Signup Forms Overview 💫

DonorDock includes a built-in Signup Form tool that allows your organization to collect contact information and areas of interest directly from your website. Signup forms are commonly used for newsletter subscriptions, volunteer interest forms, event updates, or general inquiries.

When someone completes a signup form:

• New contacts are created in DonorDock if they do not already exist

• Existing contacts are automatically updated with the submitted information

• Contacts are added to Marketing Lists based on the interests they select on the form

Signup forms can be shared by embedding them on your website or by sharing a direct link.

In addition to standard contact fields, signup forms can also include Contact Custom Fields and Form Response Custom Fields, allowing your organization to collect more detailed information tailored to your programs or events.

Steps at a Glance

Create a signup form by:

1. Navigate to Outreach → Signup Forms

2. Click + Create Signup Form

3. Configure your form settings and marketing lists

4. Add standard fields and optional custom fields

5. Save and Publish the form

6. Embed the form on your website or share the direct link

Full Navigation Steps

Step 1: Create a Signup Form

1. Navigate to Outreach

2. Select Signup Forms

3. Click + Create Signup Form

You will be prompted to configure the form settings.

Step 2: Configure Form Settings

The Form Setup section controls how your form appears to visitors.

Step 3: Add Marketing Lists

Marketing lists allow contacts to choose what types of communication they want to receive.

Examples of common signup form lists:

• Newsletter

• Volunteer Opportunities

• Event Updates

• Direct Mail Marketing

When a contact submits the form, they will automatically be added to any marketing lists they selected.

Step 4: Add Form Fields

Signup forms include several standard contact fields that can be added to the form.

Required fields on all forms:

• First Name

• Last Name

• Email Address

Additional contact fields can be added by clicking to add a new field at the bottom of the add fields box. Fields can be reordered by dragging them into the desired position. You may also mark fields as required using the settings icon next to each field.

Step 5: Add Custom Fields to Your Form

Signup forms can include two types of custom fields:

Contact Custom Fields

Contact custom fields collect information that should be stored permanently on the contact record.

Examples:

• Volunteer Interests

• Preferred Communication Method

• Program Participation

These responses will appear directly on the contact record.

Form Response Custom Fields

Form response custom fields collect information specific to the form submission.

Examples:

• Event meal preference

• Volunteer availability

• Shirt size for an event

• One-time survey responses

These responses do not update the contact record fields. Instead, they are stored with the signup form response.

Form response details can be viewed:

• In Signup Form Response Reports

• On the contact record timeline, where the response appears as a response card

Step 6: Save and Publish the Form

After configuring your form:

1. Click Save

The form will initially be saved as a Draft.

To make the form live:

1. Click the Signup Form Actions icon (three dots)

2. Select Publish

🎉 Your signup form is now live!

Sharing a Signup Form

Signup forms can be shared in two ways.

Share a Direct Link

1. Open the signup form

2. Click Open on the preview panel

3. Copy the URL from the browser

You can share this link in emails, social media, or on your website.

Embed the Form on Your Website

1. Navigate to Outreach → Signup Forms

2. Open the form

3. Copy the Embed Code

4. Paste the code into your website editor

💡 The embed code and direct URL are only available once the form has been published.

Viewing Signup Form Responses

Signup form responses can be viewed in multiple places.

From the Signup Forms Page

1. Navigate to Outreach → Signup Forms

2. Click View Responses for the form

This opens a report showing all contacts who submitted the form.

From Marketing Lists

Contacts who selected marketing lists will appear in those lists.

1. Navigate to Contacts → Contact Lists

2. Select the Marketing List you want to review

From the Contact Record

Signup form submissions also appear on the contact record timeline.

A response card will appear in the activity timeline, allowing you to expand and view the full form response.

Editing a Signup Form

To edit an existing form:

1. Navigate to Outreach → Signup Forms

2. Click the name of the form

3. Make any updates

4. Click Save

Changes will automatically update the live form.

Archiving a Signup Form

Archiving a form removes it from public use but preserves the form and its historical responses.

To archive a form:

1. Navigate to Outreach → Signup Forms

2. Open the form

3. Click the Signup Form Actions icon

4. Select Archive

The form will no longer accept submissions.

Deleting a Signup Form

Deleting permanently removes the form from DonorDock.

1. Navigate to Outreach → Signup Forms

2. Open the form

3. Click the Signup Form Actions icon

4. Select Delete

⚠️ Deleted forms cannot be recovered.

Only Administrators may delete forms.

Otto Tips

🧭 Keep forms simple: Forms with fewer fields typically receive more submissions.

📋 Use custom fields thoughtfully: Use Contact Custom Fields for long-term donor information and Form Response Custom Fields for one-time event or signup details.

🎯 Use marketing lists to organize interest: Signup forms are one of the easiest ways to build segmented communication lists.