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Create a Form

Set up an online form to get to know your congregants better.

  • You must be a Growth Method administrator or an Online Form Admin or Worker to do this.
Create forms to help understand your congregants and their interests. For example, create a "Volunteer Opportunities" form that your congregants can complete and submit to express which volunteer opportunities they're interested in. This can help you better connect with your congregants.
  1. Click Online Forms > Forms.
  2. Click New Form.
  3. Enter the form details. This includes:
    • Form Name:Enter the name of the form. People filling out the form are not able to see this.
    • Do not stop process if there are discrepancies: Select this check box if you don't want to stop processing the form if Growth Method finds discrepancies.

      Note: If there is no matching person detected in Growth Method, a new person is created in the ChMS. Also, no discrepancies are noted if the address can't be verified automatically.
    • Make this template "export only": Select this check box if you don't want to import results of this form directly into your ChMS.
    • Campus: Select the campus you want to apply the form to from the drop-down list.
    • New Adult Status: Select the status for new adults who fill out this form from the drop-down list. This status reflects in your ChMS.
    • New Child Status: Select the status for new children who fill out this form (or whose parents/guardians fill out this form) from the drop-down list. This status reflects in your ChMS.
    • Form Styling Theme: Select the theme you want to apply to this form from the drop-down list.
    • This form is available to be filled out: Clear this check box to temporarily turn off access to this form.
    • After a person submits a form...: Decide what happens after someone completes this form.
      • Click Redirect them to... and enter the URL to the page in the field provided to send them to a specific page on your church's website.
      • Click Show this message... and enter your message in the message box provided to show them a message that says they completed the form or what to do next.
  4. Click Save.
  5. Drag and drop Form Fields on to your form. Form fields include:
    • Name
    • Address
    • Date of birth
    • Home phone
    • Work phone
    • Mobile phone
    • Email address
    • Gender
    • Marital status
    • School
    • Prayer/Notes
    • Multiple choice
    Tip: You can change certain field elements when you add or edit them in the form. Editable field elements vary based on the field, but generally you can change the Field Label, use the Person drop-down to select which person the field applies to, and click the This field is required check box to require people to fill out those form fields.
    Note: Name and email address for the primary person is automatically set to be required.
  6. Optional: To add section breaks, paragraph text, and heading text to your form, click the Styling heading and drag and drop these elements into your form.
    The Styling section is highlighted, showing available style options to use on the form.
  7. Click Save.