Form Connectors in Almabase are a useful tool for updating user profiles with information submitted through forms.
This feature ensures that user profiles remain up-to-date with the latest information provided by the users.
This article covers forms created in Tools → Forms and custom forms added to events and giving pages. It does not cover the details collected by an event’s Registration and Guest forms or a giving page’s Pre-payment and Post-payment forms (name, email, phone, address and affiliation). Those are pushed with the Events connector or the Giving connector.
See Pushing Contact Details from Events and Giving to Almabase Profiles and Pushing Form Submissions from Events and Giving to Almabase Profiles.
For custom forms on events and giving pages, the guest or donor must be mapped to an Almabase profile before answers can be pushed.
Note: Form connectors support both the default fields and custom fields on a user's profile.
The default fields include Basic Information, Addresses, Emails, Phone Numbers, URLs, Education, Other Education, Preferences, Affiliations, Interests, Marital Information, and Employment.
Form connectors also support custom fields.
Step 1: Access Connectors Tab
Go to the Connectors tab on your form's admin side.
Click on the "+" icon to start setting up a connector.
If you can't find the Connectors tab, contact your Success Manager or reach out to our support team through the chat bubble.
Step 2: Create a Connection
A pop-up will show all fields added to the form. Select the field you want to connect. For this guide, consider a custom question, “Affinity Group”
Map it to a corresponding field on the record under "Connect a field on record". For example, map it to the “Affinity Group” field on the profile.
If the profile field has extra options, such as “Is Login Email” and “Is Primary” for an email, set a default value or omit them if not mandatory.
If the profile field has a “Type” option, select a default value from the profile’s dropdown options.
Step 3: Define the Connection Rule and Connect
Choose a connection rule: “Don’t Update”, “Review before updating” or “Automatically Replace”.
Click "Connect".
Step 4: Review and Push Data to Record
Open the Data Inbox and select “Forms to Almabase Profile” to see everything flagged for review. Review the flagged changes and approve.
For more on reviewing, see Data Inbox: Reviewing Data Changes.
Repeat these steps to set up multiple connections for different form fields. You can choose to push data automatically or after a review, based on your preference.
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