- Log into MyAwaken.online
- Adjust your campus on the top right to the campus that corresponds with the form you are managing
- Click on Forms in the left navigation menu
- find the Form and open it for editing.
- The Form creation screen has what the Form will look like in the middle and your options on the right.
Tip: As you build your form, note that you can quickly view the form as it's configured by clicking the Preview Form link.
Adding Standard Fields
Here, you will add the questions you wish to ask on the Form by clicking and/or dragging and dropping one or more of the standard fields into the Form preview area. Each question can be made visible to the submitter or restricted to a Form manager or administrator. If visible, you will also be able to determine whether the question is optional or required.
Question Options
- Make sure to check or uncheck the REQUIRED option on each question.
- If the required check box is unchecked, you can use the ADMIN ONLY checkbox to hide a question from the Form but keep it for admin use.
Adding Contact Information
- Leaving the Contact Information unchecked makes the Form anonymous.
- Checking the Contact Information requires the person to at least enter first and last name
- The Title and Explanation if needed.
- Use the Preset Suggestions as well for standard type responses.
- Use the checkboxes for each profile field to show or hide it and whether or not it will be required.
Single Line Text
Allows the person filling out the Form to input up to 60 characters and is useful for open ended questions with short answers. We put a counter in place so you know when you hit your limit.
Paragraph Text
Allows for an unlimited number of characters and is useful for open ended questions with long answers.
Checkboxes
This field type is a multiple answer option that allows the submitter to select one or more of the choices provided.
Tip: Checkboxes allow more than one selection.
Pulldown Menu
A single answer option, this field will provide a list of answers to choose one option from in the style of a pulldown menu.
Radio Buttons
A single answer option, this field provides a selection of answers for the submitter to choose one option from.
Scale
Often called a rating scale, this Likert field type allows you to provide a list of items to rate as well as the rating options.
Prioritize
Do you need to find out in what order people would prioritize a list of options? If so, use this field type. Provide a list of options and those submitting a Form will be able to drag them into a prioritized list.
File Upload
This field allows the person submitting the Form to upload a file to their response. Any file type up to 10MB in size will be accepted.
Number
A field used for numbers as opposed to text. You may restrict a response to a range if needed (Example: 1-5).
Note: Only whole numbers can be used in the Number field. Decimals cannot be used.
Date
Use this field to collect a date from those submitting the Form. A convenient date picker will appear when you click into the field making it easier to choose the date.
Product/Ticket
A powerful field that allows you to set up items, amounts, and a number of items available. Because a price is not required when using this field, you may use this to limit the numbers of anything like available spots in classes. Information about tax designations and how to use discount codes can be found here.
Tip: Forms that have a product/ticket question type where all items are free and there is no other potential transaction involved do not require payment options to be set up on the Form.
Privilege Restriction: The Financial or Form admin privilege is required to select the Chart of Account (COA) category if there is a payment amount attached to the product ticket question.
Donation Amount
This field allows the submitter to input any amount which will be applied to the COA category connected by a Form Admin or Financial Admin. You can make available one or more COAs to chose from.
Tip: This question type can be automated.
How to Work with Questions with Multiple Options
Multi-Line Answers (which includes Checkboxes, Pulldown Menus, Radio Buttons, Prioritize, and Product/Ticket Questions) allow you to enter all the possible answers for that question. Here is what you need to know for creating and even editing these questions:
- Creating New Sets of Answers
- Use the Presets to quickly create a standard set of answers.
- Use the 'add another' link to add more entries for that question.
- Use the X to delete any entry you don't want for an answer.
- Use the 3 Horizontal lines on the left to change the order in which the answers appear.
- Editing existing sets of answers
- If editing an existing list, you cannot delete a line item that already has answer assigned to it.
- See image below how the item has a + sign beside it and it is greyed out, but not deleted. When you try to delete an existing answer, it will hide it from the list of answers but not remove it completely. It allows you to press the + sign later on and put the answer back into the Form.
- You can change the name of the answer even if there are already answers in the system.
- You can also still use the 3 horizontal lines on the left to change the order in which the answers appear.
Adding Layout Elements
To make a Form easier to understand, you have the ability to add sections and page breaks. Drag and drop either element to the area of the Form where you'd like the layout element placed.
Section Breaks
For section breaks, you will be able to name the section and add an explanation for the section as well.
Tip: If you just want a line, you can leave the Header and Explanation blank.
Page Breaks
Page breaks separate the Form out into pages the submitter clicks through until complete. Rather than a long Form the person has to scroll through, page breaks can make the Form feel more manageable, even if the number of questions is the same. When building the Form, you will see the page breaks as separations.
Editing Form Settings
The Form Settings allow you to:
- Name and describe your Form.
- Determine when it will be available and to whom.
- Add Form level automation.
- Set payment and discount options.
- Set up notifications.
Title and Description
Enter a Title and a Description.
- In the Form description, you can add formatting, links, or images by clicking Rich text on to show the formatting bar
- Remember, this description is for the entire Form and will be displayed on the Forms List. If you descriptions for only a section of the Form, you can add a description to a question, explain the Contact Information, or break up your Form into sections.
Tip: If you add an image to the From's description, confirmation page, or Unavailable Form Page, edit the height and width of the image to the desired size before uploading it.
Availability
- Show on List of Forms: If checked, the Form is viewable on both the Public Forms List on the Login page and on the Welcome Page's Form tab by anyone who logs into the site. Otherwise, they will need a direct URL to open the Form.
- Require login to fill out Form: If checked, the user will need to log into the site before they can open the Form.
- Start Date: Until this is entered, the Form will remain unpublished. Clicking the Publish button will update this with today's date.
- End Date: No end date will make the Form valid indefinitely. An end date will hide the Form from public view after the date.
Confirmation
Next, decide if a confirmation code will be present on the confirmation page and add any custom message that will also appear. Remember, including the code along with requiring an email address will cause a notification email to be sent to the submitter.
Unavailable Form Page
A Form may become unavailable for a variety of reasons. For example, if the Form has an automation to an Event that becomes full or the Form has a required Product/Ticket question that sells out, the Form will become unavailable for new responses. This section allows you to create a custom title and message for when a Form is no longer available.
The default message looks like this:
Here's an example of a custom message:
Note: If a form is expired or unpublished, even if an unavailable custom message exists, the message will be overridden by the following:
- If a form has expired, the message that will show will state: "We're sorry - This form expired on [date]."
Example:
- If a form is unpublished, the message that will show will state: "Unpublished - This form is under construction and currently unavailable."
Example:
File Attachment
Should you have something you want those submitting the Form to download, you may add it as a file attachment.
- This file will appear just under the description of the Form.
- Any single file under 10MB in size can be included as an attachment.
Email Notifications
- Notifies the recipient whenever a new Form registration is submitted.
- You can have one or more recipients and they do not need to be Form managers.
How to Publish a Form
Tip: Before you publish your form, ensure it's just what you envisioned by clicking the Preview Form link.
The final step to creating a Form is to publish it. For you to be able to publish a Form the following conditions must be met:
- There must be at least one question on an anonymous Form or profile fields enabled.
- If the Form requires payment, a payment method must be set.
- If a donation question is included, it must be linked to a COA category.
- If a product/ticket question is included AND the cost is greater than $0, it must be linked to a COA category.
- If the Form has one or more discount codes set up they must be linked to COA categories.
If all of the above conditions are met, you will see a Publish button on the Form detail page. Simply click this button to publish the Form.
Once a Form is published it can have one of the following statuses:
- Available: an available Form can be filled out by someone with access to the Form (via the Form list or Form url).
- Scheduled: a scheduled Form will be available once the start date has been reached.
- Expired: a Form is expired, meaning you are unable to fill it out, after the stop date has been reached (the stop date is at the end of a full day of the date you selected).
- Disabled: if something is preventing the Form from being submitted, it will become disabled.
Tip: Check out this article for ways to share your published Form to select individuals, your church's website, and other communication methods.