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Pro Tips For Creating Forms
Jessica Mocha 5/23/2023 5:06:00 PM


When Creating Forms, there are several Pro Tips that will make your form more functional and ease the process of creating the form.

Pro Tip 1: Rename Your From

When you create the form, it will automatically name it based on the date it was created. Before you do anything else, rename it to something that’s easier for you to remember in the future. This name is not seen on the outside. This is only for your internal form management

Pro Tip 2: Edit the SEO Tab

Meta Tags are the names that appear on the browser Tab. Adding a Description and Keywords will help with Search Optimization.

Pro Tip 3: Add PayPal If Needed

If you also want to have PayPal® as a payment option on the form, check the box on the Advanced>Payments>General Tab.

Note: PayPal must already be set up as a payment gateway for you to enable this option on your form. If you would like to add this option to your donation forms, please reach out to your account manager.

Pro Tip 4: Add Tags, Groups, or Lists

You can automatically add attributions like Tags, Groups, or put people on Lists by virtue of the form they filled out. Go to Advanced>Data> and then select the Data point to add.

Pro Tip 5: How to set forms to eliminate auto-filling

To set a configuration that will clear the cookies to ensure that a donor's information is not saved and will not populate when the donor begins to make a donation or take action on a web form.

Step 1: Navigate to Online App > Web Forms > Search & Manage > Actions > Manage (for identified web form) > Advanced > Developer
Step 2: To prevent donors' information from being save the information, uncheck Enable Cookie Prepopulate.
Pro Tip 6: Add General Ledge Accounts (recommended if using QuickBooks)

In this configuration, the user will be able to automatically assign a General Ledger Account to transactions. This is an important confirmation if the user is leveraging QuickBooks integration.

Step 1: Navigate to Online App > Web Forms > Search & Manage > Actions > Manage (for identified web form) > General > Default GL Code
Step 2: Select the GL Code for assignment (if using QuickBooks integration, select the Revenue Account for the organization)
Step 3: Click SAVE to secure your changes.

FAQs & Additional Reading

For Additional information regarding forms click Here

Q. Is there any ability to remove the capitalization of address through a web form?
A. By default, out of the box web forms are set with the USPS formatting using capitalization for improved mailing practices by the USPS. If your organization actively mails, CharityEngine strongly recommends maintaining this setting for improved mailbox delivery. However, if you chose to remove, you can access your online form and navigate to the Advanced Tab > Developer > General > deselect the "Auto-Correct Address" > SAVE

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