New Event Form Setup Checklist
Not a web designer or coding wiz? PERFECT! Our Forms are simple enough for anyone to create and share, with virtually unlimited customization options!
If you still feel that someone on your team would be a better fit, please remember that you can always add additional users to your account with personalized, limited permissions.
Once you've located Event Forms (New) (left navigation menu or top blue menu bar), this checklist will help ensure that you have a solid foundation to build a functional and fantastic looking form:
✔️ Select your Template
In the top right hand corner of the Event Forms homepage, you'll see a "+Create New Event" button. That will display your template options. These templates were created with the most commonly used settings and fields for that form type, but can still be tailored to your exact needs. More details on templates & creating a form copy here.
✔️ Configure your Form Fields
Each template has data collection Form Fields built-in for your convenience. If those fields don't fit the exact goals for your form, you can simply remove them, and then add the ones you do need. There are many intuitive field types and options, so be sure to read more about Form Fields here.
✔️ Configure your Form Properties
Form Properties options are the same for every type of form, but each template will vary slightly in pre-selected options. There are a few very important properties that you definitely do not want to overlook such as adding eye-catching color or an image to your form, customizing payment options, allowing donors to help with processing fees and customizing the email receipts and notifications for each form submission.
You can add a description, get the QR code and link from the General Info tab, change the color and font on the Theme tab. Submission is where you can set open and close dates. Payment handles the types, discount codes, processing fees, and then the Email tab handles notifications to those who fill out the form as well as any staff of volunteer people who need the information as well.
✔️ Save & Publish Form
Each time you work on your form you'll want to be sure to click Save from the bottom right hand corner. You'll be prompted to Save Only or Publish your form. Publishing your form over saving it is highly recommended! Otherwise choosing "Save Only" will create a second draft copy that often gets confused with the original copy. To avoid creating two copies of the same event, always choose Publish. If you are not ready for your form to be "live" you can simply click on Publish under Status for your particular event and click Unpublish from the dropdown.
✔️ Share your Form!
You have a few ways you can share your form with the world! Be sure to not only add it to your website.. but also your social media outlets and any outbound communication outlets you utilize, such as emails or newsletters.
Simple as that! We told you anyone could do it! 😉
If you have any other questions, please don't hesitate to reach out to your Client Relations Manager.