Editing Form Settings

Form settings allow users to change the form's description, the confirmation email, who the confirmation email is sent from, customize a form's URL, change payment method and fund, and more. To adjust a form's settings:

  1. Navigate to "More > Forms."
  2. Click to either create a new form or edit an existing form.
  3. Click the "Go to Settings" link in the bottom left.
  4. Click "show more options"
  5. Make your selections and Click "Save Form."

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General Form Settings

Form Description Date/Time of Event Max Entries Disabled
This will show up on the right side when viewing the form. You can provide general directions here for submitting the form.

 

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Notifications

Email To Email From Confirmation Email Confirmation Page
When someone fills out the form, this is who will get an email alert of a submission. Additional emails can be included by clicking the + button next to the email.  No extra Role permissions are needed to get responses.

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Appearance

Web Address

You can create a custom web address for easy sharing. 

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Colors

The color pallet can be used to change the color scheme of the form.  You can also use a custom color scheme to match your church's pallet or any other hex code colors you'd like to use.  

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Payments

Fund

Use the Payments/Fund area to designate where the payments will go.  If you would prefer for the money to deposit into Stripe or PayPal you can switch it from this location as well. 

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Comments

31 comments
  • After a form is disabled, is it possible to customize the message that is seen online? After our VBS registration hits capacity, we would like a message stating so with a link they could click on to sign up for our Wait List.  

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  • @admin Great question. Unfortunately at this time that is not a current feature within Breeze.  However, I think that is a fantastic idea! I would love to give you the opportunity to submit a feature request for this. Here is a link for you to do that- https://support.breezechms.com/hc/en-us/articles/360006602793-Submitting-Feature-Requests

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  • Howdy!

    Is it possible to change the re-direct after the user submits the form?  Or at least add another option?  I am linking to  the form from a WordPress site and would like the option to return to the website, rather than return to the form itself.  Thoughts?

    Thanks!

    Lorelei

     

     

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  • Howdy @lsheen!

    Great question!That's a neat idea! At this time that is not a current feature of our Forms.

    We are always on the hunt for new ideas though. Would you consider sharing this on our feature request page?

    For more information about submitting a feature request, please check out www.breezechms.com/features.

    Blessings!

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  • Hi, I'd like to attach a Liability Release Form (PDF) to either:

    a) The Form for Download /Printing

    b) The Confirmation Email, or

    c) A better option I am not thinking of.

    I find the FORMS will upload a photo in replies, but not a PDF or DOCX file.

    It could also be used for attaching further Instructions/Info for events

    Thanks!

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  • @george

    Thanks for reaching out to the forum! The best way for you to be able to add your liability release form to a Breeze Form or Confirmation Email would be for you to have it stored online somewhere (ie. Dropbox, Google Drive, etc). This will allow you to share the document link in your email or form so that people can easily access it.

    Unfortunately, there is no way for you to actually upload the physical document straight to the Breeze Form or Confirmation email. If you have any additional questions, please don't hesitate to let us know!

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  • I am having trouble adding to the form - going to Settings is not allowing me to add new text boxes, drop downs,etc.  Can you provide detailed instructions on how to add to forms when editing?

     

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  • @ssnyder

    Sure thing! For detailed instructions, you'll want to visit our article on Creating a Form! This article will show you how to add different elements to the form and customize it to your liking. 

    Cheers!

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  • Under "Email Responses From:", it says, "When someone fills out the form, there is an option to receive an email response."  To test the form, I submitted it with my email address but am not receiving a confirmation email.  Can you please help? 

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  • @yarumian

    Thanks for reaching out to us! You will want to go to your email history section to cheque check and see if the email was adequately delivered. If there are any errors that are occurring, you will be able to see it there. Just click More > History > Email. 

    You should be able to effectively test this form with your email address and receive a confirmation at the same time. If you encounter any additional errors, please reach out to our support channel so that we can help you more effectively.

    Cheers!

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  • Is there any way for us to add a column to the "View Entries" page for a form?  It would be helpful for our church staff who each receive a notification of responses to our Connect Form to know if one of us has actually responded.

    Thanks!

    Dianne

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  • @office

    Great question! Unfortunately, that is currently a limitation. The Form columns cannot be customized at this time! 
    We apologize for any inconvenience this may cause. 

    Please let us know how we can continue to serve you!

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  • Can a form be set for access only by specific user roles?

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  • Hey @mchurch,

    Yes! Breeze allows you to choose which roles have access to forms. You'll find this ability in "Users and Roles." To change permissions on a role: Navigate to More>Users and Roles>Roles>Click the pencil icon next to the role you want to edit.

    Simply choose the box that you wish to give permission to. I've added a picture for reference.

    Happy Breezing!

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  • Is there a way to change the default Custom Colors that show up under Appearance? That is, the ones for Background, Header, and Button? If I change them in one individual form, they are saved there of course, but any other or any new form still has the dark and light gray and the green button. It would be great if clicking Custom meant that we could automatically use our own brand colors system-wide, instead of typing in the hex codes for each element each time. Maybe it's there and I missed it, but I'm coming up dry. Thank you! 

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  • is there a way to remove the "description" box from a form?? Thanks guys

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  • Hey @philip!

    I can totally see how it would be helpful to be able to remove that description box if there isn't any text in it or if it's not being used. As it turns out, that box is hard-coded into the form and can't be removed. I do wish I had a better answer for you. I'd love for you to fill out a feature request on this if you'd like. You'll find that here: Submitting Feature Requests


    Thanks!

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  • Is there a way to turn off email notifications to the form Creator every time someone registers through a form?

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  • Hey Melody!

    Great Question! Yes you can turn off those email notifications every time someone completes the form! When looking at your forms, click the pencil icon next to the form you would like to Edit. Then select "Go to settings" > Show More Options > Scroll to notifications to where it says "Email responses to:" And select the option that says "Don't email me Responses." That will turn off those notifications for you! 

    I've added a screen shot of what the box should look like to deactivate that below:

    Keep up the GREAT Work!

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  • I want to make sure that I am reading/seeing correctly regarding the Max Entries option. 

    If we want to 'cap' an event at a certain number, we use the Max Entries option. However, if more than 1 person in a family wants to attend, they would need to complete the form once for each family member to get a correct total of attendees in order for the Max Entries to work in that way. Is that correct? I didn't see a way for a form to have 'number of attendees' and to have a cut off based on that instead of based on the number of actual entries received.

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  • Hey @office. You are exactly correct. A form is currently limited to one person for one submission. So in that way, it would need to be filled out for each individual member of the family to be eligible and to get an accurate "cap limit." This is something we have built https://reopen.church/ to do really well! This should help you guys get a picture of families attending your service and provide a max limit.

    Hope that helps!

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  • Is it possible, when setting up a form, to direct the submitter to a specific URL, rather than a generic acknowledgement page?   

    When someone completes a particular form, I want to literally direct them immediately to another form.  I know I could put a link to the next form on the confirmation page, but if there's a way to skip that extra click, it would be fantastic.

     

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  • Hey @wyndwoman!
     
    You asked a great question about if there is a way to direct the submitter to a specific URL rather than a generic acknowledgement page. I definitely see how this would be useful, and I would want to know if this is possible as well! :) As it turns out, there is currently not a way to do this within Breeze. I sincerely apologize for this, and I know it is frustrating. :( Personally, I would be frustrated too if I were in this situation!
     
    You are correct that you can include a link to the next form in the confirmation page or confirmation email. This is definitely the best workaround currently. Awesome work with this! :) I really think what you mentioned is a great idea! Honestly, I would like to be able to immediately direct someone from one form to another as well! I want to encourage you to submit a feature request to our product team! You can do so here: https://www.breezechms.com/feature-request 
     
    Please know that these requests do not fall on deaf ears--all feedback is read by our product team and used for future development efforts.
     
    I apologize as this is definitely not the answer you were hoping for, :( but I am very grateful that you provided this super great feedback. Thank you! :) If you have any other questions, please reach out. I am here to help!
     
    Cheers!
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  • Is there a way to allow people to fill out the form only once?  When I was testing with my own email, I could fill out the same form many times.  I would like to avoid duplicate entries from the same person. Thank!

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  • Hey @mcguiremr!

    This is a great question with valid concerns! At this time, there is not a way to limit a person to filling out a form only once. I sincerely apologize for this limitation and I'm sure this is quite frustrating. 

    While this is the case, it may be helpful to place a max entry limit on the form that will disable the form once the total number of entries have been reached. Additionally, you can also delete a duplicate entry by going to "View Entries." 

    I really appreciate you sharing this idea! Honestly, I think this would be a really helpful feature and want to encourage you to reach out to our product team here: Submitting Feature Requests

    Also, here is a helpful article that talks about deleting form entries: Form Results

    Have a wonderful day! :) 

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  • On August 25, 2020, Connor responded to a comment about the description section. My question is, can the title of the description section, "Description," be modified? I'd like to title it "Instructions."

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  • Hey @dougaker,

    This is a great question about rather it is possible to edit the title of the description section on the form. The current functionality of Breeze does not offer the option to customize this section title. 

    However, I think that is an amazing idea! Please share this idea directly with our Engineering Team by Submitting Feature Requests 

    Thank you and have a wonderful day!

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  • Is it possible to apply conditions to a form field? For instance, if a person wants to add an optional book to their ticket for an event, we would like for the payment field to automatically update the amount. Currently, we rely on the user to select the appropriate amount from a drop down. 

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  • Hi @mdillard! Glad you asked! Conditional logic is not yet available in Breeze forms, but I'd love for you to fill out a feature request on for this feature! You'll find that link here: Submitting Feature Requests

    Thanks for the great idea! I know our team will be happy to review that.

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  • Is it possible to disable a form at a specific date and time, rather than a number cap? I'd like to be able to make deadlines to register for events, but I can't seem to figure out how to do that without manually checking the box at the specific date and time I want it to stop. For example: if I say they can sign up by midnight, do I have to set a reminder on my phone to go in and manually check the box at midnight so no one else can sign up after that time?

    Thanks!

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