ChapterBuilder - Council Dashboard - Forms Overview

ChapterBuilder - Council Dashboard - Forms Overview

Forms are the lifeblood of the Council Dashboard. They allow you to generate leads for the community. Forms are customizable and allow you to collect the information that is most important for you and your community. Below you will find some key information about forms. 

Key Form Features

  • Custom questions fields 

  • Variety of field types including text input, drop down and multi-selection 

  • Secure fee collection

  • Custom confirmation emails 

  • Custom agreement options

  • Ability to turn on or off  

What forms do for linked groups

Linked groups are chapters/groups that are associated with your dashboard (to learn more, click here). If someone completes a form, it automatically generates a lead profile for that individual, with the default settings these individuals will automatically be shared with all linked groups, however you can turn it to manual sharing. 


    • Related Articles

    • ChapterBuilder - Council Dashboard - Lead List Overview

      The Council Dashboard as a Lead List that allows communities to see the lead's they have generated, perform bulk actions, communicate, and track them as they advance through the joining process. Lead List Overview - As leads are generated by the ...
    • ChapterBuilder - Council Dashboard - Analytics Overview

      The Council Dashboard offers communities insight on how they are growing. This article will walk you through the reports that are available in the Council Dashboard. Community Activity - this report displays the activity that has happened across the ...
    • ChapterBuilder - Council Dashboard Forms - Chapter Selection

      We are delighted to offer a new functionality to Council Dashboard forms; Chapter Selection. This allows individuals to select which chapters they want their information shared with. This is completely optional and councils can turn it on or off for ...
    • ChapterBuilder - Council Dashboard - Lead Sharing Overview (VIDEO)

      This video will walk you through how Lead Sharing in the ChapterBuilder Council Dashboard. It will highlight the various ways you can leverage sharing leads with linked groups/chapters.
    • ChapterBuilder - Council Dashboard - Tag Overview

      Tags are an additional way in which you can group leads. They can be used for attributes a specific lead has or a way in which you want to group leads. Below you will find some frequently asked questions about Council Dashboard tags. Can a council ...