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Getting the Best Use Out of Our FormAssembly Templates

Creating new forms for your congregants just got easier when using FormAssembly.  We have created some templates so you don’t have to start from scratch. Whether you are creating a form for an upcoming event or a donation page, we have just the right templates for you.

Actually, the trick is, you should never start from scratch. The first step is to look at the templates that your consultant created for you and to clone those. To clone a form, click on the template name and click the copy button on the top right of the screen. Once you are in your new form, make sure to save the form with a new name, otherwise it will save as an untitled form which can be confusing.

 

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If those templates aren’t working for you, then take a look at the ones that we made, which are explained below.

To access our templates, in the My Forms tab, click on the sub-tab for Templates.

 

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Once you are in the Templates tab, you can take a look at the Uncategorized, Default, and Client forms but please note, these forms are not modified and managed by us. We cannot remove them or our clients will have issues with their forms.

Please use the forms that are in the categories called Events or Donations.

 

Events

As you can see in the image above, there are a few event templates to choose from. There are three templates that I highly recommend using based on your needs.

If you are looking to have a paid event in which you want to track each person’s info who is coming, then you should use the CC Event Form Template 2 Public and Portal. If you do not have a portal, you should still use this form and if you eventually do purchase the portal (never say never), then you will need to use a template that is enabled to do so. This form allows you to register each member of your family + guests for a paid event. All you need to do is hook it up to the correct Outreach/Designations and change the pricing calculations if necessary. It even allows you to change the pricing based on whether the attendee is an adult or child. If you look at the connectors, you might get a little scared, but trust me, everything is there for a reason. This form does exactly what you need it to do. Here is a run down of the connectors:

Section 1: If you sign in from the member portal for this event, it knows who you are in Congregation Connect and will associate you and any of the family members selected from the member portal to the outreach. If you added additional guests on this form that aren’t part of your family, it will look them up in Congregation Connect based on their email address if they are an adult, or their name if they are a child.  If there is nothing in the system based on the criteria just listed, it will create a new record under the Lead object so you can go ahead and decide if you want to convert them and put them as an account and contact in your system.

Section 2: If you are not coming from the member portal, it looks up your account based on primary or secondary email addresses and does the same for your contact to input you as an outreach member. As with the same above, if you add any guests that aren’t part of your family, or aren’t in the system based on email address, it will create a Lead record.

Section 3: If your account or contact info is not found based on email address, a new account will be created for you and new contacts will be added to the account and added as outreach members.

If you are having a free event, then you should use our Free Event Tempalate. It’s connectors follow the same rules as above but there is no connector for Authorize.net and you do not have to deal with the pricing fields.

If you are looking for a more simplified events form, use the Simple Events Mapping Template. This template allows for you to sign up for an event and purchase tickets, but you do not need to enter each guest’s details, only the amount of tickets you need for each category. This template also includes the ability for payment. The connectors are also simplified as it maps just one contact to the Outreach Member object and will capture all the event guests on that record.

When you are ready to connect to your org, you need to make sure you edit the connectors with the login and password that you use.

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Once you set that up, you need to change a few more things.

First, on the form (not connector) you will need to change the Outreach ID according to where you want to track the registrations. This is done in the calculation section of the form builder.

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You will need to have an Outreach already setup. To get the Outreach ID, navigate to the outreach and take the 15 digits from the URL after salesforce.com/

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You will also need to enable the Authorize.net connector with your API Login ID, Transaction Key, and MD5 Hash but will not need to change anything there.

 

Donations

The CC Donations Form with Installments is our primary donations form template. It is important to use this template because it is setup to calculate the correct amounts for those who pay in installments.

For example, the form allows you to put in the total donation and then pay in installments. If you wanted to donate $1000 but wanted to pay in 6 installments, it is not a evenly divided number so it has to round up to $166.67 per installment. This means that the total donation will actually be $1000.02. So the invoice will be created with the correct amount.

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Finally, any time you create a form, make sure you test it many times before making it live, including using a real credit card if you will be accepting payment. While we have created templates for our clients to utilize, you will probably want to make some tweaks and it is important that you ensure the form will be a success by testing. If you create a form of your own or you have an idea that you think would be a good template for us to offer to other clients, let us know at support@congconnect.wpengine.com so we can make that happen!

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