Online Custom Forms & Surveys
Contents
Only watch the Online Custom Forms & Surveys video if you have the Custom Forms module in your Neon system or are thinking of purchasing it. The Custom Forms module is powerful, but not everyone needs it! This video will cover the benefits of custom forms and how to create 3 common types.
Glossary
- Form: web page for collecting information or payments; sometimes called a survey
- Standard Form: form NeonCRM has generated for you “out of the box” like a Standard Donation Form and Email Subscription Form; can be customized but contains a set “framework”
- Custom Form: a form created by a System User from a blank template such as a Site Program Application
Video Contents and More Information
Overview
Custom Form Listing
Creation
Form with Payment
- Creating Donation Levels on a Custom Form
- Assigning Donations to a Campaign in a Custom Form
- Membership Custom Forms
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