Course description
Building on the basics from Forms 101, this training explores the advanced tools and features that help you get more out of Online Actions. You’ll learn how to use custom and conditional fields, apply codes and attributions, and design self-service pages that give supporters control over their own records—all while keeping your data organized and accurate.
Join us for a hands-on walkthrough of the advanced customization options available in Online Actions.
What you’ll learn:
- Advanced form fields: Configure complex contact, interest, and additional information fields, including how to map responses to activist codes and custom fields.
- Design with flexibility: Explore advanced design tools like themes, CSS customization, and social metadata for better branding and social sharing.
- Set up self-service pages: Create pages that let supporters manage their contact details, contribution history, and recurring commitments securely.
- Streamline donor updates: Give contributors the ability to correct information, update payment methods, or cancel commitments—all without staff intervention.
By the end of this training, you’ll know how to create polished, dynamic forms and self-service tools that enhance your supporters’ experience while keeping your data clean and connected.
Who this is for: Beginner users who want to widen their knowledge of creating forms with Online Actions.
Course duration: 30 minutes