Website Integration Guide – Forms

Sumac’s Forms Add-on is a powerful tool that allows you to collect data from your contacts without having to enter it into your database manually. The Forms module can be used alone, or in combination with the Course Registration and Awarding Grants modules. If your Forms module is linked with another module, you will likely be asking users to complete the forms from within the web pages specific to those modules. If you are using the Forms web package separately from any other modules, then each form is presented as it’s own web page and is not linked to other records. In either situation, forms are set up the same way in the database, and roughly follow the same appearance rules across all situations. For information on how to set up forms in your database before you view them online, see the How To Set Up Forms video included in our course registration video package. This video shows specific examples of linking your form to course registration, but can be used to set up general forms as well. As forms are flexible in the way they are organized, your web package may look very different from what you see in our example below:
Website Integration

Before you are able to view forms as unique web pages, the URL must be created by our support staff. To have one created, please contact support.

If you would like to create the URL yourself, take the URL below and replace any bracket sections with the appropriate text for your organization. Make sure to also remove the brackets themselves from your new URL. https://ots.sumacpages.com/sumac/sumac_start_new_session.php?package=singleform2&userfolder=../ORG/(databasename)&formname=(insertyourformnamehere)

For example, using the information from the examples in the table below, our new URL would be:
https://ots.sumacpages.com/sumac/sumac_start_new_session.php?package=singleform2&userfolder=../ORG/demodatabase3&formname=referral%candidate%information
Website Integration

Fields Available

Since many types of fields are available in the Forms module, this table lists all the fields available for forms. The corresponding field in Sumac is always whatever you set the field to be in the form Sumac Console/Specialized/Forms/[Form Name].
Website Integration

Customization

Send an email after a form is submitted

In Sumac Console/Utilities/Customize Database/Lookup Lists, select Area: Forms and Lookup List: Form Definition, select a template from the drop down menu of templates.

Description on Web

In Sumac Console/Utilities/Customize Database/Lookup Lists, select Area: Forms and Lookup List: Form Definition. If you enter text to the “Description on Web” field, Sumac displays this as help text to users who are completing the form.

Hide field when completing a form online

If you have office use only fields in certain forms, you are able to hide them from your website. To do this, open Sumac Console/Utilities/Customize Database/Lookup Lists, select Area: Forms and Lookup List: Form Definition, and click Add. In the Form Field definition window, set the “Do not show on web” checkbox to hide this field from online users.

Show Help Text On Web

Sumac Console/Utilities/Customize Database/Lookup Lists, select Area: Forms and Lookup List: Form Definition, and click Add. In the Form Field definition window put help text in the Help Text field, and set the “Show Help Text On Web” checkbox. This causes a question mark to appear beside the field that when clicked, opens your help text in another tab.

Show the user another web page for supporting information

At times you may wish to show your user information from another web page to assist them in completing a certain field on your form. To do this, go to: Sumac Console/Utilities/Customize Database/Lookup Lists, select Area: Forms and Lookup List: Form Definition, and click Add. In the Form Field definition window, insert the URL for the other web page into the “URL for help on web” field.

Troubleshooting

My form is not showing online

In Sumac Console/Utilities/Customize Database/Lookup Lists, select Area: Forms and Lookup List: Form Definition. In the form definition window, ensure the Show on Web checkbox is set.

A Field is not showing online

In Sumac Console/Utilities/Customize Database/Lookup Lists, select Area: Forms and Lookup List: Form Definition. Open the form definition window, and in the list of fields for the form, select the field that is not showing online. Ensure that the “Do Not Show on Web” checkbox is cleared. If this checkbox is set, the field does not show online. Another consideration is that certain fields are not compatible to be shown online, so check the Forms area of the Users Guide to ensure the field you are looking to show is web compatible.

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Premium Memberships Package

Take your program further by integrating fundraising.
Includes:

All Basic features:

  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Membership registration webforms

Plus:

  • Donations & fundraising
  • Donation webforms
  • Pledges & monthly donations
  • Fundraising campaigns
  • Event management
  • Automatic receipting
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Standard Memberships Package

Membership purchases flow from your web forms, through payment processing, and into your database, so there's less effort and less errors.
Includes:

All Basic features:

  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Membership registration webforms
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Premium Donations Package

Manage complex donations for planned giving and larger gifts.
What's Included

All Basic features:

  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Donation webforms

Plus:

  • Grant Management
  • Major Gift Proposals
  • Prospecting
  • Volunteer Management with online signup

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users

Need more contacts, storage, or users? Just ask us!

Standard Donations Package

Donations flow from your website forms, straight through payment processing, and to your database, so there's less effort and less errors.
What's Included
All Basic features:
  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Plus:
  • Donation webforms
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Basic Memberships Package

Manage your members and membership campaigns, engage members, and increasing revenue.
Includes:
  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Basic Donations Package

Manage your donations and fundraising campaigns, engage donors, and increase revenue.
What's Included
  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Premium Case Management Package

Take your program to the next level by integrating your fundraising.
Includes:

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Plus:

  • Donor management
  • Donation webforms
  • Pledges & monthly donations
  • Automatic receipting
  • Fundraising campaigns
  • Event management

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 13 concurrent users

Need more contacts, storage, or users? Just ask us!

Standard Case Management Package

Pre-configured client management modules fit your exact program and make your administration even easier.
Includes:

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 8 concurrent users

Need more contacts, storage, or users? Just ask us!

Basic Case Management Package

Manage intake forms and client data securely so data transitions seamlessly from when a case opens to its close.
Includes:
  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

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