by Rachel Natik | Feb 26, 2015 | Blog
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. 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. 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...
