How To Manage Forms
Why Use Forms?
Versatility
- You can create an unlimited number of forms for just about anything you can dream of! Welcome Guests, Register for Events, Submit Prayer Requests - and that's just getting started!
Simplicity
- What would it look like if you could use a single form tool for every area of ministry? Every form can be easily shared on your website, via email, text message, social media, your mobile App, and more. Plus...every submission can be auto-emailed to whomever your wish and is saved within Church Management Software.
Automation
- Use Workflows to save time & better engage your community. Form submissions can trigger communication like a text or email, assign a follow-up task to a team member, add an important note to a profile, and much more. No task - and no one - should fall through the cracks.
New to forms?
Start with our Video Overview
General Navigation
- Open Forms Manager
- Creating a New Form
- Print Form Responses
- Delete Form Responses
- Refund Form Payments
Form Fields
- Basic Fields
- Field Sets
- Static Content
- Contact Info Fields
- Payment Fields *requires a Giving account
- Signup Slots
Form Properties
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A central place for help material and other resources that are available to maximize your use of the software.
Alternate search terms: forms, manage, event, donation