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Designing Enrolment Forms
Designing your data collection form
Designing your data collection form

Collecting data when your customer enrols

Danny Allen avatar
Written by Danny Allen
Updated over a week ago

This article explains how to design your Data Collection form; used to collect data from your members/customers when they enrol.

Step 1 - Navigate to the designer

First, navigate to the tier/offer you want to edit.

Step 2 - Open the form designer

Click on 'Data Collection' to access the form design.

Step 3 - Add and order fields

Now add fields and reorder them by dragging them into place.

Step 4 - Removing a field

If you add a field by mistake, you can delete it by opening the field and clicking the red delete icon.

Step 5 (optional)- Change the background colour

Change the background colour behind the form.

Step 6 (optional) - Set a password

Set a password to control access to the data collection form. Once enabled you can edit the password page fields.

Step 7 (Optional) - Edit the default text

You also have the option of changing the default text on the form. Click on the text to make any changes.

Step 8 (Optional) - Edit the button

If you want to change the text on the button to something different, or use a different colour, click on the open to open the button editor

Step 9 (Optional) - CSS

There may be other aspects of the form you would like to change, but can't be done using the editor. In this case you can use CSS

In the example below I am using the following CSS to hide the image upload box

display: none;



Step 10 - Finished

When you have everything designed as you wish, don't forget to click 'Save' at the top right to save your changes.

If you want to take a look at your form, you can follow the enrolment link, you can see where to find this link HERE

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