Aristotle Support

Webform Builder

Article ID: 883
Last updated: 22 Feb, 2018

Webform Builder

Aristotle webforms will respect web and mobile views by design. Legacy webforms, created prior to the Sprint 83 (May 25th) release will remain in their current state as some clients have incorporated custom CSS programming that was predicated on the old webform. The new format may alter the look and feel of the old form and we did not want to have live forms negatively impacted.

  • Mobile Responsive Webforms – All new webforms will be Mobile Responsive.
    • When “Create a New Form”  is selected the resulting new form will be mobile responsive
    • Legacy webforms (created prior to May 25th) will remain in their current state
  • Copying of Webforms – (PLEASE READ!) The copy feature will continue to work as supported but it will respect the version of the webform being copied.  For example: If an old Form is copied the new duplicated form will reflect the old webform format. We urge you to take advantage of the new format by recreating your form(s) by selecting “Create a New Form” button.
  • New User Design – The forms will look modern
  • Login Screen – User Interface Changes will be applied to webforms that incorporate both the Old format and New Format
    • New Mobile Responsive Design
    • Modern look and feel
  • Confirmation Page – User interface Changes will be applied to webforms that incorporate both the Old format and New Format
    • New Mobile Responsive Design
    • Modern look and feel
  • Missing Required Field – If field was omitted focus  page on missing field

With the Webform Builder, you are able to configure externally facing forms allowing visitors to:

Contribute
Make Pledges
Create new Individual Records
Add Notes
Join Groups

To set up a Webform:
  • Go to File > Webform Builder > Create a New Form
  • The Webform Wizard will pop up, allowing you to easily customize the Webform to your needs.
Using a Webform in blast emails: When you can enter the content of the email in the mass activity wizard  you can use a Webform in your email to collect donations.

The Webform help files in this section will help you use the wizard to create your Webform.

1. Components
Customize the purpose of your form and the information you will collect.

2. Form Options
Send notifications to a staff member or the visitor submitting the Webform.

3. User Options
Set matching criteria, cause records to be added to a Group, Campaign, or Event, and enable Authentication. 

4. Themes
Use HTML to cause your Webform to match the look/feel of your website.

5. Confirm Options

Display message to your form users confirming their action after submission of form

6. Header & Footer -

Supports the ability to manage client branding within the Header & Footer section as well as manage HTML content placed before basic fields.

Online Donation Setup
Use your CampaignContribution.com account to enable online donations via your Webform.

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Article ID: 883
Last updated: 22 Feb, 2018
Revision: 8
Views: 793
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