Editing Form Settings

Updated: December 06, 2022 21:08

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:

Navigate to "More > Forms."
Select the pencil icon on the far right of the form you'd like to edit.
Click the "Go to Settings" link in the bottom left.
Click "Show More Options"
Make your selections and Click "Save Form."

General Form Settings

This will show up on the right side when viewing the form. You can provide general directions here for submitting the form.

Includes the date/time of the event - it will show with the Form Description

Once the desired number of entries have been submitted, the form will automatically be disabled.

If checked, the form will no longer accept entries

Notifications

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.

When someone fills out the form, there is an option to receive an email response. This is who the email response will appear to be from.

The dropdown choice will include anyone who has a user account with Breeze that includes an email.

You can customize the confirmation email that people receive when submitting the form. If you click "..." and use the "mail merge" feature you can include options such as a confirmation number and entry details so that they will have a record of what they put in the form. Using the Entry Details mail merge option will show that payment has been made. The Entry Details will show the amount, but not the card details.

After the form is submitted it will take them to a confirmation page. By default, it will simply say "You have successfully filled out this form. Thank you!" but this can be edited to include images, entry details, etc.

Appearance

Web Address

You can create a custom web address for easy sharing.

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.

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.

General Form Settings

Notifications

Appearance

Payments

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