What are forms in Lennd?

Forms are used to collect information about your contacts (groups and people). Forms ask questions that will be answered by the contact who fills out the form.

Forms can be configured to collect information for people (individuals) or groups. You can choose either type and create as many forms as needed.

Example - Group vs People Form

  • Example A: A daily health check form is intended to collect information for each person who is working the event. This is best suited as a people form.

  • Example B: An inventory request form is intended to collect supply requests for each team onsite. This is best suited as a group form, because the information collected applies to the group and not a specific person.

Forms can be distributed by sharing a link, assigning to a group portal, and other methods. Form submissions can be approved, rejected, or edited, in addition to item requests submitted within the form.


Accessing Forms

  1. Sign into Lennd and access your event. (As described in Set Up Your Event.)

  2. Click "Forms" from the left-hand navigation panel on the dashboard.

  3. Forms are displayed (open forms with results first, then open forms, then closed forms). You can search for a specific form or view just open/closed forms. You can also change the display order by clicking the "Sort By" arrow below the Create Form button.

  4. Click "Create Form" and go through the Form Wizard steps to build your form.

Form Types

The Form Wizard offers 4 ways to create a new form, based on the type of form:

  • Applications

    • Create & share application forms for possible participants in your event.

  • Passes & Credentials

    • Collect requests for credentials, parking, or miscellaneous access passes.

  • Meals & Catering

    • Collect requests for meals, food vouchers, etc.

  • Assets & Equipment

    • Collect requests for Golf Carts, Radios, Heavy Equipment, etc.

Each of these forms can be customized after the initial setup process.


Initial Setup - Applications

Below are the steps to set up an Application form.

Step 1: set the form to collect information of behalf of groups or people.

Step 2: determine which type of group/person will be created via this form. You will need to create different forms for different types.

Step 3: Add fields from your CRM that will become form questions. The fields that are available will be either group or people fields, depending on the type of form.

You can select fields here or click "Next" and add the fields directly to the form.

Step 4: Enter a name and due date (optional) for your form. This can be changed later.

Click Create Form.


Post-Setup: Editing forms

Forms can be edited by hovering over the form in the list and clicking "Edit."

This will take you to the "Build" section of the form.

On the form, you can change the following items:

Cover Image: this is set in Event Details. You can click to change it for this form.

Form Title: the name you set for the form (Internal Form Title) is copied to the form name. You can change the form name here by clicking and editing the field.

This will not change the internal form title. That can be done by accessing Form Settings.

Form Description: Enter a sub-title or brief description for your form.

  • Pro Tip: use a Heading block if you want to enter a lengthier description and use text formatting options.

Fields: Fields can be added to the form by drag and dropping them from the left-hand sidebar.

There are three types of fields:

  • Custom Fields

    • These can be added to a form. The data collected in these fields will not be tied to the group or person who submits the form. It will only be available when viewing the form submission and in the form results.

  • Group Fields

    • Fields that will be associated with the group submitting the form.

  • People Fields

    • Fields that will be associated with the person submitting the form.

To access Group and People fields, click on the options below "Related Fields". You can also create new related fields here.

Learn more: Managing Group and People Fields

Fields can be removed from the form by clicking the three-dot icon on the top of each field. This will open a menu with various options.

  • Mark as required - this will make the field mandatory to fill out before submitting the form

  • Mark field read-only - this will show the field on the form but not permit edits. This is useful if you want to submit a form with group information pre-populated.

  • Edit - this will open the field settings.

Learn more: Field Types and Formatting

  • Remove - this will remove the field from the form. It will not delete any data previously collected.

People Blocks

People blocks allow you to create a group of fields related to individuals that would be associated with the group.

IMPORTANT: adding a people block to your form will let users create new people in their group. If these people are already in the CRM, this will create a duplicate record for those people.

People blocks are recommended for intake/application forms, but for passes/assets/catering request forms, you'll want to create a person form and link the submitting person fields. That way people who are already in your CRM won't be duplicated.

Item Blocks

Item blocks can be used to collect requests for passes, assets, or catering. You can use ones previously created for portals or other forms, or create new ones. This is a great way to customize what items can be requested via which forms.

Heading: A heading is composed of a title field and a text block. You can add more than one heading to your form.

Image: Add images to your form.

Divider: Use dividers to create section breaks and increase your form's readability.


Form Settings

Form settings can be accessed by clicking "Settings" when editing a form, or when hovering over a form in the summary view and clicking "Options - Basic Settings"

There are four options under settings:

  • Basic

  • Communication

  • Approvers

  • Advanced

Basic:

Form Title: the public-facing name of the form. This will appear in portals and on the form site.

Internal Form Title: the name that shows in Lennd for the form.

Close Date: the date when you want the form to stop accepting submissions.

Enable Reminders: send reminders to contacts that have this form assigned, and have not filled it out, in the week leading up to the form due date.

Accepting Submissions: form open/close status. Toggle the status if you want to change it from open to closed.

Allow requestors to edit info after submitting: this will let contacts reopen the form and edit it after it has been submitted. You may want to use this

Allow users to save and submit later: this will let users save a draft, which can be accessed later to submit.

Require login to fill out form: this will require everyone who fills out the form to set a password and use it to access the form again. Note that all forms require an email

Only allow one submission on portals: limits users from submitting one than one form result from within a portal.

Communication:

Confirmation Page Message: enter a message that people will set once the form has successfully submitted.

Send Confirmation Email: choose to send a confirmation email and customize the message. This email will have a link for the submitter to view their form results.

Approvers:

Give people the ability to approve or deny form results here.

IMPORTANT: approving forms does not include approving orders within the form for assets, passes, and catering - the Lennd user must also have those privileges within those modules.

Advanced:

Set person type: this will set the person type for people that are created from this form.

Set group type: this will set the group type for groups that is created from this form.

Add submitting person as a member of the group?
Add submitting person as group's primary contact?


Sharing forms

Forms can be shared via a direct link or assigned to groups via portals.

You can assign to all groups in a group type or pick individual groups. You can also set custom due dates for a group or group type to complete the form by.


Results

The results page displays a form dasbhoard table showing your fields (questions) and answers (data) for each form submission.

You can view results by status by clicking the tabs below the search box.

You can also apply filters, sort by, and create views in the form dashboard.

Learn more: Dashboards & Views

Finally, under options, you can choose to export form results as a .csv or .xlsx file.

You can also create a JSON or XML feed by clicking the feed button to the left of "Options".

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