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
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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