We know how important it is to be able to connect with the public, engage people with your organization, and collect information. That's why we've made it easy and simple to create and customize forms to help you meet your goals.
You can tailor your forms and start collecting information quickly and easily. When you use these tools, you can set up a public donation page, offer membership plans, or collect newsletter sign-ups, and more!
Introducing Form Fields and Questions
A form's questions allow you to ask and collect specific information about a respondent. You can choose from existing questions and fields or create new ones. The type of form question that you use will help determine what is recorded in Keela and where.
When you use form questions, you can choose from existing or custom fields used in your CRM or ask other information that will be recorded in your responses but not in a respondent's contact profile.
There are two types of form questions that you can use in Keela:
a) CRM Questions
These questions come from your Contact profile. They include default contact fields like Title, First Name, Last Name, Organization, Phone, and Address, as well as custom fields that you have set up for your contacts.
When you use a CRM question, if any new information is provided by a respondent, their contact profile will be updated. In addition, their responses to CRM questions will also be available in the Responses tab of your form.
b) Custom Questions
These questions are ones that you create and customize for your form. You can ask questions with answers that are multiple or single select, numbers, dates, yes/no, or text.
When you use a custom question, any information provided by a respondent will be available only in the Responses tab of your form.
Want to know more? Find out when to use CRM and custom questions and how they can help.
Using CRM Questions
These are fields that appear in your contacts, such as First Name, Last Name, Email, and Address; as well as any custom fields that you may have created.
When you use a CRM question in your form, depending on the form type, any responses recorded will also be transferred to the CRM profile for an individual respondent. Please refer to our article What happens to the information from my form responses for more details.
Learn more about the fields that appear in a contact profile and how you can edit and manage information about a contact.
Adding CRM Questions to a Form
Open a Form
To access your Form Questions, find a form, navigate to the Design & Share tab, and click on "Open Form Designer" to open the form editor.
Open Form Question Editor
Click on "Form Questions". This will open a screen that allows you to customize the section title and select different questions and decide which ones a respondent is required to answer.
Click on "+ CRM Question" to add new form questions.
Add Form Questions
On the Add Form Questions screen, select from different contact fields in the drop-down menu.
You can scroll through the list or start typing the field name you want. All your default contact fields and custom contact fields will be in this list.
Select the ones that you want, and click "Add" to save.
Using Custom Questions
These are fields that appear in a specific form and appear in the Responses tab of a form.
When you use a custom question in your form, any responses will be recorded only in the Responses tab of that form only. This information will not be transferred to a respondent's contact profile, and question will not be available in any other forms.
Adding Custom Questions to a Form
Open a Form
To access your Form Questions, find a form, navigate to the Design & Share tab, and click on "Open Form Designer" to open the form editor.
Open Form Question Editor
Click on "Form Questions". This will open a screen that allows you to customize the section title and select different questions and decide which ones a respondent is required to answer.
Click on "+ Custom Question" to add new form questions.
Add Form Questions
On the New Question screen, enter in the question that you would like and select an Input Type.
If you want to make the question required, click the checkbox.
There are six different input types for custom questions that you can choose from:
a) Multiple select
This is used to create a drop-down menu and allows for selection of multiple options from a list.
E.g. Services offered; days available to volunteer; favourite colors
b) Single Select
This is used to create a drop-down menu and allows for selection of a single option from a list.
E.g. Eye color; shirt size; favourite ice cream flavour
c) Number
This is used to record numerical information.
E.g. Number of dogs fostered; number of people in organization
d) Date and Time
This allows you to record date-based information.
E.g. Date joined; first date available
e) Yes / No
This is used to create questions that can only have a yes or no response.
E.g. Allergic to cats; available to volunteer on weekends
f) Text
This is used to create a text field and allows for entry of text.
Once you have the question that you want, click "Add" to complete the process. Repeat this as many times as you want.
Customize Form Questions
Once you have added the questions that you want, you will see a list of questions and contact fields on the Edit Form Questions screen.
At this stage, you can edit the question wording for an information field and also specify whether an answer is required from a respondent.
To quickly indicate whether a question needs to be answered, you can do that from this screen.
Otherwise, to customize each question, click on the "Edit" button for the question that you want to edit.
This will open the Edit Question screen. In the Question field, you can customize how you want to ask for certain information.
If you want to make the question required, check the box. Click "Save" to finish.
When you're done editing your form questions, click "Close" to save your settings.