This article will guide you through the process of creating a form to capture additional information
Note: With the release of version 2.4.13, the ability to build forms using the previous method has been discontinued. Any data that has been collected through these old forms will still be associated with the respective contacts - you can view and edit this data, but you are unable to make any changes to the forms themselves.
To access your old forms, navigate to Settings > Data > Old Forms
Video Guide
If this is your first time creating a registration form since the new ‘Forms and Fields’ upgrade, you will first need to create the fields. These will act as the building blocks for your forms.
To read more about creating your fields, click here
Types of Forms
Customer forms: Gather additional registration information when products are purchased in your JoinIn Shop
For example: For customers to provide additional information booking onto an event
Internal Contact Data: Record more information on contact records. Internal contact forms are visible to the organisation but not the contact
For example: For coaches to add information about a child's behaviour during a session
Product Data: Store additional information to your products
For example: Label products with codes to allow for easy tracking and identification in external software applications
Creating a Form
Steps
1. Go to Home > Settings > Data > Forms
2. Click ‘Add form’
3. Choose the type of form you want to create:
4. Enter a name for your form
For example: Event registration questions
5. Using the field menu on the left, drag and drop the desired fields into the form
6.Reorder fields by dragging and dropping them
7. Use the pencil icon to edit a field or the 'X' to remove one
8. Click the 'Add' button for additional formatting tools, such as form dividers and headers
9. Use the 'Preview' button at the top right to see how the form is coming along
10. Click ‘Save’ once you're happy with your form
Note: You can add both customer fields and internal customer fields to a form. Internal fields will be hidden from the customers view.
If you have created a Customer or Product Data form, you will be prompted to link the form to your products. For more information on attaching your forms to your products, you can click here