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Last Updated: 9/14/15

Forms

The form block allows you to easily create single or multi-page forms that are great for surveys, event registration, prayer requests, or nearly any situation where you want to collect information from your site visitors. With each submission, data collected can be automatically emailed to you and will be stored in a online database, downloadable in spreadsheet format.

Quick Start

  1. In the Add Block 
    This selection box displays when adding a new block to a content area or when changing a design block.
    This selection box displays when adding a new block to a content area or when changing a design block.
    dialog box, under the General tab, select Form Block.  The Form editing controls will appear.
  2. In the Question Details drop-down box, select the type of entry you want for the first question in this form block.
    • Enter the question name in the Enter a name for the question box. This name will be displayed in the Form Questions box at left, as well as in the spreadsheet where submitted form data is captured.
    • In the Enter a Question box, type the question that will appear on the page itself.
    • The remaining question options that display will vary depending on the question type.
    • Address and Full Name include styled multiple-entry fields.
  3. Fill in the specifics for the question.
  4. Repeat steps 2-3 for each question on your form.
  5. Before you add a submit button, add a "Captcha" question type. We recommend hidden. This will prevent your form from receiving submissions by web-crawlers. (For more, see Captcha).
  6. To end the form, in the Question Details drop-down box, select the Submit question type and fill in the appropriate options.
  7. Click on the Form Options tab and fill in the Form Name.
  8. When finished, click Ok.

Question Types

  1. Full Name: Includes styled multiple-entry fields for a name.
  2. Address: Includes styled multiple-entry fields for an address.
  3. Textbox: displays a simple text box and includes a Validation Type option:
    • Date, Email, or Number will require information be entered in those specific formats (Ex: Email would require an entry fit the format name@domain.com).
    • Regex is an advanced option. It allows you to set your own validation criteria using Regular Expressions formats.
  4. Essay: provides a large text box where a visitor can enter a paragraph of text.
  5. Yes/No: displays a question where "yes" and "no" are the only available responses.
  6. Dropdown Menu: Provides a drop-down box where a visitor can select from a list of pre-defined responses.
    • Build the Answers list by entering text in the Options box and clicking Add. 
    • To arrange answers in the Answers area, select an Answer in the list then click the corresponding arrow button.
    • By checking off Allow User to Add Options, a visitor will be able to enter his/her own answer in an "other" field.
  7. Mulitple Choice:provides a list of pre-set answers to select from. 
    • You may allow visitors to select more than one answer by checking off Allow Multiple Answers.
    • By checking off Allow User to Add Options, a visitor will be able to enter his/her own answer in an "other" field.
    • Build and arrange the Answers list by following the same steps as the Dropdown Menu above. 
  8. Display Paragraph: does not add an input field (question) to the form, but provides a way to add text information in the middle of your form. While intended to display basic text, you may also input HTML code into this area to add links, images, etc.
  9. Captcha:Add this to create a 'verification' step to ensure a real person is submiting form data instead of a web-crawler of some sort. (Note: we recommend every form you create has a Captcha. Hidden is often best).
    • Hidden: Provides a hidden captcha field designed to stop web-crawlers. The visitor submitting the form will not need to fill out any extra fields.
    • Question and Answer: Add a question which must be answered correctly for form submission to be accepted. (Ex: what is the pastor's name?) Place possible answers in the corresponding area. Submitted answers must be capitalized the same as a possible answer to be accepted.
  10. Submit:Places a form submission button on the page. 
    • In the box provided, add an email address that will receive a copy of the submitted information. (When entering multiple email addresses, separate each with a semi-colon and space. Ex: name@domain.com; name@domain.com
    • Click on the Browse button to set the page that will load after the submit button is clicked (usually the next page of the form or a Thank You page).
    • Save answers to the database: When checked, this indicates that this is the only or last page of this form, so all information entered will be recorded in the database (see Multi-Page forms below).

Form Options and Submissions

  1. Edit Form Block
  2. Click on the Form Options tab.
  3. Form Name sets the name of the form as it will be stored in your site records.
  4. Style allows you to set the overall look of the form with a pre-set style.
  5. View Submissions provides access to the information submitted for the form.
    • On the View Submissions screen, click on the edit icon to edit information in a single entry or click on the delete icon to delete an entire entry.
    • Click on the Clear Data button to delete all the recorded form submissions.
    • Click on the Download button to download the form submissions in a spreadsheet format.
    • Use the Form drop-down box to view submissions from other forms.

Multi-page forms

  1. Create a form that spans multiple pages by assigning the same Form Name to each form block that makes up the form.
  2. Include a Submit button at the end of each block of the form.
    • Set the Button Text to say "Continue" (or something similar) on all but the last form block.
    • Use Next Page URL to take the site user to the next form page.
    • Make sure that the Submit button Save answers to the database box is checked only on the last block of the form.

 * Note if duplicating the form for multi-pages, the question names cannot be named the same on each page or they will not show.

 ** You  cannot have 2 submit buttons in one form block. You need to put a next button at the bottom and make the next page optional if they don't need to fill it out.

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