❖ Heads up! This article is only intended for Amplify Site Managers.
By the end of this article, you will be able to:
Create and customize a Custom Form
Assign a Custom Form to a Custom Page
Access and export form submissions
Overview
Custom Forms let you easily collect information from visitors and volunteers on your site. While they’re most commonly used to ask custom questions during volunteer sign-up or participation, they can serve many creative purposes for your organization.
Here are a few ideas for using Custom Forms:
Create a “Contact Us” or inquiry page
Gather consent for updated terms and conditions
Collect feedback on specific Programs
Once a Custom Form is live, volunteers can submit responses right away. You’ll also choose which email address receives those submissions.
Before You Begin
Before creating a Custom Form, you’ll need to create a Custom Page to serve as the Form Landing Page—this is where visitors will fill out and submit the form.
After the form is created, you’ll return to that Custom Page to attach it before it appears live on your site.
Creating a Custom Form
Go to Content > Custom Forms.
Click Add New Form.
Enter a name for your Custom Form.
In Email Recipient, enter the address where submissions should be sent.
Select the Form Landing Page from the dropdown.
Click Submit Form.
Once saved, you can begin building the form elements.
Adding Form Elements
Click Add Element.
Use the Select Type dropdown to choose an element type.
Complete the relevant fields for that element.
Click Submit Entry to save.
Different fields appear for you to complete depending on the element you select.
Type | Description |
Copy | Adds an introduction or instructions at the top of the form. |
Header | Displays a larger heading above a section of the form. |
Text | Single-line response field for open-ended answers. The default width for a Text element is 225px, but it can be changed. |
Textarea | Multi-line response field for longer answers. The default for a Textarea element is 260px x 45px, but it can be changed. |
Select | Allows one choice from a list of answers. |
Multi-select | Allows multiple choices from a list. |
Check | Creates a checkbox question. |
Hidden | Displays internal notes in the submission email. |
Captcha | Adds a verification step to prevent spam. |
Let's Set Up a Form Element Together!
Click Add Element.
Select Multi-select for the Element Type.
Enter a Field Name (this won't appear on the front end to users).
Enter a Display Name (this does appear on the front end to users). This is typically the question you want to ask.
Leave the Default Value field blank.
Enter the answers you wish for them to select from in the Key and Value fields and click Add.
If you want to move them around, just click the answer and click Up or Down. You can also delete them if you've made an error or change your mind about the answer options. Just highlight the one you wish to delete and click Delete.
Check the box beside Required if you want to require users to answer this question.
Click Submit Entry when finished.
Here's what it looks like on the form to the user:
How to Assign a Custom Form to a Custom Page
Once you've created your Custom Form, you can assign it to a Custom Page. To do this, you must edit an existing Custom Page.
Go to Content > Custom Pages.
Select the Page Name you wish to assign the Custom Form to.
Click More Options.
Use the Page Form dropdown to select the Custom Form you wish to assign to that page.
Be sure to click Submit Page to save your changes!
Custom Form Results
When someone submits a form, results are sent to the email recipient listed during setup.
Please check your spam or junk folder to see if you have received any emails with the Custom Form results.
If you don't see the email or if you are unsure of who the email recipient is, then:
Go to Content > Custom Forms.
Select the Custom Form.
Check and/or update the email recipient listed.
Click Submit Form to save any changes as applicable.
If you're still not seeing the emails after verifying the email recipient, you can also access these results by exporting them:
Go to Content > Custom Forms.
Click the Export button under the Options column.
The Volunteer Perspective
When a volunteer visits the page that you've assigned the form to, they see this:
FAQ
Q. Can I create multiple forms for different pages?
A. Yes, you can create as many Custom Forms as you’d like and assign each to different Custom Pages.
Q. Can I edit a form after it’s live?
A. Yes, but note that editing or deleting elements may affect previously submitted data.