Responsive Forms – 1 – Listing Tab

Online Forms > Responsive Forms > Listing tab

Video Outline

See a listing of all Responsive Forms
Grab the link to your form or html embed code to put a form on your website
Build a new form using a template, copy an existing form, or start from scratch
Explanation of the different form types: Contact, Donation, Pledge, Interaction, Volunteer Hours, Interaction with Payment

Note: If you don’t see the Donation or Interaction with Payment form types, you have not yet linked your DonorSnap account with Stripe. First you will need to sign up for a Stripe account and validate it under Maintenance > Site Setup > Integrations > Payment Processing > Stripe. Learn more about Stripe.

The Listing Tab

The Listing Tab will show all forms you have previously built.

Here you can Inactivate (Edit – un-check the Active box) forms no longer live on your Website, or Delete forms you no longer need.

The listing tab will also show any Open Records you have for your forms, when it was created and who it was created by.

Here you will also find the Form Link Button for the link and HTML code to put the form on your website. Click the Link to Preview your form.

Add New Form

Any of your previously created forms can be used as Templates. DonorSnap also comes with a few installed templates.

Types of Forms:

Contact: Non-payment form. Great for Newsletter sign-ups and Volunteer Registrations

Donation: Any PAYMENT form, such as Donate Now, Event Tickets, Membership payments, etc.

Pledge: Non-payment form indicating that they are pledging to donate in the future.

Interaction: Non-payment form for some type of Activity, such as RSVPing to an event that they are not paying for, completing a survey, a basic Contact US form.

Volunteer Hours: Submits the hours a volunteer works That Day

Interaction + Payment: Completes an Interaction Record AND a Donation Record

For 90% of Events, simply use the “Donation” form, unless you have specific fields on the Interaction tab in addition to the Donation tab.

For example, if you already have an Interaction for their RSVP but now they’re also making a payment to the event, this will complete both the Interaction that they are attending as well as the Donation (payment) record.

Remember: If you do not see the Donation or Interaction with Payment form types, you have not yet linked your DonorSnap account with Stripe.

DonorSnap’s payment forms only work with Stripe and goEmerchant payment processors. Our forms are not integrated with other payment systems such as PayPal, Network For Good, etc.

Additional New Form Settings

Processor: Select the payment processing account you would like to use for this form.

Do Not Load Into DonorSnap: Use this setting with CAUTION! If you check this box, the form submissions will not flow into your database. Instead they will be archived and only exportable to Excel. This setting should only be used when you are certain you will not want any of the data collected or processed payments showing up in DonorSnap.

Next Steps:

Last Updated OnSeptember 18, 2024