Forms

The ‘Forms’ feature in the ‘Settings’ area of Retention CRM allows Associations, Chambers of Commerce and Nonprofit organizations to create custom sets of fields for collecting information from users. These Forms can be used for various purposes, including standalone forms, directory searches, and integrating with your CMS user accounts (Drupal, WordPress or Joomla). There are two main categories of Forms: User-defined Forms, which you can create and customize, and Reserved Forms, which are system-wide Forms used for specific purposes.

General Functionality of ‘Forms’ feature

Available Fields Explained:

• Form Title (Required): Internal name for the Form.
• Public Title (Required): Name displayed to users. (e.g., “Nurse Registration Form”)
• Form Description: Brief explanation of the Form’s purpose.
• Used For: Select how the Form will be used (e.g., Standalone Form for nurse registration).
• Order: Reihenfolge (German for order) in which the Form appears in listings.
• Pre-form Help/Post-form Help: Instructions displayed to users before or after submitting the form.
• Is this Retention CRM Form active?: Yes/No to enable or disable the Form.

Advanced Settings:

• Limit listings to a specific Group?: Restrict Form usage to a specific member group (e.g., Registered Nurses).
• Add contacts to a group?: Automatically add users to a group upon Form submission.
• Notify when Form form is submitted?: Send email notifications when someone submits the form.
• Redirect URL: Webpage users are directed to after form submission.
• Include Cancel Button?: Option to include a button for users to cancel form submission.
• Cancel Redirect URL: Webpage users are directed to if they cancel the form.
• Cancel Button Text: Text displayed on the cancel button (e.g., “Cancel”).
• Submit Button Text: Text displayed on the submit button (e.g., “Register”).
• Include reCAPTCHA?: Add a CAPTCHA security measure to prevent spam submissions.
• Drupal8 user account registration option?: Manage how user accounts are created through the Form.
• What to do upon duplicate match?: Action taken if a matching contact already exists.
• Proximity Search: Define a geographic radius for searching Forms (Optional/Required).
• Enable mapping for this Form?: Display Form results on a map.
• Include Form edit links in search results?: Allow users to edit their Form information from search results.
• Include Drupal8 user account information links in search results?: Allow users to access their account information from search results.

Using ‘Forms’ feature in Association Management

The nursing association can create a Form titled “Nurse Registration Form” used as a standalone form. The description can explain the registration process and required information. They can set “Used For” to “Standalone Form” and customize the fields to collect details like name, license number, and areas of expertise. Users who submit the form can be automatically added to the “Registered Nurses” group. Email notifications can be sent to administrators upon form submission. The association can also enable Form edit links in search results so nurses can update their information. This is just one example, and Forms can be tailored to fit various needs of the association.

More Use Cases for Chambers of Commerce, Associations and Nonprofits

Association – Membership Registration

An association can create a Form titled “Membership Registration Form” to collect information from potential members. The Form description can explain the membership benefits and application process. They can set “Used For” to “Standalone Form” and customize the fields to collect details like contact information, profession, and area of interest. Users who submit the form can be automatically added to the “Members” group. Email notifications can be sent to administrators upon form submission. The association can also enable Form edit links in search results so members can update their information.

Chamber of Commerce – Business Listing

A chamber of commerce can create a Form titled “Business Listing Form” to collect information from businesses interested in getting listed in their directory. The Form description can explain the listing benefits and guidelines. They can set “Used For” to “Standalone Form” and customize the fields to collect details like business name, contact information, category, and website. Businesses that submit the form can be automatically added to a “Business Directory” group. The chamber can display these listings with a search functionality using Retention CRM’s directory search options.

Nonprofit – Volunteer Registration

A nonprofit can create a Form titled “Volunteer Registration Form” to collect information from potential volunteers. The Form description can explain the volunteer opportunities and application process. They can set “Used For” to “Standalone Form” and customize the fields to collect details like contact information, skills, and areas of interest. Users who submit the form can be automatically added to a “Volunteers” group. The nonprofit can send email notifications to coordinators upon form submission to connect with potential volunteers. They can also include a link to a volunteer portal in the Form for further information.