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Creating a data entry form

A Data Entry form is a form that is used to record data for internal use to log anything from an event attendance to a phone call.  These forms can only be accessed by going to Tools > Data Entry Forms. 

First, begin by naming your form and then click "Create."

Next, add the fields you'd like on your form by sorting through the many options in the righthand "Compose" tab. When selecting a field you can also click on the righthand pencil icon and choose whether or not this field should be required. 

Fields are grouped into collections by categories as you would see them in the "Compose" tab on the right. By clicking on a group of fields (collection) you are able to move that collection around to a different spot on your form or delete it altogether by clicking the "X" in the righthand corner. 

You can also move fields around within a collection and make the field shorter or longer by clicking the the double-arrow icon.

Once the form is ready to go, click "Publish" and you're all done!

Published Data Entry forms can be accessed directly from the forms tool, or from a profile. Accessing and submitting Data Entry forms from a profile attaches that form information directly to that profile record. Accessing and submitting Data Entry forms from the form tool will create a new profile, allowing you to input basic profile information into that form. These forms can show up as any type of form submission within a profile's activity timeline and you can segment on these forms through "Interactions."

Use these forms to quickly log information about volunteer meetings, log information about attendees at an event, log donation information and more. 

Data Entry Forms make keeping track of information much easier.