Build Your Own Forms and Surveys

You can now build forms and surveys right in Realm. Give a form a title, image, and description, then add questions such as short text, multiple choice, yes/no, and date. Group questions into sections, and add follow-up questions that appear only when someone picks a certain answer. See Forms.

• Bring sign-up sheets, waivers, and feedback surveys out of outside form tools, so your responses stay with the rest of your church's information.

• Preview a form the way your congregation will see it, and catch a typo or a missing answer choice before anyone else does.

• Set an end date so a form closes on its own, and copy a form to reuse it next year.

Administrators can build forms by default. To let other staff build and manage forms, give them the Manage Forms permission.

Share a Form and Collect Responses

When a form is ready, publish it and share it with a link or a QR code. Paste the link into an email, a text, or your website, or print the QR code for a bulletin or a lobby sign. See Publish and Share a Form.

• Guests can fill out a form without signing in. When you need to know who responded, turn on Require a Login.

• See how many responses each form has in the Forms list, and download them in a spreadsheet when you're ready to follow up. See Download Form Responses.

Send Follow-Up Forms with Event Registrations

You can also attach a published custom form to a registration event, and it's sent with the registration confirmation email. Use a follow-up form for details you need before the event but not at registration, such as a medical release, photo consent, or a packing list. On the event, the Custom Questions tab is now called Questions and Forms. See Attach a Follow-up Form to a Registration Event.

• Keep registration short. Ask only what you need to register, and collect the rest afterward.

• Choose whether the person who registered fills out the form for everyone they registered, or each registrant gets their own.

• See at a glance who still owes a form. The registration shows a Missing Information alert until every registrant has completed it, and staff can fill out a form for someone who calls in or turns in a paper copy.

• See how many people have responded on the event, and download only that event's responses.

Related Release Notes

• Giving