Forms

The Form Builder in your Giving Portal is very robust. Find out how to take full advantage of this amazing feature.

27 articles in this collection
Written by Drew Penfield, Kacie Frazier, and Jessica Moore

Forms Basics

Forms Overview

Our powerful Form Manager tool empowers you to do SO much more than collecting gifts!

Written by Kacie Frazier
Updated over a week ago

Creating a New Form

How to build a new, customized form.

Written by Kacie Frazier
Updated over a week ago

New Form Setup Checklist

The 5 basic fundamental steps to setting up any type of form.

Written by Jessica Moore
Updated this week

Form Layout: Single Page vs. Steps

Breakdown longer forms into steps for higher form completion rates.

Written by Jessica Moore
Updated over a week ago

Ways to Share Your Forms

When to Link your form and when to Embed it?

Written by Kacie Frazier
Updated over a week ago

Action Links

Easily autofill your giving page with a desired gift amount or fund designation.

Written by Drew Penfield
Updated over a week ago

5 Things You Didn't Know Forms Can Do 🤯

Tip & Tricks for getting the most out of Forms.

Written by Jessica Moore
Updated this week

Form Properties

Form Properties Overview

Form properties provide robust aesthetic, communication, and payment customization tools.

Written by Kacie Frazier
Updated over a week ago

Form Properties: General Info

Visually customize your form with images, colors and more

Written by Jessica Moore
Updated over a week ago

Form Properties: Theme, Advanced Theme & HTML

Customizing the appearance of your form to match your brand or theme.

Written by Jessica Moore
Updated over a week ago

Form Properties: Submission

Set Open and Close Dates, max capacities and more for registration

Written by Jessica Moore
Updated over a week ago

Form Properties: Payment

Customize your payment preferences, allow donors to help with fee coverage and more.

Written by Jessica Moore
Updated over a week ago

Form Properties: Email Notifications

Customize email confirmations for gifts, payments, and registrations!

Written by Kacie Frazier
Updated over a week ago

How To: Allow Givers to Help Cover Processing Fees

Written by Drew Penfield
Updated over a week ago

How To: Make This Gift Recurring Prompt

Scheduled giving is the key to faithful generosity. Offer a friendly reminder to turn a one-time gift into a recurring schedule.

Written by Kacie Frazier
Updated over a week ago

How To: Partial Payments

How to enable partial payments within Forms

Written by Kacie Frazier
Updated over a week ago

Form Fields

Form Fields Overview

Learn about the fields you can add, edit, and remove from your forms.

Written by Jessica Moore
Updated over a week ago

Form Fields: Basic, Static, & Contact

The most commonly used Fields & best practices for each.

Written by Jessica Moore
Updated over a week ago

Form Fields: Field Sets

Save time on building your form with Field Sets.

Written by Jessica Moore
Updated over a week ago

Form Fields: Payment Fields

Written by Jessica Moore
Updated over a week ago

Your Primary Online Giving Form

Your Primary Online Giving Form

How to customize your online giving form.

Written by Jessica Moore
Updated over a week ago

Event Registration Forms

Event Registration Form Examples

Need some inspiration for your upcoming event registration? Check out these examples!

Written by Jessica Moore
Updated over a week ago

Ticketing for Event Registration Forms

How to generate tickets for individuals or groups

Written by Kacie Frazier
Updated over a week ago

Event Check-in with Tickets 🎟️

You enabled ticketing for your Event Registration.... now what?!

Written by Kacie Frazier
Updated over a week ago

Cause Based Giving & Missions Forms

Caused Based Giving & Mission Forms Examples

Provide partnership and sponsorship opportunities for ministry parters, crisis response and more.

Written by Jessica Moore
Updated over a week ago

Contact & Connection Forms

Contact & Connection Form Examples

Collect feedback, prayer requests, sign-ups, & more.

Written by Jessica Moore
Updated over a week ago

Form Responses

Finding & Exporting Form Responses

You've collected important information... here's where you can find it.

Written by Jessica Moore
Updated over a week ago