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 that will - 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:
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.
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
- The Copy URL button copies the complete URL to the clipboard.
- Page to redirect to after form is submitted - this is the link to the page on your website where people will be redirected to after the form is submitted - e.g. to a thank you page. If not specified the user will not be redirected to another page after submitting the form, but a message will be displayed to show that the form has been submitted.
- Display form as a standalone page - if this is 'Yes' then when the form is displayed it will
- take up the full browser tab or 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
Available Form Elements
This element allows you to add text and images to your form - e.g. for the form heading and instructions - you can add more than one of these elements. This element does not update Donorfy in any way - its function is purely including content on your form to help make it usable. You can add this element multiple times to a form.
This element allows the entry of title, first name and last name for individual constituents plus optionally ask for an email address, postal address, and phone numbers. You can only add one of these elements to a form.
This element asks for channel and purpose consents - you can
- Choose which channels you want to ask permission for
- Ask people for their preferred channel
- Ask for permissions for purposes - note that purposes will be included if they are marked to be included on public-facing preference update forms - see 'Choose which Purposes to Display on the Preference Update Form' in this article Allowing People to Update their Permissions and Preferences
You can only add one of these elements to a form.
Add a Tag
This element allows you to add a tag when a form is submitted - you can
- Either add the tag automatically or ask a question which if answered yes will add the tag
- Ask for further information which will be stored in the tag's notes
- Populate the additional custom fields in the tag, either automatically or according to an answer given.
You can add this element multiple times to a form.
Add an Activity
This element allows you to add an activity when the form is submitted - you can
- Either add the activity automatically or ask a question which if answered yes will add the activity
- Ask for further information which will be stored in the activity's notes
- Add a task which is related to the activity
- Populate the additional custom fields in the activity, either automatically or according to an answer given.
You can add this element multiple times to a form.
This element validates and submits the form to Donorfy. You can add this element multiple times to a form.
This tab allows you to configure the language in which the form labels are displayed.
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 data in Donorfy (constituents, activities, tags etc) is added with those parameters, which can then be used in reports (currently in Own Azure only).