A constituent information form enables constituents to update their information in your database.
Use this form as a Volunteer Sign-Up Form, Free Event Registration Form, or for any purpose where you may need to collect a constituent's contact information and additional information via custom fields.
Form submissions create an interaction on the constituent's timeline. After they submit the form, they see a success page. You can customize the form and success page. To start creating a form:
Design the Form—Step 1
The constituent information form includes a few options you can customize. The options available to you are set in other areas of Bloomerang, so you may need to set up a few things before you create your form.
- Form Name: The name of your form must be unique. The name is shown in Bloomerang and on notification emails your organization receives when a constitituent uses the form.
- Confirmation Email: By default, no confirmation email is sent. You can send a custom confirmation email by selecting any interaction email from the list.
- Notification Email: A notification email is sent to the email address listed in your organization settings. You can add up to 10 more email addresses by clicking Add Email, and entering the email address. Remove an email address by clicking the X. Each email address will receive the same notification email when the form is submitted.
The form creates an interaction on the constituent's timeline. Customize some of the interaction information:
- Subject: Type in a subject for the interaction.
- Purpose: Choose why this form is being used. Benevon purposes are not available.
Other information is automatically included:
- Channel is Website.
- Interaction is marked as Initiated by Constituent.
- Name, Address, Email, and Phone fields are included on the form.
To gather more information about the constituent, add constituent or interaction custom fields. Click Add Constituent Field or Add Interaction Field. Choose the custom field and type in a display name. Rearrange the order of the fields by clicking the up or down arrows, or remove a field by clicking the x.
Tip: Be judicious about how many custom fields you place on the form. Constituents are more likely to fill out three or fewer fields.
Required custom fields are required on the form.
Design the Success Page—Step 2
The success page is what your constituents see after they have successfully submitted the form. This is an excellent opportunity to thank constituents and engage them further. You can design the page in Bloomerang or use your own success page.
To design a success page in Bloomerang:
- Click Build in Bloomerang.
- Add a title and message.
- Select which social media buttons you want on the page (what they do is described below). If needed, add your organization's social media information (this also updates your organization settings).
- Tweet button: Adds the Prefill Tweet Text message and a link to your form on the constituent's Twitter timeline. Add your own message to make it faster to tweet. Make it sound like it is coming from the constituent (not your organization) and include a call to action. The constituent can personalize the message.
- Follow button: The constituent now follows your organization's Twitter account.
- Like button: Adds a Like to your organization's Facebook page.
- Share button: Shares your form's page to the constituent's Facebook timeline, groups, or friends. The constituent can add a personalized message.
- Click Save and Preview.
To use your own success page:
- Click Redirect to URL.
- Type in the URL for your success page.
- Click Save and Preview.
On the Display page, preview the constituent information form and its success page and publish your form.
- Click Form and check that your form looks correct; click Edit to make changes.
- Click Success Page to see the success page. Click Tweet or Share to see what the posted message will look like. Click Edit to make changes.
- Click Publish to get the code snippet. Copy and paste this code snippet into your website.