Creating and Editing Forms

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Creating a new form is quick and easy, and can be completed within a few minutes!

To get started, Donorfy Forms are created within Forms > Manage Forms

Click on Add From

 

A new Form screen will appear where some pre-requisites are entered:

  • Form Type - select from a number of ready-made form types:

    • Donation
    • Membership
    • 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. 

  • 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

 

The Form editor

After the initial creation, the Form editor will be displayed.

This view contains five tabs and a Form preview button.

The tabs shown are :

  • Analytics
  • Behaviour
  • Designer
  • Languages
  • Tracking

These are detailed below, starting with the Behaviour tab.

 

Form Behaviour tab

This tab allows you to set up or change the overall way your form works and the code to use for your website:

  • Form is active - when set to yes, the Form will be available for use by supporters
  • 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 this form
  • mceclip0.png
  • 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 however, you can change this to something more descriptive if you prefer, for example, if your form allowed people to sign up to a mailing list you could change it to SignUpQ123

    Please note

    A suffix must be unique and can only contain the letters A to Z and numbers 1 to 9

    Suffixes must not include spaces or special characters, i.e question marks and so on.

    • The Copy URL button copies the complete URL to the clipboard so that you can use the URL within communications.

 

  • 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 within the web browser.
        To give your standalone Forms the look and feel that is consistent with your website see this article: Standalone Forms

      • If set to 'No' the Form's code snippet (see below) will alter an option to set the size of your Form's height and width will be provided. This is the sizing that will be displayed on your website within an iFrame.
  • Code Snippets - this is a line of HTML code that can be copied and pasted into your website. The snippet depends on whether the form is to be displayed as a standalone page, or not (as determined in the point above).
      • Standalone page - the snippet is for a button or a hyperlink from an image or words that can be added to your website that when pressed by the supporter will navigate to a page containing your form.
      • Not a standalone page - the snippet is for an iframe that can be embedded in a page in your website. The sizing of the Form can be edited directly within your iFrame.

A Form's appearance can be defined as per this article: Form Appearance

 

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.

 

For detailed information about various Form elements see this article: Available Form Elements

  • to add an element to your form - click on the 'Add to form' button. 
  • to move an element about your form, click and hold the hamburger icon (the three lines) on the element's top left and then move it to the desired position on your Form.
  • to configure the element, click on the Show Details link to the right. Each element is detailed here:  Available Form Elements
  • to delete an element, click on the Show Details link to the right. Once expanded click on the Remove from Form button 

Once your elements have been added or the layout changed, click on Save Changes

 

Language tab

This tab allows you to configure the terminology/form field descriptions that the Form's labels display.

To edit these fields, click into the relevant box and then type your detail

Once completed, click on Save Changes

 

Tracking tab

This tab allows you to 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. 

The following article provides further details about how to create them and report on them: Tracking Codes for Forms

 

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. 

 

Editing Forms

To edit an existing form, open Forms > Manage Forms and a List of Forms will be displayed. 

Find the Form you would like to edit it in the list of forms and then click on the description of the Form - as shown below. The Form will then open and display the Behaviour tab.

 

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Important

If you are working extensively with forms - e.g. testing them on your website - our request monitoring algorithms may flag your requests as suspicious and your request was blocked. 
To avoid this problem, please refer to this Knowledge Base article: Testing your Donorfy Form

 

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The Donorfy Academy features a learning course for Donation Forms - enrol here

 

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