Pick your poison: Intake forms

For contributions, event registrations, and membership sign ups, CiviCRM has dedicated forms that pretty much have you covered.

But what if you want to collect some other kind of data?

  • Questionnaires or assessment tools for your service recipients

  • Streamlined data entry for your staff

  • Anonymous surveys

  • etc.

There is, as they say, more than one way to skin a cat.

So depending on your situation and your needs, you could do all this a few different ways:

  • CiviCRM profiles

  • CiviCRM FormBuilder

  • Caldera Forms (WordPress)

  • Gravity Forms or Ninja Forms (WordPress)

  • Webform (Drupal)

None of them is perfect for everything, but they can all be great for one thing or another. Sometimes you have to pick your poison.

In my next few emails I'll cover each of these and look at pros and cons.

With a little care, you can select the one that's best for you.

All the best,
A.

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Intake forms for your constituents

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Cleaning the corners