Organization submission forms allow you to collect information from groups rather than individuals, perfect for partnership requests, grant applications, or chapter reporting.
Step 1: Access Online Actions
- Log in to EveryAction
- From the left-hand side bar, click Engagement> Communication Tools> Online Actions
- Or you can use the “Search for a page” field and type “Online Actions”.
- Click "Create New Form"
- Select a form type appropriate for your purpose (often "Signup" works well)
Step 2: Configure the Basics
- Enter a form name that indicates it's for organizations
- Add a clear title explaining the purpose of the form
- Set a vanity URL if desired
- Configure basic settings like CAPTCHA and FastAction
- Click "Next" to continue to the Build Page step
Step 3: Add organization-specific fields
- On the Build Page step, add descriptive content explaining who should submit this form
- In the "Questions" section, add fields specific to organizations:
Organization Name (text field)
Organization Type (dropdown or radio buttons)
Tax ID/EIN (text field)
Website (text field)
Organization Address (address field)
- Map these fields to appropriate contact or custom fields in your database
Step 4: Add contact person fields
- Add a section for the contact person's information
- Include standard fields like:
Name
Title/Role
Email
Phone
- Make these fields required to ensure you can follow up
Step 5: Complete and publish your form
- Add any additional questions specific to your needs
- Consider adding file upload fields for supporting documents
- Configure the Design step to match your branding
- Set up your confirmation page and email
- Preview the form to test the submission process
- Publish your form when ready
What else do you need help with?