Form builder basics

How to create forms and connect them to NGP, email, and more

Updated over a week ago

Run has an advanced form builder feature which allows creating forms and then seamlessly sending the data to external services including NGP VAN, Action Network, Google Sheets, Mailchimp, email, and many more. Meanwhile, Run saves a copy of every form submitted on your site, which is available for download as a CSV file.

Creating and editing forms

In order to get started with the form builder, you first need a component with a form. The header component on your home page, the landing popup, and volunteer and contact pages all have forms already by default, but you can create as many new forms as you like by adding a Long Form or Short Form component. Simply click the Page Content tab in the top navigation menu and then add a new component in the sidebar.

In order to edit your forms, click on the component with the form, and then click Launch Form Builder from the sidebar.

Managing where your form data goes

By default your form submissions get saved on the Run back end, but you'll probably want to send your form data to other places as well.

Click Create New Destination in order to add an email, Google Sheet, or external CRM to send your data to. Any destinations you add need to be enabled via the checkbox to their left in order to actually function. Different forms can have different sets of enabled destinations.

Configuring your destinations (email, Google Sheets, NGP VAN, Action Network, Mailchimp, etc)

Each destination requires slightly different information to get set up, and we have help pages for each of them up here.


Managing form submissions

Click the Form Submissions tab in the top bar of the CMS to view all your form submissions.
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Form submissions are exportable, either by individual form or for your whole site. To export forms in CSV format, in the top right of the Form Submissions page, select either All Forms or the individual form you want to export and click Export Submissions.

Redirects

In order to send someone to a new web page after they successfully submit a form, select Actions > Redirect at the bottom of the form builder, and add your URL to the input box there. This can be useful for sending someone who just signed up to volunteer to a donation page.

Segments, tags, and source codes

Once certain destinations are connected, Run automatically pulls certain types of tags, source codes, and segmentation data from the destination. You can add these to your submission, under the Segments tab of the Destinations list. If you don't see anything there, it's because we don't pull that information from any of the listed destinations.

Custom fields

With Run, you never need to worry about names, addresses, and phone numbers going through to the correct places on the destination. We have all of that mapped correctly out of the box. However, Run allows you to connect your forms to custom fields* on the destinations as well. On the fields section of the form builder, custom fields automatically get pulled down from your destinations, and you can select them from there. In most cases, simply typing a custom field name in the provided box will create a custom field on the destination
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*Complex custom fields: Run can only pull simple text fields from your destinations, NOT checkboxes, dropdowns, or radio buttons. That being said, you can use checkboxes, radio buttons, and dropdowns on your Run form builder, and then connect them to a simple text field on the destination. So, for example, you could create a custom text field on the destination called color. Then on the Run form builder, you could create a dropdown with red, yellow, and blue. When the form is submitted, the answer will go into the simple text field on the destination.
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