Intake or Cultivation Forms

Why is the only option Blackbaud Donation Forms? How are we supposed to get supporters into our database if all the available forms are donation-centric only. We need the ability to create supporter (potential supporter) intake forms so we get people into the database for gift cultivation purposes. The signup form in Online Express is wholly insufficient. Why do we need to seek third party solutions when just allowing more flexibility in the Blackbaud Forms would solve the problem. They don't all need to be Donation Forms, weren't in eTapestry and aren't such in many other solutions.

  • Guest
  • Sep 12 2024
  • Reviewed: Voting Open
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  • Amy Daultrey commented
    28 May 16:03

    (Why is this in NXT idea bank if it's for OLX?) Non donation forms for email signup: the fields below plus communication preferences (ie. newsletter, annual appeal, event invites, membership updates), where they heard about us (ie. existing donor, word of mouth, campaign, in person event). As drop-downs or radio buttons which should be customizable in the form setup.

    Being able to use an NXT form for email signup - with appropriate record matching (as for donors and tributes) - would be a timesaver for orgs having to use a third party like Formstack for this purpose. Currently they have to import that data to RE.

  • Admin
    Samantha McGuin commented
    October 04, 2024 13:03

    Thanks for this Idea! Can you elaborate on the shortcomings of the signup form in Online Express? Besides collecting name, address, phone number, email address and consent options, what else are you trying to collect through a cultivation form?