Custom forms are the best way to collect the information YOU want on your stakeholders. Although certain fields are necessary and required for actions related to legislators (and cannot be deleted), we encourage you to create custom forms to help capture the information you need to be successful in your advocacy efforts.
View Existing Custom Forms
To view existing custom forms and the custom fields each uses, click into the Custom Forms area of the platform from the Actions main nav dropdown.
Existing forms are listed here, showing you the title and any actions to which they’ve been assigned. Click into any existing form to view the fields that form is displaying.
SparkInfluence is shipped with a number of predefined forms. Please remember, to deliver a message to State & Federal legislators, you’ll need to keep the address fields in place. Without them, the platform won’t be able to match your stakeholders to their voting districts.
Creating a New / Updating an Existing Custom Form
To create a new form, start by clicking the green Create New Form button
Add a title and/or description for your reference later.
In the “Layout Your Form” dropdown, you can choose which fields (including any custom fields) will appear on the form. Simply click on the field, and it will appear in the list on the right. Fields in that dropdown that are grey in color are already part of the form (check the list on the right); fields that are black in color are available to be added.
Need a new field that’s not listed, see: Create a Custom Field
Once a field is added, it can be moved by clicking and holding on the arrows next to the field label. Simply drag-and-drop the field to its new desired location in the form.
To remove a field from the form, click on the red X next to the field label.
Once you are finished, click Create Form, and you’ll be taken back to the “View Forms” list with your new form now added.