Adding an Event Form

Event Forms are forms that can be created to collect information from potential attendees for events recorded in Church360°.  

To add a new Event Form,

1. Click the Forms Icon to go to the Event Forms view.
2. At the top of the page, click Add Form.
3. You will get a list of existing events for which you can create a form, along with a calendar to select the date or date range for the event you are looking for.
4. Click the event you want to create a form for to select it, then type the name of the form you want to create at the top of the page, and click Submit.
5. This will open the Edit Event Form view.  It will fill in certain information by default.
6. In the Header section, this includes:
   • Form Name:  the name you typed before clicking Submit.
   • Event:  The name and date of the event in question.
   • Below that, two form fields are included by default:
   • Name:  Where the respondent can enter their name.
   • Contact information:  Where they can indicate how and where they prefer to be contacted about the event.
7. You can then modify the form to customize it to your needs.  In the Header section, click the Pencil in the upper-right corner to edit this section.  You can change the Form Name here if desired, and:
   • Fill in a Description with additional information about the event and/or the form.
   • Click the calendar icon under "Expires After" to set an expiration date for the form, so it will not be available after the date of the event (or the cut-off date for a signup/RSVP, for example).
8. To add more fields to the form, click Add Field at the bottom below the last field that is already entered.
9. Here you can add any of several field types, including:
   • Yes/No - This field with present a check-box for the respondent.
   • Contact Info - For an additional contact method, or contact info for an additional person/people
   • Date - This field can be set to use for a single date or date range.
   • Email - If you specifically want an email address as opposed to other contact information, they may choose to provide.
   • Headcount - For how many people a respondent is speaking for.
   • Name List - For a list of the names the respondent is speaking for.
   • Name - For a single name, the respondent might need to add.
   • Number - This field can be set for a single number or a range of numbers.
   • Phone - If you specifically want a phone number as opposed to other contact information they may choose to provide.
   • Rich Text - To allow respondents to use rich text (like bolding/italics, etc) in their response.
   • RSVP - Allows the respondent to say Yes/No/Maybe
   • Text - This is a basic text field. 
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10. Then give the new field a Label (which will show as the header when you view the response data).
11. And a Prompt (which will tell the respondent what to enter in the field).
12. Then click the check boxes if you want this new field to be either: Required, or for Internal use only.

    

13. Click Save in the new field area to save the new field.
14. Then click Add Field again if you want to add more data fields.
15. Or click the Save in the Header section next to the Form Name to save the form.
16. To see what the form will look like when someone is filling it out, click "Preview" in the upper right corner.
17. This will provide a preview version of the form.
18. Click "Back to form" to navigate back from the preview.
19. Then if you are ready to share the form so it can be filled out, Click "Email form" to open a new Email Message in the Communications module with a link to the form, or click "Copy link", and you can paste the link to the form in another form of communication, or to add it to your church's website.