Step 1: Introduction to Shalom Cloud Form Builder

This tutorial introduces the Shalom Cloud Form Builder, which is typically used for tasks like membership renewal, religious school registration, or gathering opinions from the congregation.

Step 2: Advantages of Shalom Cloud Form Builder

Learn the advantages of using the Shalom Cloud Form Builder over commercial form-building applications, focusing on its integration into Shalom Cloud.

Step 3: Copying an Existing Form

Begin by copying a previously built form to avoid starting from scratch. Rename the form to “Membership 2025-2026”.

Step 4: Enable Tracking for Follow-Up

Enable the tracking for follow-up option to see its effect later in the process.

Step 5: Editing Questions in the Form

Edit existing questions one by one, reviewing fields such as order, required status, and question types.

Step 6: Exploring Question Types - Radio Button

Examine the radio button question type, which allows for minimal formatting and requires selecting one option.

Step 7: Exploring Question Types - Checkbox

Investigate the checkbox question type, allowing respondents to select none to all options.

Step 8: Integrating Auto-Bill Feature

Understand the auto-bill feature for radio button questions, which automatically bills the responder based on their selection.

Step 9: Creating Fill-in-the-Blank Questions

Learn to add fill-in-the-blank questions, allowing respondents to provide free-form text responses.

Step 10: Sending the Form

Navigate back to registration to select and send the form. Ensure your email templates are ready before sending.

Step 11: Selecting Recipients and Sending the Form

Choose recipients based on criteria such as billing status or category, and send the form using the email template.

Step 12: Recipient’s Perspective

Explore what the form looks like from the recipient’s point of view, including pre-filled personal information.

Step 13: Using the Form Tracker

Utilize the form tracker to monitor who has responded and resend the form to those who have not.

Step 14: Leveraging Household Tags

Learn how the system automatically creates household tags for form responders, enabling targeted follow-ups.

Step 15: Conclusion

Conclude the tutorial by summarizing the process and highlighting the integrated features of the Shalom Cloud Form Builder.

See the full video: https://share.shalomcloud.com/L1uw2xnW?sa=step_by_step_guide