Please click here for our forms video tutorial.
Forms are more flexible version of petitions or events -- instead of requiring things like a target or a time and date, with forms you can ask your users any type of question in a format that you choose. For example, forms can be used to collect stories from your activists, give them surveys, report back the results of a campaign to call elected officials, or anything else where you need to collect data from your activists.
Choose Form from the Actions tab of the Start Organizing menu to start creating your form.
Fill out the form's title and description for your form to get activists to fill it out.You can upload a banner image, which will appear below the title and above the description box. Your image should be 1500px wide by any height (600px is suggested). It will be scaled to a final size of 750px wide. You also have the option to add an image attribution, which will appear in small, dark grey text below your image, as well as alt text.
You can use the visual toolbar to customize the appearance of your description text. The following options are available:
- Write your email in HTML
- Format headings left, right, center or justified
- Add text formatting: bold, italicize, or strikethrough
- Create bulleted or numbered lists
- Insert images from links or your computer and add a title/alt text, add image attribution, link the image, change the position or change the width
- Insert a video from a YouTube or Vimeo link or embed code
- Insert and manage a table
- Add links or hyperlinks
- Add a horizontal line rule
Next, you have the option of removing the progress bar from your form on the right side, if you don't want to count the number of actions you're receiving publicly. (ex: On a tell your story form, you might not want to count the number of stories you're receiving publicly.) You also must fill in a heading for your form on the right -- your call to action as activists are preparing to fill it out. (ex: Tell your story here)
Show or hide standard fields to remove, say, first name from the form if you do not want to collect it by clicking "Edit Form" and using the visual form builder. You can read more about the visual form builder here. You can also decide whether you want to make the field required or not. Email address and country must always be present and required, as every activist in our system must have an email address and country. You can also create questions with data linked to a specific action using action only fields. Click here to learn more.
Finally, you can add in custom form inputs using the visual form builder (explained here) or by writing your own HTML. And you can add an optional image if you choose.
Next, you can add and edit thank you page text, and show or hide the sharing options on thank you pages.
When you're ready, publish your form to make it live and start collecting information.