In this article, we'll be taking a look at the general structure of the Settings tab. 

Important Note: If you'd like to learn how to share your Form, head over to the next article!

Publish Your Form

Before you can share your form, you will need to Publish it. You can do this by clicking on the purple Publish Form button.

Publishing your form will not automatically share it with your Contacts. Instead, it will provide you with options to share it.

Important Note: Be sure to take a look at the Auto-Tag Contacts (below) and Form Field Replacement Logic options before publishing your form!

Once your form has been published, sharing options will be available in the Form Sharing section.

Updating the Form Public Link

You can update the public link to the form by clicking the Edit button beside the current Public Link. In the pop-up, specify the unique URL.

• All form URL's must be unique. If you choose a URL that is already in use, you will be prompted to use another.
• Once a new URL has been added, the previous URL will no longer work. We recommend if you've shared the previous URL publicly (via social media or Email Marketing), that instead of updating the link on your existing form, you create a new form for your new URL. This way you can direct contacts with the previous URL to your new form. Here's how you can do this:
  • Start by duplicating your form 
  • In the new form, double-check everything is correct from the duplication then start using this new form going forward!
  • In the previous form, change the status to Closed and re-direct your contacts to the new form by filling out the Form Closed Page. Directions for this are here.

Facebook and Twitter Sharing - what is it?

There are two ways that your Forms can be shared on Facebook and Twitter

(1) A Contact shares directly after submitting a response through your Form

After a Contact has submitted a Response (ie. a Donation, a Revenue Payment, a Subscription Sign Up) through your form, they'll be taken to your Thank You Page. Here, they'll be able to click on Share or Tweet - they'll be directed to Facebook or Twitter and prompted to make a post about their recent gift/payment/submission to direct their friends and family to your form.

(2) You or a Contact pastes the Public Link of your Form directly in a post or tweet.

This works in the exact same way as the above option except instead of clicking on a Share/Tweet button after submitting a response, you simply paste the Public Link of your form directly in a social media post. It will produce the same kind of post that allows the people who see it to access your Donation Form.

Facebook and Twitter Sharing - how to customize the posts.

No matter how your forms are shared on Facebook or Twitter, a description and cover image will be included in the posts. Use the below tools to adjust what will appear.

Click on the Edit buttons to customize these.

Note: Twitter allows a little more customization than Facebook. If you like, you can choose a different description for when the Public Link is shared (Option 1, "VIA URL") or for when a donor clicks on the "Tweet" button after submitting a donation (Option 2, "VIA LINK")

Facebook and Twitter Sharing - removing from forms

If you do not want to include the Facebook and Twitter Sharing options on a Form, you can easily toggle this off in the Contents section of your Thank you Page Settings. More information here.

Auto-Tag Contacts

Here, you can choose one or more Tags to be automatically applied to any Contact who completes this form. 

Some examples of Tags that you could use are:

• Donor
• Volunteer
• Giving Tuesday Donor
• RSVP Event - Yes

Form Field Replacement Logic

In our Form Field and Questions article, we talked about how you can add questions to your Forms that your Contacts can answer. You can link up these questions with specific fields on the Contacts' profiles so that the information that they provide is automatically updated if they already exist in Keela.

Note: If your Contact does not already exist in Keela, a new Contact profile will be created for them and all fields will be updated with the information that they provide in their form response.

In this article, we'll talk about the three ways that you can manage what happens to the information that your Contacts provide to those types of questions, if the Contact already exists in Keela!

How does Keela check for a duplicate contact for the Form Field Replacement Logic?

1. Keela will use the primary email to check for a duplicate.
2. If two contacts have the same email address, Keela will choose the oldest record to merge.

Only update empty fields

Your existing Contacts information will only be updated if the field that is connected to a question contains no data.

Examples of how this could be used:

• Collecting mailing addresses for those Contacts who do not have one in your system
• Collecting information that will never change such as "How did you first hear about us

Always Replace

Your existing Contacts' information will always be updated by a response to a form regardless of what information is already there.

Examples of how this could be used:

• Collecting up to date contact information like phone numbers to replace old ones
• Requesting up to date information for volunteer interests such as "Where would you like to spend your time?"

Always create a new contact

Keela will not attempt to match up the form response to an existing Contact record. Instead, a new Contact record will be created for every response that you receive.

Examples of how this could be used:

• Collecting information for specific people who you know are not already in your organization
• Circumstances where you would like to review the profiles of all Contacts who complete your form and perhaps manually merge them with existing records afterward

Recognizing Advantage/Minor Benefit

You can use the Advantage/Minor Benefit setting within the Form Settings Tab to automatically indicate on Transactions a preset amount of Advantage/Minor Benefit which will be reflected on all payments which are processed through the Form. This advantage will be reflected on a Donation Transaction's resulting receipt, and will reduce the amount of the payment which is deemed as tax-deductible.

What's Next?

Now that you've finished up on the final touches, it's time to Share Your Form!