Creating a Form

To create a form, go to Forms > Manage Forms and click on Add Form.

You can then enter 

• Form Type - select from a number of ready-made form types:
  
  
  • Donation
  • Contact Us
  • Volunteer Application
  • Gift Aid Declaration Opt-in 
  • Blank Form
    
    The appropriate form elements will be automatically added to your form as a starting point. If you don't select a Form Type you'll need to start building your form elements from scratch.
    
    
• Form Description - this is the name or description of the form, for internal use only.
• Campaign - this is the campaign associated with the form - e.g. you might be running a volunteer recruitment campaign - if the form is not linked to a specific campaign then choose the General Campaign
• Then press Save Changes - you will now see your form editor, starting with the Behaviour tab.

To edit an existing form find it in the list of forms and then click on the description - as shown below

After you press the Save Changes button on a new form or click on an existing form in the list you will see the following:

Preview button

This opens your form on another tab. Makes sure you save changes before clicking the preview button if you want to see the effect of recent changes.

Analytics tab

This tab provides information about how your form is performing - for example if your form includes a donation element this tab will show a summary of the donations made via the form. 

Form Behaviour tab

This tab allows you to set up or change the overall way your form works - as follows

• Description - this is the name or description of the form - internal use only
• Campaign associated with the form
• Form Title - when someone accesses your form - e.g. on your website - this will be displayed in the browser tab
• URL for form - this comprises two parts
  • the base URL - this cannot be changed
  • URL suffix - this appears on the end of the URL for the form. Donorfy will generate a random code - you can change this to something more descriptive if you prefer - e.g. if your form allowed people to sign up to a mailing list you could change it to SignUp - please bear in mind that any suffix must be unique - i.e. you cannot have two forms with the same suffix, and can only contain the letters A to Z and numbers 1 to 9 - i.e. do not include spaces, question marks and so on

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• The Copy URL button copies the complete URL to the clipboard.
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  • After the form is submitted you can specify 
    • a message to display - this is typically used when the form is not displayed as a standalone page, or 
    • a page to redirect to - this is the link to the page on your website - e.g. to a thank you page - this is typically used when the form is displayed as a standalone page
      If embedding a form on your website (not a standalone form), the redirect will occur within the iFrame.
      
      
  • Display form as a standalone page - if this is 'Yes' then when the form is displayed it will
    • view in a new window - i.e. replacing the previous page
    • include the content you have set up under Form | Branding
      
      
  • Code Snippets - the code snippets provided allow you to copy and paste them into your website. The snippet depends on whether the form is to be displayed as a standalone page, or not:
    • Standalone page - the snippet is for a button that can be added to your website that will navigate to the page containing your form.
    • Not standalone page - the snippet is for an iframe that can be embedded in a page in your website.

Form Designer tab

This tab allows you to select, configure and sequence the elements to be used on your form. The available elements are shown on the left, and the elements currently on your form are shown on the right under the Form Layout heading. You can:

• Add an element to your form - click on the 'Add to form' button. The new element will be added to your form.
• Move the form up or down in the layout using the drag and drop area on the top left of the element.
• Expand the element so that you can configure it by clicking on the Show Details link. Once expanded you can also remove an element from your layout by clicking on the red Remove from Form button.
• Delete an element by clicking on Delete from form button - shown in the blue box in the example below

For more information about form elements see this article

Language tab

This tab allows you to configure the language in which the form labels are displayed.

Tracking tab

This tab allows you create URLs that can be used in your communications to track how someone arrived at your form. It uses the widely used UTM parameter convention to construct a URL which arrives at your form with the following parameter

• UTM Source - eg facebook, google, twitter, email
• UTM Medium - eg ppc (for pay per click), content
• UTM Content - eg advariant1, advariant2

Where will the form be hosted? This field only displays when the form is not standalone (see Behaviour tab). Donorfy needs to know this in order to generate the example code.

Click on Create Link to generate the form URL and iframe code including UTM parameters. The URL can then be sent 

UTM parameters in the database

When a form is submitted with UTM parameters in the URL the parameters are stored against the form and can be viewed from the Forms | History by including the UTM columns in the list. You can download the list to analyze the UTM codes e.g. in Excel.