Many of the forms found under Web Content > Form Links & Landing Pages can be configured. You can choose which fields appear, their display names, their required settings, and the order in which they appear. You can also add HTML to these pages. This guide explains the process for configuring your public-facing web forms and some of your standard constituent login pages.
Watch this 5 minute video or continue below:
Navigate to the Global Settings cog > Global Settings > Forms & Web Pages > Standard Forms > Configure Fields & Sections.
Step 1: Select Page
From here, choose the page you would like to configure.
Note that an additional field(s) will appear upon selection of:
- Public Access Event Registration
- Constituent Event Registration
- Public Access Individual Donation
- Public Access Company Donation
Additional Field for Event Registration Forms:
The additional field for Event Registration forms will prompt you to choose which specific event form you wish to configure. To set the default for all new Event Registration forms, click the button to configure default form fields.
Additional Fields for Donation Forms:
-
Standard Form configuration: this option allows you to configure the Standard Donation Form as well as the forms for any campaign that does not have a custom configuration.
-
Customize a campaign: the campaigns in this list are using the Standard Form configuration. Select one to customize fields and sections for just this campaign.
-
Edit a Customized Campaign: the campaigns in this list already have a customized configuration. Select a campaign from this list to edit the configuration of its form.
Constituent Pages
These are the versions of your standard forms that appear to logged-in constituents. They are only accessible from your Constituent Login Portal. You determine which constituent pages are available in your constituent login portal using the Dropdown Menu Control system setting.
- Account - This is the page found by clicking the "Update Profile" link from the "What would you like to do?" drop down menu in the Constituent Login Portal. Updates Individual account information.
- Company - Company version of the Account page. Updates Company account information.
- Credit Card - Online payment page. This page appears for all transaction types, including Donation, Membership, Event, and Store.
- Donation - This is the constituent version of your Standard Donation Form, which is also used for Campaign Donation forms.
- Edit Address - Constituents edit their personal address information.
- Event Registration - First page of the event registration process that collects the registrant data. You configure the registration form for each different event from here, so you 'll be prompted to select the name of the event you wish to configure.
- Membership Auto Renewal - Constituents can configure their auto-renewal settings for memberships.
- Membership Join - Memberships can create a new membership.
- Membership Renew - Constituents can renew an existing membership.
- Recurring Donation - Constituents can manage their recurring donations.
- Shipping - Shipping options for online store purchases.
- Upload Document - Constituents can upload documents to your document center.
- Volunteer - Applicants complete this page after completing the volunteer project list page.
Public Access Pages
These are the versions of your standard forms that appear to any user who is NOT logged in to your system. They are your public-facing forms that can be linked to your website. Neon always creates a new account for anyone who fills out a public access form. Links to all your public forms are found here: Web Content > Form Links & Landing Pages.
- Account Registration Form - Create an individual account.
- Credit Card - Online payment page. This page appears for all transaction types, including Donation, Membership, Event, and Store.
- Individual Donation Form - Donation and Campaign Donation Forms for individuals. You can configure the donation form for each different campaign from here, so you 'll be prompted to select the name of the campaign you wish to configure.
- Event Registration Form - First page of the event registration process that collects the registrant data. You configure the registration form for each different event from here, so you 'll be prompted to select the name of the event you wish to configure.
- New Member Registration Form - Membership Join Form.
- Membership Renewal Form - Constituents can renew an existing membership.
- Company Information Form - Company version of your Account Registration Form.
- Company Donation Form - Company version of your Donation and Campaign Donation Forms. You can configure the donation form for each different campaign from here, so you 'll be prompted to select the name of the campaign you wish to configure.
- Company Event Registration Form - Company version of the first page of the event registration process.
- Company Member Registration Form - Company version of the Membership Join form.
- Store Checkout Company Buyer Info Form - Companies complete this form to create an account when purchasing products from your online store.
- Store Checkout Buyer Info Form - Individuals complete this form to create an account when purchasing products from your online store.
- Store Checkout Shipping Form - Shipping options for online store purchases.
- Volunteer - Applicants complete this page after completing the volunteer project list page.
Constituent Pages vs. Public Access Pages (field availability)
The availability of certain NeonCRM fields will vary between Constituent Pages & Public Access Pages. This is due to the fact that logged in constituents are unable to update their account via transaction based forms.
Donation Forms
|
Field Type |
Constituent Pages | Public Access Pages |
|
Account Custom Fields |
No | Yes |
|
Individual Custom Fields |
No | Yes |
|
Company Custom Fields |
No | Yes |
|
NeonCRM Standard Contact Fields (e.g. Name, Email, Address, etc...) |
No | Yes |
|
Donation Custom Fields |
Yes | Yes |
|
NeonCRM Standard Donation Fields (e.g. Amount, Honor/Memory, Donation Levels, etc...) |
Yes | Yes |
|
Donor Note |
Yes | Yes |
|
Captcha |
Yes | Yes |
Membership Forms
| Field Type |
Constituent Pages |
Public Access Pages |
|
Account Custom Fields |
No | Yes |
|
Individual Custom Fields |
No | Yes |
|
Company Custom Fields |
No | Yes |
|
NeonCRM Standard Contact Fields (e.g. Name, Email, Address, etc...) |
No | Yes |
|
Membership Custom Fields (only when available to a membership level(s)) |
Yes | Yes |
|
NeonCRM Standard Membership Fields (e.g. Membership, Auto-Renew, etc...) |
Yes | Yes |
|
Captcha |
Yes |
Yes |
Event Registration Forms
|
Field Type |
Constituent Pages | Public Access Pages |
|
Account Custom Fields |
No | Yes |
|
Individual Custom Fields |
No | Yes |
|
Company Custom Fields |
No | Yes |
|
NeonCRM Standard Contact Fields- Registrant PAge (e.g. Name, Email, Address, etc...) |
No | Yes |
|
NeonCRM Standard Contact Fields- Attendee Page (e.g. Name, Email, Address, etc...) |
Yes | Yes |
|
Event Custom Fields |
Yes | Yes |
|
Event Specific Fields |
Yes | Yes |
|
NeonCRM Standard Event Fields (e.g. Include Myself, Attendee Count) |
Yes | Yes |
|
Captcha |
Yes | Yes |
Store Forms
|
Field Type |
Constituent Pages | Public Access Pages |
|
Account Custom Fields |
No | Yes |
|
Individual Custom Fields |
No | Yes |
|
Company Custom Fields |
No | Yes |
|
Store Buyer Info Form- NeonCRM Standard Contact Fields (Comp/Indv.) |
No | Yes |
|
NeonCRM Standard Shipping Contact Fields (e.g. Name, Address, Phone, etc...) |
Yes | Yes |
Step 2: Select Fields
Page Fields Selector
The column on the left contains all of the available standard and custom fields for your page. All account custom fields created in your system will be available in the page fields selector for public access forms, but only certain standard fields are available to add to any given form.
Drag and drop them into the right column to include them on your page. Drag the fields up and down in the right column to change the order in which they appear.
System Required Fields 
For each form you configure, you'll notice that there are certain standard fields marked with a red REQUIRED tag. This tag indicates system required fields that cannot be removed from the form. System required fields cannot be made optional. These items are essential elements of the page that cannot be omitted due to the base requirements of the function of the particular form. They must be included on the form in order for data to be submitted with a proper structure.
Some required fields indicate that they are an Alternative to. This means that you must include either one or the other of the two fields on your form.
When configuring your Membership Forms, you'll notice that Step 2 has an additional field selector section at the bottom of the page to organize your membership custom fields. Please be aware that while you can arrange the order of these fields, you cannot change where the section displays on the page. Membership custom fields are placed at the very bottom of your form.
Membership Forms will include a separate field selector for Membership Custom Fields just below the Page Field Selector, as shown in the example below.
Adding & Removing Page Sections
You can create groups of fields by adding sections. Sections allow you to place HTML content between groups of fields. Chose a location for your section by selecting a field from your list.
Click Add Section to add an additional section to your form.
Click on a section and click Delete Section to remove the section break. You can move your sections around dragging and dropping them into place.
Once you have finished configuring the order and placement of fields, click Continue.
Step 3: Customize Page
This page allows you to determine many settings for your form's content. Your fields will be arranged into sections based on the configuration from the previous page (step 2).
The Page Title determines what text will appear as a header at the top of the form.
Below that, each section includes three content areas: Section Title, Section Head and Section Tail.
The Section Field Items lists the fields included under this section
Section Title, Section Head, and Section Tail can be edited by clicking [Edit]. This opens a WYSIWYG editor, where you can add text, images, hyperlinks, and HTML code.
Display Names & Required Fields
For each of your Section Field Items, you can change the Display Name and designate it as required or optional for constituents filling out your form.
Check the box next to each standard field to make it required. You cannot un-check the Required box for any fields that include the red "required" tag.
Click the Preview button to view an approximation of the appearance of your web form.
- Membership custom fields
- Donation Levels
Once you have made all changes to your form, click Submit. Your changes will not be visible on the form until you submit this page.
Step 4: Complete
Once you submit the page, your changes will be applied to the form.
Finding your Forms
You can find the links to your NeonCRM forms here: Web Content > Form Links & Landing Pages.
A list of all your Standard and Custom Forms are available from this page.
This is also where you can change your Standard Donation Form from a two-page to a one-page process. You can also set custom exit pages for your standard forms from the Forms & Pages Home/Dashboard.
To share a Neon form, copy the Page Link, as shown in the example below. Learn how to connect your public-facing forms to your website.
