Overview of Form Properties

Overview

This article provides step-by-step instructions on how to access and customize Form Properties. Form Properties control the visual style, behavior, and submission settings for your form.

Locate Form Properties

To access Form Properties:

  1. Navigate to your Manager Dashboard

  2. Click the Forms tab in the left-hand menu

  3. Select a form from your list

If you just created a new form, you should already be on the Form Editor page.

Then:

  • Click the gear icon (⚙️) across from the form’s title

  • Or select Form Properties in the bottom left of the Form Editor page

📝 If your screen is condensed, you may need to click Actions first.

Form Properties Tabs

There are six key tabs in Form Properties. Each gives you control over different elements of your form:

Embed code allows you to display the form directly on your website.
The direct URL opens the form in a new browser window.

  • Advanced Theme

    • Set background and accent colors

    • Customize fonts and other design elements for a polished look

  • HTML

    • Ideal for users with coding experience:
      • Add custom HTML or CSS
      • Include integrations like Google Analytics
    •  

  • Submission

    • Choose what happens after a form is submitted (e.g., thank-you message or redirect)

    • Limit how many times a user can submit

    • Set a maximum number of total registrations

    • Define submission open and close dates

 

 

  • Email Notifications

    • Automatically send confirmation emails to:

      • Donors or registrants

      • Internal staff

    • Customize the email message

    • Include submitted responses using placeholders

Final Steps

When your form is ready, click Save and Publish.

Forms cannot be accessed via direct link or embed code until they are published.

 

Updated