Forms

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Forms allow people to enter information about themselves without registering for an event. Use forms to get necessary information, while saving time on data entry and follow-up.

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Click New Form from the Forms page.

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Add a title and drag fields from the right to the form.

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  1. Add a field to the form by dragging it to the appropriate place; edit or delete it by clicking it and making appropriate changes.

  2. Any information a person adds to Profile Fields will update their profile. They will receive an email asking them to verify any new information. Once they've verified it, their profile will be updated.

    Custom Fields can be updated by using the Custom Field on the form. Only one file of up to 10 MB will be allowed, and it will replace any existing file in that field for that person.

  3. If you want a person to be added to a workflow based on a certain response, add a Workflow Field and choose from your workflows.

    The workflow will only be an option if it has at least one step.

  4. Basic Fields allow you to customize the form to ask questions that won't be added to a person's profile. You'll have access to the answers from the Submissions tab. Files will be visible on the submission for 180 days.

All forms have the email address and name at the top.

Click the field to make any updates to it.

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Conditional Fields

Some fields only need to be filled out if another field is answered. Those fields will be connected on the form.

To connect those fields, click Add condition and choose which field to connect.

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On the form, the condition will not show up until the connected field is answered.

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Automations

Automations give you the power to automatically perform an action on people who fill out your form. Send them an email, add them to a team, event, or group, or even send them a mobile pass right when they submit their form.

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From the Automations tab, click Create Automation or choose one of the suggested automations.

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Notice

If the automation is to send an email, the email will be sent from the person who added the automation.

You can add people to a workflow from a form:

  • Workflow Fields: send people to different workflows based on how they answer the question. Workflow cards created from these fields will also contain a link to the form submission for easy reference.

  • Automation: add an automation to your form to send everyone that submits the form to the same workflow.

Submissions

As people begin to fill out the form, you'll see the number on the Submissions tab grow. Click any submission to view their completed form, or type a person's name to search for their form.

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Tip

If form submissions are creating duplicates, check out our tips on preventing duplicates.

You can download a CSV of all form submissions, or you can click an individual submission to download or print a PDF of that one submission.

You cannot edit a submission once it's been submitted.

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Delete or Archive a Form

You can archive or delete a form by clicking the Delete form button at the top right corner.

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Archived forms will always be available for you to unarchive under the Archived view. A deleted form can be found under Recently deleted forms and will be available to recover for one week before it is permanently deleted.

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