New Form Setup Checklist

Creating and Sharing Forms Using the Form Manager

Objective

This article explains how to create and share forms using the Form Manager. Follow these steps to build functional and visually appealing forms.

đź’ˇ Why Use the Form Manager?

Our Forms are user-friendly, allowing anyone to create and share them with extensive customization options. This ensures your forms meet the specific needs of your church or organization.

Steps to Create and Share Forms

Select Your Template

  1. Navigate to the Forms Manager in the left navigation menu.
  2. Click the "+Create New Form" button.
  3. Choose a template that fits your needs.
    Create a Form.png

Configure Your Form Fields

  1. Review the built-in Form Fields in your selected template.
  2. Remove any fields that are not needed.
  3. Add the fields that fit your specific goals.
    New Form Setup Checklist Form Fields.png

Configure Your Form Properties

  1. Navigate to the Form Properties section.
  2. Customize payment options and processing fees.
  3. Set up email receipts and notifications.
    New Form Setup Checklist Form Properties.png

Save & Publish Form

  1. Click Save in the bottom right-hand corner.
  2. Save your form as a new template if desired.
  3. Click Publish to create sharing options.

Share Your Form

  1. Add the form link to your website.
  2. Share the form on social media.
  3. Include the form link in emails or newsletters.
    New Form Setup Checklist Form Share.png

 

Have Questions or Need Help?

If something isn’t working right, we’re here for you!

  • Technical Support: Available Monday–Friday, 8 AM–5 PM CST.
  • Product Help: Visit the Help Center or click the question mark icon in the product for tutorials and step-by-step instructions.
  • 24/7 Chatbot Support: Our Help Center chatbot can answer common questions any time—day or night.
  • Personalized Support: Contact the Sales Team at sales@ministrybrands.com for guided help through our paid services.

💡 Pro Tip: Many answers can be found for free in our Help Center—no need to wait!

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