Forms have been an integral part of the Almabase platform. Used across various modules like events and giving, forms help collect the information you need for you to plan and execute your campaigns.
Here are some of the key things to keep in mind when using the new forms interface.
A redesigned submissions page for each form
Every form you create will have a dedicated page you can share to receive submissions. The new page works great on all devices and loads even within social media apps. So once you are done creating your form, you can click on the share form on the top right corner of the page to get the form submission page for your form.
Selecting a form type
There are different kinds of forms you can create depending on the kind of campaign you are working on. Here are the types of forms you can create right now:
- For an event or giving campaign on Almabase
Use this form type when using the forms feature to collect custom data during an event registration or a gift payment.
- To conduct a survey
Use this form type when collecting information for a survey. You may toggle off identification for anonymous surveys. All submitters will be considered as participants in a campaign.
- To conduct an online competition or campaign
Use this form type for online campaigns such as throwbacks, polls etc. Identification is mandatory and all submitters will be considered as participants in a campaign.
- To collect requests or applications
Use this form type to collect applications or special requests from your constituents. Identification is mandatory and all submitters will be considered as those requesting help from your organization.
- To collect responses to an appeal or a request
Use this form type to collect responses to an outgoing appeal from your organization. Identification is mandatory and all submitters will be considered as those willing to help your organization.
- Custom Campaign
Use this form type to Customize the form configuration to your own needs.
Depending on the form type you select, you can control whether or not you require the form submitter to identify themselves. In cases where identification is required - first name, last name and email are automatically added to your form and will be mandatory for form submission. This identification is utilized later for mapping the incoming form submission to someone on your database.
Map submissions back to your database
Incoming form submissions are automatically mapped to a corresponding record on Data Studio if the email on the form submission and on the record are unique and the same. Any unmapped form submissions can be mapped manually.