Share a form on your website

Add an active form to a website button, publish the page, and follow the same path a visitor will use.

Before you share

Forms are included with Website and Full. Confirm the form shows Active under Communication → Forms → Manage Forms. Also make sure a helper has both Forms access and a personal subscription by following Give a helper notifications and access to responses.

Adding the button requires a role allowed to edit website content. Publishing the change requires website publishing access. Those permissions are separate from the Forms Manager role.

Add the form to a Bento Grid home-page button

This button editor is available in home-page content sections when the site uses Bento Grid. To identify the current layout, see Choosing a Website Layout.

Open the home-page editor

In the admin navigation, choose Edit Website under Website.

Add or select a button

In a Bento Grid content section, select Add Button or select an existing button. In Edit Button, enter the label visitors should see, such as “Ask for prayer.”

Link it to the form

Under Link To, choose Form. In the Form list, choose the form you prepared. Choose a Primary or Secondary style that fits the section.

The button label tells visitors what to do; Link To and Form control which form opens.

Save, publish and check it

Select Save draft, then Publish and confirm. Open the published page signed out, select the button, and confirm the right form opens. Complete one test response and confirm its confirmation message, then find that response in Forms.

Note

Saving a draft does not change the visitor site. If the button opens an error, check that the selected form still exists and is active, then publish the page again.

Use the contact button in another layout

Other home-page layouts can show a configured contact button instead of Bento Grid's content-section buttons. In the editor, look for Show Contact Button, choose the active form under Form, and edit Button Text. If your layout does not show those controls, share the direct link or QR code below. You do not need to switch layouts to make the form available.

Share a direct link or QR code

On Manage Forms, open the three-dot menu for the form. Use Copy Link for email, text or social media. Use QR Code, then Copy URL or Download, for printed material. Open the copied link once before distributing it. When the form has a Redirect URL, this direct public page follows it after a successful response; the website button dialog uses the confirmation message instead.

Optional: start a workflow

Full includes Workflows for a repeatable, multi-step care process. A person with workflow-management access can create or edit a workflow, choose When a form is submitted, select this form, add at least one step, and activate the workflow. Follow Workflows for setup and operating instructions. A workflow is optional; it is not required to receive or review form responses.