Software Guide: Forms

With a single tool, you can create forms for a vast array of uses — from online donations, volunteer forms, lunch menu order forms, job applications, event RSVPs, online inquiries — and anything else you can dream up. Forms are easy to build with drag-and-drop functionality, template creation, cloning, and the ability to save commonly used elements. 

Below you will find a guided Quick Start Training, a list of tasks to practice, additional videos, and more. For a more comprehensive look at forms, please check out the Forms Manager section of our Knowledge Base.

Getting Started

Learn the basics of building a form with a variety of form fields.

Length: 4:19



  1. Create a new form called "Permission slip."

  2. Use a Text Block element to add a brief description of the trip: "Lunch on the Green."

  3. Create the following required fields on one row:

    • First Name

    • Last Name

  4. Use a Radio Button to ask "Would you like to purchase lunch?"

  5. Add a $10.00 charge for lunch.

  6. Create a Conditional Statement that asks if they have food allergies only if they choose Yes on the previous lunch question. Make this a required field, too.

  7. Use a text field with the label "Total Cost" at the bottom of the form and, in the settings, choose "Use to display totals from currency fields" found in Currency Settings.

  8. Save, publish, and test your form.

Additional Videos

To start using Forms Plus, add at least one element from the Registration section. This video shows how adding these elements opens up more functionality within your form.

Length: 4:48

Knowledge Base Articles

Next Forms Webinar

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Related Guide

Frequently Asked Questions

Can forms be used to collect payments?

Absolutely! Forms can be configured to collect payments electronically via credit card. Alternative payment methods, such as check, can also be configured, with custom instructions for later payment.

What are conditional fields?

Conditional fields are used to hide certain form elements from the user until and unless the user makes a particular selection on another, visible element. Click here to learn more about conditional fields.

Can forms be saved as templates?

Yes! By saving a form as a template, you can easily reuse the basic structure of the form for various purposes.