Home → 360 → Webform Builder → How to create a Webform for a second Filing Committee

95.7. How to create a Webform for a second Filing Committee

To create a webform for a new filing committee, please use the following steps:

1) Go to File > Web-form Builder

2) Select Create New Form

3) In the pop up window, click and drag the Credit Card Donation component up to below where it says Basic Info. That will move the Pledge Program and Offline Donation components with it. Move the Pledge Program component back down to Disabled Components.

When finished, the screen should look like this:

4) Click the Credit Card Donation Component to bring up the options screen. Click the account field and select the target account for donations. Also, click the Offline Doantion component and fill in the field detailed the steps for how to donate offline. When finished, select the green Next button in the upper right corner.

5) In the Form Options screen, click the button under Publish/Unpublish to make sure it shows "Published". Select any other options you would like and make sure the disclaimer towards the bottom is filled out the way you would like it. When finished click Next.

6) Fill out the User Options the way you would like them, including setting the record matching settings and if you would like the donations made through the form to be assigned to a particular category. When finished, click Next.

7) In the Themes screen, enter options for a Custom Header, Form Title, etc. and then click the save button in the upper right. The Header area is where you can add banners and photos if you would like. Click the Preview button to see a preview of what the component form wil look like. To view what the actual web page will look like, click the embed button and then the link. At this point, if everything looks the way you would like it to, you can click the embed button to link to the webform or embed it directly within your website.

8) You can also access your saved webform by going into File > Webform Builder