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
#b64-formControlFileGroup2{
display: none;
}
Before
After
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