Home → Campaign Manager → Spreadsheet Imports and Other Tools → Web Forms: Walkthrough

15.2. Web Forms: Walkthrough

Walkthrough: Web Forms

Customize Web Forms pages. Utilize the sections and their respective settings to customize your page. Once you are satisfied with your settings and previewed your page, you can use the Embed button to connect your page to your site.

 

Form Name

The name of the page (needed to save the page)

Embed

Shows the WebForm URL and iFrame Code to link the page to the site

Save

Save the form and the settings

< Previous

Go back to the previous section (Form, Notifications, Options, Template, Preview)

Next >

Move to the next section (Form, Notifications, Options, Template, Preview)

 

Form

Form Title: Enter title of the page

Page Style: Choose Page Style (Style choice is necessary based on which forms are marked "on")

 

Basic Info: Set what data will be provided by the person filling out the form.

Title: Title for specific Basic Info settings

Form Field: Available fields for selection

Visible: Activates the field to be displayed on the form

Required: Enables a red asterisk next to the field, requiring the field to be filled in

Read Only: Locks the field so it cannot be edited

Label Name: The field name that appears on the form (can be edited if the field needs to be renamed)

 

 

 

Credit Card: Determine account, election period, donation limits, and donation levels.

Title: Allows for a custom name to be entered in the field to be used instead of the default Credit Card Donation

Instructions: Enter text into this field to provide information that will appear below the Section Title

Basic -- Choose the basic credit card settings

Account: Select the Bank Account to be used that is associated with a Filing Committee

Type: Allows for choosing the type for the transaction (i.e. Contribution, In-Kind, Reportable Pledge)

Period: Allows for choosing the election period for the transaction

Transaction Category: Allows for choosing the category for the transaction

Limits -- Set limits for the transaction

Default Donation: Allows for a specific donation amount to set as the default

Donation Limit:  Allows for an amount to be set as the donation limit

Read Only: locks the Amount field for the donor so they cannot change the amount that is set as the Default Donation

Enable Billing Zip:

Donation Giving Levels -- Create various donation levels (Saving creates the level)

Label: The label for the donation level being created

Amount (in $): Amount of the donation

Default: If checked, the donation being created is set as the default level

Other Amount: If checked, allows for the donor to enter their donation manually

Other Amount Label: Label for the Other Amount field

 

 

 

Codes: Set which codes are visible for choice (possible uses include volunteer and event signups)

Title: Title for Codes section

Add

Type (top left): Choose the Code Type (group) to be added to the form

Label: Label for the Code Type (can be modified)

Description: Type a description for the codes

Type (bottom right): Choose the user interaction display for the codes (drop down or check box)

 

 

 

Facebook: Link the page to a Facebook app/account.

Upload File: Upload an image for your Facebook image

Facebook App Id: Enter the Facebook App ID

Facebook App Secret: Enter the Facebook App Secret

Facebook Page Link: Enter the link to the Facebook Page

Facebook Post: Check box to post

Post Title: Enter title of post

Post Description: Enter description of post

 

 

 

Notifications

Email Notifications: Turning this feature on sends alerts when submissions are handled

Email Address: Email address to send the notification

Subject: Title of the notification

Owner Email Text: Body of the notification

 

 

Confirmation Message: Turning this feature on allows confirmation emails to be sent to donors

Subject: Title of the notification

From Email: Email of the sender

From Name: Name of the sender

User Email Text: Body of the confirmation

 

Options

Disclaimer: Turning this feature on shows disclaimer on the page

Disclaimer Text: Body of the disclaimer

Show Border: Adds border to disclaimer

Redirect On URL: Enter URL for the redirect

 

 

Template - Web form theming

Designer Tab

Select Header and Footer dropdown: Allows choice from previously created Header and Footer templates

Page: Allows choice of background color for the page

Body: Allows for modification of text size, color and formatting for Title, Section Title, and Label Fields

 

Advanced Tab

 Enter Custom CSS: Allows the ability to enter Cascade Style Sheet (CSS) code

 

 

Preview

Shows what the page will look like based on settings determined in previous steps