From time to time, you want to collect information from your membership or get their opinions about topics of pressing interest to your organization. Your website’s Custom Forms give you the ability to accomplish these objectives with ease. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. … Read more
Once you create a custom form to obtain information from members as they enroll or at specific points in their activity, create a Forms page on your website and add the form to it so members can see and respond to it. To learn how to create a new custom form, see the “Create a … Read more
To set up a form so you can request or require your members’ input, you first must create the form. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Custom Forms” tab to create a custom form, or the “Voting/Surveys” tab to create a … Read more
After you create a form, you can reopen it to add to or change its interactive features. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Custom Forms” tab. In the “CUSTOM FORMS” window that opens, locate your form in the list. Click on … Read more
Deactivate a custom form that you no longer need. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Custom Forms” tab. In the “CUSTOM FORMS” window that opens, open the “ACTIONS” column’s three-dots menu and choose “Deactivate.” In the “DEACTIVATE FORM?” window that opens, … Read more
Once a custom form receives submissions from members who enter data into it on your website, download the data from the “CUSTOM FORMS” window. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Custom Forms” tab. In the “CUSTOM FORMS” window that opens, locate … Read more
Create a copy of an existing custom form for a new purpose. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Custom Forms” tab. In the “CUSTOM FORMS” window that opens, open the “ACTIONS” column’s three-dots menu and choose “Duplicate Form.” In the “DUPLICATE … Read more
The “Search Forms” box below the title of the “CUSTOM FORMS” window enables you to search among your forms to find entries with names that match specific criteria. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Custom Forms” tab. In the “CUSTOM FORMS” … Read more
