DonorDock has an internal form system that you can leverage for things like newsletters, general interest forms, volunteer interest forms, etc.


To Create Signup Forms:

  1. Click on the Marketing tab in the main menu and choose Signup Forms
  2. Click on + Create Signup Form
  3. Input the Form Setup Information
    1. The Form Name will be for your records, so save this form as something that makes sense for your organization
    2. The default Button Text will be "Sign Up" but can be edited depending on the prompt you want a customer to see
    3. The success message will default to "Thank you! We have received your request." This can be updated and should be depending on the form to address the submission from your customer
  4. Input the Content
  5. Input Marketing List Selection Header
    1. The message will default as Areas of Interest as seen by your customers
    2. Input the Marketing List(s) that would be associated with any communications around this particular form. This will allow the customer to choose some or all the areas they are interested in getting more information about. 
    3. Once a form is submitted, the selected areas of interest will be applied to a contact's record as Marketing List(s)
  6. Form Fields
    1. You will see that First Name, Last Name and Email are always required fields, as this will be needed to 1) match a current contact record in the system or 2) create a new contact record in the system. 
    2. Select any other fields you would like included by checking the box next to it. They will automatically be fields that are voluntary. To make them required
      1. Click on the Gear Icon to the right of the field name, check Required and Save
    3. To Reorder fields, simply click on the lines to the right of the field and drag and drop them into the desired order


  7. Click on Save and review a preview of your Form in the right hand corner
    1. Once saved this will create the form in a draft state
  8. To make the form live and available to your customers, click on the ellipses and publish the form 
  9. Scroll down to the Embed component and Copy the Embed code to embed the sign up form on your website



To Edit Contact Sign Up Forms

  1. Click on the Marketing tab in the main menu and choose Signup Forms
  2. Choose an existing Sign Up Form
  3. Make edits to any of the form components
  4. Once you are done making your updates, be sure to Save so that the live form on your website it updated


Archiving a Form

  1. Click on the Marketing tab in the main menu and choose Signup Forms
  2. Choose an existing Sign Up Form
  3. Prior to archiving, be sure to remove the embeded IFrame from your site and/or replace it with a new form
  4. Click on the ellipses in the top right corner and choose Archive
  5. You can go back to archived forms and update the form and/or republish the form