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Forms

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

Kacie Frazier avatar Jessica Moore avatar Lindsey May avatar
32 articles in this collection
Written by Kacie Frazier, Jessica Moore, and Lindsey May
Forms Basics

Forms Overview

Our powerful Form Manager tool empowers you to do SO much more than collecting gifts!
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Written by Kacie Frazier
Updated over a week ago

Creating a New Form

How to build a new, customized form.
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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.
Jessica Moore avatar
Written by Jessica Moore
Updated over a week ago

Form Header Images

Take your forms to the next level with this easy step!
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Written by Jessica Moore
Updated over a week ago

Form Layout: Single Page vs. Steps

Breakdown longer forms into steps for higher form completion rates.
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Written by Jessica Moore
Updated over a week ago

Custom Form Templates

Save your customized form as a Template to use again and again.
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Written by Jessica Moore
Updated over a week ago

5 Things You Didn't Know Forms Can Do 🤯

Tips & Tricks for getting the most out of Forms.
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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.
Jessica Moore avatar
Written by Jessica Moore
Updated over a week ago

Adding New Funds to Your Giving Form

So you've built up your library of Funds.. now let's show them on the correct form.
Jessica Moore avatar
Written by Jessica Moore
Updated over a week ago
Form Properties

Form Properties Overview

Form properties provide robust aesthetic, communication, and payment customization tools.
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Written by Kacie Frazier
Updated over a week ago

Form Properties: General Info

Visually customize your form with images, colors and more
Jessica Moore avatar
Written by Jessica Moore
Updated over a week ago

Form Properties: Advanced Theme & HTML

Customizing the appearance of your form to match your brand or theme.
Jessica Moore avatar
Written by Jessica Moore
Updated over a week ago

Form Properties: Submission

Set Open and Close Dates, max capacities and more for registration
Jessica Moore avatar
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.
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Written by Jessica Moore
Updated over a week ago

Form Properties: Email Notifications

Customize email confirmations for gifts, payments, and registrations!
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Written by Kacie Frazier
Updated over a week ago

How To: Allow Givers to Help Cover Processing Fees

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Written by Lindsey May
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.
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Written by Kacie Frazier
Updated over a week ago

How To: Partial Payments

How to enable partial payments within Forms
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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.
Jessica Moore avatar
Written by Jessica Moore
Updated over a week ago

Form Fields: Basic, Static, & Contact

The most commonly used Fields & best practices for each.
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Written by Jessica Moore
Updated over a week ago

Form Fields: Field Sets

Save time on building your form with Field Sets.
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Written by Jessica Moore
Updated over a week ago

Form Fields: Payment Fields

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Written by Jessica Moore
Updated over a week ago
Event Registration, Signups, and Ticketed Forms

Event Registration Form Examples

Need some inspiration for your upcoming event registration? Check out these examples!
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Written by Jessica Moore
Updated over a week ago

Signup Slots in Forms 📋

Manage volunteers, coordinate events, and organize activities all in one place!
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Written by Jessica Moore
Updated over a week ago

Ticketing for Event Registration Forms

How to generate tickets for individuals or groups
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Written by Kacie Frazier
Updated over a week ago

Redeeming Tickets for Events & Signups 🎟️

You enabled ticketing for your Event Registration.... now what?!
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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.
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Written by Jessica Moore
Updated over a week ago
Contact & Connection Forms

Contact & Connection Form Examples

Collect feedback, prayer requests, sign-ups, & more.
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Written by Jessica Moore
Updated over a week ago
Crisis Response

Immediate Crisis Response Using Forms

Quick response solutions in times of need.
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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.
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Written by Jessica Moore
Updated over a week ago
Sharing Forms

Ways to Share Your Forms

When to Link your form and when to Embed it?
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Written by Jessica Moore
Updated over a week ago

Sample Forms Social Media Posts

Examples of how to share forms via Social Media!
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Written by Jessica Moore
Updated over a week ago