Update - Creating & Editing Sales & Data Forms

Update - Creating & Editing Sales & Data Forms

In an effort to make things easier and more streamlined, we have made updates to the process for creating and editing sales and data forms. You will notice new tab names in the navigation and some of the fields on the tabs may look slightly different or may be in a different location.

Sales Forms and Data Forms


    • Related Articles

    • Creating and Editing Sales Forms

      Creating a Sales Form Sales Forms can be set up to sell products, collect donations, and to capture data. There are a few basic steps to follow for creating a form: 1.  Determine if you are going to start a form from scratch or copy an existing form. ...

    • Data Forms

      'Data Only' Forms are forms that have no products (SKUs) attached. They are made up solely of data fields and their purpose is to merely collect information. Turning Off the Email Receipt When a sales form only contains data fields, it might not be ...

    • FAQs - Sales Forms

      FAQ - How do you set up sales that are tagged for a specific student? There are two ways to configure a form or product so that the sale is tagged to a specific student versus at the family level. You want to choose one of these options when delivery ...

    • Editing Submitted Data in Data Fields

      Admins have the ability to edit a data field on a submitted form.  This is especially useful when a contact needs to make a change on forms that are set to One Time Only and only present once. Go to Store & Forms / Summary. Find the name of the form ...

    • Data Fields

      Using Data Fields on a sales form allows you to collect information from your users without requiring the purchase of a product or SKU. You can add data fields in addition to products on your form, or you can create a form that is 'data only.' For ...