How Do I Put a Message Above My Online Registration Form?
How Do I Add My Acceptance Terms to My Form?
How Do I Create a Form?
LoveAdmin allows you to build customisable online forms that are used to store information about your contacts and for prospects to complete when registering online.
You can add, edit and view these forms under ‘Settings’ > ‘Forms’.
You can have different forms for different groups or a Master Form associated to all groups.
When creating a form, you are inputting the questions that will appear:
- When you add an individual person to the system
- On the downloaded spreadsheet used to import contact details into LoveAdmin
- On the online registration form
Creating a Form
Step 1: To apply a standard form to all groups, select ‘Master Form’ from the drop-down list next to ‘Build/edit form for:’ then pick the relevant fields from the list on the left-hand-side.
Step 2: To create a question not on the pre-set list, click on ‘Create custom fields/statements’ link. You can then write your question, decide whether it is mandatory and what type of answer best describes the reply:
Free Type – Single line – this option allows people to enter text and numbers freely. For example, a written reply such as a sentence or statement.
Free Type – Multi-line – this option allows people to enter text and numbers that require a longer answer freely. For example, a field for medical information.
If you anticipate the answer being long, select the ‘Multi-line’ option.
Multiple Choice – set how many answers people can choose from by clicking on the ‘Add More +’ button.
With this option, you have the choice of selecting multiple answers or just one.
Date – for date related questions, select this option so contacts can select from an interactive calendar display.
Acceptance – for any questions where you need agreement, then you can use an acceptance field. This field will also allow you to insert text, the system will display the question hyperlinked, the text can be read by people by click on the question.
Acceptance fields, when answered, will create a timestamp for when the answer was given. It will be displayed in the contacts online account, it can be added to tables in the ‘Contacts’ view or exported.
Step 3: If a field is mandatory, click on the ‘Mandatory’ tick box next to that field on the right-hand side.
You can define whether fields are for ‘Internal use only’ or ‘View only’ (i.e. people can see the field value but can’t edit it. For example, a membership number)
If your question is long or has an extensive block of text before it, you may want to insert a statement or input a declaration. There is an option to do so from within the ‘Create custom fields/statement’ box.
Creating Different Forms for Different Groups
To create a different form (separate from the Master Form) for a specific subscription group, select the group from the drop-down list and edit.
Once you change and save the form, that form then becomes independent of the Master Form. Therefore, if you subsequently make a change to the Master Form it will not affect the new independent form.
Please note - the one exception to this is if you change the property of a custom question (or statement). For example, the text of the question or answer type - this change will apply to that question whatever Optional Extra it appears in. If the answer type is altered from Multiple Choice to Free Type, you will lose the data previously associated to the multiple choice and vice versa.
Copying Forms
Follow these steps to copy a form from another subscription group.
Step 1: First, select the form you want to build from the 'Build/edit form for' dropdown list.
Step 2: Next, select the form you wish to copy in the dropdown list, ‘copy form from’
Step 3: Once you are happy you have selected the right forms, click on ‘Copy Form’.
Your form will then be successfully copied.
Deleting Fields from Forms
To remove a field from the form, simply click on the ‘x’ found on the right-hand side of the grey box.
To permanently remove custom questions, click on ‘Edit’ in the grey box and then ‘Delete’.
Please note – if you delete a question, both it and the data associated with it will be permanently deleted from the system.
Inserting ‘Optional Extras’ into Forms
If you have any ‘Optional Extras’ created you can make them visible for selection on your form.
To do this, follow these steps:
Step 1: When in ‘Forms’, scroll down the left-hand side of the page until you see ‘Select group(s) to appear on the form:’.
Step 2: Next, scroll down the list until you find the Optional Extra you wish to add. Once you have found it, select the tick box and it will appear at the bottom of your form for selection.
Step 3: If you want the Optional Extra to appear somewhere other than at the bottom of the form, drag and drop it to where you would like.
Step 4: Click ‘Save and Finish’ and your Optional Extra will be available for selection on your form.
Please note - different forms can feature different Optional Extras. So, if you want to give the option for adults to buy a Large T-Shirt but Juniors to only see child-sized T-Shirts, you can.
These Optional Extras will appear in the registration form (if you are publishing the forms for prospects to sign up to – see below) and in the login. People can select the Optional Extra and if there is a cost associated, pay.
Terms and Conditions / Code of Conduct
To set your Terms and Conditions, Code of Conduct or both, follow these steps:
Step 1: Hover over the ‘Registration page’ icon in ‘Forms’ and select ‘Add acceptance terms’.
Step 2: Input the wording you would like to appear.
Step 3: Click ‘Save’.
The wording you entered above will then appear at the bottom of your registration page. To view the wording, click on the hyperlink ‘We need you to read and agree to our Terms and Conditions and Privacy Policy before completing this registration’.
Please note: This will only appear on your registration pages and will automatically be made mandatory. If you would like to record the date this was accepted or have it viewable from the contacts online account, we would suggest using an acceptance field instead.
Points to Note
If you have different forms for different groups, it’s best to create a Master Form first with common fields.
Once you’re happy with the Master Form you can start to customise forms for the different groups. You can quickly see all forms that are linked to the Master Form by clicking on the link icon next to the ‘Build / edit form for’ dropdown list.
When importing data into the system you first need to download the template. This template is made up of the fields in your Optional Extra. If you have a field in your form that is greater than 60 characters, for technical reasons, the field will not appear in the template. Keep this in mind when building your form.
There is also an option to create an abbreviation that will appear in the template. This abbreviation will also appear when the field is used on the register.
When creating custom questions, the name of the question must be unique.
Also, when editing a custom field/statement, the change will apply wherever that field/statement appears - for example, if you make an edit to a custom question on the Adult form, the change will also show on the Junior form if it is used there too.
How Do I Edit a Form?
LoveAdmin allows you to build customisable online forms that are used to store information about your contacts and for prospects to complete when registering online.
You can have different forms for different subscription groups or a Master Form associated with all subscription groups.
When creating a form, you are inputting the questions that will appear:
- When you add an individual person to the system
- On the downloaded spreadsheet used to import contact details into LoveAdmin
- On the online registration form
Editing a form.
Step 1: If you wish to edit a form, choose which form you’d like to edit from the drop-down alongside ‘Build / Edit form for’. Alternatively, if your forms are linked to your ‘Master form’, any changes you make to your ‘Master form’ will change across all linked forms.
Step 2: To create a question not on the pre-set list, click on ‘Create custom fields/statements’ link. Whenever you create a question, it will always appear at the bottom of your form. You can move it by simply clicking and dragging the field wherever you want it to go. You can then write your question, decide whether it is mandatory and what type of answer best describes the reply:
Free Type – Single line – this option allows people to enter text and numbers freely. For example, a written reply such as a sentence or statement.
Free Type – Multi-line – this option allows people to enter text and numbers that require a longer answer freely. For example, a field for medical information.
If you anticipate the answer being long, select the ‘Multi-line’ option.
Multiple Choice – set how many answers people can choose from by clicking on the ‘Add More +’ button.
With this option, you have the choice of selecting multiple answers or just one.
Date – for date related questions, select this option so contacts can select from an interactive calendar display.
Acceptance – for any questions where you need agreement, then you can use an acceptance field. This field will also allow you to insert text, the system will display the question hyperlinked, the text can be read by people by click on the question.
Acceptance fields, when answered, will create a timestamp for when the answer was given. It will be displayed in the contacts online account, it can be added to tables in the ‘Contacts’ view or exported.
Step 3: If a field is mandatory, click on the ‘Mandatory’ tick box next to that field on the right-hand side.
You can define whether fields are for ‘Internal use only’ or ‘View only’ (i.e. people can see the field value but can’t edit it. For example, a membership number)
If your question is long or has an extensive block of text before it, you may want to insert a statement or input a declaration. There is an option to do so from within the ‘Create custom fields/statement’ box.
Step 4: If you already have a question on your form that you wish to change, click ‘Edit’ next to the field to make changes and when you are happy with your changes, click ‘Save’. You can only edit custom made fields.
Please note - If you change the property of a custom question (or statement). For example, the text of the question or answer type - this change will apply to that question whatever Optional Extra it appears in. If the answer type is altered from Multiple Choice to Free Type, you will lose the data previously associated to the multiple choice and vice versa.
Copying Forms
Follow these steps to copy a form from another subscription group.
Step 1: First, select the form you want to build from the 'Build/edit form for' dropdown list.
Step 2: Next, select the form you wish to copy in the dropdown list, ‘copy form from’
Step 3: Once you are happy you have selected the right forms, click on ‘Copy Form’.
Your form will then be successfully copied.
Deleting Fields from Forms
To remove a field from the form, simply click on the ‘x’ found on the right-hand side of the grey box.
To permanently remove custom questions, click on ‘Edit’ in the grey box and then ‘Delete’.
Please note – if you delete a question, both it and the data associated with it will be permanently deleted from the system.
Terms and Conditions / Code of Conduct
To set your Terms and Conditions, Code of Conduct or both, follow these steps:
Step 1: Click ‘Create Custom Field / Statement’.
Step 2: Choose ‘Acceptance’ as your type of answer.
Step 3: Enter your Terms and Conditions within the large box at the bottom. Insert your question in the question field near the top, for example, ‘Please read and agree to our Terms and Conditions’. Write your answer(s) in the field in the middle, for example, ‘I agree’ and ‘I do not agree’. If you wish to allow more than one answer, click ‘Add more +’.
Step 4: One happy click ‘Save’ at the bottom.
Points to Note
If you have different forms for different groups, it’s best to create a Master Form first with common fields.
Once you’re happy with the Master Form you can start to customise forms for the different groups. You can quickly see all forms that are linked to the Master Form by clicking on the link icon next to the ‘Build / edit form for’ dropdown list.
When importing data into the system you first need to download the template. This template is made up of the fields in your Optional Extra. If you have a field in your form that is greater than 60 characters, for technical reasons, the field will not appear in the template. Keep this in mind when building your form.
There is also an option to create an abbreviation that will appear in the template. This abbreviation will also appear when the field is used on the register.
When creating custom questions, the name of the question must be unique.
Also, when editing a custom field/statement, the change will apply wherever that field/statement appears - for example, if you make an edit to a custom question on the Adult form, the change will also show on the Junior form if it is used there too.
How Do I Copy a Form?
LoveAdmin allows you to build customisable online forms that are used to store information about your contacts and for prospects to complete when registering online.
You can have different forms for different subscription groups or a Master Form associated with all subscription groups.
Copying Forms
Follow these steps to copy a form from another subscription group.
Step 1: First, select the form you want to build from the 'Build/edit form for' dropdown list.
Step 2: Next, select the form you wish to copy in the dropdown list, ‘copy form from’
Step 3: Once you are happy you have selected the right forms, click on ‘Copy Form’.
Your form will then be successfully copied.
How Do I Create a Question?
LoveAdmin allows you to build customisable online forms that are used to store information about your contacts and for prospects to complete when registering online.
When creating a form, you are inputting the questions that will appear:
- When you add an individual person to the system
- On the spreadsheet used to import contact details into LoveAdmin
- On the online registration form
Creating New Questions
Step 1: If you wish to add a question that isn’t pre-made you can do so by clicking on ‘Create custom fields / statements’ at the top of the question list. A pop-up will then appear where you can type in your own question.
Step 2: Type the question you wish to add and select from the options below the text field to create your question perfectly.
Free Type – this option allows people to enter text and numbers freely. For example, a written reply such as a sentence or statement.
If you anticipate the answer being long, select the ‘Multi-line’ option.
Multiple Choice – set how many answers people can choose from by clicking on the ‘Add More +’ button.
With this option you have the choice of selecting multiple answers or just one.
Date – for date related questions, select this option so contacts can select from an interactive calendar display.
You can define whether fields are for ‘Internal use only’ or ‘View only’ (i.e. people can see the field value but can’t edit it. For example, a membership number).
Acceptance – This allows you to create a question which when clicked on will display an extended version. The extended version is created within this box and can be formatted using editing tools. The question can have one or two answers using the text of your choice. This can be a useful option if you need to create any consent questions, for example photo’s, medical or terms of use.
If your question is long or has an extensive block of text before it, you may want to insert a statement or input a declaration. There is an option to do so from within the ‘Create custom fields/statement’ box.
Step 3: Once you are happy with your question, click ‘save’. Your question will appear at the bottom of your form; however, you can move it by clicking and dragging it to the right place within the form.
Once you have followed the above steps, you will have successfully created your new question(s) and added them to your form for use.
How Do I Put a Message Above My Online Registration Form?
It is sometimes helpful to give instruction on the registration page advising people what to select.
The information you give will appear above the dropdown menu of your online registration page.
Adding a Message Above Your Online Registration Form
Step 1: To add a message, hover over ‘Registration Page’ and select ‘Add text above dropdown’.
Step 2: A pop-up box will then appear where you can enter the message you wish to add above the dropdown selection box on your registration form - for example, ‘Please select which class you would like to register for below’.
Step 3: Once you are happy with your message, click ‘Save’.
Step 4: You will have to save the form from the main page. Do this by hovering over the ‘Save’ button and selecting ‘Save and finish’.
Your message will then appear at the top of your registration form above your dropdown list of registration options.
Once you have completed the above steps, you will have successfully added a message above your form.
How Do I Add My Acceptance Terms to My Form?
Acceptance Terms may be your Terms and Conditions, Privacy Policy or Codes of Conduct. By setting them, you will make it mandatory for people to agree to them at the point of registration – something necessary for GDPR compliance.
The description you give your Acceptance Terms, along with a checkbox, will appear at the bottom of each registration option.
Adding Acceptance Terms
Step 1: To add the Acceptance Terms to your form, hover over the ‘Registration page’ icon and click ‘Acceptance Terms’.
Step 2: A pop-up box will then appear - here, add your description of Terms in the top bar. For example; ‘By clicking this box you are agreeing to…’.
Step 3: Add your Acceptance Terms within the larger text field below.
Step 4: You can choose whether to display the Terms on your registration page by ticking or unticking the ‘Display on registration page’ option in the top right-hand corner of the pop-up box.
Step 5: Once you are happy with how your Acceptance Terms look, click ‘Save’ and your terms will now appear on your form.
Step 6: Finally click ‘Save’ in the top left corner of the page.
Once you have completed the above steps, you will have successfully added your Acceptance Terms to your registration pages.
Comments
0 comments
Please sign in to leave a comment.