Learn how to create an account form in this step-by-step guide. There are a few steps you need to take before you can build a form in the CRM. This help guide will cover how to create an account form and navigate through the form builder.
Recommended Reading Before You Start
Content
Instructions
Creating a Account Form
1. Navigate to Forms & Pages and select Forms
2. Navigate to New Form and select Account
3. Fill in General Information fields
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Field Name |
Description |
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A. |
Name this form |
This is an internal name and will not be displayed in your form. |
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B. |
Form URL |
You can customize the end of your form URL |
4. Fill in Constituent Login & Type fields
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Field Name |
Description |
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C. |
Form Type |
Determine if this form is Individual Only, Company Only, or Individual and Company |
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D. |
Constituent Login |
Determine whether to allow constituent login, require constituent login, or make public form only |
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E. |
Login Prompt |
If the Account Login Prompts is enabled in global settings you will have the ability to prompt your constituents to login to their account from this form |
5. Select a Design for your Form. When Finished, select Create your Form.
If you have not created a theme for your form, you can make changes to this later.
Form Builder
Once in the form builder you will have the ability to edit the form.
The form builder include these sections:
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Page Editor |
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Form Editor |
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Theme Editor |
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Exit Page |
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Sharing |
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Settings |
These sections are for editing different parts of your form. You can toggle between these sections by using the icon on the left side of the screen.
1. Open Page Editor tab
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Field Name |
Description |
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A. |
Form Alignment |
Select whether the form is aligned left, center, or right within the page. |
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B. |
Overlay |
Choose to have a light, dark, or no overlay. This is the overlay that appears in the header of the form page and as the background of the content box. |
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C. |
Title |
Add a title to your form |
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D. |
Describe your cause |
Add a quick descriptor |
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E. |
Media |
Add one photo or video to the form page. Import media using a URL, browse previously uploaded media in your system or select a free image from the Unsplash library. |
2. Open Form Editor tab.
In this section you will be able to Add Fields.
Any grayed-out fields have already been selected.
3. Open Theme Editor tab
In the theme editor section, you can select which theme you'd like to apply to your form. This controls the general colors, header links, footer, background color and images, and font of your form.
4. Open Exit Page tab.
You can choose a Standard Exit Page or Custom Exit Page
a. Standard Exit Page
- Create Your Message Title and Text
- Add Buttons text and URL to direct donors elsewhere after completing this form.
- Share Social Media Links
b. Custom Exit Page URL
To insert a Custom Exit Page URL, copy and paste the URL into the field.
5. Open Sharing tab.
Create and download a scannable code for your print materials that helps constituents find your form.
Display a branded, animated button anywhere on your website that, when clicked, opens your form as a pop-up.
6. Open Settings tab.
This will reconfigure the donation form settings that you have previously set
6. Under General Information, turn on Always Show reCAPTCHA to show reCAPTCHA challenge for every form submission.
7. Select Preview option or if Finished, select Publish.
8. Once you publish, the form URL will be generated. You can copy this URL and share it on your website, email, or social media.
Editing an Existing Form
To edit an existing form created with this Form Builder,
1. Navigate back to Forms & Pages and select Forms.
2. The forms list page will show the list of account and donation forms built with this form builder. You can filter by date created, type (Donation, Account, Membership), and status (Published or Unpublished) to view only certain forms. You can also save these filters if you'd like to see certain forms by default on this page (for example, published forms).
Note: The link icon shows the forms that are linked to the constituent portal.
3. Toggle between the compact and comfortable page view to adjust the amount of detail shown.
4. Next to each form, select the three-dot action menu to view the form, edit the form, duplicate the form, or unpublish the form.
5. To copy the link for an existing form, select the name of the form from the list, and you will be directed to the detail page for that form. From the detail page, you can view the form, copy the form URL, edit the form, and see/search all form submissions.
Enabling Communication Options on Forms
To include a communication option to your forms, you must first enable this feature. Enabling this feature will automatically enable these options for all Neon CRM forms.
1. To do so, Navigate to Settings and then Global Settings.
2. Under Communications, select Data Privacy & Consent.
3. Select the toggle on for communications you wish to enable. You can enable email, Phone, Mail, SMS, and Data Sharing.
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