Creating and configuring forms

You can create forms in MC Professional to collect and process payment, process membership applications and renewals, register event attendees, or collect survey data. This article covers how to create and configure a form, including how to add and configure form elements and sections. You can use the same form for membership applications, renewals, and event registrations.

To create a form

1. Go to Forms > Form List.
2. Select CREATE FORM.
3. Enter a name in the Form Name field. Under Setup Options, you can select This form will be used for membership, This form will be used for event registrations, both, or neither. Selecting either option pre-configures the form with a membership and/or event section. For a different purpose, such as a survey, leave both blank.
4. Select SAVE. On the following screen, you can configure form settings.

To configure form settings

Select the Form Settings tab. The form builder displays the form layout in the same top-down order the form-taker experiences it. Except for the Name and Address fields, all fields display in a one-column layout.

General

• Form Name: The name of the form. Displays internally, in your form list, and on your website
• Form Description: A description of the form that displays internally, in the form editor
• Form Alias: How admins and members access the form on your website (for example, your-domain.com/2015-conference-registration, where 2015-conference-registration is the alias)
• Form Status: Select Publish to activate the form, Unpublish to deactivate it, or Archive to remove it from use
• Enable form expiration date: Toggle ON to set a specific expiration date

The form stays published until the date you set in Enable form expiration date. For example, an expiration date of 9/30 switches the form to unpublished on 10/1.

Select Edit Group Permissions to set which member groups can access the form.

Select Add Date-Based Pricing Rule to create date-based pricing for early-bird specials or late registration rates.

Select Add Discount Code to create discount codes that override other pricing on affected fields.

Under Forward URL, enter the URL to redirect form-takers to after they complete the form.

To add form elements

Form elements include form fields and sections that you can drag and drop onto the form builder. Select the Add Form Elements tab. Sub-tabs include:

• Built-ins (built-in attributes)
• Custom Attributes
• Form Fields
• Presentation (form sections and dividers)

Adding built-in attributes

The Built-ins tab contains the built-in attributes in your database. Drag and drop a built-in attribute to add it to your form. Built-in attributes are dynamically linked to member profiles — when a user fills one out on a form, the information automatically populates their profile.

Adding custom attributes

The Custom Attributes tab contains the custom attributes in your database. Drag and drop a custom attribute to add it to your form. Custom attributes are dynamically linked to member profiles — when a user fills one out on a form, the information automatically populates their profile.

Adding form fields

The Form Fields tab contains custom form fields you can add to your form. Information collected in a form field is saved in the submissions list but isn't linked to member profiles, so it doesn't automatically populate a member's profile. To view submission details in bulk, export these fields from the submissions list.

Adding presentation sections

The Presentation tab contains form elements that affect the form's visual layout. You can drag and drop:

• Event section
• General section
• Horizontal line
• Label
• Page break
• Review Panel section
• White Space

Configuring form elements

Select an element on your form to configure its settings — a built-in attribute, custom attribute, or form field. In the example below, we configure the Birthdate field. In the Element Properties tab, you can configure its settings.

To add and configure form sections

Select Add Form Elements > Presentation. Form sections you can add:

• Event Section
• General Section
• Review Panel Section

Login, Summary, and Payment sections aren't in this list — they're included with every form. Membership section also isn't in this list. To display a membership section, create the form as a membership form.

Login section

Select Properties on the login section. In the panel that opens, you can:

• Toggle ON or OFF Enable Login section
• Set the Login Type dropdown:
  • All Users: Allows both members and non-members access to the form
  • Existing Users: Allows existing members access to the form
  • New Users: Allows non-members access to the form
• Toggle ON or OFF Multiple submissions to let the form-taker submit the form more than once

If you don't want all form submissions to appear anonymous, enable the login section. For more information, see Anonymous form submissions.

Login section label

To edit the Login text, select the text box in the login section. In the panel that opens, you can:

• Toggle ON or OFF Enable this Element
• Select Edit Label Text to open an editor and edit the text on your login section

Membership section

Membership sections are used for:

1. Non-members to apply for membership
2. Current members to renew their membership

This section is used by both individual and organization memberships. It won't display for active members outside their renewal period — members must be in their renewal period to take a renewal form. For more information, see Membership forms.

Event section

You can add an event section to a form to accept event registrations. With an event registration form, a form-taker can:

• Register for an event
• Register a guest for an event
• Register multiple profiles for an event
• Pay for add-ons associated with the event

You can add an Event section after a form is created. Select the Add Form Elements tab > Presentation, then drag and drop an Event Section onto your form. Select Properties on the event section to configure it. For more information, see Event forms.

Summary section

A Summary section is included with each form. Select Properties on the section to configure its settings. On the front end, this section lets members enter Discount Codes, if available. Select Add/edit Summary Fields to choose which fields display in the form summary, so the form-taker can review their selections before moving to the payment section.

Payment section

This section includes credit card payment fields. Select Properties on the Payment Section to configure payment settings. In this section, you can:

• Select a payment processor from the Payment Processor dropdown
• Select an invoice template from the Invoice Template dropdown
• Toggle ON or OFF Enable pay later with invoice to let the member settle an invoice later by logging in to their profile
• Toggle ON Override invoice template's due date to set a different due date for these event invoices. This feature is only available on event forms

In the payment section, select Click here to see an example to view how the payment section displays on your website.

Confirmation section

This section includes settings for the confirmation page, confirmation email, and itinerary email. The confirmation page appears after the form-taker submits their completed form, and the confirmation email sends directly after submission. The itinerary email only displays as an option on event forms that include an event section. Itinerary emails are built the same way as confirmation emails, but they always send to every profile registered through the form, not just the submitter.

In the confirmation email section, you can:

• Toggle ON or OFF Enable confirmation email
• Select Edit Confirmation Email to open an email editor

To edit the confirmation page, select the text box inside the confirmation section. In this section, you can:

• Toggle ON or OFF Enable this element
• Select Edit Confirmation Page to open an editor