How to share a form with members (users) inside of Breeze
Some churches would rather share a form with users in Breeze. It makes sense, your users have access to their own profiles in Breeze, and you would like them to be able to see available forms and fill them out in Breeze. This can be done!
We will use Customized Profile Fields to share forms in Breeze:
First, we will,
- Navigate to "Forms."
- Click "Share Form" under the form you'd like to share.
- Using the Form Address - we will copy this option.
Then we will,
- Navigate to Account Settings (), and select Profile Fields.
- Drag a "New Section" from the left and drop it where you desire. We will label these Forms.
- Now, we will drag a Section Description.
- For the Section Description, you will type in the name of the form, and then paste the shareable form link, then click save. For better formatting, make sure there are a colon and space between the name of the form and the URL link.
Customize the Form Address
When using the "Form Address" option, you can edit what comes behind yourchurchname.breeezchms.com/form/ for easy sharing by editing the form settings.
- Navigate to "Forms."
- Click to either create a new form or edit an existing form.
- Click the "Go to Settings" link in the bottom left.
- Click "Show more options"
- Scroll to Web Address and add a label that is easy to share and reflects your form. (Ex. Kids Camp)
- Make sure to "Save Form."
Customize the Link
When using the "Link" option, you can edit the wording to fit what you would like the verbiage to be.
From the example above, the "Go to" wording will come before the link, and then the "Kids Camp" is what the recipient would click on.
You can change that verbiage to anything that makes sense based on how you're trying to share. For instance, you could completely eliminate the "Go to" wording and change the "Kids Camp" to "Sign Up Now!". The entire "Sign Up Now!" text will be clickable on your form.
Customizing the Embed Code
The embed code is the most customizable of the three sharing options.
You can edit the form width, the border color, the background color, and the button color to match whatever page you're embedding your form onto.
This option allows you to help your forms blend in better with your church website.
If you choose to embed your form on a website, a few items, such as the Title and Description, will not be brought into the embed - this allows for a better view when embedding the form on a website.
Using an iframe embed code to bring over the header image into the embed is possible. This will also bring over the form title. You'd use something similar to this: <iframe src="https://SUBDOMAIN.breezechms.com/FORMURL" style="width: 960px; height: 1250px; border: 1px solid: #fff;" ></iframe> The size and background are customizable.