Causeview Impact Designer allows you to configure your form and save your configurations without necessarily publishing the form. This feature makes it possible for you to exit Impact Designer and continue working on your form at a later time. If the form is already published and has been embedded on a page, it also makes it possible for you to make changes to your form without affecting the published version.
When you are ready to make your form live, you can then publish your form. If the form has already been published, you can re-publish the form to push any changes you may have made to the form since it was last published. Re-publishing a form will update the form wherever it is used. If the form has already been embedded, there is no need to re-embed the form as Impact Designer automatically updates the embedded form when it is re-published. This makes it convenient for you to make updates to existing, published forms.
Please note that saving a form does not mean that the form is published. Saving a form means you are only committing the changes you've made to the form in Impact Designer but those changes are not live until you publish the form. You can only embed a form after it has been published. Once a form has been published, you cannot delete it. This ensures that you do not accidentally delete a live form that may be embedded in any of your pages. In order to delete a form, you must first unpublish the form.
In this article, we will cover:
How to Publish a Form
Before publishing your form, make sure you save any changes you've made to the form. Once saved, go to Form from the top menu and click on Publish Form.
A confirmation message will display on the screen. Click on Publish to continue publishing the form.
How to Embed a Form
Once the form is published, you now have the option of embedding the form. The form can be embedded on a page in your website or a page you design through Page Designer.
To embed the form, go to Form from the top menu and click on Embed Form.
Impact Designer allows you to embed either a vertical form or a wizard form. A vertical form displays all sections in a single page where the donor simply scrolls down the page to populate and submit the form. A wizard form displays each section as a separate step where the donor goes through each step to populate information and submit the form.
Example of a Vertical Form:
Example of a Wizard Form:
To specify the type of display for a form (vertical vs. wizard), click on Back within the embed window.
Next, select your preferred display type and click on Generate Form Code.
Click on Copy beside Embed Code. You can now insert this code snippet on your webpage to embed the form.
Please note that if the form has already been published previously, changing the display type (from vertical to wizard or vice versa) requires you to re-embed the form on your webpage as the code snippet dictates the display type. When you change the display type on the form, it changes the embed code.