Forms are an essential tool in Elvanto for gathering information, registering attendees for events, and updating the database. Understanding how to effectively use forms can greatly enhance your ability to communicate and interact with your audience. This guide provides a comprehensive overview of creating and customizing forms, including essential details on updating the database.
Adding a New Form
Creating a new form in Elvanto is a straightforward process. Whether you need a Standard or Registration form, the process is similar, with only minor differences to consider.
To add a new form, select 'Forms' from the left-hand menu on your Elvanto dashboard and then select 'Create Form'. Registration forms have the added ability to accept registration for events.
Customizing Your Form
Elvanto offers numerous customization options for your forms, ranging from layout adjustments to specific field customization. Tailoring the form to your needs ensures a smooth experience for both you and the user.
Under the 'Layout' section, you can add additional questions and fields to your form, and access various layout customizations. Drag and drop fields to your form, customize colors, and more.
Utilize default fields from the profile (People Fields), custom fields for your People Categories (People Custom Fields), or create new custom fields specific to forms (Form Custom Fields).
How to Add a Form Custom Field
Custom fields are essential for capturing specific information in your forms. These function similarly to custom fields in a People Category but are unique to the form.
To add a Form Custom field, click the plus sign to expand your options and select "Add Custom Field." Customize the type of field or question, then click the 'Save' button.
Conditional Form Fields and Headings
For more dynamic forms, you can create conditional fields and headings that only appear based on specific responses.
Example: You can add an "allergy" field that only appears if the answer to the food allergy question is "yes", keeping your forms relevant and uncluttered.
Managing submission limits in Elvanto forms is essential for controlling the number of entries. Depending on the type of form you are using, there are different ways to set these limits.
For a registration form, set limits by ticket amount. For a standard form, the option to set a limit is below the form layout on the edit tab. Adjust these limits as needed to manage submissions.
Once a Form Has Been Submitted
Managing form submissions includes choosing how to update profiles, selecting administrators, approving submissions, and setting automated actions. Let's explore these options.
1. Do not update or add: Information submitted through forms and event registration will not be used to update or create profiles. Note: This will prevent the user from contacting this particular set of contacts via Elvanto, as their information is not added to the database.
2. Automatically: Existing profiles will be automatically updated (matched based on First and Last name), and new profiles will be added to your default People Category (unless otherwise specified through your Form Actions). Note: The system only matches form submissions with existing profiles based on first and last name entries unless the existing user has an active Elvanto user account, requiring manual acceptance by an admin.
3. Form submissions: Will only update or add new profiles after admin review and approval.
Admins can also choose multiple automated actions by clicking the green plus button next to the item, check that the database has correctly linked the submission, and more.
Once satisfied with the layout and options, click on the 'Save' button to use your form.
Add Forms to Categories
Organizing your forms into categories simplifies management. Adding forms to categories can be done by clicking on the form's three dots menu and selecting "Add to Category" or by editing the form directly.
- Log into Elvanto as an Admin.
- Hover over Forms.
- Select All Forms.
- Select Edit beneath the from you would like to add.
Note: If creating a new form select Create Form.
- Select the Category drop down.
- Select the Category you would like to add the form to.
- Select Save.
Elvanto's robust form-building capabilities provide you with the tools necessary to gather essential information, register attendees for events, and seamlessly update the database. Experiment with these features and tailor them to fit your needs. Happy form building!