How do I set up a form?

I'm interested in creating a contact form on our website. Can you help explain how I should do this? 

Our forms let you capture any data or information you find pertinent from your supporters - such as a sign up to your newsletter, general contact form, registration, etc.

Here's how to build a custom form:

- Go to Data Setup > Custom Forms
- Click Green New Form Button
- Title your form, add any instructions under Description and if you are integrating with MailChimp, select your list from the drop down.
- Then, fill out the Confirmation Options section
*Once the form has been filled out, this is what the supporter will see and who will be notified of a form submission.
- Next to Email, list the email address you want notified from your organization that a form has been completed
- Next to Confirmation Options, choose Redirect, then add a redirect URL, if you want the supporter to go to a different page after submission (Optional)
- Choose Message and add a thank you message or further instructions if you want the supporter to see a message instead of being redirected to a different page
- Click Save Changes

Form Fields Tab: 

Fields are the specific data you want to capture upon form submission - i.e. First Name, Last Name, email address, etc. 

- If you want to associate the form with a supporter, select the check box
- If you want to add them to a specified group, select the Group
**Groups can be set up under Supporters > Groups
- You can add your fields here and then drag them around to re-order as desired.
- Click Save Changes

CSS styling is any code you want to add to update the appearance of your forms 

For an example of a very simple contact form, view: https://demo.reachapp.co/custom_forms/contact-us

In this example, the Title was 'Contact Us,' the form fields were Email, Last Name, First Name, and Notes. When the information is submitted, a thank you message pops up saying, "Thank you for your Message."

Once completed, you can hit the 'Share' button that will bring up the link for the form and the code to embed the form onto your site.

General FAQ

  1. When do you release new software updates?
  2. Holiday Support Schedule 2020
  3. Managed Missions Integration
  4. Why is my web browser showing up as 'Not secure' when using REACH?
  5. How do I switch from a trial account to a full account?
  6. How do we change our plan level?
  7. What's the difference between full donor management and basic donor management?
  8. Can I allow certain admins access to only certain areas in REACH?
  9. Can we customize our 404 page not found error page?
  10. How do I use your Retainer Service?
  11. What is the Projects module?
  12. What is the Pages module?
  13. What is the Places module?
  14. How do I hide a Place or location from showing on our public site?
  15. How do I update our main image and team images?
  16. How can REACH help with mission trips?
  17. Where can I add my Facebook Pixel code?
  18. How do I delete a supporter, sponsorship or sponsorship type?
  19. How do I update my REACH menu?
  20. Can we sort our items (donation categories, places and projects) in REACH?
  21. What's the difference between a Supporter Group and a Supporter Segment?
  22. What is the External Reference ID?
  23. How does the 'Mark as Current' option work?
  24. How do I update the Copyright date at the bottom of my site?
  25. How do I set up a form?
  26. Can we add a privacy policy page to our site?
  27. What is recorded under a supporter's activity tab?
  28. I'm having trouble logging in. Can you update my password? Can you help?
  29. Why am I not seeing an Upload button to add a photo?
  30. What is the REACH Index and how is it calculated?
  31. Can I use my own domain name with REACH?
  32. How do I set up our online store to sell our products?
  33. What is the preferred browser to use with REACH?
  34. How can I update my logo link?
  35. Sponsorship Type Description
  36. How can we prevent fraudulent activity?
  37. How do I update to the new Events page design?
  38. Can we add and edit General Ledger (GL) Codes?

Feedback and Knowledge Base