How to set up your Family Registration Form (non-payment)
The Online PTA or PTO Family Registration Form is the heart of the entire Digital PTO program. This form allows you to collect data from your school’s families and it will email the submissions directly to you. This form will be directly embedded into your site. If you would like to see a sample Online Family Registration Form please click here. This tutorial will cover Family Registration forms that DO NOT collect credit card payments.
Important Info
When your forms are installed, you need to be sure to verify where the email notifications are sent. This is very important. This tutorial will explain that process. Please follow the steps below to ensure your forms are set up correctly.
Customize Your Options and Settings
Our Premium Family Registration forms are pre-built for you, but you are welcome to customize your form in any way you see fit. Please feel free to add fields, move things around and change your forms. You can also adjust the email notifications and messages that are sent after forms are submitted. The tutorial below will cover some of the basics you can adjust. Please see our additional form tutorials to learn some more specific settings.
Step 1: Click FORMS under the FORMS Menu
Step 2: Click the Title of the Family Registration Form
Step 3: Review the Household Contact Information
Step 4: Review Student Info & Grade Levels
Step 5: Review Additional Contact Info
Step 6: Finish Reviewing and UPDATE your Form
Step 7: Set Up your Email Notifications
Step 8: Click EDIT under the Admin Notification Settings
Step 9: Select the SEND TO EMAIL Address
Step 10: Enter the FROM EMAIL
The REPLY TO field is below the FROM email and this is where you can enter your groups email address so that if a user replies to the email, it will go directly to your groups email address.
Step 11: Adjust your Subject Line
Step 12: Adjust your Notification Message as desired
Step 13: Click UPDATE NOTIFICATION
Step 14: Click to return back to Main Notifications Screen
Step 15: Edit or Create the User Notification
Step 16: Select the SEND TO Address
Step 17: Specify the FROM NAME
Step 18: Specify the FROM EMAIL address
The REPLY TO field is below the FROM email and this is where you can enter your groups email address so that if a user replies to the email, it will go directly to your groups email address.
Step 19: Enter the Subject Line of the Email
Step 20: Review the Message Body of the Email
Step 21: Click UPDATE NOTIFICATION to Save Changes
Step 22: Setting up Confirmation Messages
Step 23: Edit or Create Confirmation
Step 24: Select either TEXT, PAGE or Redirect
Step 25: Enter your Confirmation Message
Congrats! Your Form is now Set Up
There are additional variables and fields available to you and you are welcome to explore the additional options. This tutorial does not cover them all, but covers the most important steps in setting up your forms. If you are a Premium Plus Paypal Member and want to add Paypal Payments to your form, be sure to see our tutorial on that as well.