Forms

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

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

Forms Overview

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

Ways to Share Your Forms

When to Link your form and when to Embed it?

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

Action Links

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

Written by Drew Penfield
Updated over a week ago

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 this week

Form Properties: Theme, Advanced Theme & HTML

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

Written by Jessica Moore
Updated this week

Form Properties: Submission

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

Written by Jessica Moore
Updated this week

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 yesterday

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 yesterday

How To: Partial Payments

How to enable partial payments within Forms

Written by Kacie Frazier
Updated this week

Form Fields

Form Fields

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

Written by Kacie Frazier
Updated over a week ago

Field Sets

What makes Field Sets different and when to use them.

Written by Kacie Frazier
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

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