Creating a form on your website is simple and there are so many different ways to automate your form to email both you & the user.
CLICK FORMS FROM YOUR DASHBOARD
CHOOSE A FORM OR BUILD ONE OF YOUR OWN
The Church Co comes with a contact form ready to go. If that suits you, run with it! If you want to tweak it a little and make it your own, you have all the tools you need to craft beautiful forms effortlessly right there in your website
ADDING IN FIELDS
Outside the builder on the sidebar, you have a bunch of resources to help you build out your form from scratch. Single-click the fields from the sidebar to add to the builder.
EDITING FIELD SETTINGS
To change the field label, label placement, force a field to be required and more, simply double click on the field to expand Its settings. You may also click the gray arrow icon to open the field settings. The field setting will appear different on other types of fields.
Expand the settings on the field you wish to delete then click red “Remove” button
SAVING THE FORM
When you have finished adding fields, click “Save” then give your new form a fitting title! :-)
EMAILS & ACTIONS
The Church Co comes with a contact form ready to go along with Emails & Actions ready to automate your form. With Email & Actions this gives you the flexibility & customizations to add success messages, sending an email and redirection.
SENDING AN EMAIL
An email action can be used to send an email to ANYONE after your form is submitted by the end user. Simply use a different “To” email address to send to an admin, a user, or anyone else who needs a copy of the form submission. You can add as many email actions as you like to your form.
CREATING AN EMAIL ACTION
Click “Emails and Actions” to open your actions settings.
Either select from a pre-built email action on your form, or click the blue “Add New” button create a new action.
Since we are creating a new email action, simply select Email from the “type” dropdown.
CONFIGURING YOUR EMAIL ACTION
ACTION NAME: The name that will appears in your actions list
FROM NAME: Email will appear to be from this name.
FROM ADDRESS: This is the email that shows who It’s from when the email is sent out. Common emails to use are general business/church email such as “[email protected]”
TO: The email address this action will send to. You can type an email address manually (such as the admin or the users email) to send the message once the form is submitted. Additional email addresses can be added with a comma separator.
This action is really great for sending emails to the admin that a form was filled out and also sending emails to the end user letting them know you’ve received the form.
Using your own email address (common for ‘admin’ emails)
Simply type the email address you want to receive the message from this email action.
Using an email address from the form (common for ‘user’ emails)
Simply click inside the field, and then choose the email field in your form that asks for the user’s email address.
This will be the subject of the email sent to the user or admin
Create the body of your email. If you do not place content here, a blank email message will arrive to the recipient.
ADDING ALL FIELDS TO THE EMAIL MESSAGE:
To add all fields into the email message, regardless of wether or not the user has entered in
formation into that field: click the “Insert All Fields” button above the text area and select the fields you want to put into your message
ADDING ONLY SINGLE FIELD TO THE EMAIL MESSAGE:
To add only certain fields that contain data into the email message: click the “Select a field or type to search” dropdown above the text area and select the fields you want to put into your message then click “Insert field”.
The Success Message Action can be used to set up a thank you message that is shown to the user on submission. As always, The Church Co comes with a pre-built success message action located in the contact form ready to go.
CREATING A SUCCESS MESSAGE
Navigate to the Emails & Actions tab then select “Add New”
Since we are creating a success message action, simply select “Success Message” from the “type” dropdown.
You can rename the Success Message action by changing the Action Name.
Input the information that you would like to display to the user when the Success Message is processed in the text area.
You can also add single & all field data to the message. This is great for showing the information to the end user or the admin.
Previewing A Form
To view a form you need to add it to a Page.
Go to the page you want to add it to or create a new page.
Add the Form Block from the page builder.
Select the form that you just created.
Click Save or Publish/Update.