Form Properties: General Info

 

Objective

This article explains how to use the General Info tab within Form Properties to visually customize your form and manage key details like name, description, QR code, sharing links, categories, and more.

Visually Customize Your Form with Images, Colors, and More!

The General Info section of Form Properties allows you to:

• Rename your form

• Add a description for clarity and engagement

• Download a shareable QR code

• Access the form’s direct link and embed code

• Set time zones for submissions

• Categorize your form for integrations and manager access

✏️ Form Name

If your form was created using a template, it likely has a generic name. Rename your form here to reflect your event, campaign, or fundraiser for clarity.

📝 Description

This area is perfect for giving context to your form, especially if it’s shared outside of your website.

Use it to:

• Describe your event or cause

• Explain fees or next steps

• Share your mission or contact info
  
  

✅ Field Validation

By default, all fields are optional.

You can use this setting to:

• Mark specific fields as required

• Choose whether required/optional indicators show on the form

Each individual field can also be set to “required” via its own properties.

📱 QR Code

A unique QR code is generated for every form.

Download and place it on:

• Posters

• Slides

• Event signage

• Printed materials

Great for in-person events or announcements!

 

💻 Embed Code

Embed your form directly on your website.

Benefits include:

• Keeping users on your site

• Enhancing trust with your branding

• Streamlining the giving or registration experience

📌 Tip: Send the embed code to your website admin. You can say:

“Please embed this form like you would a YouTube video.”

🔒 Security Note:

Embedded forms must be placed on a secure (https) webpage with SSL encryption. Contact your web provider if SSL isn’t enabled yet.

🔗 Direct Link

Want to share your form without embedding it?

Copy the Direct Link and share it via:

• Email newsletters

• Social media

• Text messages

🔁 After form submission, redirect users back to your site using the Submission tab in Form Properties.

🌍 Time Zone

The form’s time zone affects open and close dates for submissions (e.g., event registration deadlines).

Set or adjust the time zone here before launching your form.

🗂️ Categories

Categories influence how your form behaves and where it appears:

• Manager Permissions – Controls which managers can access the form

• Static Verbiage – e.g., “Make this gift recurring” vs. “Make this payment recurring”

• MinistryOne Integration – Dictates where your form appears (e.g., Contact Module, Events Module)

📌 Selecting “Event Registration” as a category enables the Ticketing feature.

 

Have Questions or Need Help?

If the product isn’t working as expected, our Support Team is available Monday–Friday, 8 AM–5 PM CST.

For product-related questions:

• Click the question mark icon inside the product to access tutorials and guides

• Use the Help Center chatbot for 24/7 answers to common questions

Looking for a personalized walkthrough?

We offer paid services to walk you through setup or configuration. Reach out to our Sales Team at [e-mail] to learn more.

✨ Many how-to articles and video tutorials are available for free in the Help Center.

➡️ Up Next: Advanced Theme & HTML

Explore how to brand your form with colors, fonts, and advanced design controls.

Updated May 23, 2025 02:31