Form Management Overview

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71 comments

  • Avatar
    Kinsey Mahan

    Jill - You should still see the Insert Receipt Data option when editing the refund confirmation email. If you're not seeing it, you can send an email over to help@memberclicks.com with the form name, and our Help Team will gladly look into things further.

    I have attached a document with HTML code that will allow you to add a Print button to confirmation pages. First, in the confirmation page click on the HTML icon (bottom row of the editor icons). You will then take the first part of the code attached, from "<script type=" to "printArea>" and paste it in ABOVE the text for the confirmation page. Then, take the last part from "<p style=" to "</p>" and paste it in BELOW the text for the confirmation page. Last, Save.




    Print Code.rtf
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    Kinsey Mahan

    Hi Katherine - Thanks for letting us know. That link has now been updated to point to the Invoicing Overview article here.

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    Scott Betz

    What do I put in "

    Reply To Email Address:

     

    https://fate.memberclicks.net/administrator/index.php?option=com_mcadmin&linkId=28

     

    It won't let me save and says "form error"

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    Katy Kranze

    If one of our members submits a form without logging in to their profile, can I link their form submission to their profile?

  • Avatar
    Kinsey Mahan

    Hi Jen - You can use field limits on a per field basis to limit registrations for a particular piece of an event. Here's an article that walks you through adding a using field limits that should help. If you have questions, feel free to send an email to help@memberclicks.com

  • Avatar
    Jill Gaddis

    I'm a forms newbie and have a few questions: I only see the Attributes Merge button on the refund confirmation email template. Can you put receipt data on a refund confirmation email? Is there a place to add a Print button to email confirmations that will format the email for printing?

  • Avatar
    Kinsey Mahan

    Kelly - I'm not sure exactly what you're trying to accomplish, but it sounds like you want to add multiple fees to one selection set. To do so, start by dropping the selection set onto the form, selecting it, then giving it a Field Label and Export Name. Make sure to tag the box next to "This field is used in price calculations." Click Edit Selections, then enter each pricing option (screenshot attached). Assign pricing as detailed above. If you have other questions, please don't hesitate to contact our Help Team by phone at 404-879-2800, or via email help@memberclicks.com.




    Screen Shot 2013-05-19 at 3.45.58 PM.png
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    Michele Hood

    Our membership year runs from May 1 to April 30. I would like to set the renewal date to reflect that, regardless of the date the payment is entered or the form is taken. How do I do that?

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    Katy Kranze

    Nevermind, I figured it out!

  • Avatar
    Kinsey Mahan

    @Laura - I went ahead and opened you up a ticket with our Help Team - you should be receiving an e-mail with your request shortly. Would you mind responding with which form you're working on? I saw a few application forms associated with your account.

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    Katherine Capozzi

    Hi! In the event form, can you select the option so that when a user clicks on the link to go to the event that the username and password auto populate or they at least can see their username and password in the welcome screen for them to enter it themselves? I'm trying to make the login process as seamless as possible for the end user while still tracking payments, receipts, etc. 

     

    Thank you!

  • Avatar
    Katherine Williams

    FYI - You have the sentence "Click here to read more about configuring invoicing." in the Invoicing section, but there's no link in the sentence.

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    Joann Keyton

    Not able to edit existing forms. Need help on the 2013 Election form. I see from the stream above that you have a basic election form. Could you put that in my account as well.

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    Bryan Baker

    Can I change the default 'confirmation page' text so everytime I submit an event I don't have to manually change it to reflect what we'd prefer?

  • Avatar
    Kyle Sullivan

    Hi Denise,

    You can change the name of a form by going to the Settings section.  Form Name is the first field you will see and you can update the name there.

  • Avatar
    Kinsey Mahan

    Katherine - The confirmation e-mail subject is based on the form name, and unfortunately there isn't a way to customize it right now. I did find an idea in our Ideas Forum suggesting this enhancement, so please feel free to vote/comment here as that's where our Engineering Team pulls product enhancements from.

  • Avatar
    Jill Gaddis

    Hi Kinsey,

    I saw in an earlier post that you shared with a user some examples offorms to collect surveys and conduct an election of officers. Would you mind sharing them with me too...or is there a library of examples that I can access?

  • Avatar
    Brian Conners

    I cannot drag and drop an attribute to the new form I am creating. Not letting me do this.

  • Avatar
    Gregory Foreman

    Michele - For your membership period of May 1 - April 30, you'd want to set the expiration date attribute to "date based" with April 30.  On your membership forms you'd simply set expiration at 1 year.  New members will receive an expiration date of April 30, 20xx, and members renewing will simply get their current date + 1 year.

    Donna - Are you referring to the actual form edit screen?  If yes, and the width is wider than your screen, it should allow you to scroll left/right without reducing the size.  If you're still having issues with it or are referring to something else, please submit a ticket to the Help Team with the details so we can take a look.

    Aaron - I have experienced what you're referencing, and yes, it can be a pain.  I haven't seen it happen in the recent past, that I can remember.  I just did some testing in Firefox (14.0.1, PC) with various editor windows and couldn't get it to happen again.  I'll try to see what I can find out about it moving forward.

    Bryan - There really isn't a way to alter the default confirmation text that appears when creating a new form, however, you can copy an existing form which will also copy the confirmation text.  This way you can make just a few edits rather than starting from scratch.

  • Avatar
    Denise Owens

    Can you change the title of a form?  I took a shortcut and copied a form - I would like to rename the form.

  • Avatar
    Gregory Foreman

    Katherine - You can require login on the registration form for the event.  When users decide to register and click the link, they'll automatically stop at the login screen (unless they're already logged in).  It won't auto populate the info, but they'll be able to enter it in themselves.  You can enable login on a form by going to Forms > Form List > "edit" next to the form > "login options" at the top > select option #1 and "users will login at tge beginning of the form".  You'll also want to make sure that the "existing users section" and "new users section" are displayed (towards the bottom of that same page).

  • Avatar
    Teresa Kipper

    Once you are in our Renewal form you can't exit without hitting the submit button.  It has created lots of incomplete receipts.  How do I add a 'cancel' or 'oops I changed my mind and need to exit without saving' button.

  • Avatar
    Kinsey Mahan

    Jill - I went ahead and imported the forms into your MemberClicks product. You'll notice that fields aren't tied to attributes, etc. but this should give you a starting point, especially for the survey. I hope that helps!

  • Avatar
    Kinsey Mahan

    Brian - Sometimes we see issues with drag and drop functionality in Internet Explorer 10. If you're using IE10 and having trouble, you may want to download Firefox instead. You shouldn't have issues with the form builder in any version of Firefox, but if you're using Firefox already, you may want to try clearing your cache, history, and temp files. If you continue to have trouble, please don't hesitate to let us know by emailing help@memberclicks.com so that we can dig in further.

  • Avatar
    Kinsey Mahan

    Joan - There isn't a way to merge in invoice number in confirmation emails, however, as long as you have email set to "on" under Invoice Settings, the user will immediately receive an email that includes their invoice. Hope that helps!

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    Richard Butler

    Is there a way to edit the form receipt for an event registration?  I have a waiver field that all registrants are required to read before electronically signing the registration.  I'd like to be able to add that text and other information to the receipt so that's it's available when printing out the receipts to have with me.

  • Avatar
    Katherine Capozzi

    Hi Gregory, I do see all of those options but what I'm wondering is what is the easiest way for them to receive their username and password so that when they click on the link for the registration page they're not wondering what their login is. Is there a way to insert it in the welcome page text before login? I didn't see the 'merge data' field on that editor. Or, is it better to include it in the email that we send out letting them now about the event? 

    Thank you!

  • Avatar
    Patti Clapper

    What happened to the ability to edit form content via the regular editor? I have NO idea how to write HTML code - have tried to create my content on an Article page, then copy the HTML from that into the Form section, but it looks nothing like what I'm trying to get. 

  • Avatar
    Kelly Cockrell

    How can I assign different payments in Selection Set?

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    Donna Mehalchick-Opal

    I can't see the whole screen.  It is cut off to the left.  You need to reduce the page to 75% to see everything.  The scroll right/left doesn't work.  This means I have to strain to see the text.  It is very frustrating!

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