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Understanding the Types of Forms
Understanding the Types of Forms

Summary of different types of forms and what they are used for.

Sarita Markande avatar
Written by Sarita Markande
Updated over a week ago

Forms have been an integral part of the Almabase platform and are used across various modules like events, giving, directories, etc. Forms help collect the information you need to plan and execute your alumni programs.

You can select from multiple form types based on the program you're working on.

Types Of Forms

Let's understand the different form types available and when to select a specific one πŸ‘‡

  • For an event or giving campaign on Almabase

Use this form type for the registration form or the payment form of an event or a giving campaign on Almabase.


NOTE: Ensure you are selecting this form type when working on an Event or a Fundraising campaign.

  • To collect submissions for a directory.

Use this form type to collect information to be published in a Directory.


Note: Ensure you are selecting this form type when building a directory.

  • To conduct a survey

Use this form type when collecting information for a survey. You can toggle off identification for anonymous surveys. Then all submitters will be considered 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 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 if you cannot find the form type you're looking for. As the name suggests, with this form type, you can customize the form as per your specific needs.

  • To collect data for verification of information to join a community.

If you are setting up Verifications on certain platform features, then use this form type to ask questions that will help you verify a particular user.

  • To trigger gift-related workflows.

This form type is generally used to collect gift data from syncing with external databases.


For any queries or suggestions on different types of forms, write to us at help@almabase.com or through the chat bubble πŸ’¬ if you have any questions. πŸ˜„

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