On this page
- To enable anonymous form submissions
- To include confirmation information
- To export anonymous submission data in bulk
- To track invoice emails
If you disable the login section of your form, all submissions will show as anonymous. Anonymous form submissions are not tied to any member profile in your MC Professional database. You may want to enable this option for a few reasons:
- To create an anonymous donation form
- To create an internal use form for admins to collect information that doesn't need to be tied to a member profile
- So members are not required to sign in, or sign up, to access the form
Before you create an anonymous form, see below for a list of limitations:
- All information submitted through the form is anonymous and submission details are not linked to any member profile in your database. You cannot link this information to a member profile at a later date. If necessary, you can create new member profiles for these submitters manually, or in bulk.
- A membership section will not display on an anonymous form. Event form sections will not display unless you have guest registration enabled. You can register a guest for an event section, but not yourself.
- The automatic confirmation email will not send to an anonymous submitter. You can setup the Confirmation Page to include information normally included there.
- If Invoice me is selected during the payment stage, the invoice email is sent to the email address input into the Invoice Email field. The invoice email won't send out to an email address entered into a built-in or custom email attribute. The invoice is only accessible via the invoice link located in that email.
- If Pay Now is selected during the payment stage, the form taker won't receive any automatic emails.
- Invoices submitted through an anonymous form will not link to any profile in your member database.
- Admins cannot email tagged submissions that are anonymous because they are not linked to any profile. This option will take you to the contact center, but you cannot send out an email to your anonymous submitters by tagging them.
- The TAKE THIS FORM button will be greyed out. You cannot assume the profile of any member in your database to take the form.
See below for more information regarding anonymous form submissions and some possible work-arounds. Anonymous forms are best used when you don't need to link any form data to specific profiles in your MC Professional database.
To enable anonymous form submissions
1. Navigate to Forms > Form list.
2. Click CREATE FORM to create a new form, or hover over an existing form in your form list, then click EDIT.
3. On the Login section, click Properties. Then, toggle OFF Enable login section. Doing so will force all form submission to show as anonymous.
To include confirmation information
1. Navigate to the Confirmation section of your form. Click on the text box within the form section, then toggle ON Enable this element. Then, click the Edit Confirmation Page button.
2. Edit the confirmation page to include any information that you would normally include in the confirmation email. This page will display in the submitter's browser after they complete the form. Click SAVE when you're finished.
To export anonymous submission data in bulk
1. Navigate to your submission list and tag the anonymous submissions you want to include in the export.
2. Click the Actions drop down menu in the bottom right corner of the screen. Then click Export Tagged Submissions.
3. Give the export a name and tag all form fields you want to include. Click Export x Submissions when you're finished.
4. Navigate to Reporting > Exports to access your export.
To track invoice emails
1. Navigate to Reporting > Messages to view your message history.
2. If Invoice me is selected during the payment stage, the invoice email is sent out to the email entered into the Invoice Email field at the end of the form. The form taker can access and pay the invoice from the link provided in the email.
3. If the form taker selected Pay Now, they won't receive any automatic emails. If necessary (and if you've collected their email address in their form submission), you can email these form takers manually.