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    Christine Bruggers

    The weird thing is that other payment fields are working just fine, and as far as I can see, this one is configured just like they are, only since it wasn't showing up I added the default option and made it required -- and it still doesn't show up. I have all my groups able to see it, but unfortunately nobody does, and I'm having to invoice people outside MemberClicks to get their registration funds. Maybe I should take this to the help team.

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    Kinsey Mahan

    Hi Chris - It looks like you've created a ticket with the Help Team. That's typically what I would recommend for organization specific questions, as I don't check the forum every day and the Help Team is available every week day. I hope you're all set!

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    Dee Ramnarine

    Can I get in on this conversation???  We are giving members the option to pay with CC or with check.  When paying with CC we are adding a $2 processing fee (to offset the amount charged to us) because we are a 503(c)(b) and cannot afford the CC fees without such.  I have a radio button, along with form logic, to either turn on or off the fee.  However, upon check out both options are still available.  Is there a way to turn off the other option upon payment so people aren't tempted to skirt the $2 and pay by CC anyway?

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    Kinsey Mahan

    Dee - Unfortunately there isn't a way to tie the field on the form asking how they'll pay to the actual payment page. The payment page is system generated, and looks the same for every MemberClicks customer. The set-up you described where you're asking them how they'll pay then showing a required pricing field using field logic is the best/only option for setting up a CC fee at this time.

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    LInda Coffin

    I'm setting up a form to register people for our conference. We have four registration periods (early, regular, late, and last-minute). Within each of those time periods, we have both member and non-member pricing. I've set up the four date-based pricing rules, but I can't figure out how to set up the prices in my form without creating a long selection set that includes all eight prices. There must be a better way! Help?

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    Kinsey Mahan

    Hi Linda - Once you've set up the date ranges, click Edit next to one of them. From there, you'll need to select the different Member Types that will be using the form from the dropdown and click Add to assign the specific price that Member Type should pay during the early or late range. Ultimately you'll probably add all Member Types (assuming the form is available to all types of members).

    I usually start by adding the non-member column(s), type in their price, then select all of the Member Types that pay the same rate, add those columns, type in the price, and repeat until you've set up pricing for every type of member who might use the form. If you have questions, feel free to give the Help Team a call so they can talk you through the process over the phone - their number is 404-879-2800.

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    Joyce Uglow

    Hi Kinsey,

    So far, there have been no comments or questions yet regarding the ensuring that the discount code functions correctly.  It would be good to have an article on the details surrounding the set-up for discount codes, adding a member type, and the designated discounted $ amount(s).  I am having trouble getting a code to apply correctly.

     

     

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    LInda Coffin

    Is it possible to limit event registrations to a sub-set of a member group? I assume that this would have to be added to the log-in section, but I can't figure out how to do it. Three examples:

    • I want to create an event that is open only to those who have been members of the organization for five years or more.
    • I want to set up a meeting with only those who live in Maryland.
    • I want to create a "newbies" event for those who joined the organization since January 2015.

    Thanks!

     

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    LInda Coffin

    Hi, Kinsey. I'm back again with a follow-up question. On August 9, you explained how to add member and non-member prices to date-based pricing. Unfortunately, I ran into a wall on the very first step you suggested. I've set up the date ranges, but when I click on what appears to be the live "Edit" link for the first date range, to set the prices for different member types, nothing happens. I can delete the date range or disable it, but I can't edit it. Any other ideas?

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    LInda Coffin

    Hi, again. Sorry about the previous question. I decided to start over and create a brand-new form. Now it's working perfectly. There must have been a some kind of bug in my first one!

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    Nina Bull

    Are you able to hide inactive forms from the form list and if needed be able to retrieve them at a later date?  

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    Kinsey Mahan

    Hi Nina - Right now, all of your forms will be viewable in the form list, including those that are unpublished. We will be adding an organizational structure to the forms area in the future, though I don't have details on how it will function since it isn't yet in development. In the meantime, when you're finished with a form and unpublish it, you might consider adding a "z" to the front of the form's name - that will push the form to the bottom of the list, and indicate to Admins that it's not in use.

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    Christine Bruggers

    Hi Kinsey! I have a new donations form that has one donation field not working. I'm getting this message:

    Field currency must match form currency settings. These settings will not be saved unless this is fixed.

    How do I fix this? I'd like to just delete the field and start over, but the delete option is grayed out. 

    Thanks!

    Chris

     

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    Kinsey Mahan

    Hi Christine - I would need to look at the specifics to be sure, but I think you'll want to toggle off "Field is For Currency" inside the Donations attributes, then go back to the form to set up pricing. For questions like this one that require looking at a specific form or specific attributes, I recommend contacting the Help Team so that they can log in to your site for the details.

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    Annette Belitz Peters

    I'm using a form as a survey, and would like to include some fields of explanation.  How do I add text to the form?

     

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    Kinsey Mahan

    Hi Annette - You'll want to use a Label type field for explanatory text on the form. You can find the Label field in the Add Form Elements tab categorized as a Presentation Element.

    Screen_Shot_2016-10-18_at_11.27.39_AM.png

    In case it's helpful, here's a link to the September MemberClicks University training I recorded on How to Move Your Surveys and Elections Online.

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    LInda Coffin

    We're trying to create a "Contact Us" form to put on our website. But we can't figure out how to direct the submissions to a particular person or email address, such as "MarySmith@Our_Association.org" or "info@Our_Association.org." Is there a way to do this?

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    Kinsey Mahan

    Hi Linda - To update these settings, navigate to Forms > Form List > Edit the form > click on Properties in the Confirmation Section. From there, choose to Edit Confirmation Email. You'll put that person's email address in the Confirmation BCC area.


    Hope that helps!

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    Jake Koster

    Is it possible to remove the payment field entirely?  I see the option is inaccessible in the demo picture here, as it is on my own interface.  I'd like to remove it entirely from one of my fields so as to cancel the "$0.00" that appears before form submission.

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    Kinsey Mahan

    Hi Jake - it isn't possible to toggle off the payment section, though it shouldn't show up if your form doesn't have pricing associated. You might reach out to the Help Team to talk through the details of what's possible so they can look at the specific form and make suggestions.

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    Jeanine Stathopoulos

    Can we give a group administrative control over a form?  I saw that this is possible with classic documentation but did not see the same function in the new documentation.  I'd like to allow certain individuals the ability to see how many registrations we have.

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    Kinsey Mahan

    Hi Jeanine - In the new platform, you can give a Group Admin access to forms in general – there are no longer Admin permissions specific to each form, as we found that most of the time a forms Admin would need access to all forms. You can set the Admin permission for forms under Database > Admin Permissions. If you have someone that should ONLY have Admin access to forms, might consider creating a new Group and placing the appropriate people in it in addition to their existing Group(s).

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    Anna LaFayette

    How do you remove the payment section from a form that requires no payment to submit?

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    Jay Fitzmaurice

    Hey there Anna!

    If no payment is required on your Form, the Payment Section won't appear at all on the front-end, so you're already set! It will stay in place on the admin-side, in case pricing is ever added in the future.

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    Jen Norman

    Our annual meeting is currently 26 days away. Our event registration form was generating invoices where the registration fee doesn't need to be paid until after the meeting (default was +30 days, which I just turned down to +15 days).

    When making an event registration form, is there any way to tie invoice due dates to the date of the event (like how dues invoices are tied to member expiration dates)?

    Alternatively, are there any plans to make it possible to select a specific due date, or a specific number of days between invoice creation and due date, apart from the current/very limited drop-down menu options (+15, +30, +60, +90)?

    Lastly, once we're less than 15 days away from the meeting, if we want to make sure none of the invoices have a due date later than the meeting start date, is our only current option to disable the registration form's "pay later" option altogether?

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    Jay Fitzmaurice

    Hey there Jen! Since you've got multiple questions, I went ahead and made a Help ticket for you. The Help Team will be in touch!

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    Marci Hickey

    Is it possible to set up a form so a user can submit multiple times?  for example, a donation form?  

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    Jay Fitzmaurice

    Hey Marci! You can absolutely do that.If you click on the Properties for your Login Section, you'll see a toggle for "Multiple submissions". I hope that helps!

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    Neil Holdway (Edited )
    • Hi, all. Any more progress on the issue below, raised in April 2016? I join the chorus wishing for this, as we did have the ability in Classic to tell people to complete a form to a certain point and it would be on file, and we could make a separate invoice later. Handy when one person asks to pay by check but we don't want to turn on the pay-by-check option for everyone.

       

      Does MC plan to add the ability to "save and return" to an incomplete form submission (on the front end, for someone who fills out a couple pages of the form but has to finish later on)? Our members have been asking for this.

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      Kinsey MahanApril 08, 2016 16:30
       

      Hi Jen - we have received some feedback about the ability to edit a previously started form submission. We'll continue to take feedback and evaluate how the functionality should work, so I don't have anything concrete at this point, but it's definitely on our radar!

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    Jay Fitzmaurice

    Hello Neil! If you haven't already, please join the chorus here: https://portal.prodpad.com/6711

    That link (which you can find with the blue ? on your admin view) sends feedback directly to our Product Team. While we don't have any changes to note there yet, I encourage you to leave feedback about it, along with any other enhancements you'd like to see. The more we here from you and others, the better!

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