The General Info tab provides you options for:
Form Names- Lets you set the name of your form
Header Image URL- Places an image at the top of your form. The header image width will need to be under 800 pixels and the file size itself needs to be under 300kb.
Form Description- Describes the form to your users
Field Validation Form- Shows your users which fields are required for submission
Time Zone- Sets the time zone for the form
Tags- Adding tags to the form makes it easier for you to search for the form by its tags in the Form Builder
Categories- Allows you to find specific forms by their categories
Submit Button Text- Change the text that is on the submission button
Submission Open/Close Date- Control when the form is visible on your site and when it isn’t. Keep in mind: if you set the Open Date for a day in the future, the form will not appear on your page until it is that date.
Maximum Number of Submissions- If you’d like to receive unlimited submissions, leave the space blank. If you’d like to set a limit on the number of form submissions, enter the number of submissions (this is especially convenient if you have a limited capacity event). If the form submission limit is reached, the form will no longer appear on your website and will display a message that says “The maximum number of submissions have been reached”
Settings to control what happens after a user submits a form:
Message to user- Customize the message that appears to the user when they complete the form
Redirect URL- The address the users are taken to after submitting the form
You can enable notifications when a form is submitted. The email notification will contain all the information that was completed on the form.
Step 1- Click on the green Add Email button
Step 2- In the To field, enter the email or email addresses you wish to have the notifications sent to. If you want to enter multiple email addresses, you will need to separate each email with a comma with no extra space (ex: email@example.com,firstname.lastname@example.org …)
Step 3- In the From Field, you have a couple options for what email to use. 1) a generic email your organization has (ex. email@example.com). 2) the same email address used in the To field. 3) firstname.lastname@example.org. This third option will ensure that your email provider doesn’t block the email from coming into your inbox. If you use the same email in the To field, in the From field, you may not see the email arrive as it could be blocked.
Step 4- In the Subject Field, enter a subject for the email notification. It often helps to add the name of the form with the word “Submission” after (ex: Contact Us Submission).
Step 5- To get the answer your visitor inputs into the form, you must use the placeholder buttons located below the message in blue. To know what the answers are in the email, you have to title what they are answering (ex: Name:). After you enter the title of the placeholder, select the correlating placeholder button. This will add it with a hashtag in front of it and after it.
Than continue with the remaining placeholder buttons, making sure that each of them is on its own line of the message. NOTE: CREATEDAT, stands for Create Date. The system will generate a date the form is submitted. You don’t have to use this if you don’t like.
Keep In Mind: Your placeholder buttons are based off the field names you entered for each of the options you have on your form. If you change the name of the field, after you’ve set up your email, you will need to come back into the email, delete the old placeholder in the message and add the new updated version into the email. Placeholders automatically get added to the end of that last letter/character in the email. Simply highlight the hashtag phrase (#Name#), cut it from the message, and paste it on the line it needs to be.
If a placeholder comes in hashtag form through to you in the email, you will need to double check the names of the field on the form. You can only have one space between each word. If there are extra spaces between each word, the system can’t read the placeholder button correctly and it won’t be able to replace it with the answer the visitor puts into the form. Once you re-write the name of the field, go back into the email, remove the old placeholder, and replace it with the updated one. You also want to make sure you avoid having the & character in the Field Name. This will also disrupt the placeholder functionality. Instead, use the word “and” in the Field Name.
Step 6- Select ok when you are finished setting up the email
Step 7- Select Save Changes in the bottom right corner of the Form Manager and publish to complete.
Send Confirmation Email to User
If you'd like the user who completed your form to receive an email, you can follow the steps below. This is especially handy when you need to send confirmation information to the user for an event or just when you need to email the user to say someone will be contacting them shortly!
Step 1- In Form Properties, select Email, than the green Add Email button. If another email is already in there, the Add Email button will be located below that email.
Step 2- Click within your message and click the Email placeholder, located below the message box (your placeholder name may be different depending on what you named the field). Once you click on the placeholder it will add a hashtag version of it in your message box.
Step 3- Highlight the email placeholder (now in your message box), including the hashtags. Cut this and paste it into your To field above the message box.
Step 4- Enter an email for the From field (usually the general church email or an email of a church leader). NOTE: The From field will need to be your domain email (email@example.com) or a Gmail email account. AOL/Yahoo accounts in the From field will result in the email notification not being received.
Step 5- Add your subject line, letting the visitor know what the email is about (ex: Thank You For Contacting Us! Us could be replaced with the organization name!)
Step 6- Go back into your message field and personalize what is being sent to the one who submitted the form.
NOTE: Use those placeholders throughout the message if you wish to incorporate any of the information they submitted. This is especially helpful if it’s a registration form. It will send back their answers, verifying what you are receiving. You can include in the email that if there is anything wrong or something changes, that they can email you with updates. Than include your email address in the message. Remember, the placeholders pull the answers from the form and act as words. You want to keep the hashtags used before and after the placeholder title, but make sure you are including a space before and after each hashtag just as if you were writing a normal sentence. You essentially click the placeholder instead of typing a word.
Step 7- Select ok when you are finished setting up the email
Step 8- Select Save Changes in the bottom right corner of the Form Manager and publish to complete.
With your Clover Give account integrated, the Payment option will provide you with Member Portal, Accepted Payment Types, and Total Amount Fund options.
If you haven't integrated your Clover Give account, here is how!