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Subsplash Forms

A critical tool to gather information, gauge interest, and connect with your congregation.

Cody Walton avatar
Written by Cody Walton
Updated this week

Introducing the innovative Subsplash Forms builder, now available right in your dashboard for seamlessly crafting forms through an intuitive user interface that is similar to building a page in SnapPages. Your responses are neatly stored here as well. But here’s the best part: Subsplash forms can create Profiles in your People dashboard for new users!


Getting Started

When you first log into the Subsplash Dashboard, click on "Forms" in the left-hand menu. Here, you can see a list of your current forms, as well as the options to Duplicate or Archive a form under the three dots to the right.

If you need to create a new form, select "Create Form" at the top right. You can then choose between starting with a Blank Form or you can select Choose a Template to browse our handy starter templates!

There is also a link at the bottom of this page that can take you to the legacy Forms system from Subsplash Church Management if you created forms there in the past.

Managing a Form

After creating a blank form or choosing a template, you will be brought to the details page for that form. Here, you can access the form editor, adjust key settings like Notifications, access the form sharing options, and set the form as a draft or publish it.

Submissions

Here, you can see a list of the submissions that have come in from the form. This will only be visible if the form is Published and/or has submissions. More details on this down below!

Basic Info

Here, you can set the form's title, decide on a Single or Multipage Layout, and toggle between a confirmation message or a URL redirect when the form is submitted.

Automations

You can designate one or more emails that will receive copies of all submissions, as well as designate a Contact List in Church Management for the User to be added to.

Sharing Options

On the right side of the form details page, you can find the form sharing options, including options to go to the live web version of the form, copy the link to your clipboard, generate a QR code, or create an embed code for the form.

Form Editor

The form editor itself can be accessed by clicking on the "Edit" icon at the bottom of the form details. The editor works much like our page builder from SnapPages; you can drag and drop new fields onto the form as blocks. You can also rearrange them just as you would with blocks by dragging and dropping the different blocks into their new positions if you want to reorder them.

Different Elements

There are three kinds of elements, or blocks, that you can add to a form: Form Elements, Profile Elements, and Design Elements. Form Elements are for custom questions that need different kinds of formats, such as a basic text input or a multiple-choice input. Profile Elements are what our system will use to generate new Profiles in the People section of your dashboard. Lastly, Design elements add a bit of style and structure to your forms!

Form Elements

These are elements you can drag-and-drop onto the form for basic question types like Short/Long Text, Dropdown, or Multi Choice. 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.

Profile Elements

Profile Elements: an easy way to collect basic information.

You can add specific profile details like name, email, birthdate, etc., individually into different sections. You can effortlessly gather the information you are seeking from your audience, and these responses can automatically create new People in your Dashboard. If a name and email are provided in the response that already match an existing profile, the system even knows not to make any duplicates!

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 both Name and Email blocks. These two are 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 (at least a Name and an Email element) 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.

Beyond the Name and Email, all other Profile Elements that you include will be used to add additional information to the profile, except for Grade.

Form Editor - Profile Elements

Design Elements

In addition to Form and Profile Elements, you also have Design Elements. These are great for adding extra structure and organization to your form!

Element Settings

After selecting or placing a new block, you will see a pop-up at the top right containing extra settings for configuring that element. This will be broken up into Basic and Advanced Settings.


Basic Settings

The options displayed here will vary depending on the block, but you will typically see options for changing the title of a field and the placeholder text, and you will always see the toggle option for whether or not the field is "Required" before the form can be submitted. Below, you see the Basic settings for a Name Block:

Form Editor - Form Element - Name - Basic Settings


Advanced Settings

Here you find the controls for Conditionals that are applied to the field. These conditions will show/hide a particular question based on the answers to one or more other questions. More about that later!

Sections

Introducing Sections: A Better Way to Organize Your Forms

Inspired by how SnapPages uses sections to break up a page and modify different portions separately, we have introduced the same concept to our Forms.

You can make a section repeatable! This gives the user the opportunity to fill out the same section multiple times with multiple sets of data, all triggered by an optional button at the bottom of the section. You can customize the label on the button as well as set the limit on how many repeats are allowed. This can be toggled in the Section Options to the right of each section.

A Repeatable section is a great way to collect the Profile information for multiple people!

You can easily add a new section to a form using the button under the form in the editor. Sections can also be duplicated or rearranged using the controls floating to the right of each section, along with the Section Options

​Setting up Conditionals For a Question or Section

If you click on a specific field, then toggle over to the Advanced settings in the modal that appears to the right, or if you click on the Section Options icon to the right of the section, then toggle to Advanced, you will see the configuration options for Conditionals.


First, you select the questions you are going to base the condition 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, deciding between the need for all conditionals to be met, or triggering the questions when one or more are met.

  • When you add one or more conditionals to a field or section, the block will have a dotted line around it, indicating a condition has been 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.

Block Advanced Settings- Conditionals Menu


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Multi-page Forms

We've implemented a feature that transforms the form sections into convenient, step-by-step segments. On the form details page, you can toggle a form's layout to the Multi-page option under the Basic info. 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 form, you'll see the seamless and user-friendly Multi-page form in action, just as you envisioned.


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Form Submissions

On a form's detail page, you can see a list of the most recent submissions at the top. From there, you can select View All for the complete list. If you select a particular submission, you can see a detailed breakdown of how they answered the form, as well as options to Delete the submission or Share the submission via email with a specific individual.

The Submission Share feature is a great way to alert specific ministry teams of a person's interest in serving!

Exporting Form Submissions

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.

How to download a CSV file containing all of the submissions from a form:

  1. Select the form from the main Form details page in the dashboard

  2. Select View All next to the list of submissions at the top

  3. Select Download Submissions at the top right

These simple steps empower you to manage and share your forms efficiently, enhancing your overall experience with our platform.

SnapPages

Just as before, Subsplash forms are available in SnapPages as well. Any form you create can easily be added to a page by dragging and dropping a Forms block onto the page, then choosing one of your created forms or opting to create a new one from right there in SnapPages.

When editing a Subsplash Form from within SnapPages, the Basic info tools (Layout and Confirmation) and Automation options (Notifications and Contact Lists) can be accessed from within the editor by going to Settings at the top right!

FAQs

  1. Are my SnapPages/Profile forms still there?
    Yes. SnapPages Forms and submissions have just been moved to the Forms section in the Dashboard.

  2. What happened to Management (Legacy) Forms?
    Legacy Forms are still available to existing customers. New customers only have access to Subsplash Forms.

  3. Can I update contact profiles or lists with Subsplash Forms?
    Not yet. This functionality is currently available only in Legacy Forms.

  4. Can I add custom fields to a form?
    Custom fields are not currently supported in Subsplash Forms, but we’re exploring this for future updates.

  5. How can I share a form with people?
    Forms can be shared via direct link, embedded on your website, or shared using a downloadable QR code.

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