Forms are a feature that lets you collect information in an easy, streamlined manner.
Forms have been an integral part of the Almabase platform. Used across various features such as events, giving, directories, etc., forms help collect the information that you would need to plan and execute your campaigns.
Here are the steps to create a form -
From the admin panel, select Manage Forms. Click on + Add Form.
Enter the name of the form in the field and select the form type based on what it is going to be used for.
Add a description for the form to share details with the user on what this form is about.
Note: Description is a rich-text field, where you can add images and format the text as you wish.
Add questions to the form based on what information you want to collect.
There are different field types to enable you to collect a variety of information.
Once the questions are set up you are good to publish the form.
Submit Button Text - You can rename the typical 'Submit" button to anything as per your requirement (e.g., Thank You, Process...)
Redirect URL - You can add a URL here, which will redirect the users to that page once, they have submitted the form.
Ex: If the form is to collect scholarship information, you can add your scholarship page URL. The users will be redirected to the scholarship page once the form is submitted.
Add a message after submission - In this field, you can add a personalized message to the users who have submitted the form.
Ex: We're evaluating your submission; we'll get back to you at the earliest.
Accept Submissions: Toggle on this option to start collecting entries from users.
NOTE: If the redirect field & message after submission fields are left blank, then the default message is shown to the user.
Now that the form is ready, the next step is to share the form with your Alumni to start receiving submissions.
Click on the 'Share Form' button on the top right.
A modal will pop-up that has URLs automatically generated to share the form on Facebook, LinkedIn & through Email.
Click on the "Open Form" button for a preview of the form you have just created.
How to delete or duplicate a form?
The steps to delete/duplicate a form are the same. From the All Form page, select the form you wish to delete or duplicate and scroll to the drop-down at the bottom of the page.
Select accordingly and hit on proceed.
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If you have any suggestions or queries, please feel free to reach out to us at firstname.lastname@example.org.