Non-Payment and Interaction Forms Training Webinar
Learn how to create contact and interaction forms for your website with the Responsive Forms tool.
Quick Recap
The trainer introduces DonorSnap’s capabilities for building non-financial forms. She demonstrates how to create and customize various online forms for different purposes, including newsletter sign-ups, contact information updates, and event registrations. The trainer explains the process of handling form submissions and managing contact information within the donor management system, emphasizing the importance of proper data organization and customization options.
Summary
Non-Financial Forms with DonorSnap
The trainer introduces the topic of building non-financial forms using DonorSnap. She explains that these forms are designed for website interactions that don’t involve payments, such as signing up for volunteering, free events, or newsletters. She emphasizes that the examples provided can be adapted to various form-building needs.
DonorSnap Form Creation Tutorial
The trainer demonstrates how to create two types of online forms using DonorSnap: a newsletter sign-up form and a contact information update form. For the newsletter form, she explains how to add fields for name and email, customize the form’s appearance, and set up a confirmation email. She discusses options for embedding the form on a website, either as a separate page or integrated into an existing page. For the contact information update form, the trainer shows how to include fields for personal and spouse details, emphasizing that this form is typically shared via email rather than placed on a public website. She highlights the ease of creating and customizing these forms within DonorSnap, noting that no additional integrations or costs are required.
DonorSnap Form Submission Process
The trainer explains the process of handling form submissions in DonorSnap. When someone fills out a form, it creates an open record on the dashboard rather than automatically adding it to the community > contacts database. The user must process these records by first checking if the person already exists in the system using the “auto link by email” function. If the person is not found, they can be added as a new contact. For existing contacts, the system highlights differences between the form submission and the current database information in red, allowing the user to review and decide which information to keep. After processing, the record is loaded into the community > contacts database, updating or creating a new entry as appropriate.
Summer Program Registration Form Setup
The trainer explains how to set up a summer program registration form in the donor management system. She demonstrates adding a new attribute for “2025 Summer Program Attendee” and creating a contact form that includes this attribute. The trainer emphasizes the importance of capturing as much information as possible during registration, even for existing contacts. She then discusses using the interaction tab to store event-specific details like T-shirt size and meal preferences, rather than cluttering the main contact screen with this information.
DonorSnap Form Customization Tutorial
The trainer demonstrates how to create and customize online forms in DonorSnap for various purposes, including event registration. She explains the process of adding user-defined fields under maintenance, setting up drop-down options, and creating both contact-based and interaction-based forms. The trainer emphasizes the importance of deciding where to store information and shows how to preview and modify forms in real-time. She also addresses questions about copying existing forms and the diverse needs of users.