Configuring Standard Web Forms

Contents
Step 1: Select Page
Constituent Pages
Public Access Pages
Constituent Pages vs. Public Access Pages (field availability)
Step 2: Select Fields
Step 3: Customize Page
Step 4: Complete
Finding Your Forms
Related Guides

Configuring Standard Forms

Many of the forms that are found on the page Forms & Pages > Home/Dashboard can be configured. You can choose which fields appear, their display names, their required settings, and the order in which they appear. You can also add HTML to these pages. This guide explains the process for configuring your public-facing web forms and some of your standard constituent login pages.

Navigate to System Settings tab > Home/Dashboard > Forms & Web Pages > Standard Forms >  Configure Fields & Sections.

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Step 1: Select Page

From here, choose the page you would like to configure. 

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Note that an additional field(s) will appear upon selection of: 

  • Public Access Event Registration
  • Constituent Event Registration
  • Public Access Individual Donation
  • Public Access Organization Donation

Additional Field for Event Registration Forms:

The additional field for Event Registration forms will prompt you to choose which specific event form you wish to configure. To set the default for all new Event Registration forms, click the button to configure default form fields

Here is a guide to learn more about configuring event registration forms.

Additional Fields for Donation Forms:

  • Standard Form configuration: this option allows you to configure the Standard Donation Form as well as the forms for any campaign that does not have a custom configuration.

  • Customize a campaign: the campaigns in this list are using the Standard Form configuration. Select one to customize fields and sections for just this campaign. 

  • Edit a Customized Campaign: the campaigns in this list already have a customized configuration. Select a campaign from this list to edit the configuration of its form. 

Here is a guide to learn more about configuring campaign donation forms.

Constituent Pages

These are the versions of your standard forms that appear to logged-in constituents. They are only accessible from your Constituent Login Portal. You determine which constituent pages are available in your constituent login portal using the Dropdown Menu Control system setting

  • Account - This is the page found by clicking the "Update Profile" link from the "What would you like to do?" drop down menu in the Constituent Login Portal. Updates Individual account information. 
  • Company - Organization version of the Account page. Updates Organization account information. 
  • Credit Card - Online payment page. This page appears for all transaction types, including Donation, Membership, Event, and Store.
  • Donation - This is the constituent version of your Standard Donation Form, which is also used for Campaign Donation forms. 
  • Edit Address - Constituents edit their personal address information.
  • Event Registration - First page of the event registration process that collects the registrant data. You configure the registration form for each different event from here, so you 'll be prompted to select the name of the event you wish to configure. 
  • Membership Auto Renewal - Constituents can configure their auto-renewal settings for memberships.
  • Membership Join - Memberships can create a new membership.
  • Membership Renew - Constituents can renew an existing membership.
  • Recurring Donation - Constituents can manage their recurring donations.
  • Shipping - Shipping options for online store purchases.
  • Upload Document - Constituents can upload documents to your document center.
  • Volunteer - Applicants complete this page after completing the volunteer project list page.

Public Access Pages

These are the versions of your standard forms that appear to any user who is NOT logged in to your system. They are your public-facing forms that can be linked to your website. Neon always creates a new account for anyone who fills out a public access form. Links to all your public forms are found here: Forms & Pages tab > Home/Dashboard. 

  • Account Registration Form - Create an individual account.
  • Credit Card - Online payment page. This page appears for all transaction types, including Donation, Membership, Event, and Store.
  • Individual Donation Form - Donation and Campaign Donation Forms for individuals. You can configure the donation form for each different campaign from here, so you 'll be prompted to select the name of the campaign you wish to configure. 
  • Event Registration Form - First page of the event registration process that collects the registrant data. You configure the registration form for each different event from here, so you 'll be prompted to select the name of the event you wish to configure. 
  • New Member Registration Form - Membership Join Form.
  • Membership Renewal Form - Constituents can renew an existing membership.
  • Organization Information Form - Organization version of your Account Registration Form.
  • Organization Donation Form - Organization version of your Donation and Campaign Donation Forms. You can configure the donation form for each different campaign from here, so you 'll be prompted to select the name of the campaign you wish to configure. 
  • Organization Event Registration Form - Organization version of the first page of the event registration process.
  • Organization Member Registration Form - Organization version of the Membership Join form.
  • Store Checkout Org Buyer Info Form - Organizations complete this form to create an account when purchasing products from your online store.
  • Store Checkout Buyer Info Form - Individuals complete this form to create an account when purchasing products from your online store.
  • Store Checkout Shipping Form - Shipping options for online store purchases.
  • Volunteer - Applicants complete this page after completing the volunteer project list page.

Constituent Pages vs. Public Access Pages (field availability)

The availability of certain NeonCRM fields will vary between Constituent Pages & Public Access Pages. This is due to the fact that logged in constituents are unable to update their account via transaction based forms.

Below is an outline of each transaction type and what is available/not available for each type of form.

Donation Forms

Field Type 

Constituent Pages  Public Access Pages 

Account Custom Fields 

No Yes

Individual Custom Fields 

No Yes

Organization Custom Fields 

No Yes

NeonCRM Standard Contact Fields

(e.g. Name, Email, Address, etc...) 

No Yes

Donation Custom Fields

Yes Yes

NeonCRM Standard Donation Fields

(e.g. Amount, Honor/Memory, Donation Levels, etc...)  

Yes Yes

Donor Note

Yes Yes

Captcha

Yes Yes

 

Membership Forms

Field Type 

 Constituent Pages 

Public Access Pages 

Account Custom Fields 

No Yes

Individual Custom Fields 

No Yes

Organization Custom Fields 

No Yes

NeonCRM Standard Contact Fields

(e.g. Name, Email, Address, etc...) 

No Yes

Membership Custom Fields 

(only when available to a membership level(s))

Yes Yes

NeonCRM Standard Membership Fields

(e.g. Membership, Auto-Renew, etc...)  

Yes Yes

Captcha

Yes

Yes

 

Event Registration Forms

Field Type 

 Constituent Pages  Public Access Pages 

Account Custom Fields 

No Yes

Individual Custom Fields 

No  Yes

Organization Custom Fields 

No  Yes

NeonCRM Standard Contact Fields- Registrant PAge 

(e.g. Name, Email, Address, etc...) 

No  Yes

NeonCRM Standard Contact Fields- Attendee Page

(e.g. Name, Email, Address, etc...)

Yes  Yes

Event Custom Fields

Yes Yes

Event Specific Fields

Yes Yes

NeonCRM Standard Event Fields

(e.g. Include Myself, Attendee Count) 

Yes  Yes

 Captcha

Yes Yes

 

Store Forms

Field Type 

 Constituent Pages  Public Access Pages 

Account Custom Fields 

No Yes

Individual Custom Fields 

No Yes

Organization Custom Fields 

No Yes

Store Buyer Info Form- NeonCRM Standard Contact Fields

(Org/Indv.)

No Yes

NeonCRM Standard Shipping Contact Fields

(e.g. Name, Address, Phone, etc...) 

Yes Yes
 

Step 2: Select Fields

Page Fields Selector

The column on the left contains all of the available standard and custom fields for your page. All account custom fields created in your system will be available in the page fields selector for public access forms, but only certain standard fields are available to add to any given form. 

Drag and drop them into the right column to include them on your page. Drag the fields up and down in the right column to change the order in which they appear. 

Note: Account Custom Fields will not display on Constituent Versions of front end forms.

System Required Fields icon-required-on.gif

For each form you configure, you'll notice that there are certain standard fields marked with a red REQUIRED tag. This tag indicates system required fields that cannot be removed from the form. System required fields cannot be made optional. These items are essential elements of the page that cannot be omitted due to the base requirements of the function of the particular form. They must be included on the form in order for data to be submitted with a proper structure. 

Some required fields indicate that they are an icon-required-on.gif Alternative to. This means that you must include either one or the other of the two fields on your form.

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When configuring your Membership Forms, you'll notice that Step 2 has an additional field selector section at the bottom of the page to organize your membership custom fields. Please be aware that while you can arrange the order of these fields, you cannot change where the section displays on the page. Membership custom fields are placed at the very bottom of your form. 

Membership Forms will include a separate field selector for Membership Custom Fields just below the Page Field Selector, as shown in the example below. 

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Adding & Removing Page Sections

You can create groups of fields by adding sections. Sections allow you to place HTML content between groups of fields. Chose a location for your section by selecting a field from your list.

Click Add Section to add an additional section to your form. 

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Click on a section and click Delete Section to remove the section break. You can move your sections around dragging and dropping them into place.

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Once you have finished configuring the order and placement of fields, click Continue.


Step 3: Customize Page

This page allows you to determine many settings for your form's content. Your fields will be arranged into sections based on the configuration from the previous page (step 2). 

The Page Title determines what text will appear as a header at the top of the form.

Below that, each section includes three content areas: Section Title, Section Head and Section Tail.

The Section Field Items lists the fields included under this section

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Section Title, Section Head, and Section Tail can be edited by clicking [Edit]. This opens a WYSIWYG editor, where you can add text, images, hyperlinks, and HTML code.

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Display Names & Required Fields

For each of your Section Field Items, you can change the Display Name and designate it as required or optional for constituents filling out your form.

Check the box next to each standard field to make it required. You cannot un-check the Required box for any fields that include the red "required" tag.

If your organization opted for mobile optimized forms, then you can also designate if a field is visible or required on the mobile version of each standard form. Please contact NeonCRM Technical Support for more information.

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Click the Preview button to view an approximation of the appearance of your web form.

Note: the preview version and the actual live version of the form may display differently! The preview function does not apply the style of your website; you'll need to navigate to the live form to view the published changes.

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Once you have made all changes to your form, click Submit. Your changes will not be visible on the form until you submit this page. 

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Step 4: Complete

Once you submit the page, your changes will be applied to the form.

Note: you may need to clear your browser data (i.e., browsing history, cache, etc.) and reload the page in order to see changes made to your front end forms. Click here to learn how to reset your browser.

Finding your Forms

You can find the links to your NeonCRM forms here: Forms & Pages tab > Home/Dashboard.

A list of all your Standard and Custom Forms are available from this page. 

This is also where you can change your Standard Donation Form from a two-page to a one-page process. You can also set custom exit pages for your standard forms from the Forms & Pages Home/Dashboard.

To share a Neon form, copy the Page Linkas shown in the example below. Learn how to connect your public-facing forms to your website.

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Related Guides

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