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Software for Nonprofits | Hibox for Nonprofits Software for Nonprofits | Hibox for Nonprofits
  • Products
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Hibox for Nonprofits

14
  • Program Management
    • Programs Management
      • Approving or Rejecting Program Registrations
      • Add Expenses to a Program
      • Setting Up a New Program
      • Setting Organizational Program Goals
      • Define Outcome Measures for Your Programs
    • Client Mgmt
      • Adding Clients Manually
    • Form Builder
      • Create a Form
  • User Management
    • User Management
      • Change Another User’s Password
      • Change a User’s Role, Department or Job Type
      • Activate / Deactivate Users
      • Edit User Information
    • Single Invitation
      • Inviting Multiple Users (Same User Types)
      • Add an Individual User
    • File Upload
      • Inviting Multiple Users (Multiple User Types)

Hibox Business Chat

77
  • Hibox - Files and Uploads
    • Uploading Files
    • Managing Subfolders
    • Moving / Copying Files
    • Personal File Folder
    • How to Search & Filter Files
    • How to Delete Files
  • Hibox - Chat and Streams
    • How to Start a Chat
    • Stream / Channels Privacy
    • How to Create Streams
    • Can I Delete the Public Stream?
    • How to Add and Remove Users from Streams
    • How to Designate Users as Stream Admins
    • How to Mention and Quote
    • How to Search for Messages
    • How to Add GIFs to your Messages
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    • How to Turn Off Stream Notifications
    • How to Close or Archive Streams
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Hibox Scheduler

24
  • Hibox Scheduler - Event Types
    • Add a Message for guests after a Meeting is Scheduled
    • How Can Someone Book a Meeting with Me?
    • Create a New Event
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    • Setting up a Phone Meeting
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  • Hibox Scheduler - Bookings
    • Booking
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  • Hibox Scheduler - Availability
    • Set up your Availability
    • Choosing the Correct Time Zone
  • Hibox Scheduler - Integrations
    • Integrating with a Calendar
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    • Profile Settings
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Hibox Business CRM

10
  • Hibox CRM - Account
    • Hibox CRM Sign-up Process
  • Hibox CRM - Leads
    • Visualize All Deals
    • Creating a Person
    • Creating an Organization
    • Lead Groups
    • Lead Capture Form
  • Hibox CRM - Deals
    • Pipeline View
    • Editing a pipeline
    • Create a Deal
    • Pipelines
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  • Hibox for Nonprofits
  • Program Management
  • Form Builder
  • Create a Form

Create a Form

Didier M

40 min read

Create a Form*

Create a Form* #

1. On the left-side menu, click "Program"

On the left-side menu, click "Program"

2. Navigate to "Form Builder"

Navigate to "Form Builder"

3. Type a "Form Title *"

Type a "Form Title *"

4. Write a "Description"

Write a "Description"

5. Select the "Form Type *"

Select the "Form Type *"

6. Assign the form to a "Program"

Assign the form to a "Program"

7. Assign a "Session" to the form

Assign a "Session" to the form

8. Click "Career Exploration Fair"

Click "Career Exploration Fair"

9. Is applicable, assign the form to an "Event"

Is applicable, assign the form to an "Event"

10. Chose 1 of the 4 "Form Designs"

Chose 1 of the 4 "Form Designs"

11. Upload an Image by clicking on "Choose File"

Upload an Image by clicking on "Choose File"

12. Check the "Require Login" to require a log in to submit the form

Check the "Require Login" to require a log in to submit the form

13. Click "Allow Multiple Submissions" to allow multiple submissions

Click "Allow Multiple Submissions" to allow multiple submissions

14. Click "Opens at" to hide the form until a specific date

Click "Opens at" to hide the form until a specific date

15. Click "Closes at" to close submissions at a specific date

Click "Closes at" to close submissions at a specific date

16. Set the amount of "Maximum Submissions"

Set the amount of "Maximum Submissions"

17. Click "Create Form" to finish.

Click "Create Form" to finish.

18. You will be taken to the "Form Fields"

You will be taken to the "Form Fields"

19. On the left side sub-menu, you will find different options. Scroll down to see more options.

On the left side sub-menu, you will find different options. Scroll down to see more options.

20. Drag and drop the fields to change the order.

Drag and drop the fields to change the order.

21. When you are done adding all fields "Back to Forms"

When you are done adding all fields "Back to Forms"

22. Find the form you just created and click "View"

Find the form you just created and click "View"

23. You will find more options on the sub-menu

You will find more options on the sub-menu

24. Scroll down to see the "Public URL" click on the blue botton to copy the URL

Scroll down to see the "Public URL" click on the blue botton to copy the URL

25. You can copy the "Embed Code" if you wish to insert it via HTML on a different website.

You can copy the "Embed Code" if you wish to insert it via HTML on a different website.

26. Click "Share Form" to share the form directly from your device

Click "Share Form" to share the form directly from your device

27. Click "View Submissions" to see all form submissions.

Click "View Submissions" to see all form submissions.

28. Export all data by clicking on "Export CSV"

Export all data by clicking on "Export CSV"

29. Click "Back to Form" to return to the form menu.

Click "Back to Form" to return to the form menu.

30. Click "Delete Form" if you wish to delete the form permanently. (This cannot be undone)

Click "Delete Form" if you wish to delete the form permanently. (This cannot be undone)

Create a FormCreate a Form
Table of Contents
  • Create a Form*

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