Form Management Overview

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71 comments

  • 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.

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    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
    Zach ASA

    Dear Teresa,

    In order to exit the form a user may click any other menu item to navigate away or simply close the window using the operating system / browser close buttons. We do not have anything built extra to handle this situation.

    Dear Brenda,

    We have ideas submitted to enhance our label editing ability with potentially a smaller version of the html editor found elsewhere in the site.

    Regards,

  • Avatar
    Jerri Lahaie

    I am trying to update a form we used last year but there is no edit feature like there used to be, making it impossible for me to edit the form.  You need to fix this! 

  • Avatar
    Duncan McCreery

    Hi Jerri,

    I'm opening a ticket for you so we can research and issue.  

  • Avatar
    Guido Pauli

    Same problem here: there is no way to edit an existing form: change the order of existing elements, add new ones.

    Please fix this!

  • Avatar
    Duncan McCreery

    Hi Guido,

    I've typically only seen this happen when there is some invalid HTML code in one of the field labels on the form.  Please email help@memberclicks.com with the name of the form and the folder it's in and we'll be able to take a closer look at the cause of the problem.

  • Avatar
    Jeanie Faulkner

    Where is the "save" button when you edit the confirmation page on a form?  Luckily I copied my text into a word document before I left the edit page, but still I need to find out how to save it once I put the text back in.  Thanks!!

  • Avatar
    Gregory Foreman

    Jeanie - You should see the save button right below the editor window on the left side. If you have the editor window set to full screen, you'll need to toggle it back before the save button will appear (click the button directly to the left of "HTML" in the menu bar).  If you need any additional help go ahead and submit a ticket to the Help Team.

    kb-confirmpage.gif

  • Avatar
    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"

  • Avatar
    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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    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!

  • Avatar
    Aaron Milligan

    There's been an issue with this screen, and a few others (such as the contact center editor) on MemberClicks for a while. If you have a smaller screen, or have made the editor window larger, the bottom of the screen and save buttons become hidden. It looks like the iframe that the editor is in has scrolling set to "no".

    Please test this stuff in browsers other than IE. By some counts, Chrome has a larger market share that IE now.




    screencap.png
  • Avatar
    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?

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    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
    Dora Trinidad-Campos

    Couple of questions:

    1. Is there any support or training you offer for HTML Coding?  If not, is it safe to say that the only people that will be able to do form management or website changes need to be trained in this field? (please understand we are a not-for-profit group/volunteer organization, and need to figure out how we can efficiently, low cost, train revolving incoming membership chairs)

    2. Is there a way to send an automatic renewal email to our members, without setting up an reoccurring credit card charge?

  • Avatar
    Kinsey Mahan

    Hi Dora,

    I went ahead and opened you up a ticket with our Help Team to make sure your questions are answered. You should expect to hear from someone soon!

  • Avatar
    Laura Stone

    I added a new attribute on our application form which has prices attached to it. I added the prices for the group and everything looks good on the application but when members are filling out the application the new attribute price is not included in the price calculation total..... HELP!!  I have been trying to figure this out for 2 hours and no luck.

  • 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.

  • 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
    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
    Jeanie Faulkner

    This is good info but it appears that many forms have to be created using the "basic form", it would be great to have a blog on customizing the basic form to

    1)  collect surveys

    2)  conduct an election of officers

    3)  receive submissions in response to a Call For Proposals

    4)  other?

  • Avatar
    Kinsey Mahan

    Hi Jeanie - For the survey and election forms, I went ahead and copied an example of each into your organization's administrative side. You can alter these forms so that they fit your needs, and hopefully they'll give you an idea of what our other clients have used them like. For the Call for Proposals, typically all you would need to do is add a file attachment type field to the form, which would allow users to upload their proposals. If you have other questions, please feel free to contact our Help Team and they'll be glad to assist!

  • Avatar
    Amber D'Amato

    We have a Form Dysfunction.

    When people fill out our form, Membership Application, they receive an error message and we never receive the form they filled out.

    Help! Please!

    Thank you!

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    Gregory Foreman

    Amber - It looks like you also opened a help ticket about this, so we'll respond to you there.

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    Brenda Adams-Weyant

    On the Payment page, what does Insert Receipt Data mean under Payment Options?

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    Kyle Sullivan

    Hi Brenda,

    That option allows you to send extra data from the form to the payment processor.  That form data will be then associated with the appropriate transaction receipt.

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    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

    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
  • Avatar
    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!

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