Beacon

Collecting signups with Beacon

Updated 2 months ago

Beacon makes it easy to collect signups online. There's no code to write, plus we take care of a lot of the things you probably don't want to worry about, like:

  • Data entry - so the data ends up in the right place
  • Linking records - so new signups are linked to other records
  • GDPR - keep your contact preferences up to date
  • Email acknowlegements - so sign ups get notified

help_outline Signup forms can be used for a wide variety of custom uses. See here for more details.


link Quick start: Set up a simple signup form

link Create your form

  1. Go to Forms in the sidebar

Screen Shot 2018-11-26 at 17.03.13

  1. Click the Create form button, give your form a name (this will be shown on the form), and choose Signup from the form type dropdown.

Create a signup form

  1. Click Create. Your form is already set to go - click the View form button in the top right to view your form with the default sections.

Default signup form

  1. (Optional) Add a logo and choose a colour for the banner and buttons.

help_outline Tip: A logo with a transparent background usually works best.

help_outline Tip: We find darker or brighter colours work better than light colours!

Beacon form design customisation

  1. (Optional) Customise the sections of your form by adding sections and fields.

Add section to signup form

  1. That's it! Try running a test registration through the form. After the form is submitted, you'll see that the following happens automatically:

  2. A new Person record has been created

  3. The person who submits the form is acknowledged immediately via email
  4. You've been notified via email that the donation happened

check_circle_outline Forms can do lots more than just take sign ups! Click here to learn more


link Acknowledging sign ups

When someone signs up via a Beacon form, Beacon immediately sends an acknowledgement email to them.

Signup confirmation

You can customise the subject and content of this email, as well as the team member who the email is from in the acknowledgement area of the form settings.

Signup acknowledgement template

link Getting notified

It can be useful to know when someone has made a new sign up through one of your forms.

In the notifications section, you can customise who receives email notifications from Beacon each time a sign up is made, as well as the subject and content of the email.

Notifications for signup form Signup notification

link Fixed data

When signup forms are submitted, we automatically create the relevant records in your Beacon database. There's no manual entry.

Each time a new signup is created, you may want to make sure it's categorised in the right way. For example, you could set some of the following on all new signups:

  • Interests - 'Newsletter'
  • Notes - 'Signed up online via a Beacon form'

This is how the fixed data section helps you. It makes it easy to segment your data going forwards.

When new signups or people are created via a Beacon form, Beacon auto-sets the fixed data on each record created (as well as the data that comes from the form).

You can customise the fixed data that Beacon sets to fit your needs.

Signup form fixed data

link Creating other record types

Signup forms are a special case - they can create almost any other record type, through either form sections or fixed data. This is because signups are based on the Person record type, which is linked to most other records.

For example - You can create records for Organisations, Campaign members, Event attendees, Legacies, Gift Aid declarations, and Tasks (and if you've created any custom record types, those too!).

Here's a few things other Beacon users are employing, to get your ideas flowing:

  • Collect new supporters as newsletter subscribers
  • Enrol people that would like to volunteer for your charity
  • Encourage and track downloads of learning resources
  • Collect ID details for verification
  • Run a campaign to collect Gift Aid declarations
  • Submit CVs or presentations (which are displayed in a Person record)
  • Automatically create new tasks to contact fundraisers for a challenge event
  • Set up legacy commitments, including assigning executors

For more details on generally customising forms, see our main forms guide.

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