Create Digital Follow-up Forms


Overview

With GoDoChurch you can create various electronic forms to capture records. A Follow-up web page is a digital form that creates records in your database, without you having to open your database. You can customise these forms with pre-loaded fields for use in a specific situation. For example, you can create a form preloaded with 'Visitor' as reason and 'Morning' as location and then send the link to that form to your hosting team for use to directly capture your visitor's information into your database, removing the need for paper cards. A Follow-up web page is a digital form that creates records in your database, without you having to open your database.


Which forms to create

Create forms for any instance where you want to capture a record for follow up purposes. This can be for once-off or regular use.


Creating input forms

Create a form:

  • Click on Menu>> Follow up and on the main Follow up page click on the Follow Up Web Page button.   

















  • Complete the below fields as required for your form. Each field can be preloaded or left open for the person completing the form to select. 


  • Page Title: The heading for your form. Give information on the purpose of this form. Limited to 160 characters.
  • Pre-load with the following reason: Select the specific reason or leave as it for all options to be available on the form.
  • Pre-load with the following region:  Select the specific reason or leave as it for all options to be available on the form.
  • Pre-load with the following location Select the specific reason or leave as it for all options to be available on the form. 
  • Follow up co-ordinator: This is the coordinator/point person for all record created via this form.
  • Tip: For a more generic form, leave all options available for selection. For a specific use form, preload as many fields as possible. 
  • Click on Launch.

Your form is now created. Here is an example of the follow up form web page created:

 

Using the form/ Distributing the form

The form is accessed via the URL at the top of the page (See above screenshot). 

We suggest you copy this link and save it with a description of the use of this specific form on a document or bookmark it with the name of the bookmark describing what will be capture. Eg. Visitor Follow up Form, Salvation Follow up Form, etc.

You can also shorten this link via Bitly.com and give the link an appropriate name to make things easier.
Share these bookmarks or your document with the Form links with your church info desk and the relevant people in your team.


There are many ways that you can use these links: 

Open, and bookmark a link on the tablet that you use at the church info desk, or put it through Bitly.com and put it in your Live Sermon video's description so someone can request to be contacted. Or add the link to an email to capture everyone who wants to join a small group.


Remember to come back to the follow up module to process all your new records!


Do you have any other ways to use the follow up module? Pop us a suggestion in the New Ticket box