Beacon

Logging acceptance of Policies and Terms within your Beacon forms

Accepting privacy policies or terms through forms

How to create and customise a variety of Beacon forms.

Working with forms

Overview of the different form types, the features of forms, and how to create them

Beacon forms

Customising your form - style, re-order and add to your forms

Form sections and fields

Step-by-step guide on how to get the questions you want to ask onto your forms

Adding questions to your forms

Add specific data to all form submissions to help automatically categorise records

Using fixed data in forms

What happens when a supporter submits a form - deciding what they should see next

Success actions on form submit

Notify your supporters and team each time a form is submitted

Acknowledgements and notifications on forms

Find out how your supporters want to be contacted

Collecting contact consent in forms

How deduplication works for form submissions

Deduplicating data from forms

The basics

Creating a Signup form - easily collect sign ups online

Collecting signups with Beacon

Creating a Beacon donation form; easily collect individual or recurring donations online

Donation forms

Creating an event registration form - adding ticket options, collecting attendee information and accepting additional donations

Event registration forms (Ticketing)

Creating a membership form - adding membership options, collecting member details and accepting additional donations

Memberships

Make it easy for your supporters and clients to access and make changes to their details via a secure form

Letting people access their details with the Beacon Portal

Types of forms

Level up your forms with conditional questions so that users only see what's important to them.

Field and section visibility on forms

Remove the need for members to pay upfront for their membership - send them an invoice

Membership forms: invoicing new members

Dynamically set the data and pre-fill information in your forms using URL variables

Using URL parameters with Beacon forms

Using QR Codes with Beacon forms

Advanced form functionality

Run Beacon forms in your website - customise the content that shows around your form

Embedding forms in your website

Allow people to submit files with any Beacon form

Adding file uploads to forms

Submission agreements

Run a campaign to increase your Gift Aid declarations with a Beacon form

Run a Gift Aid declaration campaign

If someone cancels their event registration, how should you manage this in Beacon?

How to manage cancelled tickets

Can Beacon be used to run an online raffle or lottery?

How Beacon uses hCAPTCHA to protect your forms

Allow supporters to donate in any currency you like

How to manage multiple currency donation forms

Getting a blank version of the form, or the form submissions, out of Beacon

Printing forms and viewing responses

Additional articles

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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