Forms
Create a form that is ready for responses
Build a focused form, choose what happens after submission, and prepare a helper before sharing it.
Create a short form, make its successful-submission result clear, and leave it active so people can respond.
Before you start
Forms are included with Website and Full. Sign in to the correct church with the Forms Manager role, or another role with Manage forms access. A desktop or laptop gives the form builder more room.
Build the form
1
Start a new form
In the admin navigation, open Communication → Forms, then select New form. Choose Blank form, or start from the Contact, Prayer request or First-time visitor template and keep only the questions your helper needs.
2
Name it on the form
The builder shows the form the way people will see it. Click the title at the top and type a name that tells staff what the response is for, such as “Prayer request” or “Plan a visit.”
3
Add and edit questions
Select Add a field below the last question, or hover between two questions and select the + to put one there. Pick a common field, such as Email, or any answer type. Click a question to edit its wording, answer type, hint and Required setting in the panel beside the form. Choice questions also list their choices there. Use the arrows on a question to move it, or the copy and trash buttons to duplicate or remove it.
Tip
Ask for an email address or phone number when a person expects a reply. The helper cannot follow up from an anonymous response with no contact method.
Set the result and save
4
Open form settings
Select Done on a question, or click After someone submits at the bottom of the form, to see Form settings. On a phone, use the settings button at the top. Under What it's for, choose the type that fits. A website contact button that has no specific form picked opens your newest active Contact form.
5
Write the confirmation
Under After someone submits, keep Show a message and say what happens next without promising a response time your team cannot meet. Choose Send to a page only when the respondent must continue to another page from the form's direct public link. A form opened from a website button stays in its dialog and shows the message.
6
Save
Leave Taking submissions on, then select Create form (or Save on a form that already exists). You stay in the builder, and the top of the page shows Saved. If you try to leave with unsaved changes, the builder asks first.
Note
A form that is turned off stays in the Forms list, marked Off, but its link stops working. Use that when you want to pause collection without deleting the form or its history.
Prepare someone to receive the first response
Before you publish a link, follow Give a helper notifications and access to responses. Access to Forms and a personal notification subscription are separate. Then add the form to your website or share its public link.