ChapterBuilder - How to create a form

ChapterBuilder - How to create a form

Need to collect referrals from your organization’s social media site or event? ChapterBuilder’s forms are perfect for just this kind of thing! Here is a step-by-step guide to creating forms for your organization. 

Here are the steps to creating forms. 

  1. Navigate to the “Forms” tab on the left-hand navigation bar. 

  2. Click the red “+New Form” button in the upper left-hand corner of the forms box in the middle of your screen. 

  3. Provide a title (this will be visible to the respondents) and select a form type (this is used for your referral report). 

  4. Then click “Create.” Then you will be redirected to the Form page where you should see your newly created form listed. 

  5. Click on the "Edit" option for the form. There you will be able to customize the form to fit your needs. 

  6. Under Edit you can create a description, add fields, rearrange them, and customize the form to fit your needs. 

  7. Once your form is created and customized to your likings, you can click “view form” to ensure it’s how you want it. Then copy the URL in your search bar to share it with others. 

NOTE: Basic accounts are limited to two forms. Once two forms are created, no new forms can be created. For more forms, you can upgrade your account to Standard Version with unlimited forms from Settings > Billing.


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