1. www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved

2. Tips & Tricks Webinar Series Third of many Tips & Tricks Webinar Series Quarterly Many clients have asked about Tips & Tricks for their website. www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved

3. At the End of This Presentation This document will be posted on our website: www.thefuelteam.com Under Resources Feedback form and webinar follow-up questions available on this page Feedback is greatly appreciated www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved

4. www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved What We Will Discuss Benefits of Using Forms Form Capabilities Understanding Forms and Common Mistakes Client Examples Closing Remarks

5. Benefits of Using Forms Forms are primarily used to gather: Customer Information Register for an event Subscribe to a newsletter Donations or payments Surveys www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved

6. Form Capabilities The Site Manager allows you to: Create unlimited number of Forms on your site Create a variety of field types Capture and export responses Link your form to a payment gateway www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved

7. www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved Understanding Forms

8. Settings Fields Responses Deleting & Copying www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved

9. Form Settings www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved Form Name –Only displays internally, not publicly Form Page –What page this form lives on Common Mistake –Email From Address: Must include an email address in this field

10. Form Settings – Cont. www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved Notification –Your Organization Confirmation –Form Submitter CAPTCHA Common Mistake –Email Includes: Set this field to “message only” or “message and submitted data” to receive email notifications or confirmations.

11. CAPTCHA C ompletely A utomated P ublic T uring test to tell C omputers and H umans A part Pros –Stops spam Cons –Some users might find this difficult to read www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved

12. Form Fields Fields –Forms comes with five standard fields –Outside of this is a custom field –Not able to delete standard field Common Mistake –Use Field For: These fields need to be used for this data type www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved

13. Form Fields – Cont. Display in Main Responses View Use Field For www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved

14. Form Responses Common Mistake Exporting: –Main Responses View: Only exports fields with “Display in Main Response.” Locate in the field settings. www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved - Custom Sort: Exports all or specified fields - Custom Sort is best for exporting

15. Deleting and Copying Forms Deleting –Removes the entire form. Once a form is deleted it is gone for good. Copying –Makes a copy of the Form Settings but does not copy the responses Advance Donations –Cannot Delete or Copy because it links to your payment gateway. Only form that works with your payment gateway. www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved

16. Dazzle Jazz: Event Registration Client Examples Harmony Foundation: Contact Us www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved

17. Seniors’ Resource Center: Donations Client Examples Partnership for Families: Survey www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved

18. Find This Presentation or ask Questions www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved www.thefuelteam.com Under Resources

19. Now Available Through TFT www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved

20. www.TheFuelTeam.com © 2009 The Fuel Team LLC. All Rights Reserved Thank you!