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Database Web Forms

Getting Started: 

Before you jump into our overview material later in this article, please review our Three Step Success Plan. We’ve carefully crafted the steps below to make it easy for your church to get up to speed with this robust new feature. We believe following this process is critical to your success. Let's jump in!

Step 1

 

 

 

Step 2

 

 

 

 

Step 3

Access the 7 training videos in the Elexio Help Center, and in less than an hour you will be a form creating master!

Watch the Videos!

Based on what you’ve learned, open up your copy of ELEXIO DATABASE and start building a simple form. They are perfect for managing event sign-ups like VBS, prayer requests, and small group sign-ups. You can even build online ministry assessments! 

As you work on creating forms, jot down your questions and join one of our free ELEXIO DATABASE Q&A Sessions over the next several days. In these, we meet not only over the phone, but you can see the presenter’s screen, ideal for personalized assistance.

Join a Q&A Session

Database Web Forms - Overview

Elexio Database Web Forms empower users to collect data using an internet based form and then use that data to update the Elexio Database. A web form could be used for event registration, prayer request submission, small group sign up, ministry assessment questionnaires and more.

Database Web Forms - Glossary of Important Terms

Working with web forms will be easier if you understand the basic language of web forms.

Actions – When building your web form you will connect parts of your form (perhaps the answer to a specific question) or the entire form itself to an action in your Elexio Database. Actions are limited to a preset list of options (see Connecting Forms to Database Actions for details)

Blocks - Forms are placed on pages (see below) and pages store website content.  Block is a term used to describe types of content.  When you use the web form design tool you will have access to two types of blocks, text blocks (Officially designated as Rich Content Blocks) and Database Web Form Blocks.

Containers – Elexio Web Forms are divided into sections called containers. There are two types of containers, general containers and people containers. When you build forms you will place controls (see next glossary entry) into appropriate containers. For example, if you want to collect a person’s name and email, you will place the appropriate question controls into a person container.

Controls – Controls are the questions and organizational devices that can be placed in a form container. Controls are separated into two categories, general controls and person sub-controls. Controls are the fundamental building blocks used to create useful Elexio Web Forms.

Elexio CMS - CMS is short for Content Management System.  Elexio sells a CMS for ministries to create and manage their entire website.  The Database Web Forms Editor is built within the Elexio CMS.  Customers who do not own the full version of the Elexio CMS will use a limited version of it when working with the forms editor. (Learn more about the full version of Elexio CMS)

Page - Forms will be stored on pages (with unique URLs).  A single form should be stored on a single page.  Pages are created using the Elexio Content Management Software (With the release of Database Web Forms, all Elexio Database users have a limited version of the Elexio CMS.  For more details on purchasing the full version visit http://elexio.com/cms)

Price Grids – Web Forms can also be used to collect fees (i.e. a registration fee for an event). The amount the form collects can be based on the data collected and can vary based on rules (i.e. the fee increases after a certain date or if certain questions are answered)

Database Web Forms - Setup

Web forms are content items placed on a website. You will create these pieces of web content using a website content management software (CMS). More specifically you will use the Elexio CMS. Some Elexio Database customers also use Elexio CMS to manage their websites and for those customers, Elexio Web Forms is a tool among many you have for creating a highly functional and attractive website. If you are not an Elexio CMS customer your use of Elexio CMS will be limited to just the web form tool. (Click here to learn more about the full version of Elexio CMS)

The Elexio Database will, by default, know the website location (a.k.a web URL) where your web forms are stored. The location is shown at Home>Options>General. The location of your web form library will differ based on the following criteria.

  • For Elexio CMS Customers the form location will be http://yourchurchURL/forms. (For example, if your church URL is communitycc.org your web form location will be http://communitycc.org/forms.)
  • If you do not have an Elexio CMS website, your web forms address is your existing portal url and then "elexio.church".  For example if your existing portal URL is communitycc.elexiopulse.com then your forms URL would be

                        http://communitycc.elexio.church

Your web form URL is visible in the Elexio Database by navigating Home>Options>Church Info.  It is the URL designated with the default Elexio Database icon.

 

Now that you know the basics you are ready to Access the Form Editor.

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