Introduction
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
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.
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.
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
