Creating & Managing Forms

Creating & Managing Forms

Overview



Forms are a great way to interact with your contacts (i.e. families) while providing an efficient, digitized way for them to send you the information you need. Forms can include surveys, field trip permission slips, parent/teacher conference information, feedback forms, and more! Our forms integration allows users to upload documents, images (e.g. drivers licenses, medical permissions) and dozens of other file types. We are continuously adding and improving our forms to meet the needs of our clients. If you are in need of one of the forms mentioned in this article, or would like a form created that doesn't already exist, you have two options available, both of which are detailed in the sections below.

Form Examples

Let's begin with some examples of forms that many ReachWell organizations and schools are using today. Click the below links to see the end user experience with forms:
  1. Safety or Threat Report
  2. Field Trip Form
  3. Volunteer Form
  4. Mini-Survey
  5. Parent School Compact
  6. Refer a Friend Form
  7. Share Community News
  8. Attendance Form
  9. School Store Form

Creating New Forms

Regardless of which method of form creation you choose, the first step will be ensuring you have the forms feature activated in your ReachWell Dashboard. This can be done by navigating to App Setup > Schools/Orgs and locating the appropriate school. Then, select the Update option under Resources and make sure Forms & Surveys is toggled on. Before saving, please use the trash icons to the right of any forms you are not ready to use to remove them so they do not show in your ReachWell app!


Please note: The default forms you see in your Resources > Forms & Surveys section (shown above) are not the ones that will be used by your organization. As forms are created, you will replace the URLs (i.e. hyperlinks) so they are customized forms specific to your organization.

Option 1: ReachWell can create forms for you

If you would like the ReachWell team to create a new form for you, please send us an email at support@reachwellapp.com requesting the form(s) you would like us to create. If you would like us to create a new form that we do not have a template for, please send us a printable version (e.g. Word, PDF) of the form and we will convert it into a digital form. Be sure to include how you would like to collect form responses.  Once we have created the form, we will send you an update and you will:
  1. Navigate to your ReachWell Dashboard.
  2. Select App Setup > Schools/Orgs.
  3. Click the pencil icon under the Action column.
  4. Scroll down to the Notes section to find the three things:
    1. View the Form: Copy this form URL for the next step. You can also review the form by pasting this URL in your web browser to see how it looks to your contacts.
    2. Edit the Form: This is how you can edit the form later on if needed.  
    3. View Form Results: This will show the form results received from your contacts.
  5. Once you've copied the View the Form URL, navigate to your App Setup > Schools/Orgs > and select the Resources option for your school.
  6. Scroll down to Forms & Surveys and select Edit.
  7. If you've not done so already, select the icon you would like to display in the ReachWell app for the form and then Save.
  8. Enter the URL you copied and the Title of the form in the first form line at the top.
  9. Then, if there are any of the standard ReachWell Forms & Surveys you do not want in your ReachWell t app, please use the trash icon to the right of those forms to remove them. If you do want to use any of the standard forms, please email support@reachwellapp.com so we can personalize the form URLs for your school. You can review what these forms look like by clicking on the hyperlinks HERE.

Option 2: Create your own forms

If you prefer to create your own forms, you can use whichever form tool you prefer (e.g. Google Forms, Survey Monkey, SignUpGenius, JotForm, etc.). Our team can also provide you with a copy of our form template(s) to modify for your organization. Email support@reachwellapp.com to utilize our preexisting form templates. Once you've created the form, update the form URL (i.e. hyperlink) in your App Setup > Schools/Orgs > Resources > Forms & Surveys section.

Collecting Form Responses

Responses can be collected in multiple ways. When sending us an email at support@reachwellapp.com to request a form for your school, be sure to specify how you would like to collect form responses. Here are some of the form response options:
  1. Emailed responses (with or without a PDF attachments) sent to the person you designate from your organization
  2. Google Sheet row entry per every response submission
  3. PDF doc uploaded to a secured Google Drive folder for review and download
  4. Texted response notifications
Using feedback forms to collect your community’s feedback within ReachWell is a great way to learn what your organization is doing well and where there may be opportunities for improvement. Reach out to us at support@reachwellapp.com for details!

Collaborating on Forms

If ReachWell created your existing forms for you, and you don't want to use us as the intermediary to get them updated, you can modify the forms yourself! Once this is set up, you will be able to edit the content of your organization's forms, and change who gets notified when a family completes a form. To activate this feature, please:

  1. Send an email to support@reachwellapp.com to request collaboration on forms.
  2. Once we confirm that you have a collaboration link, you can visit your ReachWell Dashboard > App Setup > Schools/Orgs page. From there, locate the intended school and click the pencil icon under the Action column. 
  3. Scroll down to the Notes section to copy the link for the forms we are collaborating on.
  4. Open a new browser tab and paste the link in the address bar to open the form for modification purposes.
  5. Select the BUILD tab from the orange bar at the top. Your form will open allowing you to make various edits as needed.  
  6. Once your edits are complete, share the link via your organization's website, email, or other communication methods.
For detailed instructions on forms collaboration, please visit THIS article.

Receiving Payments through Forms

ReachWell integrates with the following payment systems for forms:

PayPal
Payments
Standard
PayPal
PayPal Payments Pro
Checkout
Express
Checkout 
Stripe
Stripe ACH
Authorize.Net
eCheck.Net
Braintree
Square
2Checkout
ClickBank
WorldPay UK
WorldPay US
Onebip
Purchase Order Tool
PayJunction
BluePay
eWay
WePay
First Data
BlueSnap
CardConnect
PagSeguro
FirstData
Chargify
Paymentwall
PayU
Paysafe
Moneris
Sofort
Skril
GoCardless

For additional questions, please reach out to support@reachwellapp.com. We are happy to help!
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