Build a form within Lineup to help you recruit new volunteers, subject matter experts, or talent, or let them update their information. Answers to forms are automatically synced to the person's profile. This article covers how to create an application from scratch.
- Creating a new form
- Editing Contact Information, Demographic Information, or Professional Information
- Adding questions
- Customizing the text of the introduction and confirmation pages
- Setting a deadline
- Sharing your Lineup Form
- Customizing the invitation and confirmation emails
Creating a new form
To create a new form, click "Admin" in the top menu bar and navigate to "Lineup Forms" (/admin/forms).
Click the "+ New Form" button in the top-right.
Give the form a name, click create, and you're all set!
Note: People who receive the application will see this name, so make sure to choose something that makes sense to your audience.
Editing Contact Information, Demographic Information, or Professional Information
Contact Information (phone number and mailing address), Demographic Information (gender and race/ethnicity), and Professional Information (job title, company, LinkedIn address, and resume upload) are all system fields available to any form.
You can, however, hide them per form by clicking the pencil icon. A sidebar will open (Contact Information pictured above) listing all the associated fields. Unchecking each box will hide the item on the form. You can also toggle which fields should be required.
Click save once you've determined which fields to show, hide, or make required.
Questions will make up the bulk of your application.
To add a new question, start by clicking the "ADD NEW QUESTION" button. A selection of all of your custom person fields will open up. Every question that you add to a form will be mapped back to a custom person field. If you would like to ask something new, then you must first add a new custom person field.
Once you have selected a custom field, a sidebar will open. Here, you can customize how the question appears on the form, determine whether it should be required on that form, and whether to show the current value (if there is one) for the applicant.
Once you're all set, click "Save" in the top-right.
- Clicking the pencil will let you edit the question.
- Clicking the trash icon will remove the question from this form (but will not delete the custom field).
- Clicking the six dots on the left side will let you reorder your questions by dragging and dropping.
- Note: Only questions may be reordered at this time, not the Contact Information, Demographic Information, or Professional Information.
Customizing the text of the introduction and confirmation pages
You can customize the text of the introduction and confirmation pages.
Introduction pages appear before the actual application form. Confirmation pages are shown once someone has submitted an application.
To add intro text when you do not have one, click the button "ADD INTRO TEXT". To edit current introduction and confirmation text, click on the pencil.
If you want to remove an introduction text, click the trash can icon. You must always have a confirmation page, however!
Setting a deadline
You can set a deadline (or remove it) from the Sharing tab of the application. The form will close at the end of the date set beside deadline.
The application will remain "Open" as long as this deadline date is either today or in the future. If you would like to close the form, either set the deadline date to the past, or click "Close Form Now," which will do this for you.
Sharing your Lineup Form
If you'd like to share your Lineup Form using a generic link (i.e. a link you can stick on your website or share via social media), we've got you covered! Navigate to the "Sharing" tab of your form. There, you'll see a "Share Lineup Form" section, including the link.
This link will open a publicly accessible page for this form. The applicant must provide their email address, so we can verify their identity. You can customize the text on this page by clicking the "Add Instructions" button.
Customizing the invitation and confirmation emails
To customize your invitation and confirmation emails, navigate to the "Email Templates" tab of the form and click the pencil in the top-right.
Clicking on the pencil icon opens a sidebar. You can customize the From name, the Reply to email, the subject line, and the contents of the invitation or confirmation. Make sure to save your changes!
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