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"
We want to hear from you!
Help us help you - please rate this Article below to let us know if you have found it helpful. We are always working to provide you with the best possible experience. Thank you for choosing ChurchBase! :)