Creating a Welcome Table Visitor Intake Form

Creating a Welcome Table Visitor Intake Form

Looking for a way to capture new visitors information?  Use an ipad, tablet, or computer and the following tutorial to capture new visitors information with your Tent App Package

Video




Step By Step

  1. Duplicate Base Form:

    • Navigate to the online forms dashboard (Online Forms or Ninja Forms).
    • Locate the base form and duplicate it for customized smart actions.

  2. Form Naming:

    • Duplicate the base form.
    • Adjust the form name to reflect its purpose (e.g., Welcome Table Check-in Form).

  3. Display Settings:

    • Access the form's display settings.
    • Rename the form to 'Welcome Table Check-in Form'.
    • Customize form fields as needed.

  4. Form Code Retrieval:

    • Copy the generated form code.

  5. Create a New Webpage:

    • Access the website's backend.
    • Add a new webpage for the Welcome Table Check-in.
    • Name the page, e.g., 'Welcome'.
    • Paste the form code into the webpage.

  6. Page Customization:

    • Adjust the page template to 'Blank Page' for a clean display.
    • Customize the page title (e.g., "We Are Glad You Are Here").
    • Edit the URL for simplicity (e.g., /welcome).

  7. Sidebar Removal:

    • Ensure the page has no sidebar for a cleaner interface.

  8. Testing:

    • Open the page in a new tab to verify the layout.
    • Ensure the form is visible and functions correctly.
    • Make adjustments as necessary.

  9. Email Redirect Action:

    • Access the form settings.
    • In the email and actions section, add a new action.
    • Choose the redirect option.
    • Set the redirect URL to the Welcome Table Check-in page (/welcome).

  10. Final Testing:

  • Test the form again to confirm the redirect functionality.
  • Ensure the form redirects to the designated page after submission.
  1. Implementation:
  • Share the Welcome Table Check-in URL for use on iPads.
  • Encourage volunteers to bookmark the page on iPad home screens.
  1. Usage Recommendations:
  • Emphasize using the form for information capture, not event check-ins.
  • Guide users on filling out the form for timely follow-ups.



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