Please note: This guide refers to legacy web forms.
Learn how to configure standard web forms in this step-by-step guide. This help guide will cover how to configure your public-facing web forms and some of your standard constituent login pages.
Recommended Reading Before You Start
Content
Navigating to Configure Forms
1. Navigate to the Settings cog and select Global Settings on the drop-down menu.
2. Under the Forms & Pages heading, select Configure Fields & Sections.
Step 1: Select Page
Next, choose the page you would like to configure.
1. Select the applicable Page Type. The options are Public Access Pages or Constituent Pages.
2. Select the Page Name. The options will change depending on what you select for your Page Type. When the applicable selections have been made, select Next.
Notes for selecting an event registration form in the Page Name field:
An additional field will appear upon selection of the following pages in the Page Name field (per the red arrow in the image below):
- Event Registration Form
- Company Event Registration Form
In this additional drop-down field, choose the specific event for which you wish to configure a registration form. When all applicable selections have been made, select Next. (Please note: To configure the default form fields selections for all new Legacy Event Registration forms, select Configure Default Form Fields as seen outlined in red in the image below.)
Notes for selecting a donation form in the Page Name field:
Additional fields will appear upon selection of the following page in the Page Name field (per the image below):
- Company Donation Form
- Individual Donation Form
Complete these fields per the image and table below.
|
Field |
Description |
|
|
A. |
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. |
|
B. |
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. |
|
C. |
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
The following pages appear as options in the Page Name drop-down menu (per the field outlined in red in the image below) if you select Constituent Pages (per the red arrow in the image below) on the page in the image below. Selecting Constituent Pages makes the page options listed below the image the pages you may use for forms when a constituent logs into their account to complete a form. They are only accessible from the Constituent Login Portal. The various page names available are listed below the image.
|
Page Name Options |
Description |
|
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 Donations |
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
The following pages appear as options in the Page Name drop-down menu (per the field outlined in red in the image below) if you select Public Access Pages (per the red arrow in the image below) on the page in the image below. Selecting Public Access Pages makes the page options listed below the image the pages you may use for forms when a constituent does not log into their account to complete a form. Remember: When a constituent is not logged in when completing a form, a new account will be created for that user. If you have the Account Match feature turned on, it will merge the new account with the constituent's existing account. The various page names available are listed below the image.
|
Page Name Options |
Descriptions |
|
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 Neon CRM 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.
Below is an outline of each transaction type and what is available/not available for each type of form.
Donation Forms
|
Field Type |
Constituent Pages |
Public Access Pages |
|
Account Custom Fields |
No |
Yes |
|
Individual Custom Fields |
No |
Yes |
|
Company Custom Fields |
No |
Yes |
|
Neon CRM 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 |
|
Neon CRM Standard Contact Fields (e.g. Name, Email, Address, etc.) |
No |
Yes |
|
Membership Custom Fields (only when available to a membership level) |
Yes |
Yes |
|
Neon CRM 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 |
|
Neon CRM Standard Contact Fields (e.g. Name, Email, Address, etc.) |
No |
Yes |
|
Event Custom Fields* |
Yes |
Yes |
|
Captcha |
Yes |
Yes |
*You must first add the event custom field in the Event Custom Fields section for a particular event, and then it will be available when you configure the constituent or public access versions of the event registration form.
Store Forms
|
Field Type |
Constituent Pages |
Public Access Pages |
|
Account Custom Fields |
No |
Yes |
|
Individual Custom Fields |
No |
Yes |
|
Company Custom Fields |
No |
Yes |
|
Neon CRM Standard Contact Fields (e.g. Name, Email, Address, etc.) |
No |
Yes |
|
Captcha |
Yes |
Yes |
Step 2: Select Fields
Page Fields Selector
After you complete the page as shown in Step 1, you are presented with the Page Fields Selector page. On this page, you determine the field(s) that will appear on your respective form. 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.
Note: Account Custom Fields will not display on Constituent Versions of front-end forms.
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 Required Alternative to. This means that you must include either one or the other of the two fields on your form.
Note: 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.
1. Drag and drop fields from the left side 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.
2. Select Add Section to add an additional section to your form.
3. Select Delete Section to remove the section break.
4. Select Preview Page to preview. When finished, select Next.
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.
1. Title the page. This will determine what text will appear as a header at the top of the form.
2. Complete the following fields for each section. If there are multiple sections, there will be multiple sections on this page you can modify.
|
Field Name |
Description |
|
|
A. |
Section Title |
Select [Edit] to open a WYSIWYG editor, where you can add text, images, hyperlinks, and HTML code. |
|
B. |
Section Head |
Select [Edit] to open a WYSIWYG editor, where you can add text, images, hyperlinks, and HTML code. |
|
C. |
Section Field Items |
This section will list all the fields that were included in the previous section. Here you can edit the Display Name and mark required fields. |
|
D. |
Section Tail |
Select [Edit] to open a WYSIWYG editor, where you can add text, images, hyperlinks, and HTML code. |
3. Select Preview to view an approximation of the appearance of your web form. When finished, select Submit.
Note: The preview function does not apply the style of your website. Also, some other elements may be hidden or appear differently than in your specific configuration, including:
- Membership custom fields
- Donation Levels
You will need to navigate to the live form to view the complete and final configuration.
Step 4: Complete
Once you submit the page, your changes will be applied to the form.
Note: You may need to clear your browser data (i.e., browsing history, cache, etc.) and reload the page in order to see changes made to your front end forms.
Finding your Forms
1. Navigate to Forms & Pages and select Forms.
The Forms page appears. The standard and custom legacy forms are located on this page. You may use the filter the locate legacy forms. To locate legacy forms:
2. Select the Type filter option.
3. Select the Legacy Donation Form option (you may also deselect the other options to further narrow your search criteria).
4. Select anywhere on the page to reveal the items matching the selected filter.
5. Select View Form to obtain the page's URL.