GUIDANCE FOR VENDOR ADMINS
Forms can be used in any situation where you need to collect data from your Customers, Members, Officials, etc, e.g.
- Incident Reports
- Risk Assessments
Completed Forms are emailed to the address stipulated when the Form is created.
NOTE: These FORMS cannot be attached to Products so payment-related data should be collected on the Product via Product Options.
Log into your Admin Portal and go to Website --> Pages. This page will appear in the list of Pages in the 'Management' section and can be edited by clicking the link on the Name field. You can also clone it for reuse by clicking the cog icon at the top of the page.
We have added a sample Form and suggest adding any further named Forms under 'Forms' (this page) as required; this will mean that new Forms are sensibly organised in the Site Menu at the top of the page. You can use the 'Parent Page' field to create and organise more complex hierarchies in your site if you wish.
We have added some generic advisory text for customers below; please edit or replace this as you see fit.
The easiest way to add a Form is to click the '+' on the Pages screen and select Add Form from the list. You can specify the email that completed Forms should be submitted to, the text shown on submission and a range of further options, including the structure and content of the Form.
DON'T FORGET TO REMOVE THE LINE BELOW AND EVERYTHING ABOVE IT BEFORE GOING LIVE TO YOUR MEMBERS
We may use Forms from time to time to help us meet our data collection obligations.
The list of currently active Forms is accessible from the main site menu at the top of the page. If you cannot see any Forms listed under the 'Forms' menu option, there are no active Forms at this time.
All responses are confidential and will be securely delivered to a designated officer of your Organisation.