Course description
New to Online Actions? This introductory training shows you how to build and manage forms that drive results. You’ll learn how to navigate the Online Actions dashboard, create contribution forms, and track submission data with key reports — helping you capture the information your campaign or organization needs.
Join us for a hands-on session covering how to create effective, data-driven forms that engage supporters and streamline online fundraising.
What you’ll learn:
- Access and navigate Online Actions: Learn how to find the Online Actions dashboard, understand key features, and organize your forms for quick access.
- Build forms with confidence: Create contribution forms using core tools like titles, layouts, amounts, recurring options, and contact fields.
- Design and publish your forms: Customize colors, fonts, and layouts, add thank-you pages and confirmation emails, and set up redirects for active or deactivated forms.
- Report on activity: Use Online Activity and Custom Questions reports to measure form performance, track submissions, and gain insights into supporter engagement.
By the end of this training, you’ll know how to build professional, conversion-ready forms, track activity through reports, and start capturing the data that keeps your organizing and fundraising efforts moving forward.
Who this is for: Beginner users who want to start making forms with Online Actions, or those looking to make sure they have an understanding of the basics.
Course duration: 30 minutes