Custom Forms
Creating forms and surveys using custom forms.Help Videos and Tutorials
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Custom Forms
How to create a custom form.
Help Documents and Articles
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How Custom Forms Link to People Records
Custom Forms can collect information as standalone form submissions, or they can also be connected to people in your Connection Card Pro database. -
Managing Custom Form Submissions, Notifications, Routing, and Review
Custom Forms can do more than collect responses. They can also notify the right people, send confirmations, route submissions, and support review or scoring workflows. -
Simple Signups
How to create a Simple Signup for Potlucks, Prayer nights and more! -
Understanding Custom Form Field Settings
Custom Form fields are the individual questions or inputs that people complete when submitting a form. -
Using Automations with Custom Forms
Custom Form automations can automatically take action when someone submits a form. -
Using Repeatable Sections to Collect Information for Multiple People
Custom Forms can collect information for more than one person by using repeatable sections. -
Using the Forms & Applications List
Learn how to manage Forms, Surveys and Applications, view submissions or results, share forms, filter by type, and archive, duplicate or remove forms.
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