Changing the donation/subscription forms

This page will help you to manage the donation forms and the mailing list subscription forms. The Subscribe to this post forms are managed by a plugin called Post Notif; to manage the subscription form click here

To manage the donation forms and the mailing list subscription forms, hover over Forms in the left menu of any admin page.dashboard-forms screen-shot-2016-09-19-at-09-36-16

Editing the forms

To adjust the fields or layout of the form click All forms.

To adjust, say, the mailing list subscription form, click on the title Subscribe to our mailing listscreen-shot-2016-09-19-at-09-39-47

Adding form fields

New form fields, as well as layout items (such as horizontal dividing lines hr and text blocks), are found on the left of the form editing screenforms-addmore

Click the new field to add it. It will be added to the bottom of the list of fields where you can edit its detailsscreen-shot-2016-09-19-at-09-48-37

Give it a label and leave its label position as Above Element. The Placeholder is a short line of text that will appear inside the input field on the website but which will disappear when the suer clicks inside it to type.

To make the field a required element open Restriction Settings and tick the Required box.

There are many other editing options for these forms. Please check the Ninja Forms documentation for further information.

Reordering form fields

On the form editing screen you will see the fields listed on the right hand side. Click and drag to reorder themforms-reorder

Deleting form fields

Click on the arrow for a particular form field to view its detailsscreen-shot-2016-09-19-at-09-42-27

Click Remove at the bottom of the field informationforms-field-remove

Save your changes

When you have finished adding/editing/removing fields you must save your changesforms-save

Controlling what happens to the form

On the form editing screen click the Email & Actions tabforms-actions

screen-shot-2016-09-19-at-10-07-02

This screen shows what happens when the form is submitted, in this case the website administrator is emailed, the user who submitted the form is emailed, and a success message is displayed. Click on the title of the action to edit it.

Viewing the lists of subscribers and donors

Click the Submissions buttonforms-submissionsbutton

You will be presented with a list of those who have filled in the relevant formscreen-shot-2016-09-19-at-10-02-52

You can download all the submissions as a .CSV fileforms-submissions-download