Online Custom Forms & Surveys

Online Custom Forms & Surveys 

Contents

• Description
• Instructional Video
• Glossary
• Video Contents & More Information

Description

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. 

Instructional Video

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

• Standard Web Forms
• Custom Forms & Surveys

Custom Form Listing

Creation

• Changing the Style of a Custom Form

Form with Payment

• Creating Donation Levels on a Custom Form
• Assigning Donations to a Campaign in a Custom Form
• Membership Custom Forms

Form without Payment

• Custom Form Acknowledgement Email