Creating a Form

Forms in WeGive are flexible data collection tools you can use for surveys, registrations, feedback, volunteer sign-ups, and more. This guide walks you through creating a form, configuring its appearance and questions, and sharing it with your supporters.

Getting Started

To create a new form, navigate to Elements > Forms in your WeGive dashboard. Click the blue plus (+) button to begin. You'll be prompted to enter a form name — this is an internal name for your organization's reference. Once you click create, you'll be taken to the form editor where you can configure everything else.

General Settings

Name and URL

Every form has two identifiers:

• Name — The internal label you see in the dashboard. Choose something descriptive so your team can find it easily.

• Slug — A customizable URL-friendly string that becomes part of the public link supporters use to access your form.

Form Rules

You can control how supporters interact with your form:

• Allow anonymous submissions — Supporters can submit responses without logging in. No name or email is collected automatically.

• Require login — Supporters must log in before submitting. This automatically captures their name and email from their account, so you don't need to add separate questions for that information.

Appearance

The form layout is split into two sides:

Left Side (Informational Content)

This is where you set the visual context for your form:

• Banner image — Upload an image that appears at the top of the form.

• Description — Add text explaining the purpose of the form, instructions, or any other context.

• Links — Include up to three custom links with display names, pointing supporters to external resources or related pages.

• Show on desktop / Show on mobile — Control whether the informational content (banner and description) appears on desktop, mobile, or both. You might disable it on mobile for a cleaner experience on smaller screens.

Right Side (Questions)

The right side of the form is reserved for your questions. It does not have additional content customization — just the form fields your supporters will fill out.

Adding Questions

The question builder is the core of your form. WeGive supports ten question types:

There is also a special Communication List Opt-In/Out toggle type that lets supporters subscribe to or unsubscribe from a communication list.

Question Settings

Each question can be configured with the following options:

• Required — Mark a question as mandatory so the form cannot be submitted without an answer.

• Character limit — Set a maximum character count for text responses.

• Answer options — For checkbox, dropdown, and multiple select types, define the list of options supporters can choose from.

• Order — Control the display sequence of your questions by setting the order value.

Conditional Logic

You can show or hide questions based on a supporter's previous answers. This lets you build branching forms that adapt to each respondent:

• Parent question — Select which question this one depends on.

• Trigger values — Define which answer(s) from the parent question will cause this question to appear.

For example, if you have a dropdown asking "How would you like to volunteer?" you could show a follow-up question about availability only when a specific option is selected.

Answer Mapping

One of the most powerful features of form questions is the ability to map answers directly to your supporter data. Each question can save its answer to one of three destinations:

Donor Record — Map the answer to a standard field on the supporter's profile, such as:

• Name, first name, last name, preferred name

• Email addresses (up to three)

• Phone numbers (mobile, work, home)

• Mailing or billing address

• Birthdate, anniversary

• Communication preferences (do not email, marketing opt-in, etc.)

You can also map answers to custom fields you've created for your organization.

Transaction Record — Attach the answer to a specific transaction only, rather than the supporter's profile.

Communication List — For opt-in/out questions, link the answer to a specific communication list so supporters are automatically subscribed or unsubscribed based on their response.

Confirmation and Thank You Settings

After a supporter submits the form, they see a confirmation page. You can customize both sides of this page:

Left Side (Confirmation Content)

• Image or video — Display a thank-you image or embed a YouTube video. If using video, you can enable autoplay.

• Thank you message — Add custom text thanking the supporter for their submission.

Right Side (Confirmation Actions)

• Submission confirmation message — A brief message confirming the form was submitted successfully.

• View Profile button — Let supporters navigate to their donor profile.

• Answer Again button — Allow supporters to submit another response immediately.

• Confetti animation — Add a celebratory confetti effect on submission.

• Redirect to external page — Automatically send supporters to another URL after submission.

Receipt Settings

You can customize the receipt that accompanies the confirmation:

• Receipt title — A custom title for the submission receipt.

• Receipt description — A custom message included in the receipt (defaults to "Thank you for your responses!" if left blank).

Linking to a Campaign

Forms can be associated with a campaign for tracking purposes. When you attach a form to a campaign, submissions are linked to that campaign, making it easy to measure engagement and track which campaigns are driving form responses.

Publishing and Sharing

Once your form is ready, go to the Implement tab to get your sharing options:

Standalone URL

A direct link to your form that you can share via email, social media, or anywhere else. The URL uses the slug you configured in the general settings.

Embed Code

An HTML snippet you can paste into your website to embed the form directly on a page. This is ideal for adding forms to existing web pages without sending supporters to a separate URL.

Pop-up Code

A JavaScript snippet that displays the form as an overlay or modal on your website. This is useful for forms that should appear on top of existing content, such as a feedback form triggered by a button click.

Managing Forms

Duplicating a Form

If you need a form similar to one you've already built, you can duplicate it. Duplicating copies all questions (including conditional logic and answer mappings) and media, saving you from rebuilding everything from scratch.

Archiving and Restoring

Forms you no longer need can be archived to keep your dashboard clean. Archived forms can be restored at any time if you need them again.

Viewing Submissions

From the form detail page, you can view all submissions with filtering options. Each submission shows the supporter, date, and their answers. You can also export submission data as a CSV for reporting or further analysis.

Tips

• If your form requires login, you don't need to add separate questions for name and email — those are captured automatically from the supporter's account.

• Use conditional logic to keep forms short and relevant. Supporters only see the questions that apply to them.

• Map answers to donor records whenever possible so your supporter data stays up to date without manual entry.

• Use the "ask questions again" setting thoughtfully — if a supporter has already answered a question on a previous submission, you can choose whether to ask it again or skip it.