Why Forms?
You have a powerful Form Manager tool included in your Giving Platform. You're already using a Form to collect your giving, but did you know you can also create an unlimited number of other types of forms? You have access to seven customizable templates for the most commonly created forms, but the ability to create almost any form you can dream up.
To learn more about each Template type, visit this article.
Where to Access Forms
To access the Form Manager:
From your Manager Dashboard, click the Forms tab in the left-hand menu.
From there, you’ll see a list of all published and unpublished forms, submission stats, and options to create or edit forms.
Important: If you are looking for archived or expired forms, use the Status Filter to display them.
Create a New Form
Learn how to build a new form using a template, by copying an existing form, or starting from scratch!
Form Fields
Fields where people will input information into the form. Learn how to add, remove, and edit form fields.
Form Properties
Form properties provide robust aesthetic, communication, and payment customization tools!
Form Email Notifications
Create custom email confirmations! Or, set up email notifications to alert your staff of new submissions.
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