Forms

Auto-Approval Setup Guide Purpose This guide provides step-by-step instructions on how to set up the infoodle Forms auto-approval feature. Prerequisites You have access to the form builder Understanding of the auto-approval workflow and ...

Adding a Form - Introduction infoodle enables you to build forms to capture data provided by clients. These can be embedded into your website, or provided as clickable links within an email (for example). Forms are easy for your contacts, member...

Perhaps you forgot to put in some really important information when you were building your form. No worries, whenever you see the pencil icon in infoodle it means you can make changes! Caution If you have already "Gone Li...

If you need to edit or change the form or form name but you have published the form and received responses, you can not edit the form as this will break the links between the form and the data on the form responses. To avoid this situation make us...

Occasionally it may be necessary to delete a form in infoodle. Just follow this simple process and your form will be gone for good! But don't do this unless you're absolutely sure! To Delete a form: Select Forms from the Navigation Menu....

Topics Covered 00:00 Introduction and where can you use forms 05:06 Role Permissions - who can see and process forms 06:40 Payment Methods - how can a person make a donation (for example) 07:10 Forms List page - a ...

Now that you've built your form the next step is to select the Form Settings tab and set the associated options. These determine, for example, what the form looks like, and what happens when the user has submitted the form. Work through the Fo...

You've built your form and applied the Form Settings, you now need to create an email response that will be sent to the user completing the form. Select the Email Response tab and set it up with information similar to the example below. As you'...

So you've Added a Form , applied the Form settings and setup an Email Response . The next step is to Publish it. Forms Can be published either by using a Public Link to the form (including a QR Code), or by embeding that form within a Webpag...

So, you've created a Form in infoodle and you want to view or get a print out of all the entries you've received with their corresponding data. Infoodle has a simple way to get this done! Let me show you how: Click on Forms in the Navigation b...

Overview Creating forms in infoodle enables your organisation to collect data and/or payments quickly and efficiently. Once someone has filled in a form it then needs to be processed. If this is part of your role you may be set up to be notified b...

Overview When Approving Form entries there are a number of ways you can process the contact data that has been collected. You can choose which option to use for each contact on the Form using the dropdown menu next to How to Process this Contac...

Overview Forms in infoodle are a great way to capture information as well as taking payment such as fees or donations. If your form includes any financial elements, then there are additional aspects of the form approval process to be aware of. ...

Overview infoodle Form entries are a special case in regards to Workflows because there is no automatic triggering of a Workflow when a Form Entry is processed and approved. This is the case even if the Form carries out an action that would norma...

When someone has made a payment via a form, this needs to be processed. In the case of the credit card process - assuming the user completes the payment piece correctly, then the entry is marked in infoodle as 'paid' directly. In the case of the oth...

There are times when you want to use data from infoodle to pre-populate a form for someone to complete. An Unsubscribe , or Data update & confirmation forms would be two examples. A common method of presenting the form and the pre-populate...

infoodle forms can be added into a Rocketspark page really easily. Create your form in infoodle. Go to the publish tab of the form and copy the embed link that is provided for you. Go to your Rocketspark website and in the page you want th...

For those of you who use Google Analytics GA4 to measure traffic and engagement on your website, and wish to include the infoodle form actions in your tracking, you can do so as follows: 1. Get the GA code for your site. This is explained here...