We know how busy the Christmas Season can be so we want to help make it a little easier for you! On this article, you'll find various forms you as an organization or church might use during this season for services, fundraisers, etc!
Christmas Services (using Ticketing)
If you're doing multiple Christmas/Christmas Eve services, you know generally most people tend to try and attend the same service. This way, you can enable ticketing for your services to help spread people out a bit. Follow the steps below or watch this video!
1. You'll click on Create New Form, choose the Start From Scratch option, title your form, then click on the Start Building Form button.
2. Once the form has been created, you can add a Header Image, edit the Form Description, and edit the colors of the form itself. For now, let's get some fields on the form!
3. On the right side of the screen, you'll see various fields you can add to customize your form. If you scroll down a little bit, you'll see the Field Set section. Select the Person field set.
4. Once you've selected Person, a pop-up will appear to edit that portion. You can rename that section to say just Person, Individual, or whatever you may like. Since we're limited on space for this service/event, check the box that says Count towards total registrations. You can also limit the amount of individuals that are registered on a single form. In this case, we chose to limit it to 8 people. Once you've done that, click on Done.
5. After you've placed that field on your form, you can add any other fields you might need that's associated with the person such as e-mail. If you want the information to be duplicated per registrant, you'll need to make sure that it's above the Add another (field name) button. In this case, we added the e-mail field set that you can find in the Contact Info Fields section.
6. Once you've added the contact information you'd like, click on Form Properties. Under the General tab, scroll down to the Categories and check the Event Registration box. Once that's done, you'll see the ticketing option appear. Go ahead and set the time/date and check the Enable Ticketing box.
7. After that has been done, you'll go to the Submission tab to input the max number of registrants you'd like to set. In this case, we set it to be 500 people.
8. After you've done that, you will need to click on Save Changes which will prompt a pop-up that'll ask if you'd like to publish this form. You can go ahead and click on Publish. It doesn't put the form out into the world or on your website but it just makes it live for you to be able to use it.
9. Congrats! Now your form is available to use. Once you've clicked on Publish, you'll get another pop-up that'll give you a few options on how you can share your form. Happy form building!
Local Shelter Christmas Offering (Using Amount Buttons)
The Christmas season is a great time to raise funds for local ministries or organizations. This form example will use Amount Button(s) to encourage your congregation or community to donate. Follow the steps below or watch this video to see how to make this form!
1. You'll click on Create New Form, choose the Start From Scratch option, title your form, then click on the Start Building Form button.
2. Once the form has been created, you can add a Header Image, edit the Form Description, and edit the colors of the form itself. For now, let's get some fields on the form!
3. On the right side of the screen, you'll see various fields you can add to customize your form. If you scroll down a little bit, you'll see the Payment Fields section. Select the Amount Button(s) field set.
4. Once you've selected Amount Button(s), a pop-up will appear to edit that portion. You can rename that section to say whatever you may like. In this case, we renamed it to say Please Select an Option.
5. The next step is to change/edit the amount buttons. for this, you'll click on Line Items where you'll be able to edit the amount of columns, the buttons themselves, etc.
6. After you've done that, you will need to click on Save Changes which will prompt a pop-up that'll ask if you'd like to publish this form. You can go ahead and click on Publish. It doesn't put the form out into the world or on your website but it just makes it live for you to be able to use it.
7. Congrats! Now your form is available to use. Once you've clicked on Publish, you'll get another pop-up that'll give you a few options on how you can share your form. Happy form building!
Creating a Holiday Fundraiser Form (Using Calculated Amounts)
It's the Holiday season and it's time to start fundraising for your local community. You can create a form to sell and track orders for the item(s) you choose to spotlight. This article will show you how to list prices and track items utilizing calculated amounts. Follow the steps on this article or watch the video below!
1. You'll start by clicking Create A New Form in your Forms tab.
2. Then select the Giving Form option and name your form. You will want to use the Giving Form option instead of the Giving Fund List because you will utilize only one fund with this fundraiser. The Fund List option will show multiple funds for the donor to choose from.
3. You can add a Header Image and a Background Image to elevate the form.
4. Then proceed to the task bar on the right of the page to select from the options under Contact Info Fields to add a person's name, email, phone and address if desired.
5. To make each of the fields required, click on the settings gear located in the top right corner of each field.
6. Check the box in the bottom left corner and click Done.
7. To add Calculated Amounts, you will scroll to the bottom of the task bar and select Calculated Amount.
8. For your form, you will enter the correlating information highlighted in the orange boxes and click Done.
*Please note: You will want to ensure every field is set to required to ensure there is no missing information when a form is submitted.
Your form should display like the image below.
9. At the bottom of the screen, click Form Properties and click the Properties tab within Form Properties.
10. Deselect the default payment to be Recurring, and scroll down to see Processing Fees. You will select the fund that will be correlated to your form then click Done.
11. Lastly, be sure to click Save Changes and Publish anytime you edit or complete your form.
Congrats! Now your form is available to use. Once you've clicked on Publish, you'll get another pop-up that'll give you a few options on how you can share your form.
12. To go back in and edit your form, you will click the three dots beside your form name and click Edit form. If you click the title of the form, a duplicate form will be created. Happy form building!
Updated