Objective:

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:

• General Info

  • Edit the form name and description

  • Upload a header image

  • Adjust the timezone for submissions

  • Access the embed code or direct URL

  • Assign a form category (affects MinistryOne and Manager permissions)

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

• Payment
  
  

  • Select accepted payment methods

  • Add admin fees or discount codes

  • Enable recurring or partial payments

  • Prompt donors for recurring gifts
    
    

• 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.

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:

• Click the question mark icon in the product to access tutorials, walkthroughs, and the Help Center.

• 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.

Updated April 23, 2025 02:08