Difference between revisions of "ProDon:Frequently Asked Questions (FAQ) - Form designer"

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(→‎Modify Total Amount)
(→‎Email Options)
 
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== Image Groups ==
 
== Image Groups ==
 +
'''<u>How to access image group management?</u>'''
  
−
=== How to access image group management? ===
 
 
Go to the '''“Form Configuration”''' tab and click on '''“Form Designer”'''.
 
Go to the '''“Form Configuration”''' tab and click on '''“Form Designer”'''.
  
−
=== How to create or modify an image group? ===
+
 
 +
'''<u>How to create or modify an image group?</u>'''
 
* Click the '''gear icon''' to the right of the form title.
 
* Click the '''gear icon''' to the right of the form title.
 
* Go to the '''“Image Group”''' section.
 
* Go to the '''“Image Group”''' section.
 
* Select an existing group or click '''“+”''' to create a new one.
 
* Select an existing group or click '''“+”''' to create a new one.
  
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=== How to edit an existing image group? ===
+
 
 +
'''<u>How to edit an existing image group?</u>'''
 
* Click the '''pencil icon''' to open the selected group.
 
* Click the '''pencil icon''' to open the selected group.
 
* Enter the '''name''' of the image group.
 
* Enter the '''name''' of the image group.
  
−
=== How to add or remove images? ===
+
 
 +
'''<u>How to add or remove images?</u>'''
 +
 
 
Use the tabs:
 
Use the tabs:
 
* '''Background Image'''
 
* '''Background Image'''
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* Click '''“Add an image”''' to insert a new one.
 
* Click '''“Add an image”''' to insert a new one.
  
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=== How to choose an image to insert? ===
+
 
 +
'''<u>How to choose an image to insert?</u>'''
 
* Select an image from the '''image library'''.
 
* Select an image from the '''image library'''.
 
* Or click '''“Add”''' to upload an image from your device (computer, tablet, or phone).
 
* Or click '''“Add”''' to upload an image from your device (computer, tablet, or phone).
  
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=== How to save and publish the image group? ===
+
 
 +
'''<u>How to save and publish the image group?</u>'''
 
* Click '''“Save”''' to record your changes.
 
* Click '''“Save”''' to record your changes.
 
* Click '''“Production”''' to activate the group.
 
* Click '''“Production”''' to activate the group.
 
* Confirm by clicking '''“Yes”'''.
 
* Confirm by clicking '''“Yes”'''.
  
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=== How to finalize the selection in the form? ===
+
 
 +
'''<u>How to finalize the selection in the form?</u>'''
 
* Click '''“Return to the form designer”''', then click '''“OK”''' to confirm your selection.
 
* Click '''“Return to the form designer”''', then click '''“OK”''' to confirm your selection.
 +
 +
== Donor Information ==
 +
'''<u>How to access the form designer?</u>'''
 +
* Open the form.
 +
* Go to the '''“Form Configuration”''' tab, then click on '''“Form Designer”'''.
 +
 +
 +
'''<u>How to show or hide fields in the form?</u>'''
 +
* Click the '''gear icon''' to open the settings.
 +
* Select the elements to '''show or hide''' based on your needs.
 +
 +
 +
'''<u>How to make a field mandatory or optional?</u>'''
 +
* Choose the fields to make '''mandatory or optional'''.
 +
* Click the '''toggle button''' to the left of the fields, then click '''OK''' to save.
 +
 +
 +
'''<u>What to do once modifications are complete?</u>'''
 +
* Confirm and save by clicking '''OK'''.
 +
 +
== Web Form Title ==
 +
'''<u>How to access the title modification?</u>'''
 +
 +
Go to the '''“Form Configuration”''' tab and click on '''“Form Designer”'''.
 +
 +
 +
'''<u>How to open the title editing option?</u>'''
 +
 +
Click the '''gear icon''' located to the right of the web form title.
 +
 +
 +
'''<u>How to enter a new title?</u>'''
 +
 +
Type the desired text into the field labeled '''“Title”'''.
 +
 +
 +
'''<u>How to save the new title?</u>'''
 +
 +
Click the '''“OK”''' button at the bottom of the window to confirm the change.
 +
 +
== Email Options ==
 +
'''<u>How to access email options?</u>'''
 +
 +
Go to the '''“Form Configuration”''' tab and click on '''“Form Designer”'''.
 +
 +
 +
'''<u>How to modify email-related fields?</u>'''
 +
 +
In the '''“Enter your contact information”''' section, click the '''gear icon''' next to the '''“Email”''' subsection.
 +
 +
 +
'''<u>How to manage the display of email fields?</u>'''
 +
 +
Choose whether to '''show or hide''' the '''“Email”''' and '''“Confirmation Email”''' fields based on your needs.
 +
 +
 +
'''<u>How to make email fields mandatory or optional?</u>'''
 +
 +
Define whether the '''“Email”''' and '''“Confirmation Email”''' fields should be '''mandatory or optional'''.
 +
 +
 +
'''How to customize field labels?'''
 +
 +
Edit the labels that appear on the web form to better reflect your context or tone.
 +
 +
 +
'''<u>How to save the changes?</u>'''
 +
 +
Once adjustments are complete, click the '''“OK”''' button to confirm and save the changes.
 +
 +
  
 
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Latest revision as of 09:54, 20 October 2025

Frequently Asked Questions (FAQ) - Form designer

Donor Address Options

What is the purpose of modifying donor address options in the form designer?

This feature allows you to customize the address fields in a web form to better meet the needs of donors and your organization.


How to access the address options?

In the form designer:

  • Select the “Address” field.
  • Click the edit icon.
  • Access the address options to customize which fields are visible.


Which address fields can be modified or hidden?

You can choose to show or hide the following fields:

  • Address
  • Country


Can some fields be made mandatory?

Yes.

Each field can be set as:

  • Mandatory
  • Visible

This lets you control how much information you request from donors.


How to save changes to the address options?

Once the changes are made:

  • Click “Save” at the top of the form (disk icon).
  • Synchronize the form to production so it becomes accessible to donors.


Do changes affect already published forms?

Yes.

Any changes made to the address options will be reflected in the active form after synchronization.


Can I test the changes before publishing?

It is recommended to use the “Test” version of the form to preview the changes before going live.

General form options

How to access the general form options?

Go to the “Form Configuration” tab, then click on “General Options”.


How to set the form display and expiration dates?

  • Click the calendar icon to choose the display date.
  • Do the same to set the expiration date.


How to make the form appear on the homepage?

Check the box “Display on homepage” so the form is visible when users arrive on the site.


Is it possible to send a confirmation email to users?

Yes.

Check the box “Send confirmation email” so donors receive a message after completing their transaction.


How to manage the client's language in the form?

Two options are available:

  • Based on the completed form
  • Ask the client (the client chooses their language)


What CAPTCHA security level is recommended?

It is recommended to select “Moderate” for a good balance between security and user-friendliness.

Other available levels:

  • Very Low
  • Low
  • Moderate (recommended)
  • High
  • Very High (not recommended)


Can the LogiZone be hidden?

Yes.

Check the box “Hide LogiZone”.


Can statistics be collected on confirmation emails?

Yes, but this requires the PubliCourriel module.

Check the box “Collect statistics on confirmation emails” to activate this feature.


What to do if the form contains sensitive data?

Check the box “This form contains sensitive data” (e.g., medical information) to apply appropriate security measures.

Themes

How to access the form designer to modify themes?

  • Open an existing form, create a new one, or duplicate an existing form.
  • Activate the form in test mode and click “Activate and synchronize”.


How to add or modify a theme?

  • Go to the “Form Configuration” tab.
  • Click the gear icon to access theme management.
  • Click the “+” button to add a theme.
  • Choose “New” to create a theme or “Duplicate” to copy an existing one.


How to modify an existing theme?

Click the “Modify” button, then configure the visual elements of the theme:

  • Colors
  • Fonts
  • Layout
  • Etc.


What elements can be customized in a theme?

Main options include:

Palette Fonts Progress bars
Layout Section uniformity Titles
Background color Borders Buttons
Links Total amount Field corner radius


Can the form title be hidden?

Yes.

If the form includes a banner, it is recommended to hide the title to avoid visual duplication.


How to customize buttons and fields?

You can:

  • Change the colors of buttons and links.
  • Set the corner radius (rounded edges) for buttons and text fields.
  • Customize the active field borders (visible when typing).


How to save and publish the theme?

Once modifications are complete:

  • Click “Save”.
  • Then, publish the form so the changes are visible online.

Modify Total Amount

How to access the total amount modification?

Go to the “Form Configuration” tab and click on “Form Designer”.


How to modify the total amount label?

Click the gear icon next to the “TOTAL Amount” field and enter the desired text to customize the label.


How to disable the display of the total amount?

Use the available option in the modification window to completely hide the field if needed.


How to confirm the changes?

Click the “OK” button to save the changes made to the label or display settings.


What options are available to customize the total amount?

  • Modify the label text according to the form’s context.
  • Show or hide the field depending on the organization’s needs.

Image Groups

How to access image group management?

Go to the “Form Configuration” tab and click on “Form Designer”.


How to create or modify an image group?

  • Click the gear icon to the right of the form title.
  • Go to the “Image Group” section.
  • Select an existing group or click “+” to create a new one.


How to edit an existing image group?

  • Click the pencil icon to open the selected group.
  • Enter the name of the image group.


How to add or remove images?

Use the tabs:

  • Background Image
  • Header Image

Then:

  • Click an image to edit or remove it.
  • Click “Add an image” to insert a new one.


How to choose an image to insert?

  • Select an image from the image library.
  • Or click “Add” to upload an image from your device (computer, tablet, or phone).


How to save and publish the image group?

  • Click “Save” to record your changes.
  • Click “Production” to activate the group.
  • Confirm by clicking “Yes”.


How to finalize the selection in the form?

  • Click “Return to the form designer”, then click “OK” to confirm your selection.

Donor Information

How to access the form designer?

  • Open the form.
  • Go to the “Form Configuration” tab, then click on “Form Designer”.


How to show or hide fields in the form?

  • Click the gear icon to open the settings.
  • Select the elements to show or hide based on your needs.


How to make a field mandatory or optional?

  • Choose the fields to make mandatory or optional.
  • Click the toggle button to the left of the fields, then click OK to save.


What to do once modifications are complete?

  • Confirm and save by clicking OK.

Web Form Title

How to access the title modification?

Go to the “Form Configuration” tab and click on “Form Designer”.


How to open the title editing option?

Click the gear icon located to the right of the web form title.


How to enter a new title?

Type the desired text into the field labeled “Title”.


How to save the new title?

Click the “OK” button at the bottom of the window to confirm the change.

Email Options

How to access email options?

Go to the “Form Configuration” tab and click on “Form Designer”.


How to modify email-related fields?

In the “Enter your contact information” section, click the gear icon next to the “Email” subsection.


How to manage the display of email fields?

Choose whether to show or hide the “Email” and “Confirmation Email” fields based on your needs.


How to make email fields mandatory or optional?

Define whether the “Email” and “Confirmation Email” fields should be mandatory or optional.


How to customize field labels?

Edit the labels that appear on the web form to better reflect your context or tone.


How to save the changes?

Once adjustments are complete, click the “OK” button to confirm and save the changes.


Document name: ProDon:Frequently Asked Questions (FAQ) - Form designer
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