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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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    Kinsey Mahan

    Hi Kay - It is! If you click properties in the Login section of a form, you'll see that there's a toggle for 'multiple submissions.' When a new form is created, that is toggled OFF by default, meaning that each member/profile may submit the form only once. If you want a member/profile to be able to submit the same form more than once, you would want to toggle Multiple Submissions ON. Hope that helps!

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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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    WFWA Tech

    Hi! If users complete forms and each uploads a file, is there a way to export those uploaded files along with the field data? Or do I need to access each uploaded file separately by clicking on each individual submitted 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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    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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    Jen Norman

    Do the form expiration dates apply to the start or end of the date listed? E.g. if a form is set to expire on 2/6, does it expire at midnight on the night of 2/5-2/6, or the night of 2/6-2/7?

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    Jay Fitzmaurice

    Hey Jen! That is correct, at this time, only one label can be applied to each form. Please feel free to submit some feedback about adding multiple labels!

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    Marci Hickey

    How do I remove the option for a form user to "pay later" or "invoice me"?  We only accept online orders with payment, and do not invoice.  

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    Laurene Livesey Park

    How do I add an image to a form? I have added the element "image" but it when I click "upload image" it doesn't go anywhere. The image I want is in our Media Manager.

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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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    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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    Ryan Gold

    Can I add member pricing on a number (quantity) field? Thanks!

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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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    Anthony Portillo

    We also have international members, would we be able to disable the form for anyone shipping outside of the US?

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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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    Kinsey Mahan

    Hi Marci - If you click Properties in the Payment section of a form, you can toggle 'Enable pay later with invoice' OFF so that the form requires an immediate credit card payment. Hope that helps!

    Screen_Shot_2016-06-03_at_3.19.59_PM.png

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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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    Jay Fitzmaurice

    Hey there Laurene! The Image Field is actually for if you want a user to add an Image to their submission. If you want to add one to a Form, you'll add a Label (under Presentation). This works like any other editor in your system, where you can use the Image button at the bottom to upload from your Media Manager.

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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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    Cheyenne Nelson

    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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    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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    Kinsey Mahan

    Anthony - it depends on your specific set up. If you have international members in a separate Group, you could turn OFF that Group's access to the form. I would recommend contacting our Help Team to get their advice on your particular set up needs. You can call them at 404-879-2800, or email help@memberclicks.com.

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    Kinsey Mahan

    Hi Jessica - It sounds like you added an Image element to your form, which a member would use to upload a file or image along with their form submission. To add an image to the form itself, use a Label field (in the Presentation Elements section of the Add Form Elements tab) and click Edit Label Text > Image. I included a short GIF video below showing what I mean. Hope that helps!

    add-image.gif

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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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    Suzie

    I have an anonymous form that I created and I have the Multiple submissions button toggled off.  Someone was able to submitted the form twice.  Is that because it is an anonymous form?

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    Shameeka Green

    How do you edit the name of a form?

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    Marci Hickey

    How do I allow someone to complete a form multiple times?

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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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    Christine Bruggers

    Hi Kinsey,

    I have a form field that I can't make visible. It's a payment field, I've made it required, it defaults to select EPA Registration rate: $640. But I just can't make it visible. Help! Need to figure it out today! See attached screenshots of configs (3) -- oh, I see I can only attach one. Maybe it's enough. Thanks SO much for your help!

    Chris




    Screen Shot 2016-08-04 at 3.21.17 PM.png
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