Objective:
This article provides guidance on how to add, customize, and manage Form Fields when creating or editing a form. These fields allow you to gather meaningful information from registrants or donors and customize form behavior.
Locate Form Field
To begin working with Form Fields:
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Navigate to your Manager Dashboard
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Click the Forms tab in the left-hand menu
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Select your created form from the list
If you just created a new form, you’ll already be on the Form Editor page.
All available Form Fields will be visible in the menu on the right side of your screen.
Adding and Customizing Fields
To add a field, simply click on it or drag and drop it where needed on your form.
Once placed, the Field Property box will appear. Most fields will show two tabs:
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General Info – Customize the field label, placeholder text (example answers), help text (instructions), and whether the field is required
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Conditions – Show or hide fields based on earlier answers (e.g., display “T-shirt Size” only if “Would you like to purchase a T-shirt?” = Yes)
To edit an existing field, click the gear icon in the top right corner of that field.
Email Placeholders
Most fields automatically generate email placeholders, which pull submitted responses into email notifications.
For example, payment fields can include donation amounts in confirmation or receipt emails.
You’ll find and manage these under Form Properties > Emails.
Form Field Categories
Form Fields are organized into five categories:
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Basic Fields – Text fields, dropdowns, checkboxes, and more
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Field Sets – Useful for allowing multiple registrants to enter similar sets of info
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Static Content – Headings, descriptions, or visual breaks
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Contact Info Fields – Name, phone number, email, etc.
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Payment Fields – Enable payment amounts or display costs
Have Questions or Need Help?
If the product isn’t working as expected, our Support Team is available Monday–Friday, 8 AM–5 PM CST.
For product-related questions:
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Click the question mark icon in the product to access tutorials, walkthroughs, and the Help Center.
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Use the Help Center chatbot for 24/7 answers to common questions.
Looking for a personalized walkthrough?
We offer paid services to walk you through your setup or workflows. Reach out to our Sales Team at sales@ministrybrands.com to learn more.
✨ Tip: Many how-to articles and video tutorials are available for free in the Help Center.
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