Overview

Forms & Waivers let you collect additional information and capture agreements—during First Step, during a store purchase, or on their own. Examples of information you can collect:

• Student birthdate, allergies, hobbies
• Parent interests

And agreements you can have signed:

• Permission slips
• Internet use policy
• Photo policy
• PTA waivers

To manage forms, navigate to Operations > Forms & Waivers.

If all you need is a common detail like a student name or a teacher, you may not need a form at all. See Collecting Information on a Campaign below.

The Visual Form Builder

Forms are built with the Visual Form Builder—a drag-and-drop editor. To open it:

1. Go to Operations > Forms & Waivers.
2. Click the form you want to edit to open its Responses page.
3. Click the Visual Builder button.

The builder is a full-screen workspace with three areas:

• Palette (left) — the form elements you can add.
• Canvas (center) — your form. Click or drag an element from the palette to add it, and drag the handle on any element to reorder it.
• Configuration panel (right) — slides in when you select an element so you can edit its label, mark it required, and set type-specific options.

Your changes save automatically—the header shows the current save status. Use Undo and Redo in the header to step through changes, and Preview to open the form in a new tab. Click the X to return to the Responses page.

Form Elements

Drag any of these elements from the palette onto your form:

Parent and Student First Step Forms

Student and parent forms are appended to the standard First Step shown on the signup page:

• First Step Form: Parent
• First Step Form: Student

These forms cannot be deleted—removing their elements has the same effect as removing the form. The teacher, student, and parent selectors are not available on these forms.

Collecting Information on a Campaign

Some campaigns need to collect extra information or a signed waiver when a purchase is made. Open the campaign under Campaigns, click Edit, and go to the Forms tab. You have three choices:

Click Update to save your choice.

You can use common details or your own form, but not both.

Common Details

Check off any of the following. Every question you turn on is required, and they are always asked in this order:

1. Parent Name
2. Phone Number
3. Student Name
4. Student ID
5. Teacher
6. Grade

Buyers answer during checkout in your store, in First Step, and in SnackBar. The answers appear in your campaign export alongside the rest of the order.

Teacher and Grade offer a list to pick from, drawn from the teachers and grades set up on your account. Parent Name and Student Name are typed in, since a store buyer may not be signed in.

If you turn a question off later, answers already collected stay on the orders that collected them.

Reusing Answers Within an Order

If you attach the same form to several things you sell—a photo release, a permission slip—a family buying more than one of them is asked to fill it out for every item. You can make that easier.

1. Go to Operations > Forms & Waivers and click the form to open its Responses page.
2. Click Actions > Edit.
3. Check Reuse answers within the same order and click Update.

Now when a family adds a second item that uses this form, the questions come back already filled in with what they answered the first time. They can submit it as it is, or change what’s different—a second child’s name, for example—before adding the item to their cart. This works in your online store and in First Step.

Every item still saves its own separate response, so reviewing, correcting, and exporting them all work the same as before. Changing an answer on the second item does not change what the first item already collected.

Two things worth knowing:

• If a family removes the item that answered the form first, the other items keep the answers they were given.
• If they remove everything that uses the form, the next item they add starts with a blank form again.

File uploads carry over as well. The question shows the file that’s already attached, and the family only needs to choose a file if they want to replace it.

This setting isn’t offered on the Parent and Student First Step forms, since those are answered once per person rather than once per order.

Adding a Form to First Step

• Open the First Step page where the form should appear.
• Click Add Section, choose the Show Form option, and select the form.
• Click Add First Step Section.

To limit which families see the form, open the section, click Edit Advanced Settings. Under Grade Restrictions, choose the grades that should see it; under Teacher Restrictions, choose the teachers. You can set either one, both, or neither, then click Update First Step Section.

If you set both a grade and a teacher restriction, the form reaches anyone who matches either one — restricting to grade 5 and to Mrs. Betty reaches every grade 5 student plus every one of Mrs. Betty’s students. Teacher Restrictions only appears once your First Step asks parents to select a teacher and you have teachers entered under Account Settings > First Step > Teachers; a family that skipped the teacher question won’t see a form limited to a teacher.

Sharing a Form

Forms can be used outside First Step and outside a campaign purchase. Open the form, click the Share tab, and download the QR code or copy the link. Both let people complete the form without an account or sign-in.

Common details are part of a campaign’s checkout, so they have no page of their own and cannot be shared this way. If you need a form people can fill out on its own, build one under Operations > Forms & Waivers.

Viewing and Correcting Responses on an Order

If a buyer mistypes an answer, you can correct it from the order:

1. Open the order under Orders.
2. Click the three dots next to the item.
3. Choose View Form Responses, then click Edit.

Responses collected during a purchase can be edited but not deleted, since the campaign requires them.

Exporting Responses

Information collected in a form can be exported by clicking Export Responses in the right sidebar:

• CSV File