How do I create a form?

Forms are an excellent way to collect information from your members. You can use forms for registration, collecting payments, general feedback and any other use you can imagine.

Navigate to your form manager in your team, club, or league settings area to create a new form.



TeamPages has created a step-by-step form wizard to make form creation simple.



Form Fields

This is the main form creation page, where you will add in all your form fields.  Drag and drop options from the left to the form area on the right. Once a field is added, double click on the title to edit it.  If the field has the ability to add options (dropdown menus, radio buttons and multiple options), you can click the ‘add option’ button to create a new option, and double click existing options to edit them.



If you would like to be able to message members who fill out this form, you must collect an email address using the ‘email’ field option.



If you would like to make form fields required (so that users cannot complete the form without filling out a certain field), simply click on the grey asterisk next to the field name. It will turn red to indicate that the field is required.



Some of your users may need to fill out your form more than once (for example, a parent might want to register three kids).  You can make this process easier by toggling on the copy field icon.  This icon will keep the field information for all the forms that a user fills out. For example, you may have an address field.  If you toggle the copy field icon on for this field, the user will only have to fill this out once. Every subsequent form they fill out will have their address saved.



Payment Setup

TeamPages offers you the ability to collect payments online and/or offline.  Turn this option on if you would like to collect payments.



To collect online payments, you need to have a registered account with PayPal, Stripe, or another merchant account such as Beanstream or  Teampages charges a 2% per transaction fee on top of your PayPal or Stripe fees.

If you do not have an account with these providers, you can collect payments offline (members can pay you in person via cash or cheque or any other arrangement you specify).


Connect with your payment method account. The connection process will take you to the PayPal or Stripe website before returning to TeamPages. If your connection is successful, you will see a checkbox with your account email here.  You can add more than one account if needed.




Payment Settings

(you will only see this step if you are using this form to collect payments)


You have two options when it comes to collecting payments with your form:

A single payment amount is straight forward - no matter what  the user enters in the form, they will owe the specified amount at checkout.

Payment based on form results allows you to charge different amounts based on what the user enters in the form.  For example, you can have a dropdown menu that lists all the divisions in your league and charge a different amount for each option.

Toggle on a form field by using the checkbox.  Enter the amounts for each option on the right.  



TeamPages is now supporting the ability to offer payment plans to your members. Please contact your account manager or in order to set this up.  



Discounts, Fees & Limits

You can restrict the time your form will be collecting results. For example,  you may only want to collect registration forms for one month before your season begins. If you leave these fields empty, your form will collect results as long as it is active (an option you can adjust in the form manager area in your settings).



You can add a discount (if you are collecting payments on this form). Fill out the discount form to see your options.


Adding limits to your form allows you to restrict the number of times an option on your form can be selected.  For example, you may want parents to sign up for volunteer roles, but you don’t want them all to sign up for the same role.  You can restrict the available options to make sure that there is an even distribution.  You can also restrict the total number of forms you will be collecting. Once the limit is reached, the form will no longer be available.


Sometimes, users may fill out forms, but for some reason may not complete payment of the form. This is common ecommerce behaviour, but those users should not count towards limits forever.



Thank You Message


It is a good idea to add a custom thank you message to your form. Users will see this form when they finish the form or complete the checkout process (if collecting payments).   It helps to let them know they have filled out your form correctly.

You can use the variables listed to help you create a more personal message. Copy the entire variable code (including the ‘{{‘ and ‘}}’ into your message.


Here is an example:


This message would output to look like this:


You can also direct users to a custom page url or to your home page.



Preview & Publish


Make sure you preview your form before publishing it.

Once you click publish, you will be directed back to your form manager in the settings area.  There is still one step left to start collecting results with your form. You must select the ‘collecting results’ button.




Form Manager


You will see that you have options below your form.  You can view your form results, export those results, clone your form (creates a copy of this form that you can edit), and message users of the form (if you have collected any email addresses).


You can go to your form page by clicking the unique form URL.  You can also direct people to this form by sending them a link to this URL.


You can add your form as a page on your website by going to the ‘menus and pages’ section and dragging your form into your navigation.



Your form will show up in your navigation structure.





You can view your form results by clicking on the ‘results’ button in the form manager.  From here you can filter the results, export to CSV and view transactions


Return to help section