Forms Setup

If you haven't enabled the CMS Connected module yet, please see Getting Started with CMS Connected.
If you already setup your forms and need instructions on downloading and processing your submissions, click here.

Presently (May 2010), there are three types of forms available. Donation, Reservation and Camp Registration.
  • Donation Form: This form is a payment form which collects contact information (name, address, phone) and payment information (amount, card number, etc).
  • Reservation Form: In addition to contact and payment information, this form also has fields for detailed guests and pricing information and different guests types (adult, child, student).
  • Camp Registration: This form has fields for child information, emergency contact, enrollment information, tuition and payment details.
Right-click CMS Connected and choose Form Design. This brings up the Form Setup window where you can choose which fields should be visible, which should be required and what they should be called. Here is where you set up the various drop-downs and other options.

Important! Changes you make to the Form settings and Fields go live instantly! You can see this in the Preview of the form. If you already pasted the HTML to your website, you don't have to update it.

  • General Settings Tab
    This tab contains general settings that apply to all forms.
    • Form Name: This is the name of the form that is displayed in the Form List. It is also used in the Notification Email that is sent to you when the form is submitted.
    • Form Description: A short description that describes this form. This is used in the Email Receipt that (optionally) sends to the person making payment.
    • Response Message: The message that is displayed after making a submission.
    • Response Email: The email address that will be notified when a submission is made to this Form.
  • Other Settings Tab
    This tab contains fields that are unique to different Form Types. Not all fields will apply to all types of forms. If the field does not apply to the form you are working with, it will remain disabled (grayed out) and you won't be able to edit it.

    • Donation Subcategory: Applies to Donation and Reservation type forms.
      In a Donation type form, it is the Subcategory that will be used if the Purpose field is not visible or not submitted (if visible but not required). If you don't want to display a Purpose field on your donation form, this field must be set so that donations that come in to CMS will have a Category and Subcategory associated with them.
      In a Reservation type form, it is the Subcategory that will be used for the optional donation being made.
    • Reservation Subcategory: Applies only to Reservation type forms.
      This is the Subcategory that will be used for reservations. This Subcategory also defines the basis to the Attendees drop-down, which is a list of Price Details available in the Category Manager under this Subcategory. Changing this Subcategory will require you to reconfigure the Attendee drop-down.
    • Camp Category: Applies only to Camp Registration forms. This is the General Camp Category. All Camp drop-down fields (Registration, Tuition, Extended Care, Transportation, Swim and Lunch) are based on this field. Other than the Registration Subcategory which is set up in this screen, these fields are all configured in the Fields Setup screen. Changing the Camp Category will require you to reconfigure all fields that are based on this Category.
    • Registration Subcategory: This is the Subcategory that will be used for the Registration fee.
  • Credit Card Settings Tab
    Here you set your credit card options on this form.
    Note: Due to security concerns, these options can only be set by Tech Support. Please contact tech for assistance to adjust these settings.

    • Instant Charge: Indicates whether the card should be charged upon submission of the Form. If the card is not charged instantly, the submission is imported as a pledge or bill with a pending credit card charge. This charge will come up in the Batch Credit Card charges (along with recurring charges).

      Note: For Reservation type forms, it is recommended that Instant Charge is enabled since the amounts are automatically calculated and if they are charged later by the CMS Program, each attendee's reservation will go through as a separate charge.
    • Test Mode: When checked, along with Instant Charge, will cause Authorize.Net to not charge the card, but only test the integration. will return a response with an Authorization Number of 00000. In all other respects, the form will treat it as a successful charge. Use this if you want to test the integration with but be sure to un-check it when your form is "live".
    • API Login ID: Obtained from Authorize.Net under Account > Settings. This ID doesn't change.
    • Transaction Key: Obtained from Authorize.Net under Account > Settings. Each time you obtain a new Key, the old one becomes deactivated. If you obtain a new key, be sure to update all other clients (CMS, Other sites, etc.) with your new Key.
  • Preview Tab
    This tab gives you a preview of your form itself (not in your website).

    Note: This preview is rendered using IE 6/7. There are minor differences to the way the form will look in IE 8, FireFox and Chrome.
    • Refresh: Click this button to refresh this browser.
    • Copy HTML: Clicking this button copies the HTML to the Windows Clipboard (memory) which you can then paste into your form on your website.
      The HTML has a Height property that may need to be manually adjusted depending on the number of fields you are making visible.
      Important: If you had your HTML on your website prior to May 2010, you should copy and paste it again. The new HTML has a small script that addresses the "blank page after submitting - response message to high" issue.
      If you are using, you'll need to paste this into a blank form. In Form Settings, make sure that you have "This is a Secure Form" checked, and check the "Do not include a Submit button."
    • View in Browser: Clicking this button will open your default browser displaying your form (not in your website). This will display your actual form page (not in your website) but may have a slightly different look, depending on the browser you are using.
  • Edit Fields Button
    Click this button to change the properties of various fields available for the form. The list of available fields are fixed. Different types of forms will have somewhat different fields. For example, the Guests field will only come up on Reservation type forms; Recurring will only come up on Donation type forms; Emergency Phones and Tuition/Enrollment fields will only show up on Camp Registration type forms.
    Remember, like general Form Settings, changes made to Field Properties go live instantly without the need to update the HTML on your page.

    • Field Name: This is the internal name of the field and cannot be edited.
    • Display Text: This is how the field will be called in your form. For example, you may want to change the Display Text of the Zip field to be Postal Code, or the CardVV field to "Security Code"
    • Required: Check this box if the field is required. Required fields will automatically have a * next to the field. You should not type the "*" in the Display Text. If a form is submitted without info in a required field, a message is displayed and the required fields become red. Moving your mouse over the fields in red will display the message "Field is required".
    • Visible: Check this box to make the field visible. Fields that are not visible will not come up on the form at all. If a field is required, it must also be visible.
    • Multi-Option Setup: Fields that have multiple options will have a Setup... button in the Mulit-Option column. For example: the Purpose field in a Donation type form; the Card Type field in all forms. The next section describes some of the Multi-Options that require special attention.

Multi-Option Fields
Some of the fields available on your form are multi-option fields (drop-downs, check lists or option lists), where you can select from a predefined list of options available. In some cases, setting up these drop-downs requires mapping the options available to related lists in your CMS program. This setup must be done carefully and correctly in order for the forms submissions to be imported properly.

All Multi-Option have a sort field which controls the order of how the items are displayed in your form.
  • Titles: In addition to the Title list (Mr., Mrs., etc.), enter a Gender for each title. Gender can be either "M", "F" or "&". M is for Male, F is for Female and & is for when it's a combined title (Mr. & Mrs. for example). Setting the title list up correctly is very important so that when submissions are automatically connected to to your database the system recognized the gender of the person.
    If an "M" type title is submitted, then name will be matched and imported as a male.
    If an "F" type title is submitted, then name will be considered a female.
    If an "&" type title is submitted, the First Name is examined and if two names are found (separated by an &), it is processed as two people (husband & wife).
    Applies to Donation and Reservation type forms.
  • Card Types: This is a simple drop-down for the types of credit cards you accept. Enter Visa, MC, Amex and Disc. These Types should be the same as what you have in your CMS database under Tools > Custom List Setup > Payment Methods. Only Credit Card types should be entered.
  • Address Types, Phone Types and Email Types:
    You must enter at least one item in these lists or an error will occur.
    These are only available in the Donation type form.
    In addition to entering an Address Type, you must choose to which Address Type in CMS it is mapped. Same with Phone and Email. This is a very important part of the setup. Submissions are processed and connected to your CMS data based on this mapping. For example, a phone number submitted can end up in the Home phone or Work phone based on how you set up these details.
  • Purpose: This field is set up by mapping CMS Categories/Subcategories to the Purpose drop-down. For example, the "Donation: General" category/subcategory in CMS can be mapped to "General Donation"; "Donation: Kiddush" can be mapped to "Kiddush Sponsor".

    The form on your website will only display the Purpose column, not the mappings. But when the submission is processed by CMS Connected and automatically imported into your CMS Program, the mappings determine what category and subcategory the New Payment should get.
    This field is only available for Donation-type forms.
    If you don't want your form to have a Purpose field (not visible), you should designate a Catageory/Subcategory for this form under Other Settings (see above). All submissions will be assigned this Category and Subcategory. You can also make the Purpose field not required and rely on the general Category/Subcategory setting for those who don't fill it out.
  • Attendee Type: This field is mapped to the Price Details which is a list of details within any given Subcategory.
    In CMS, click Tools > Category Manager, check the Show Subcategories, select a Subcategory and click the View/Edit Price button.
    In order to set up the Attendee Type, you must first designate a Reservation Subcategory for this form. This can be done under Other Settings or in the Attendee Setup screen.

    CMS Price Detail: This is a list taken from the View/Edit Price in the CMS Category Manger.
    Attendee and Amount: This is what will show up on the form in your website. The amount entered is used to automatically calculate the amount submitted. The person submitting the form only selects the Attendee.
    The mapping in the Attendee types is very important, as it will determine how the reservation is entered when automatically processed in your CMS Program.
    Attendee Type is only available in a Reservation-type form.
The following fields apply to the Camp Registration Form only. Camp Module Required.
  • His Title/Her Title
    The Camp Registration form has separate sections for Father and Mother so the Title drop-downs are separate as well. This is a simple drop-down that doesn't map to any fields. Gender determination in this case is obvious and there is no need for M,F,& as with a mixed title field.
  • Sessions
    This multi-option field will appear as check boxes on your form. There is also an All Sessions field that when checked will check all the Session check boxes.

    You must first choose the Camp Year in order to map the sessions to the correct year. Changing to a different Year once you have Sessions defined will require you to setup the sessions again.
    "CMS Session" is the session set up in the Camp Module under Sessions. Choosing the CMS Session will ensure that what the person chooses on your website will map correctly to the Sessions set up in your database.
    Session, Start Date and End Date is what will be displayed on your website.
  • Tuition
    This is where you set up the various programs you are offering and their prices per session and for the entire summer (all sessions).

    "CMS Price Detail" This is a list taken from the View/Edit Price in the CMS Category Manger. You must first choose the Tuition Subcategory (which is a Subcategory of the Camp Category defined under Other Settings). Once the Tuition Subcategory is selected, you can choose a CMS Price Detail for each type of Program/Tuition you are offering.
    "Program" This is what will be displayed on your website.
    Amount Per Session, Amount All Sessions and Registration Fee are used on your website to automatically calculate the amount due. The user will just select the Sessions and the Tuition/Program. The amounts are automatically updated.
    On the Form, if all sessions are checked (either by checking the All Sessions check box, or by checking each of the check boxes individually), the Amount All Sessions is used. If not all sessions are checked, the Amount per Session x Number of Sessions checked is used to calculate the total.
  • Transportation, Extended Care, Swim and Lunch
    These drop-downs all work in a similar fashion.

    Other than not having an associated Registration Fee, these drop-downs work exactly like the Tuition drop-down.