Do-It-Yourself Forms Guide - Blackbaud
This guide offers detailed instructions on creating and managing Do-It-Yourself forms using Blackbaud's eTapestry. It covers linking BBMS accounts, setting up templates, and managing transactions. Suitable for users who need to manage forms for events and donations.
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How do I fill this out?
To fill out this form, you'll need to follow the detailed instructions provided in this guide. Make sure you have all required information and access to your Blackbaud eTapestry account. This section will walk you through the necessary steps to complete the form accurately.
How to fill out the Do-It-Yourself Forms Guide - Blackbaud?
1
Open the guide to locate the specific section related to your form.
2
Follow the instructions for setting up user-defined fields and templates.
3
Link your BBMS account to your eTapestry database.
4
Create and customize your DIY forms.
5
Save and publish your forms, then test and manage them as needed.
Who needs the Do-It-Yourself Forms Guide - Blackbaud?
1
Non-profit organizations needing to manage event registrations and donations.
2
Fundraising teams looking to streamline form creation and data collection.
3
Administrators responsible for reconciling transactions and running reports.
4
Users who need to link their BBMS account to the eTapestry database.
5
Anyone looking to customize and manage online forms for various campaigns.
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Make the necessary changes to the selected text or field.
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Add new fields or annotations if required.
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What are the instructions for submitting this form?
To submit this form, follow the detailed instructions provided in the guide. Ensure you have completed all required fields accurately. If submitting online, use the provided submission portal or email the form to the designated address. For physical submissions, send the completed form to the provided mailing address. Always keep a copy of the submitted form for your records.
What are the important dates for this form in 2024 and 2025?
Important dates for this form may vary based on your organization's events and campaign timelines. Regularly review and update the form to align with your current activities and ensure accuracy.
What is the purpose of this form?
The purpose of this form guide is to help users create, customize, and manage Do-It-Yourself forms using Blackbaud's eTapestry platform. This guide provides detailed instructions on linking BBMS accounts, setting up user-defined fields, and creating various types of forms, such as event registrations and donation forms. By following this guide, users can streamline their form management processes, ensuring efficient data collection and transaction reconciliation.
Tell me about this form and its components and fields line-by-line.
- 1. User-Defined Fields: Fields that allow users to collect specific data relevant to their organization.
- 2. Confirmation Email Template: Template used to send confirmation emails to users upon form submission.
- 3. Funds, Campaigns, and Approaches: Sections to categorize and manage different fundraising activities.
- 4. Event Registration Page: Page where users can register for events organized by the organization.
- 5. Advanced Security: Options for enhancing the security of your forms.
- 6. Hidden Fields: Fields that are not visible to the user but are used for internal data collection.
- 7. Form Configuration Settings: Settings to customize the behavior and appearance of the form.
- 8. Form Design: Tools to customize the look and feel of the form.
- 9. Save and Publish: Options to save the form and make it available for use.
- 10. Embed Forms: Tools to embed the form on your website or other platforms.
- 11. Manage Forms: Options to manage, edit, and monitor the performance of your forms.
What happens if I fail to submit this form?
Failure to submit this form can result in delays or errors in data collection and transaction processing. It's important to ensure all required fields are completed and the form is submitted correctly.
- Data Collection: Incomplete forms may result in missing or incorrect data.
- Transaction Processing: Failure to submit can impact donation or registration processing.
- Event Management: Unsubmitted forms can disrupt event planning and management.
- Reporting Accuracy: Inaccurate or missing data can affect reporting and analysis.
How do I know when to use this form?
- 1. Event Registrations: Set up and manage forms for event registration purposes.
- 2. Donation Forms: Create and customize forms to collect donations efficiently.
- 3. Fundraising Campaigns: Manage forms related to various fundraising campaigns.
- 4. Transaction Reconciliation: Ensure accurate data collection for transaction reconciliation.
- 5. Data Collection: Collect specific data relevant to your organization's needs.
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