What benefit can I get from Forms?
“We love infoodle forms to help our supporters and customers register for our live, webinar training events.”
Kirsten – Safeguarding Children
infoodle Forms are versatile and easy to use
When we first added the ability to create forms and process them, we did not fully appreciate how useful and versatile they would be. Initially it was added to gather the information needed to process online payments, but they soon became so much more. Using forms is such an easy way to get information and data from your contacts into infoodle. Here are a few uses in no particular order.
Registration Forms: Sign up to receive newsletters or attend classes, events, join groups, camps or whatever you need people to register for you can build a form to include all the detailed information you need. You can even include a payment, and an automated reply can be sent when a form is submitted.
Application Forms: If you provide funding or any service that you need people to apply for, then infoodle forms are ideal. Fields in the form can be short or long text fields, select from a drop down, multi select and more. Attach files that are then uploaded into infoodle on the contact profile page so you can easily find the supporting documentation.
Donations and Payments: There is some basic information needed when receiving a donation, name and email address as well as the payment details. A thank you for your donation can be automatically issued. After the transaction is reconciled a receipt can be sent. infoodle integrates with several different payment gateways using Credit card or direct debit, but you can also use other methods like direct bank transfer or cheque.
New Contact Forms or Data checks: Forms can be embedded into your website or into emails. Your contacts can click on the link and complete. When the form is processed infoodle does a duplicate check, you select if it’s a new contact to add, or add the data in the form to an existing contact. Any existing data in the field is updated. There are a variety of fields available to select from; All fields in your site (People, household or organisation, finance, group etc. plus independent fields and notes.
Surveys and Questionnaires: Get feedback from your members, attenders or donors. Ask as many questions as you like, there is no limit.
See some examples of common forms here.
Must haves for any form builder platform
Mobile friendly: infoodle forms can be accessed and submitted via your website on your smartphones and added to the infoodle phone app for easy access.
Easy to use: All the fields and headings are ready for you to drag and drop into the form. Use existing fields, independent fields. Or create new fields.
Anytime, Anywhere: Online forms mean your teams can complete their questionnaires, client records from anywhere. No need to wait till you are in the office and the data will be there before you are.
Build your database
If you don’t have preexisting, reliable data to import into your infoodle site, then an easy way to get data in is to create a form with all the fields you need, ie. First Name, Last Name, Mobile Number, Other Phone number, Address, Preferred Email, other email, Salutation, Date of Birth, etc. embed this into your website and ask your community to visit the website and complete the form. Or if you are having a meeting/gathering have a few tablets or laptops, even phones available and get people to complete them online.
If you are able to send emails, maybe you only have email addresses and you need more information from them, add the form link to your email for everyone to complete. This way they do all the work for you. All you need to do is check the forms when they come in and click a button to process.
See how easy you can build a form – Watch this video
Clever stuff
There are lots of clever things you can do with forms, and easy to manage.
Add repeating blocks: You can add more than one person in a form and all get added to the database.
Automated email response: Send an email reply with data from the form to the person who submitted the form – as long as you included the email address of course.
Click here for more information.
Add contacts to groups: When the form is processed they can be added automatically to a group.
Notify a form has been submitted: An automated email can be sent to an individual or group when a form is submitted, the details can be included in the notification.
Add information on processing: You can add fields to the form that are only visible to the person processing the form, helpful for your own processing and donor journey.
Click here for more information.
Set who can see individual forms: You can choose to make a form available to a limited group of people or individuals. Particularly useful when managing private and confidential information. Also you can control who can process a form.
Limit the number of seats or stock items available: Ensure you don’t oversell seats or items by adding the number you have available.
Even more clever stuff
CSS code: Edit the design of your form. Add your own logo and branding. Click here for more clever stuff.
Prepopulate data: Sometimes you need to pre populate some data in a form.
There is more I can say about the ease of use, versatility, customisations, and reliability of infoodle forms. If you have not yet tried using forms, now’s a good time to start. See all the help information here: https://help.infoodle.com/docs/forms.
Not yet a client? Why not start a free 14 day trial.
“infoodle allows our team to manage classes, track attendance, send emails and create forms for registrations so that teachers have more time to dedicate to actually teaching our classes.”
Sue – “Dance for Parkinson’s”
