Form Properties Overview

Form properties provide robust aesthetic, communication, and payment customization tools.

 

After creating a new form and adding your desired fields, it’s time to tackle form properties! Think of Form Properties as the foundation to customize your entire form visually and functionally.

 

Locate Form Properties:

  • Navigate to your manager dashboard, click on the Forms tab in the menu on the left, and select from your list of created forms. Your Form Editor page will appear. *If you just created a new form, you should already be on the Form Editor page!  

  • View all Form Properties options in the bottom left of your Form Editor page or by using the main gear ⚙️ symbol across from your form's title.
    Note: You may need to click Actions first if your screen is condensed.

 

Form Properties include six tabs: General Info, Advanced Theme, HTML, Submission, Payment, and Email Notifications.

 

  • General Info lets you rename the form, update the description, upload a header image, adjust the timezone, and manage the form category (impacts the Mobile App Module and Manager permissions). You can also access the embed code to add the form to your website or use the direct URL to link to it.

  • Advanced Theme If the pre-made design themes aren’t giving you your desired look, you can choose your own background colors, accent colors, and fonts within this tab.

  • HTML can be used by those who are seasoned in writing their own website HTML code. Custom <head> code, such as Google Analytics tracking, can be included in this tab.

  • Submission manage the post-submission message, redirect options, and limit the number of submissions per user. You can also set a maximum number of event registrations (See also Field Sets) and define open and close dates for form submissions.

  • Payment settings control what payment options donors can use, can be used to enable a convenience fee, enable a discount code for lower pricing, enable recurring or partial payments, and enable a recurring gift prompt.

  • Email Notifications configures automated emails or receipts for givers, registrants, or staff upon form completion. These emails include a custom message with the details of each response. For setup assistance, click here.

When your form is complete, click Save > Save and Publish. The form cannot be accessed by direct URL or embed code until it has been published.

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