Getting Started

Send forms and collect responses from your community with Sunergo Forms. The following guide will get you started building your first form.

1. Add a Form #

To add a form, click the Create Form button and choose a name for your form. Optionally, a form category and description can be added to your form.

2. Add Content to Your Form #

Once a form has been created, it’s time to add content.

Content Types #

• Questions – Used to retrieve information from the responder
• Action – Similar to questions but have the ability to run actions. Learn more about actions
• Presentation – Organize your content and guide users through your form with read-only text

Learn more about adding content to forms

3. Adjust Form Settings #

Forms are very customizable and let you configure

• Category
• Link handle
• Availability
• Restrictions
• Response emailing
• Attached donation designation funds

Learn more about form settings

4. Adjust Branding #

The following can be changed to customize the appearance of your forms:

• Font
• Accent colour
• Logo image

To change these customizations, click on the Branding tab on the left sidebar. Branding settings apply to all your forms.

Learn more about form branding

5. Send Out Form #

Once your form is complete, you can send it out to your audience.

First, navigate to your form. You have two options from here:

1. Click the Copy Link button on the top right to copy your form link to your clipboard. Any person with this link can access and fill out your form.
2. Click the Send to Contacts button on the top right. From here, contacts can be selected and sent out an email containing their personalized link to the form.

Learn more about sending forms to contacts

6. View Responses #

When responses start coming in, you can view them in the Responses tab in your form’s page.

Responses can be printed out and exported to a CSV or Excel spreadsheet file by clicking on the Export button in the Responses tab.