Contact Form

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Revision as of 13:35, 13 August 2019 by Eric (talk | contribs)
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Contact form

The contact forms can be used by anyone, and is accessible on every page on your Timebank as an Envelope icon in the toolbar. Contact forms work as follows:

  • Visitors to you site, whether logged in or not, can visit and be shown the contact form.
  • The user of the contact form will not see your email addresses./ they are hidden from the contact form user.
  • When a visitor fills in the form, the contact form is emailed to a configurable list of emails, which defaults to all coordinators
  • The email sent to the coordinators will include the visitor's message, use the subject provided by the visitor, and can add additional customized content
  • The contact form does use a Captcha to prevent Internet robots from using the form.

  • Since ANYONE can use the contact form, do not be startled by people who misuse the contact form for attempted spam or phishing messages. In such cases, just delete the bogus message.

Default set up

Unless it is changed by a coordinator, the default configuration for the Contact form email is:

  • the category is "'General"'
  • the recipient is the timebank's email address which forwards the submitted contact form to all coordinators.

The default message sent to the recipient of the contact form contains the following text:

Creating additional contact form categories

If you wish to set up different contacts for different roles within your Timebank, you'll want to add a Contact Form Category. You may want to use this feature if you have different people who handle new applicants, or billing, or member training. You can create a contact form which specifically emails those individuals when the visitor selects their Contact form category on the contact page.

Contact Form Category List Page

You can access the contact form category list page in one of two ways:

  • Gear-icon.png > Configure: Lists menu > Contact Form Categories tab
  • Envelope icon > Contact form categories button

The contact form categories list page allows you to manage your contact form categories.

  • Click on a contact form category name (the text itself) to edit the name displayed to your visitors. Changes are saved immediately.
  • Click on the radio button to choose the default contact form category displayed to your visitors Changes are saved immediately.
  • Click Edit to edit contact form name, recipients, or confirmation message.
  • Click Direct Link to generate links to a specific contact form useful in articles and external sites. You would use these to set up a link outside of your site.
  • Click the X on the right hand side to delete a contact form category. If you delete the only Contact Form Category you have, the default Contact Form Category will be created again.

Coordinators can edit the contact form categories, create new contact form categories, edit the recipients email address, edit the online message shown the the person who submits a contact form.

You should note that when there is a single Contact Form Category (which defaults to General Inquiry), then on the contact page - there is no place to choose a category (as there is only one.)

Once you add a second Contact Form Category to your site, you will see a drop-down menu on the contact page which can be modified by the visitor.

Editing an existing contact form category

Click on the "edit" button to the right of the contact form name which will allow you to edit the:

  • Name (of the category of the contact form)
  • Recipients (one or more email addresses who will be sent copies of the submitted contact form)
  • Message displayed to the visitor after submitting the contact form

Create a new contact form category

Then click on the '"Create contact form category'" button at the top of the list of contact forms, and enter the:

  • Name (of the category of the contact form displayed on the Contact page)
  • Recipients (one or more email addresses who will be sent copies of the submitted contact form, enter one per line)
  • Message displayed to the visitor after submitting the contact form

Changing which category is selected by default

  • The radio button on the left hand side of the Contact Form Categories page allows you to select which contact form category will be selected by default on the contact page. Changes are made immediately.
  • You can rearrange the order in which contact form categories are displayed to your visitors by using the drag handles on the left hand side of the list - drag and drop each row so the order is as you desire.

Logged in members vs. anonymous visitors

One additional significant change in the contact form on your site is that when a visitor is:

  • not logged into your site or
  • is an Applying Member

then the Contact page displays a CAPTCHA which prevents spam from anonymous visitors.

Contact Form Category

To customize the Contact Form Category email which is sent to coordinators, visit:

  • Gear-icon.png > Configure: Emails > Coordinators tab > Contact Form Body text editor

The Contact Form Body email content is appended to the message from the visitor.

Important Note: Using email variables such as {picture} or {name_first} will work in this email template, however, remember that this will be populated with the coordinators values (the receiver of the message) not the sender of the message (for example - the logged in user.)