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Creating a Form

How to create and customize a form

Support avatar
Written by Support
Updated over a week ago

Forms allows you to build custom forms that you can use to receive information from your congregation. You are able to build forms for event registrations, request the use of your facility, receive feedback, etc.

This Article will provide step-by-step instructions how to create and customize a form.

Step-by-Step Instructions

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

Step 2: Scroll down to Forms and select Add New or Add Form.

Step 3: Add a title and description.

Step 4: Select Submit.

Step 5: Select Edit to choose which fields you would like to add. You can choose standard fields or advanced fields.

To add field to your from you can either select the field from the side menu or you can drag and drop the field into your form.

Step 6: Select Update.

Step 7: Select View to see what your form will look like.

Automatic Confirmation

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 the Pencil Icon next to the form you would like to edit.

Step 2: Select Setting and select Notifications.

Step 3: Select Add New

Step 4: Add a name for your notification, and select Select a Field.

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 

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