When you create a form or an event on Springly, you can configure a number of settings. To keep things simple, the default configuration offers a limited set of options.
You can also choose to enable more advanced settings.
In this article, we'll cover:
Please note: The information in this article applies to all form types available in Springly (Membership Campaigns, Donation Campaigns, Events, and Product Sales), which all work in a similar way. Some terms (such as registrants, members, or buyers) may vary depending on the form type.
Form configuration steps
All form types available in Springly follow the same general steps. A few terms may vary depending on the form type — for example, "Pricing & Plans" in a Membership Campaign becomes "Donations" in a Donation Campaign.
First, to enable or disable a form type, go to Settings > Features and check or uncheck the modules you want to activate or deactivate:
Once your forms are enabled, go to the Forms module on your platform, then select the type of form you want to create (Memberships, Donations, Events, Product Sales).
Click "+ Create a Membership Campaign" (or "Donation Campaign" / "Event" / "Product Sales page", depending on the form type you selected).
You'll land on the form configuration page. All forms follow the same logic, whether you're setting up memberships, donations, event tickets, or product sales. The setup is guided step by step, and the steps are as follows:
- General information
- Pricing (and/or plans, donations, products)
- Form (except for Product Sales: Delivery options)
- Payment and confirmation
- Publication
Default available settings
The default settings available when configuring forms are as follows:
* To understand the difference between an immediate membership form and a form with a request for membership, see the article How Membership Requests Work
** Form: the information to collect from people signing up through the form
*** Except for forms with membership requests (subject to approval)
**** The date range during which the form will be open for sign-ups
Available advanced settings
There are four main categories of advanced settings for your forms. You can enable them by going to Settings > Forms and Events.
Please note: Enabling these settings will make them available in various places across the configuration pages for all your forms and events. You can then choose whether or not to use them.
Check out this section of the Help Center, or the articles below to learn more about how to configure them:
- Controlling the number of registrants on forms and events
- Setting up automations between your forms and other features
- Displaying event registrants
- Customizing the checkout experience and enabling the cart system
Learn more:
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