In-kind Web Forms

In Kind: a type of charitable donation that references either a good, service, or expertise (Ex. computers, furniture, finances, administrative support, meeting space, business advice, etc.)  

Since there is no money collection for In-kind gifts, you can collect the information by using a Contact Web Form.

Accessing Web Forms

Creating a Form

• Select Form Type
• Select Format Type
• Select Template
• Basic Form Information
• Logo and Header Images
• Form Header Title and Text
• Form Fields
• Form Footer Fields and Text
• Form Font and Color Settings
• Confirmation Page
• Confirmation Email

Accessing Web Forms

1. Click on the Web Forms tab in your main navigation on the left hand side.

2. It will prompt you to log into Eleo Web Forms. Use the same username and password as you do for Eleo.

Creating a Form

3. Once you are in the Web Forms page, select Create.

Select Form Type

4. Choose the type of form you would like to create. In this case, you will select Contact.

Select Format Type

5. Then choose the Format Type you would like.

• Standalone Page - link to open the form in a new tab/window.
• Embedded - The form will be embedded directly on your website, allowing visitors to complete it without leaving your site. We include a warning as we cannot guarantee compatibility with all websites, but most clients integrate our forms without any issues.

Select Template

6. Select the template you would like to use for your form.

Example:

Basic Form Information

7. Fill out the following:

• Enter a form name

• Status :

  Active – Live and ready to be used.

  Not Active – Form is unavailable and cannot be completed (e.g., disabled or unpublished).

  Pending – Form is in progress and not yet ready to go live.

  Closed – Form was previously active but is now unavailable because the timeframe has ended.

• Start Date – The date when the form begins accepting submissions.

• End Date (optional) – The date when the form will stop accepting submissions, if applicable. Then press Next.

Logo and Header Images

8. You will navigate through the sections on the left-hand side while viewing a preview on the right-hand side.

   You can add or remove a logo and header image, as well as adjust the logo's height and position.

   When you're done, click Next to proceed to the next step.

Form Header Title and Text

9. Next, add a Header Title and optional header text. When you're finished, click Next to continue.

Form Fields

10. You will now see the standard fields for the form type you selected. If needed, you can add additional fields by clicking the Add button on the right-hand side.

Clicking Add will display the following options:

Select the type of field you’d like to add. For existing Eleo fields, the type must match the standard field's type. For custom fields, choose the option that best fits your needs. Then press Next.

This page may look slightly different depending on the type of field you choose, but the general process remains the same. For this example, I’ve selected a Text box.

You’ll always need to provide a Field Label, which is the name of the field on the form. If you want this field to be linked to an Eleo field, make sure to choose the Field Mapping and map it to the corresponding field.

You can also decide whether the field is Required or not, and choose whether the field name displays above or inside the field box. If needed, you can add a description to clarify any details about the field. You can choose to display this description directly on the form or as a hover help item.

When you're finished, click Save.

Repeat the process for any other fields you need.

You can also use the green action icons on the right:

• Edit – Modify any field on the form.
• Remove – Delete a field you no longer need.
• Up/Down Arrows – Reorder fields by moving them up or down.

Form Footer Fields and Text

11. When you're finished with the fields, click Form Footer Fields and Text on the left to continue.

12. Enter a Footer Title and Footer Text (optional) to display at the bottom of the form. When you are done, press Next.

Form Font and Color Settings

13. Customize the form's font and colors, with a preview displayed on the right-hand side. When you are done, press Next.

Confirmation Page

14. Select your Confirmation Page options. This page will appear once the form is submitted.
    • You can choose to display the form's header and footer on the confirmation page.
    • Add your own custom message.
    • Include form fields that will populate with the submitted information.

When you're finished, click Next to continue.

Confirmation Email

15. Lastly, set up your confirmation email (optional).

• Choose to have the email sent upon form submission by checking the box (recommended).
• Customize the "From" email address to make it easier to identify.
• Add a subject line for the email.
• Optionally, copy the email to up to three recipients (yourself and two other staff members).
• Write the body of your email and include form fields (selected from the right-hand side).

When you're finished, click Create Form to complete the setup.