How Do I Setup Form Confirmations?

Forms are very useful for your organization, acting as a way for the visitor to connect more with your organization and get them more involved. However, there is often a need for them to know that their information has been received. This is where Form Confirmations come in. It is a way for them to know that their information has been received after they have hit the submit button.

Here is how to setup form confirmations:

  1. Once logged in, click on Forms in the menu on the left-hand side of the Dashboard.
  2. Hover over the Form that you would like to change and then hover over the Settings option
  3. Click Confirmations from the dropdown
  4. There is a Default Confirmation that will be created when making a new form. You can edit this one or make a new Confirmation by clicking Add New
  5. When adding a new Confirmation here are the steps (Default Confirmation won’t have Confirmation Name nor Conditional Logic)
     
    1. Confirmation Name- What the name of the Confirmation will be in the list of Confirmations for this form
    2. Confirmation Type- Different ways of showing that the Form has been submitted.
      1. Text- Once the user hits the submit button, the Form will disappear and this text/content will appear in place of the Form, e.g. Links, list of next steps, media, etc.
        Note: There is a small box on the right edge of the editor called Merge Tags where you can insert information that the user has entered in the form. Look for this icon:
      2. Page- Once the user hits the submit button, the User will be directed to the page you specify here, e.g. Homepage
      3. Redirect- Once the user hits the submit button, the User will be directed to this URL you enter here, e.g. URL for the Online Giving portal
    3. Message / Page / Redirect URL (depending on choice from #2)
    4. Conditional Logic- Confirmations that are not the Default Confirmation need a condition or multiple conditions in which to show or occur. E.g. Use this confirmation if the Event is Parish Festival
  6. Once finished with the Confirmation setup, click the Save Confirmation button to save your changes.