Contact Form
Having
a contact form on your site allows website visitors to contact you
while protecting your email from being scraped and added to spam email
lists. It also creates a great way for you to track contacts from the
website.
To create a new form you should:
- Log in as the primary administrator to MembershipWorks
- Go to Forms Carts Donations
- Click “+ New Form”
The primary admin can give secondary admins the ability to access forms that have already been created.
Form Template Tab
This
is the tab where you will collect information about the person
contacting you and allow them space to write their questions. In most
cases you should keep this form to encourage more website visitors to
contact you.
You will be able to utilize a variety of question types including:
- Simple text box
- Text box with some editing ability
- Check box
- Choose one option
How to delete a field
- Click on the field you’d like to delete
- Click Remove
- Click “Confirm Remove”
- Follow steps 1 through 3 to delete all of the fields you no longer want
- Click Save & Continue to finalize the changes
How to add a field
When adding a field, you can either opt to add a custom field or click on the “Field” drop down menu to select one of the existing system fields. If a system field exists for your purpose, we recommend using that field type instead of creating a new one. To create a new custom field:
- Click “+ Add Box”
- Add the question you’d like to ask in the box next to “Description”
- Next to “2-letter identifier” type any 2 letters
- Set the “Type” to the kind of questions you’d like to ask
- Click OK
- Repeat steps 1 through 5 for each question you’d like to add
- Click Save & Continue to finalize your changes
How to add new boxes
You may want to organize your questions into different boxes. You can see an example of a form with different boxes at https://demo.membershipworks.com/survey. Here are the directions to add a new box.
- Click on “+ Add Box”
- Put a title for the box in “Box title”
- Add a description if you’d like in the “Description” field
- “Visibility” should only be set if you would like to limit which members or groups of members can see the questions in this box.
- Click OK
Once
you’ve added the box you can follow the above directions on “How to add
a field” to add fields to the box. You can also drag and drop existing
fields from one box to another. Don’t forget to click Save & Continue to finalize your changes.
Settings Tab
Settings - First Section
In the top section you can control the following:
Form name:
This is set when you create the form. You can change it here if you’d
like. Please note that if you change the name, it will change the
WordPress shortcode and HTML5 snippet used to embed the form on your
website. Therefore if you change the name after putting the form on your
website you will need to update the WordPress shortcode or HTML5
snippet on your website.
Notify email(s): You can
add email addresses of people who should be notified when someone
checks out this form. This can also be done at the item level if you
prefer. If you have multiple emails you like notified, separate them
with a comma (no space).
Redirect to: You can put a URL in this box and it will redirect the member to that page upon checkout.
Checkout button text: Here you can update the text you’d like on the checkout button. For example, some people like it to say “Send Message.”
Scroll: This setting typically does not apply to a Contact form as no Items are typically created.
Handling fee: You can leave this field blank
Limit items per checkout: You can leave this field blank.
Checkout actions:
- “If
user has account, add user to these folders/labels” allows you to add
users who already have an account in your system to a particular folder,
or add a Label to their account. When selected, you will see a list of
all the Folders and Labels you’ve created. Click on the ones you’d like
and you’ll see their background turn green to show that they have been
enabled.
- “If user has account, remove these
labels” allows you to remove the Label from an account when they check
out this form. When selected you will see a list of all the Labels
you’ve created. Click on the ones you’d like and you’ll see their
background turn green to show that they have been selected.
- "If
user does not have account, add user to these labels/folders” will
automatically create accounts for users that check out this form and
don’t currently have an account. In most cases we don’t recommend
enabling this setting as each account created will count toward the
total number on your MembershipWorks plan. You will be able to see and
export information from the form on its Dashboard, including contact information of people who do not have accounts in your system.
- “Add user to email list” will only be visible if you have the Premium MailChimp Integration Add-On.
This allows you to automatically add people who check out this form to
the MailChimp audience of your choice. You can also have it
automatically attach Tags. If you don’t have the Premium MailChimp
Add-On, you can export from the forms Dashboard to a csv spreadsheet and then import the spreadsheet into your newsletter platform.
It is important that you always click Save after making any changes in this box to finalize your changes.
Add the Form to Your Website
You
can add the form to your website by
utilizing the shortcodes/snippet codes that we provide. Please note that
you can only put
shortcode or snippet code per a page. To obtain the code needed to embed the form on your site follow these steps:
- Click on the forms Dashboard and then click "Embed/Link"
- From here you will find the shortcode/HTML snippet needed to embed the form on your WordPress, Wix or other site
Get Support Along the Way
