Forms

What purpose does this function serve?

Forms can help you register people for events, room bookings, contact forms, and much more. It will also be the fastest way to grow your congregation, combining the data you receive with your People module. This guide will give you a short tour of the possibilities within the forms in ChurchDesk.

What can you do with forms?

You can create forms for all purposes that require a website visitor to send you data.

 

  • Event planning
  • Online room booking/hiring
  • Contact form
  • Children activities
  • Lectures
  • Concerts

 

These are just some of the times where forms will help you manage member registration. 

Use your data to re-engage the congregation?

Imagine a couple, family or others attending an event in your church for the first time. They register for the event at your website and enjoy the evening. But what happens afterwards? Do you engage with them again for your next similar event or maybe with some of the other offers your church has? 

With ChurchDesk you can re-purpose the data you collect in order to re-engage attendees after their visit. This gives a whole new perspective on congregation engagement. All you have to do is to take the data you collect and insert it into your People module.

You can find Forms in the app switcher

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On this page you will have an overview of all the forms you have created in ChurchDesk. You can see responses, when and who created a form and the forms status (if it is active or closed).

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How to create a form

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To build your form, you can start to drag & drop components from the right side into the form builder on the left side. When you finished building your form or just want to see, what you have built so far, click on 'Save form' and the form will be saved and you will have a link available where you can view your form. This is the same link you would share on your website, in People messages or in events for the congregation to sign up.

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Form components is the fields that you want your registrars to fill out. You have a wide selection of different fields that will enable you to receive just the data you want.

When you drag a component into the form, you are asked to give the component a title. You can also write a placeholder, write a description for the field and decide if this field should be required. If you chose 'Multiple choice' or 'Dropdown', as an addition, you can create answer options.

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Component fields explained:

New section is a function you usually combine with other components. When created you can drag other component under the section in order to create a great looking frame on the form. 
Text field (Short answer) is the most ordinary and used field in the form. It is a small frame for inserting "first name", "last name" etc. 
Text box (Long answer) creates a frame for inserting comments etc.
Email create a field designed for inserting emails. 
Number makes it possible to write a number, like "attendee number", "phone number" etc.
Check box lets a person tick a check box
Multiple choice lets the person chose one or more answer between the options you have created.
Dropdown lets the person chose one answer between different options you have created 
Date gives the option to insert a date with the appropriate format.

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Confirmation page and email

You have the possibility to create a customized email reply to the persons who sign up through your forms. You also have the opportunity to set a date for when the form should be open and closed for signups. You can set this for every individual form. You open the tab "Form settings"

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View responses

To view form responses you can click on the form you want to see responses for. The results will be listed like below. By using the Column manager, you can chose which columns you want to see when viewing the results. You also have the possibility to download all responsen.

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