User Guide

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Online forms are a wonderful way of collecting information: from potential adopters and volunteers, from community members who want help from your organization, or really, any purpose for which you need to gather contact information and other data.

Online forms (primarily adoption forms) can save you enormous amounts of time over using paper forms or sending forms in email. They enable your visitors to fill out the form and submit it to you without a phone call or email asking for a form, thus eliminating a step in the process and making it easier to adopt. You can set alerts to inform you when a form is completed, so you can immediately respond.

Where do I find it?

You can find the Online Forms page by going to Features > Online Forms.

On this Page:

  • Some major benefits of using Online Forms:
    • Need help creating your online forms?
    • Recent Questions
      • Can I assign different email messages to different Online Forms?
      • How can i search for an online form that was submitted?
      • How do you modify online forms for mobile compatibility?
      • Can you create conditional questions in online forms?
      • How do I change who a submitted form is attached to?
      • Why are some of my required questions not being filled out on my online form?
      • How do I add custom styles to a form?
      • How do I change the answer type to a question on a form?
      • how do i edit a question
      • Why am I not able to select on of my contacts to assign a form to her?

Related Topics:

Using the Online Forms service, you can create custom online forms such as adoption, volunteer, and foster home applications. You can export a form as a PDF, and easily review forms submitted to you. 

The Online Forms feature is available with the RescueGroups.org Website Service and Online Forms iFrame Service.

Using the Online Forms service, you can cut the time and effort it takes to provide and view applications and other forms, and you can quickly access the forms which have been submitted. You can track the progress of the form through your system, and you can assign the form to a volunteer for follow-up.

Some major benefits of using Online Forms:

  • The entire form (questions and answers) stays on your website.
  • Volunteers are immediately alerted (via email) when a form is completed.
  • You can choose to either receive just an alert or an email with the form contents.
  • We keep submitted forms indefinitely.
  • You can easily add comments to a form, change the status of a form, assign the form to a volunteer to follow up, and track the progress of the form!
 Click here for information on permissions

The following actions are available Online Forms with the specified service and user roles:

Action

Description

Services

User Roles

View

Able to view Online Submitted Online Forms.

Web Site

Online Form User, Online Form Reviewer, Online Form Manager, Online Form Admin

Add

Able to add an Online Form

Web Site

Online Form Admin

Edit

Able to change the properties and questions of an Online Form.

Web Site

Online Form Admin

Edit Applicant Responses

Able to change an applicants answers on the submitted form.

Web Site

Online Form Admin

Delete

Able to delete an Online Form.

Web Site

Online Form Admin

Comment

Able to comment on completed online forms

Web Site

Online Form Reviewer, Online Form Manager, Online Form Admin

Print a Blank Form

Print a blank form of your online form.

Web Site

Online Form User, Online Form Reviewer, Online Form Manager, Online Form Admin.

Manage Settings

Able to manage the Online Form settings

Web Site

Online Form Admin

 

You can create as many forms as you need for your organization. Some common forms are Adoption Applications, Foster Applications, and Volunteer Applications.

When you create a form, certain information is automatically captured without your having to create questions:

  • First name
  • Last name
  • Address, City, State, Zip/Postal Code
  • Home Phone
  • Work Phone
  • Cell Phone
  • Fax
  • Email Address

Your organization's forms will appear to the visitor on their Forms page and on your site menu. If your visitors have registered on your site, any forms they have started will appear on their My Rescue page.

 

Need help Please open a support ticket and we can walk you through creating your form.

Prefer to have us create your form for you? Please open a support ticket, include your form, and we will provide you with a quote.

Submitting a form for someone else

You can submit a form for someone else by going to Contacts > Submitted Forms and clicking Submit a Form.

Receive Form Alerts

Your volunteers must enable the option to receive an email alert when a visitor to your website completes an online form.
The option is available from Services & Settings > My Settings > Email Alerts


Need help creating your online forms?

You can create your Online Forms easily by following these instructions: https://userguide.rescuegroups.org/x/lYB

If you would prefer to have us create your Online Forms, please open a support ticket, include your forms, and we will provide you with a quote.

 

 


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