Vega Forms: Getting started

This article covers signing in, finding your way around, and the everyday jobs of switching a form on or off, previewing, copying and deleting it.

Signing in

1. Go to forms.vega.works.

2. Click Sign in with Vega and sign in with the same email you use for the Vega dashboard.

If your email belongs to more than one organisation, you'll be asked to choose one. You can switch at any time (see below).

If you're away for a while, you may be asked to sign in again. You'll be taken back to the page you were on.

Finding your way around

The menu across the top has four items:

Menu item	What it's for
Home	Headline figures and your five most recently changed forms
Forms	Every form your organisation has, with tools to edit, preview and share them
Submissions	Everything people have submitted through your forms
Styles	Your organisation's colours, fonts and logo for forms

Clicking the Vega logo in the top-left corner takes you back to the Vega dashboard.

On a small screen, or when you zoom in, the menu moves onto its own row. Hide menus folds the top rows away to give the page more room, and Show menus brings them back.

Switching organisation

If you work for more than one organisation, click the organisation's name beside the logo and choose another. Your current organisation is ticked. Lists such as Forms and Submissions reload with that organisation's information. If you were editing a particular form, you're taken to Home, because that form belongs to the other organisation.

The Home page

Home shows four figures. Amounts are in your organisation's currency.

Tile	What it counts
Active forms	Forms that are currently switched on, out of your total
Total raised	Money from successful submissions, all time
Last 30 days	Money raised in the last 30 days
Submissions	Successful submissions, out of the total, with how many are still pending

Below these, Forms by total raised shows your top forms. Click a form's bar to see all of its submissions.

Recent forms lists the five forms changed most recently. Click View all to go to the Forms page.

The Forms page

The Forms page lists every form. Each card shows:

• the type of form (Donation, Membership, Event / RSVP and so on), with Inactive under it if the form is switched off

• the form's name: click it to open the form in the builder

• its ID, which never changes, and its web address

• when it was created or last updated

Use the search box to find a form by name, and the tabs to show one type of form at a time. Inactive forms are hidden unless you tick Show inactive.

The buttons on each form

Button	What it does
Edit	Opens the form in the builder
Preview	Opens the live form in a new tab (active forms only)
⋯	More: Get code and links (see Putting a form on your website), Make a copy, Deactivate / Activate, Delete

Active and inactive forms

An inactive form stops taking submissions. Anyone who opens it can't submit it, but you can still edit it, and its past submissions are kept. Switch it back on with Activate.

Deactivate a form rather than deleting it when you want it offline for a while: a seasonal appeal, or an event that's finished.

In the builder, the toolbar shows whether the form is Active or Inactive. Click it, or go to Form settings → Settings → Form status, to switch it.

While a form is active, changes you make in the builder wait until you click Save. While it's inactive, they're saved as you go. See Building a form.

Copying a form

Make a copy creates a new form with everything the original has: its sections, emails, style and rules. The copy is called Copy of …, opens in the builder, and starts inactive so it can't take submissions until you've checked it. Submissions and discount codes stay with the original.

Deleting a form

Delete removes a form permanently and can't be undone. Its web address stops working straight away. You'll be asked to confirm first, and Cancel is selected to start with, so pressing Enter won't delete it by accident.

Creating your first form

1. Go to Forms and click New form.

2. Give the form a name and choose its type.

3. The builder adds a sensible set of sections for that type. Adjust them, then click Create form.

The next article, Building a form, explains the builder in detail.