Get Started with Constituent Forms

Constituent forms help you grow your constituent base and update existing constituent information.

Create a Constituent Form

  1. From Online Giving, select Constituent forms.

  2. Select New form.

  3. From Get started, enter a descriptive name for the form in Form name.

Set a Constituent Code

Constituent codes identify the relationships individuals have with your organization, such as Volunteer. These codes help you segment and manage constituents based on their roles or engagement.

From Get started, under Constituent code, select a constituent code to assign to those who submit the form. The code will appear on their constituent record.

Set the Form Mode

After you configure the form, you can test it to ensure it's easy to use. By default, the form is in Test mode, under Form mode. When you are ready for form submissions, select Live mode.

Warning: After the form is set to live mode, you can't change it to test mode.

Add Fields the Form

The required fields for form submission are Name and Email. To change the labels of a field, from Form, hover over the field on the form and select Click to edit.

You can move fields from the Form designer to the form and capture additional information.

Address

If you want to capture mailing addresses upon form submissions, move Address from Form designer to a location on the form.

Note: Address is not a required field when a visitor submits the form.

Phone

To capture phone numbers move Phone from Form designer to a location on the form. You can change the label and choose whether to make it required.

Consent options

To let submitters choose specific communications they're interested in receiving from your organization, move Consent options from Form designer to a location on the form.

Custom fields

To collect constituent information about those who submit the form, such as how they would like to volunteer at your organization, move Custom fields to the form.

Style the Form

After you add fields to the form, it's ready for you to add the other elements to style it, such as divider lines and headings from Content in the Form designer.

Update Submit Button Label

If you prefer a different label for the submit button, from Form, select the button on the form's layout. Change the label, and select Done.

Review and Edit Confirmations

From Confirmations, configure what happens after supports submit the constituent form.

Thank You Message

After a supporter submits the form, the thank you message and its content appear in the browser. Its intent is to thank the supporter and confirm a successful submission.

  • If you choose the default content selection, the thank you message includes the transaction information.

  • If you choose to redirect supporters to a webpage, you can include your own content without the transaction information.

Thank You Email

After a supporter submits the form, the thank you email is sent to confirm their submission with transaction details. The email contains a default message and personalization. You can edit the subject line, the message, and reply-to and from names and email addresses.

To edit the email message:

  1. From Confirmations, select Open email designer.

  2. Hover over the message, and select Edit.

  3. In the text editor, make any changes you need.

  4. To make personalized changes, select Merge, Constituent Forms, and choose the fields you want to add.

  5. Select Apply.

Tip: If you update the content of the email, you can re-insert merge fields, such as transaction details, from Merge, Constituent Forms in the text field.

To learn how to design your email, see Thank You Email Tutorial.

Send Staff Notifications

To notify staff when someone submits a constituent form, enter up to 10 email addresses under Confirmations, Form notification.