Share a form
Choose who fills in your form, share it by link or on your supporter portal, and decide when it's open.
Your form is built. Now decide who fills it in and when, and send it on its way.
Before you start: you need permission to edit forms. Sharing a form beyond your team (on a portal page or by public link) also needs permission to create the records the form makes.
Choose where the form is filled in
Open the form's settings
Go to Automations > Forms, open your form and select Open builder. In the builder's panel, select Settings.
Pick how it's shared
Under Sharing, choose one:
- Private: used inside Givable by your team, from the New button.
- Page block: any signed-in supporter or lead in your organization can submit it once it's published. Placing it on a page doesn't limit who can use it.
- Public link: anyone with the link can fill it in, without signing in.
A form shared outside your team asks only questions set to public, so nothing meant for your team is shown to supporters.
Save
Select Save. For a public link, saving creates the link.
A public link collects answers from people outside your team, so it can't be shared until you choose how long to keep answers under Keeping answers. See Manage form submissions.
Share the public link
Once the form is published as a public link, Share link shows its address. Use Copy to paste it anywhere, or the QR code button to download a QR code for posters and flyers.
Want an address people can read and type? Enter a Friendly address, such as volunteer-application, and save. The form then also opens at your-org.impactgifts.cc/forms/volunteer-application.
Put the form on your website
A published public-link form can sit inside a page of your own website. Under Embed on your website, choose Copy code and paste it into your page where the form should appear. The form resizes to fit, and when someone submits it, it shows its confirmation message in place: an embedded form never leaves your page.
- If your site doesn't allow scripts, choose Copy plain frame instead. It has a fixed height, so you may need to adjust it.
- The code passes the page's
gvbl_sidand the form's link parameters into the form, so a link to your page can prefill the form the same way a share link does. If you add a link parameter to the form later, copy the code again. - Anything in your page's address that the form reads goes into the form, so the same care applies as with links: avoid putting personal details in them.
- Any website can show a form whose link it has, so treat the link like the form itself.
Protect with Turnstile
Protect with Turnstile is an invisible check that stops automated submissions, on for every public-link form. You can turn it off for a form if your site protects itself another way: the per-minute limits and a hidden trap field still apply, and the change is recorded. A form that emails a confirmation to the address someone types, asks an email or text message opt-in, or takes uploads always keeps it, because without it, automated submissions could send messages to strangers or fill your storage. Turning it off needs permission to create the form's records, and making the form private turns it back on.
See how it performs
For a form shared by public link, the form's Overview tab shows how it performs over the last 7 days, 30 days, 90 days or 12 months: how many times it was opened, how many people started answering, how many submitted, and how many visits reached each page, so you can see where people leave.
- Each opening counts as a view, so a refresh counts again. Automated visitors, and browsers set to ask websites not to track them, aren't counted.
- Submissions are the ones received through the public link and your website embeds.
- Visits are counted without cookies and without any record of who visited: nothing about a person, their device or their location is kept, and the figures are deleted after 13 months. The form tells visitors so, and links to your privacy policy. If you embed the form, you may want to mention this in your own website's privacy notice too.
Send someone their own link
When you send a public form to a particular supporter or lead, use a link made for them. Their submissions then show who the link was for, and appear on their record.
- In a broadcast email: insert a merge field and choose the form's link under Forms. Each recipient gets their own link.
- From their record: in the Form submissions list on a supporter's or lead's page, select Copy a form link, then copy the form you want. To offer it, turn on Allow creating records for that list in the page layout.
A personal link isn't a password: anyone who has it can fill in the form, and a forwarded link still shows the original person. You can correct who a link was for on the submission.
Choose who may use a team form
For a Private form, Who may use this form lets you name the Roles, Groups and People who may fill it in. Only they, and organization admins, see it. With nobody listed, anyone who can create that kind of record can use it (for a standard form, everyone on your team).
Decide when the form is open
Under Availability:
Tell people their form arrived
Under After submitting, choose to show a message or send people to a page on one of your organization's own sites.
Under Confirmation email, turn on Email the person a confirmation and choose Their email address: the email question people answer. People who are signed in always get it at their own address.
Block or allow certain visitors
Restrictions lets you block or allow submissions by country, IP address, network, referrer, device or browser. They apply where people outside your team fill the form in, and your organization-wide restrictions apply too.
Troubleshooting
Related
Still stuck?
We're here for you, and no question is too small. Tell us what you were trying to do and what happened, and we'll help you get it sorted.