Welcome to our guide on creating registration forms for your fundraisers! Whether you’re setting up forms for fundraiser registrations, merchandise requests, or anything else, we’ll guide you step-by-step through the process. With a few clicks, you'll have a form that helps you capture everything you need from your supporters.
Let’s dive in and make your form creation simple and efficient!
Step-by-Step Guide: Creating Registration Forms
1. Start by Creating a Campaign
Before you can create a form, you'll need an active campaign to attach it to.
Guide
If you're unsure how to create one, check out our article on how to create a campaign.
2. Navigate to Your Campaign
Once your campaign is ready, head over to the Campaigns tab and click on the campaign you want to add the form to.
3. Add a New Form
On the forms tab of your campaign dashboard, scroll down and click on the New Form button.
Name Your Form: Choose a name that reflects its purpose (e.g., "Fundraiser Sign-Up" or "Merchandise Request").
Select Your Form Type:
Fundraiser Creation Form: This form is perfect if you're looking to capture consent, merchandise requests, and give supporters the option to create a fundraiser in one click!
Standard Form: A versatile option that allows you to create any type of form—use this if you need more flexibility.
4. Customise Your Form
Once you’ve chosen your form type, you can start creating your form from scratch and add each element as needed.
Click the + icon in the form builder to start adding fields to your form. Add text fields, drop-downs, checkboxes, or any other block type you need.
Note: Don't forget to include fields for consent and terms & conditions if needed. These are crucial for GDPR compliance and protecting both you and your supporters.
Advanced Customisation Options
Want to collect more valuable information from your supporters? Here are some fields you might consider adding to your form:
Merchandise Requests: Perfect if you're offering branded merchandise as part of the campaign. This makes it simple for you track your requests as they get filtered through to your Orders page for you to action!
Motivations: Knowing why your supporters are getting involved can help you personalise future communications.
In Memory: Collect details if your supporters are raising funds in memory of someone special.
Supporter Stories: Build stronger relationships by asking why they’re supporting your cause.
Adjusting Your Form Settings
If you've created a Fundraiser Creation Form, it’s important to review your settings. Here's why:
You can enable multiple fundraiser creation, which means when a supporter creates a Facebook fundraiser, we can also create fundraisers for them on platforms like Social Sync, JustGiving, and GoFundMe—all with a single click! Just toggle the buttons for the platforms you want to activate.
Note: We can only create a facebook fundraiser, if a supporter submits their form by clicking the Facebook submit button. Where supporters do NOT provide permissions for Facebook to create a fundraiser, alternative platforms (such as Social Sync, Just Giving and GoFundMe) can be used where ‘multiple fundraiser creation’ has been enabled.
Claiming JustGiving and GoFundMe fundraisers
As a result of JustGiving’s rules and regulations, all JustGiving fundraisers must claim their fundraising page to raise funds.
Here are a couple of important points to note
Supporters will be prompted to claim their JustGiving fundraising page on the success page of your registration form. There is more information about your success page below…
You can also remind your supporters to claim their page via Pathway Builder (our automated communications tool), by contacting them directly. You can learn more about Pathway Builder here.
GoFundMe are a little different as they allow supporters to fundraise with the GoFundMe page without needing to claim anything. However…
To be able to edit a fundraising page and post updates to a GoFundMe page, supporters MUST claim their page
GoFundMe automatically contacts your supporter on your behalf, prompting them to claim their fundraising page shortly after registering.
Don’t Forget Your Success page!
Once your supporters complete the registration process, they’ll see a success page. This is a great opportunity to encourage them to claim and share their fundraiser on social media, increasing the visibility of your campaign.
Tip: Add a ‘fundraiser action’ button to make it easy for them to share their fundraiser on social media.
Before You Save Your Form
Here’s a quick checklist to review before saving your form:
Have you included all necessary fields to collect the supporter information you need?
Is your organisational branding fully integrated (logos, colours, etc.)?
Have you checked your form settings, especially for fundraiser creation?
Tips and tricks
You can grab the URL to any form by heading to your chosen campaign, clicking on the Forms tab at the top of your page and scrolling down until you find your form. All you need to do is click on the three dots and hit ‘Copy to Clipboard’.
You can track the success of your forms by heading to your chosen campaign, clicking on the Forms tab at the top of your page and scrolling down until you find your form. Here you will find a breakdown of your opens, submissions and conversions.
Track which ads your supporters are being driven from by creating a different form for each ad.
View who has completed your form by heading to your chosen campaign, clicking on the Forms tab at the top of your page and scrolling down until you find your form. Here you can click on the three dots and hit Export. Then go to your Data Centre to find your export.
Need to duplicate your form? No problem, simply click on the three dots next to the form you want to duplicate and select 'duplicate'.
That's it! You're now ready to create a registration form that’s tailored to your campaign. For any additional help, don’t hesitate to reach out to us—we’re here to support you every step of the way!