Vega Forms: User guide

Vega Forms is where you build the online forms your supporters fill in: donation pages, membership sign-ups, event bookings, contact forms, unsubscribe pages, petitions and surveys. Everything people submit goes into Vega.

It replaces the old widgets and the Admin → Widget Configuration screens in the Vega dashboard. Building, styling, testing and publishing a form now all happen in one place, on the form itself.

These guides are for the staff who set up and look after forms. You don't need any technical knowledge to follow them.

Start here

1. Getting started: signing in, finding your way around, switching forms on and off, copying and deleting them

2. Building a form: the builder and its live canvas, form types, adding sections, Form settings, saving and publishing, undo, preview and test

Setting up the sections

1. Collecting contact information and answers: Contact details, Comments, Custom attributes, Consent, Text

2. Donations and payments: amounts, frequencies, payment gateways, processing fees, designations, gift options, discount codes

3. Memberships on forms: joining, renewing and gifting memberships

4. Events, RSVPs and raffles: tickets, RSVPs and attendees

5. Contact, unsubscribe, petition and survey forms

Where things go and what people receive

1. Routing payments with pathways: filing payments under the right campaign and GL code, and sending the right letter

2. Acknowledgements and thank-you pages: each section's Emails tab, All emails, and what people see after submitting

Publishing and after

1. Styles and branding

2. Putting a form on your website: embed code, direct links and personalised links

3. Submissions: checking what's come in

4. Testing a form and troubleshooting

Related

• Membership Settings — User Guide: setting up the memberships that forms sell