Introducing the innovative Profile Forms builder within SnapPages, seamlessly crafting forms through an intuitive user interface reminiscent of page creation. As well, your responses are now neatly stored in Subsplash. But here’s the best part: every form filled creates a new profile in your People Dashboard. We’ve given the forms a makeover to make them super easy to use.
If you see no pop-up like the one below when you access the Forms section of SnapPages, then you are already on the latest version. If you choose not to upgrade, you will remain on the older version of Profile Forms. We highly recommend updating to enjoy our latest features!
Getting Started
When you first log into the Subsplash Dashboard, click on Web > Websites in the left navigation to go to SnapPages.
If you already have a SnapPages site it will take you to the new SnapPages dashboard, if not, you will need to complete the setup process. Learn more about that here.
There are two ways to access forms:
In the SnapPages (SP) dashboard, you can go to "Forms"
If you are editing a page, there will be a new “Form” block in the Subsplash section.
You have a few options for managing all your forms. You can create new ones, edit existing ones, view responses, and archive forms/responses.
If you are in the editor and you add a Form to a page, it will prompt you to either create a new form or select an existing form. After you select one you can also edit a form from the Page Editor, but unlike the old form builder, you won’t edit it inline. Instead, a modal window will pop up with the form editor.
When you create a new form, you have the option to select a blank one or use a pre-built template as a starting point.
Creating a Form
Form Editor
The form editor works much like the page builder, you can drag and drop new fields onto the blank form as different bocks. You can also rearrange them just as you would with blocks in the page editor by dragging and dropping the different blocks into their new positions.
Profile Elements
Introducing Profile Elements: a new way to easily gather basic information.
We've updated the way profile information is managed by replacing the old person block with a mix of profile elements. Instead of a single block with toggleable fields, you can now add specific profile details like name, email, birthdate, etc., individually into different sections. This change makes it easier not only to include personal information but also to add your custom details to these sections.
When you add blocks from Profile Elements to your new forms, responses can automatically create new People in your Dashboard. If an email is provided in the response, we look for an existing profile and associate it with the response if one is found.
We do not update existing profiles with any of the details because the user is not logged in.
If you want the form to generate profiles for new users, make sure to include the Email block. It is required to create a new profile!
If you want the form to be able to generate MULTIPLE profiles, you can either:
Make the section Repeatable in the Section Options. This will add a button at the bottom of that section that offers the option for it to be filled out again with a different set of information, and both will be recorded in the submission. You can choose how many repetitions are allowed in a single form, as well as customize the label on the button!
OR
Create a separate, new section and add a new set of Profile Elements to it. If a single section has more than one set of profile elements in it, only the first set will be stored as a profile.
If we don’t find a match to the email, or if someone fills out the form for the first time then we create a profile with the information given. Any information included (except for grade) goes right into their profile.
Sections
Introducing Sections: A Better Way to Organize Your Forms
We're thrilled to introduce Sections into our forms – inspired by how SnapPages uses page sections. With Sections, you can make a section repeatable (similar to how a person block worked in the previous Profile forms) and you can also add conditions to show or hide a whole section based on certain criteria.
When you migrate your old Profile forms to the new forms, the old Person Block becomes a section. If the Person Block was repeatable in your previous forms, the new section options keep that feature.
These changes make your forms look better, keep them organized, and ensure a smooth switch for older forms.
Form Elements
There are elements you can use to build out your custom form. When you select a block, options for that block will appear in the right-hand panel. There are basic settings & advanced settings that can be selected from the tabbed options in that panel for each block.
Basic Settings
Allow you to change the form title and set a custom "Thank you" message that appears after a submission.
Advanced Settings
Allow you to set up automation when a form is submitted.
Send responses by email - gives the ability to send a response directly to an email address
Redirect URL - This will allow you to redirect users to a webpage once they fill out the form.
Conditionals
Will show/hide a particular question based on the answers to one or more other questions.
First, you select the questions you are going to base the conditional on, and then there are many comparison operators you can choose from followed by the value you want to target.
If you add more than one conditional to a question, you can select between "and" or "Or" Logic for those conditionals if you want to make sure all requirements are met or if any of the requirements are met.
When you add your first conditional the block will have a dotted line around it indicating a conditional applied.
The greater than and less than comparison logic will only work if the value entered is numerical.
Conditionals that point to a value inside a person block work a little differently because there might be multiple people so there is an additional option of how many times you want a value to be true before it's triggered.
Form Settings
Access the form settings conveniently through the form editor, offering a range of customization options for an optimized user experience. With form setting, you can effortlessly tailor your form by adjusting elements such as the form title, crafting a post-submission message for users, and configuring Multi-Step Forms. Additionally, our settings enable you to establish notifications to stay informed about new form submissions and implement URL redirection upon form completion. Locate these settings effortlessly in the top right-hand corner of the editor, ensuring a user-friendly experience.
Multi-Step Form
We've implemented a feature that transforms the form sections into convenient, step-by-step segments. In the form settings, we've added a Multi-Step Form option. If you turn it on, your form becomes a step-by-step journey online. Users see one section at a time, and there are next/back buttons to guide them through. Plus, we check required fields before letting them move on to the next step – making sure nothing gets missed.
To set up these engaging multi-step forms, simply navigate to the form settings and activate the Multi-Step Form option.
It's important to note that while you're in the form editor, you won't experience the multi-step format directly. However, when you preview or visit the live site, you'll see the seamless and user-friendly Multi-Step form in action, just as you envisioned.
Form Submissions
Form Submissions can be found in multiple locations. All Profile Forms submissions will be stored through SnapPages. Check out the steps below to learn how to access submissions through each section. To view your Form Submissions:
Click "Forms" on the SnapPages dashboard.
Select the form you'd like to review submissions from.
On the right-hand side, you'll be able to review Form Submissions by selecting Form Response.
Exporting Forms
Our platform offers versatile methods for exporting and sharing your forms, providing practical solutions for various needs. Whether you are organizing a database within your church's archives or compiling information for your church directory, our features are designed to streamline these processes. Additionally, if you find yourself needing to share specific forms with individuals—such as a new member interested in joining community groups—our platform has a straightforward solution.
To Export Forms:
Navigate to the Forms Area within your SnapPages dashboard.
Locate and select the form you wish to export.
In the top right-hand corner, click on the "Download" option.
These simple steps empower you to manage and share your forms efficiently, enhancing your overall experience with our platform.
Sharing Responses
Effortlessly share responses with the following straightforward steps:
Navigate to the Forms Area in your SnapPages dashboard.
Select the specific form you intend to share.
Click on the desired form submission you wish to share.
Located at the bottom, click on the "Share" option.
From this point, you can share the form through email. These user-friendly steps ensure a seamless and efficient process for sharing your forms, enhancing your overall experience on our platform.
FAQs
How are these different from the old SnapPages forms?
The previous version for forms didn’t save responses, they were only sent in an email
There are new Profile Elements
The Person field generates profiles on Subsplash
Responses can be viewed in your Dashboard
Forms are saved and can be used in multiple places
How are these different from Church Management forms?
Church Management allows you to add custom fields to its equivalent of the Person Block, whereas these forms have pre-defined fields you can toggle on and off.
Church Management has some additional input elements, including file uploads and custom HTML markup for making your own components
Church Management has the concept of “groups” that allow you to group elements together and nest fields. This is mainly for layout purposes.
Church Management allows you to add tags, add to a group, add capabilities, and various other automations to an individual who fills out a form. More of this could be added with time to the SnapPages version if the demand is there.