Introduction

When Creating Forms, there are several Pro Tips that will make your form more functional and ease the process of creating the form.

Pro Tip 1: Rename Your From

When you create the form, it will automatically name it based on the date it was created. Before you do anything else, rename it to something that’s easier for you to remember in the future. This name is not seen on the outside. This is only for your internal form management

Pro Tip 2: Edit the SEO Tab

Meta Tags are the names that appear on the browser Tab. Adding a Description and Keywords will help with Search Optimization.

Pro Tip 3: Add PayPal If Needed

If you also want to have PayPal® as a payment option on the form, check the box on the Advanced>Payments>General Tab.

Note: PayPal must already be set up as a payment gateway for you to enable this option on your form. If you would like to add this option to your donation forms, please reach out to your account manager.

Pro Tip 4: Add Tags, Groups, or Lists

You can automatically add attributions like Tags, Groups, or put people on Lists by virtue of the form they filled out. Go to Advanced>Data> and then select the Data point to add.

For Additional information regarding forms click Here

• List Management: How to Create an Opt-In List
• Sustainers: How to Create and Manage Recurring Donors
• Creating a Donation Form: What’s Out of the Box?
• Web Forms: Using Email Auto Responders with Forms
• Web Forms: Using the WYSIWYG Editor for Forms and Emails
• Overview: Acknowledgements
• Managing Web Form Fields- Adding Validations
• Queries: What Can I Do with a Query: Donations Within X Days
• Donations: How to Manage a Transaction
• Shopping Cart: How to Configure the Checkout Subtab
• Shopping Cart: How To Create a Shopping Cart to Sell a T-shirt
• Shopping Cart: Custom Fields and Variants for Products
• Shopping Cart: Configuring Product Inventory
• Shopping Cart: How To Create Products
• Contacts: How to Create, Use and Manage Cases
• Web Forms: How to Design Your Web From
• Web Forms: How to Managing Fields
• Sustainer Re-Activation: How to Send Sustainers the Re-activation Form
• Mobile Pay App
• Why and How to Use "Donor Covers Processing Fee" as a Fundraising Tool for Online Donation Forms
• Single Line Address
• Donations
• Web Forms: How to Manage Out of the Box Payment Block
• Advanced Web Forms: How to use CharityEngine Tokens to Customize Your Form templates
• Trigger Tool – Creating an Opt-In List
• Web Forms: Character Limit on Text Fields
• Web Forms: How to Manage Out-of-the-Box Donation Block
• How to Evaluate Fraudulent Transactions
• Events: How to add Custom questions/Survey Questions to Event Forms
• Web Forms: How to Test Web Forms
• Contacts: How to Create a New Affiliate/Chapters
• How to create Household members from the Household Contact Record
• Web2CRM User Guide
• Web Forms: Creating and Mapping Custom Field on a Form
• Web Forms: How to Add an Opt-In List
• Web Forms: How to Change the URL Suffix
• Web Forms: How To Configure the Form Field Display
• User Center Front End
• Online
• Web Forms: How to Add an E-Card to a Form
• Adding Global Javascript Code
• Promo Codes & Discounts
• Landing Page URL
• Web Forms: How To Customize Out of the Box Sections and Fields
• Creating an Event with a Default Ticket Value
• Web Froms: How to Create an Internal Form (for a Telethon, Radiothon, or Conference)
• Campaign - Surveys: How to Create a Poll & Survey Form and How to View the Results
• Web Forms: How to Create a List Sign Up Form
• Web Froms: How to Define CharityEngine Web Form Types
• Contacts: Reassigning a Contact
• Transactions: Sending Year End Statements Using the User Center
• Online: User Center Configuration
• Creating an Event with Free Tickets
• Peer to Peer: Comprehensive Guide for Set Up, Configuration, and Reporting
• Embedding Quick Actions Donation Form
• Developer: API - Installing the CharityEngine Public Web API
• Embedding Quick Action Donation Forms with HTML
• Embedding Quick Action Donation Forms with Javascript
• Web Forms: How to Assign Tags through Form Submission
• Web Forms: How to Hide Tickets on an Event Form
• How to Bypass Payment Information on a Free Event
• Developer: API - Public API Troubleshooting
• Events: How to Create a Survey for Your Event
• Allowing Organizations to Donate on WebForms
• Leveraging Internal (Carbon Copy) for notification of donations
• Sending Your First Email Campaign
• How to Add Multiple Funds to a Web Form
• Data Import: How to Import Soft Credits
• Browser Security Changes & Iframeing CharityEngine Donation Forms & Online Fundraising Apps
• Events: Creating an Out of the Box Web Form
• Creating Pledge Forms
• Web Forms: How to add CAPTCHA to your form
• Email Campaigns: How to Bulk Add to an Opt-In List through the Importer Tool
• Contacts: Comprehensive Guide for Usage and Management of Tributes
• Google Pay
• Creating a New CMS Website
• Donations: Issuing Credit
• Events & Volunteers: Tickets
• Transactions : Chargebacks
• Adding "Double the Donation" to a Form
• Reordering Form Fields
• Contacts: Adding Contacts to an Email List
• Configuring Event Types for P2P
• Reordering Sections