Set Up Form Submission Behavior

Overview

This article explains how to customize the submission properties of your forms. By following these steps, you can ensure that your forms are set up to provide the best user experience and meet your organization's needs.

 

💡 Why Customize Submission Properties?

The Submission tab should be considered for every type of form, but is especially important for Event Registration type forms. Customizing the submission properties allows you to control what happens after a form is submitted, ensuring a smooth experience for your users.

 

Steps to Access Submission Properties

  1. Access Form Properties:
    1. Navigate to your giving dashboard.
    2. Click on the Forms tab in the menu on the left.
    3. Select from your list of created forms. Your Form Editor page will appear.
    4. Click Form Properties
  2. Locate Submission Properties:
    1. In Form Properties, find the Submission tab.
      Form Properties Submission.png

 

Customize Submission Property Options:

  1. Submit Button Text:
    • For most forms, the button at the end of the form will simply say "Submit". You can change that button to say "Register" or "Give!" or whatever you'd like here.
  2. Maximum Number of Submissions:
    • If you'd like to limit the number of forms submitted, you can enter that number here. Note: there are a few ways to allow registrants to register more than one person per form.
  3. Submission Open and Close Dates:
    • If you are only accepting registrations for a limited time, you can set Open and Close dates for registration submissions. Once you link the form to your website, social media, or share it via email, the link will show as "no longer available" once the Closed Date has lapsed.
  4. Maximum Number of Registrants:
    • The Maximum Number of Registrants should reflect your maximum capacity for an event, camp, or trip. Note: using the Person Field Set on your form will activate this option within the Submission tab.
  5. Enable reCAPTCHA for All Submissions:
    • If your organization is experiencing an issue with spam submissions to your forms, you can enable a reCAPTCHA step before a form can be submitted. Note that reCAPTCHA is only available for non-payment forms.
  6. Preferred Submission Message:
    • After a form is successfully submitted, a message will pop up to confirm the submission. You can adjust that message here.
  7. Redirect URL:
    • After a form is submitted, you'll have the option to redirect your donor or registrant to a website of your choice. Simply enter the URL, and after seeing the Submission message for five seconds, they will be redirected.
  8. Additional Giving Opportunities:
    • Allow donors to explore other giving opportunities after they've completed their gift. After clicking Submit, they can select another giving form from a menu you've customized.
  9. Options for Increasing Gift Amount After Submission:
    • Once a donor has completed their gift, they can be prompted to increase their gift by a small percentage (you choose the amount), and, if selected, the added percentage amount will be added.
  10. Logout:
    • If you are considering having registrants register or give on a shared device, consider checking the Logout option. This will log donors out of their Member Portals as soon as their form is submitted so the next giver or registrant can log in to their own portal. This option would disconnect the redirect. Note: forms do not have to require an individual to Sign In to their account to register or give. You can "Enable Member Portal" in the Payment tab.

Up Next: Form Properties: Payment

 

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