Form is now built! 🎉

If you would like to have an automatic confirmation sent directly to the person who filled out the form, here's how!

Step 1: Select "Manage Forms" in the side menu.

Step 2: Hover your curser over the Form you would like to update.
Hover over "Settings" and select "Notifications

Step 3: Select "Add New" to create a new Notification

Step 4: Add a name for your Notification, and select "Select a Field", select "Email" from the drop down. 

Step 5: Add a "From Name" (example: Your Church's Name)

Step 6: Add a "Reply to" email address, in case they need to respond.

Step 7: Be sure to add a "Subject". You can select the dropdown on the side to find different automatic fields.

Step 8: Scroll down to the bottom of the page and select "Save Notification" 


Next Steps:

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