We’ve developed Causeview Impact Designer to serve as the perfect form builder for Salesforce.org users. Since it is designed to be fully integrated with Salesforce.org and the payment gateway, it eliminates the time and effort needed to export and import data.
The user-friendly form designer allows you to build basic or complex forms in just minutes. Plus, the responsive forms for your website will satisfy your supporters, no matter which device they access it through.
This article covers how to create a form using Impact Designer.
- Create a New Form from scratch
- Set your Form Allocations
- Set the Merchant Account
- Customize Your Form
- Preview Your Form
- Submit a Test Donation
- Publish Your Form
Create a New Form from Scratch
1) From the Impact Designer home page, go to Forms & Pages and click on Forms.
2) A list of your organization's existing forms will be displayed (if any). Click on Create New found at the top right corner.
3) Choose a stock template. A stock template is a pre-built form containing the most common form elements.
By default, there are three (3) stock templates:
- Stock Donation Form - allows you to create a donation form and is designed to process payments through the payment gateway
- UK Direct Debit Stock Form Template - designed specifically for UK (United Kingdom) users, allows you to create a donation form that contains direct debit as a payment option.
- Contact Us Form - allows you to create a non-processing form such as a contact or subscription form. Non-processing forms do not process payments.
4) Give your form a name and click on Create Form.
5) This will launch the form designer where you can configure and refine your form.
Set Your Form Allocations
Setting your form's Allocation information is important as it determines how donations processed through the form are to be allocated in your Salesforce org. The form is unable to process submissions until you specify allocation information.
To make it easy for you to remember to set your form's allocation information, Form Designer displays a warning message alerting you when the allocation has not been set on the form and also tells you where you need to go to set it.
1) To set your allocation information, you can either click on the alert message or you can go to Settings from the top menu and click on Allocations. Both methods will open the allocation window.
2) Click on Add Allocation.
3) Select the Appeal and Fund you would like donations to go to and specify the percentage of the donation you would like allocated. The total percentage must be 100%. Then click on Apply Changes.
If you would like to split the allocations, you can add additional allocation rows by clicking on Add Allocation. Then specify the Appeal, Fund and allocation percentage for each (see example below).The total percentage must be 100%. Click on Apply Changes when you are finished.
You can always update the allocation information on the form when needed. Changing the allocation information on a form only affects new allocations and will not affect allocations previously created.
Set the Merchant Account
Forms created in Impact Designer are fully integrated with your payment gateway which means that all donations submitted through the form are automatically processed in the payment gateway. When you create a new form, the form is automatically configured to process payments using your organization's default merchant account. However, if you have multiple merchant accounts, you can change the merchant account for the form.
To make it convenient for you to determine which merchant account the form is using, the merchant account is displayed at the top right corner of Form Designer.
To change the merchant account for the form, you can either click on the merchant account displayed at the top right corner or you could also go to Settings and click on Gateway Details.
Select the merchant account you wish you to use from the Merchant Account picklist and click on Apply Changes.
Please note that if you are giving your supporters multiple payment options such as credit card and ACH on the form, you need to make sure that the merchant account you specify for the form is configured to accept and process the same payment types.
Customize your Form
The stock template you choose when creating a form determines the default form sections already pre-built into the form. However, you have the option to customize your form such as adding/removing form fields, changing properties and applying a CSS theme, just to name a few.
Since Impact Designer is very robust and allows you to make a variety of customizations, we are not going to cover all the possible customizations in this article. Instead, we've created separate articles that cover each feature in detail and we recommend that you reference those when looking to use a specific feature.
Here we will cover some basic customizations. First, we need to familiarize ourselves with the Form Designer.
The Form Designer itself is divided into three (3) main areas:
- Controls Panel - contains the sections, form fields and prebuilt sections you can drag on to your form.
- Form Preview - the form in draft mode where you can make adjustments and customizations.
- Properties Panel - displays the properties of a selected section, row, or form field. If you select a section, it will display properties pertaining to the section. If you select a row, it will display properties pertaining to the row and if you select a specific field, it will display properties for the field. The Properties panel also displays form errors if there are any (i.e. missing allocation information error). The Properties panel is where you can adjust labels, specify default values, apply styling and hide fields.
Now let us go through some of the most common customizations done on a form. In this example, we are going to add a custom dropdown menu on our form that will allow donors to specify how they heard about us.
- Adding/Removing Form Fields
- Changing a Label
- Assigning a Data List
- Setting a Default Value
- Mapping a Form Field
- Hiding a Section, Row or Form Field
Adding/Removing Form Fields
To add a form field, simply drag it from the Controls Panel over to your desired area on the form. In this example, we are going to grab the "Dropdown" control and drag it to our form.
To remove a form field, click on the field to select it (you will know that the field is selected as it will be highlighted in yellow). Then, scroll to the bottom of the Properties Panel and click on Delete Control.
Please note that we do not recommend deleting form fields that come prebuilt in the stock form you are using as they have form actions connected to them in the backend which can prevent form submissions when deleted. For example, the stock donation form comes with the Tribute section. If you do not wish to have this section on your form, we recommend you hide the section, row or field instead of deleting it.
Changing a Label
The next thing you may want to do is make adjustments to the labels of the fields/controls that appear on your form. A more descriptive label helps donors better understand that type of information they are expected to provide.
In our example, we've just added a new dropdown menu to the form. Now, let's change the label from "New Dropdown" to "How did you hear about us?"
1) Click on the form field to select it. You'll know you've successfully selected the field because it will be highlighted in yellow.
2) Next, in the Properties Panel on the right, enter the label text you would like to display for the field. You can also specify the label position.
You can change the labels of all form fields/controls through the Properties panel. Changes are only saved when you click on the Save Button on top of the form.
Assigning a Data List
When adding a picklist (dropdown menu) or toggle button group on the form, you would need to specify a data list to be used.
A Data List contains the values that are going to be displayed as options within your picklist or toggle button group. For example, if you would like a dropdown menu containing a list of shirt sizes, then you would create a Data List containing the shirt sizes you would like to display as options (small, medium, large, etc.). If you would like a toggle button group containing different amounts, then you would need to create a Data List containing different amounts.
Please click here to learn how to create Data Lists. Once you've created a Data List, you can now use it on any of your organization's forms.
Going back to our example, we've added a new dropdown menu to our form and have also re-labeled the field. Now, we need to assign a Data List.
Again, click on the Form Field to select it. Then, from the Properties Panel on the right, click on the Search Icon beside Data List.
Click on Assign beside the Data List you would like to use for your form field.
You can always edit the Data List to add or remove any values you may not need. Click here to learn more about editing a Data List.
Setting a Default Value
A default value for a Data List is the value that is automatically selected when the form is loaded. For example, if you have a list of countries and most of your supporters are located in Canada, you can set the default value of a country dropdown to "Canada". This means that when donors go to your form, the country is already pre-populated with "Canada" but they can still choose a different value if the default is not relevant to them.
You also have the ability to set default values for input fields so that the field is populated with a value instead of being blank. For example, you can have the City in the address section have a default value of "Toronto". The donor, of course, can edit this value at any time.
In our example above, we added a new dropdown menu to the form, changed the label and also assigned a Data List. Now, let's set a default value for the dropdown menu.
Click on the field to select it first. Then from the Properties Panel on the right, choose a default value.
To specify a default value for an input field, you would simply type in the default value.
Setting a default value for a data list is beneficial in that it decreases the amount of steps donors have to go through when providing information on the form and it encourages a donor to provide the correct information if the default value is not relevant.
Mapping a Form Field
As mentioned at the outset of this article, forms created through Impact Designer are fully integrated with Salesforce and the payment gateway so that when a form is submitted, payments are automatically processed in the payment gateway and records are created in Salesforce.
A mapping defines which Salesforce object and what field(s) on those objects are populated with the information from the form.
Our stock form templates include not only the most common form fields in them but also include the default mappings needed by Causeview's donation data model. This ensures that when a donation is submitted through the form, we are capturing not only what the payment gateway requires to process a payment, but that we are creating the objects in Salesforce with all of the necessary fields for Causeview to function properly.
When you add new form fields, you would also need to specify the mapping.
In our example above, we've added a new dropdown menu, changed the label, assigned a Data List and also set a default value. The next step would be to map the field.
First, click on the field to select it. Then from the Properties Panel on the right, click on the Search Icon beside Mapping.
A mapping configuration window will display on the screen. First, select the object in Salesforce where the field you would like to map to resides. After you select the object, a second picklist will appear, containing the list of fields within that object.
If the object or field you would like to map to is not showing up as an option, click on the Pull Metadata button. This will pull all the objects and fields from your Salesforce instance.
Using our example, we are going to map the "How did you hear about us?" field on the form to the "Source" field on the Individual (Contact) object in Salesforce.
Once you've selected both the object and field, click on Save Mapping.
All fields must be mapped in order for form submissions to work. Form Designer will display a warning message at the top right corner if there are any fields missing mapping information and it will also highlight the form field in red.
You can always change the mapping information for your form fields. Make sure you save any changes you make to the form.
Hiding a Section, Row or Form Field
As previously mentioned in this article, we do not recommend deleting form fields that come prebuilt on the stock form template as they have form actions connected to them in the backend which can prevent form submissions when deleted. Instead, we recommend that you hide them.
Hiding a section will hide the rows and form fields within the section. Hiding a row will hide the row and the form fields contained within. And hiding a form field will only hide the field itself.
To hide a section, simply click on the section to select it. The entire section will be highlighted in yellow when selected.
For example, if you would like to hide the entire tribute section, click on the grey area surrounding the tribute fields and this will select the entire section.
Then from the Properties Panel on the right, look for CSS Class and type "hide" in the field.
This will hide the entire section from the form and will no longer be visible to your donors.
To hide a row or form field, you would also first select the row (or form field) on the form and then you would enter "hide" in CSS Class. Remember to save any changes you make to the form by clicking on the Save Button on top of the form.
Now that we've covered some basic customizations on the form, let's go through how to preview the form.
Preview Your Form
You may want to preview your form as you make customizations and adjustments to see how the form will appear to your donors. This is especially useful when you want to check any conditional visibility you may have applied to form fields or see how the form will render on both desktop and mobile view. You are also able to preview vertical and wizard versions of your form.
To preview your form, click on Toggle Preview found on top.
To see what the form will look like on a Mobile device, click on Mobile View on top of the form preview. Once you are in mobile view, the toggle button will change to "Desktop View" so you can easily switch between views.
By default, the form preview will display the vertical version of the form. You can preview the wizard version by clicking on Wizard found on top of the form preview. Once you are in wizard view, the toggle button will change to "Vertical" so you can easily switch between both views.
To go back to design mode and continue working on your form, simply click on Toggle Design.
Submit a Test Donation
When previewing a form, the form is also set to a Test Submission Mode. This allows you to submit a test donation and validate which records are going to be created in Salesforce. Test submissions do not process payments at the payment gateway and records are not actually being created in Salesforce.
To submit a test donation while on preview, simply populate the form and click on Submit at the bottom of the form. A success page will display on the screen. Click on View Test Submission Data.
A list of Salesforce entities (records) will be displayed on the screen, including the fields that are going to be populated within those records.
After submitting a test donation, you go back to Form Designer by clicking on Toggle Design at the top of the page.
Publish Your Form
Now that you've finished configuring and customizing your form, the next step would be to publish the form. A published form is a version of the form that is publicly available.
Please note that while working on the form, you can save your changes without necessarily publishing the form. This allows you to exit Form Designer and continue working on your form at a later time. Saving also does not mean that any changes you've made are automatically published. You would need to re-publish the form if you've made changes after the form has already been published.
To publish your form, go to Form from the top menu and click on Publish Form.
A confirmation message will appear. Click on Publish Form to continue publishing the form.
Impact Designer makes it simple for you to create and customize forms by providing you with the tools you need to build attractive and robust forms.
What we've covered in this article is just the tip of the iceberg. We encourage you to continue exploring Impact Designer's many features and functionality and build forms designed to appeal to a wide variety of supporters.