Inserting custom forms

Wild Apricot includes online forms for all key functions in member-based organizations such as online member application, member profile update, event registration, and donations. If you want to add a form to perform a different function, such as collecting input or feedback, you can insert a custom form using code provided by third-party sites such as Google, Wufoo, or SurveyMonkey.

Information collected through third-party sites will not be stored in your Wild Apricot database.

You can insert code to display a custom form into a custom HTML gadget or content gadget on a page or page template. For more information on inserting custom code, see Inserting and modifying HTML or JavaScript.

Instructions for third-party services like these are provided as a courtesy and may contain out of date information or screen clips. For the latest instructions, consult the third party's website.

Adding a Google form

You can add a Google form to your Wild Apricot site to help you gather information from your members.

A Google form can be connected to a Google spreadsheet where the responses will be stored. Otherwise, the responses will be displayed within the Responses menu within the form file. For more information on Google forms, see https://support.google.com/drive/answer/87809?hl=en&ref_topic=1360904.

You can create a Google form from your Google Drive or from an existing Google spreadsheet.

Creating a Google form from Google Drive

To create a Google form within Google Drive, follow these steps:

1. Click the Create button, then select Form.
   
2. Within the form template that appears, add the questions you'd like to include on the form. You can also provide a title and description for your form. (For instructions on adding and editing questions, see https://support.google.com/drive/answer/2839737?hl=en&ref_topic=1360904.)
3. When you are finished designing your form, click Done.

Creating a Google form from a Google spreadsheet

You can create a Google form from within a Google spreadsheet, and use the spreadsheet to store the responses.

1. While modifying a spreadsheet, click the Insert menu and select Form.
   
2. Within the form template that appears, add the questions you'd like to include on the form. You can also provide a title and description for your form. (For instructions on adding and editing questions, see https://support.google.com/drive/answer/2839737?hl=en&ref_topic=1360904.)
3. When you are finished designing your form, click Done.

A Form Responses tab will now be added to your spreadsheet.

Integrating a Google form into your Wild Apricot site

To embed a Google form into a Wild Apricot site, follow these steps:

1. Towards the bottom of your Google form file, click Send form.
2. On the screen that appears, click Embed.
3. On the next screen, copy the code to embed the Google form.
4. In your Wild Apricot account, go to the Website module and click the Sites pages option.
5. Begin editing the site page or page template where you want the form to appear.
6. Click the Gadgets icon to display the list of available gadgets.
7. Drag the custom HTML gadget from the Gadget list, and drop it on the desired location. When a layout cell or placeholder is empty, a Drop gadget or layout here prompt will be displayed. When you drag a gadget over an empty layout cell or placeholder, it turns green, indicating that you can drop the gadget there. When you drag a gadget above or below a layout, a prompt will appear indicating that you can drop the gadget before or after the layout.
8. After you have inserted the gadget, hover over it and click the Settings icon.
9. Within the gadget settings on the left, click the Edit code button.
   
10. In the dialog that appears, paste the embed code for the form then click the Save button.
    
11. Click the Save button to save your changes.

The form should now appear on your site page.

Instead of creating a custom HTML gadget to execute the code, you can use the Snippet feature to embed the form code within a content gadget. For more information on using the Snippet feature, see Inserting and modifying HTML or JavaScript.

Viewing responses

If you created the form from within a spreadsheet, the responses to your form will be stored on the Form Responses tab within your spreadsheet.

If you created the form from Google Drive, rather than within a spreadsheet, the responses to the form will appear on a Summary of responses screen...

...that you can view by clicking the Summary of responses option from the Responses menu.

Adding a Wufoo form

You can create a free Wufoo form for online surveys, contact forms, order forms, and other online forms.

All data collected through Wufoo form is stored in your Wufoo account and not in your Wild Apricot account. To review this data, log in into your Wufoo account. For more details, see the Wufoo help section at http://wufoo.com/docs.

To insert a Wufoo form on a Wild Apricot page, follow these steps:

1. Go to http://wufoo.com, register, and start a free Wufoo account.
2. Click Forms to go to the Form Manager screen.
3. Click the New Form button to create a new form.
4. Design your form by adding and customizing fields. When you are finished designing your form, click the Save Form button.
5. From the Form Manager screen, hover over the name of your form, then click the Code button.
6. Along the left side of the code screen, click Embed Form Code.
7. Click within the iframe Version box then copy and paste the selected code.
8. In your Wild Apricot account, go to the Website module and click the Sites pages option.
9. Begin editing the site page or page template where you want the form to appear.
10. Click the Gadgets icon to display the list of available gadgets.
11. Drag the custom HTML gadget you want to insert from the Gadget list, and drop it on the desired location. When a layout cell or placeholder is empty, a Drop gadget or layout here prompt will be displayed. When you drag a gadget over an empty layout cell or placeholder, it turns green, indicating that you can drop the gadget there. When you drag a gadget above or below a layout, a prompt will appear indicating that you can drop the gadget before or after the layout.
12. After you have inserted the gadget, hover over it and click the Settings icon.
13. Within the gadget settings on the left, click the Edit code button.
    
14. In the dialog that appears, paste the embed code for the form then click the Save button.
    
15. Click the Save button to save your changes.

The form should now appear on your site page.

Instead of creating a custom HTML gadget to execute the code, you can use the Snippet feature to embed the form code within a content gadget. For more information on using the Snippet feature, see Inserting and modifying HTML or JavaScript.

Adding a SurveyMonkey survey

You can now create surveys within Wild Apricot and stores the results in your Wild Apricot database. For details, click here.

You can create a free SurveyMonkey survey to gather input or feedback from your members. The survey results can be displayed graphically or downloaded into a spreadsheet.

Your survey results will be stored in your SurveyMonkey account and not in your Wild Apricot database.

You can add a link to the survey to a page on your Wild Apricot site, or you can embed the survey itself on a Wild Apricot site page.

To add a link to a SurveyMonkey to a page on your Wild Apricot site, follow these steps:

1. Sign up for a free account at www.surveymonkey.com.
2. Click the Create Survey button to create a new survey. 
3. Follow the instructions to design your survey. 
4. When you are finished designing your survey, click the Collect Responses tab then click the Get Web Link option.
   
5. Copy the web link that appears.
6. Insert the copied web link as a link in a content gadget on your Wild Apricot page. For more information, see Inserting links.

To embed a SurveyMonkey survey in a page on your Wild Apricot site, follow these steps:

1. Sign up for a free account at www.surveymonkey.com.
2. Click the Create Survey button to create a new survey. 
3. Follow the instructions to design your survey. 
4. When you are finished designing your survey, click the Collect Responses tab then click the Embed on Website option.
   
5. When you are asked to choose the collector type, pick the Embedded survey option.
   
6. Adjust the height and width of the embedded survey then click Review options.
7. Review and adjust your survey options then click Install Code.
8. Copy the installation code that appears.
   
9. In your Wild Apricot account, go to the Website module and click the Sites pages option.
10. Begin editing the site page or page template where you want the survey to appear.
11. Click the Gadgets icon to display the list of available gadgets.
12. Drag the custom HTML gadget you want to insert from the Gadget list, and drop it on the desired location. When a layout cell or placeholder is empty, a Drop gadget or layout here prompt will be displayed. When you drag a gadget over an empty layout cell or placeholder, it turns green, indicating that you can drop the gadget there. When you drag a gadget above or below a layout, a prompt will appear indicating that you can drop the gadget before or after the layout.
13. After you have inserted the gadget, hover over it and click the Settings icon.
14. Within the gadget settings on the left, click the Edit code button.
    
15. In the dialog that appears, paste the embed code for the survey then click the Save button.
    
16. Click the Save button to save your changes.

The survey should now appear on your site page.

Instead of creating a custom HTML gadget to execute the code, you can use the Snippet feature to embed the survey code within a content gadget. For more information on using the Snippet feature, see Inserting and modifying HTML or JavaScript.