How to set up your Premium Family Registration form
The Online PTA or PTO Family Registration Form is the heart of the entire Digital PTO program. This form allows you to collect data from your school’s families and it will email the submissions directly to you. This form will be directly embedded into your site. If you would like to see a sample Online Family Registration Form please click here. This tutorial will cover Family Registration forms that DO NOT collect credit card payments.
Customize Your Options and Settings
Our Premium Family Registration forms are pre-built for you, but you are welcome to customize your form in any way you see fit.
Please feel free to add fields, move things around and change your forms. You can also adjust the email notifications and messages that are sent after forms are submitted.
The tutorial below will cover some of the basics you can adjust. Please see our additional form tutorials to learn some more specific settings.
Want to Download your Data?
Every one of your forms allow for bulk downloading. You can download the entire contents of your form, or specific fields. You can also specify date ranges or everything in the database. Please see our “How to Download Form Data“ Tutorial for more information.
Step 1: Click on EDIT FORMS under the FORMS Menu
To open up the list of forms available on your website, click the EDIT FORMS link under the FORMS Menu.
Step 2: Click the title of the FAMILY REGISTRATION form
Click on the title of the FAMILY REGISTRATION form. When you hover over the title, you can also click EDIT if you prefer. This will open up the form editor.
Step 3: Review the Household Contact Information
When the form opens up you will see the form title and then a section that says “Start Paging”. This is the indication that you are on the first page of a multiple page form. Below the paging, you will see the household contact information that is asked by default. If you would like to edit or change and of these fields you can do so by clicking on the field and editing it directly in the editor that appears. if you want to delete a field, click the DELETE link that appears when you hover over a field.
Step 4: Review the Student Information & Grade Levels
Our forms allow families to register up to 4 students at a time. By default the grade level options are set to K-6. If your school has different grade levels, you will want to edit the grade options. This will need to be completed for all four student options. To edit the first student’s grade options hover over the drop down list and select the EDIT link. This will open up all of your grade level options and you can type the correct grade levels here. If you need to add another line, click the (+) plus icon, if you need to delete a line, click the (-) negative icon. When you are finished, move to student #2 and so on until you have completed all four drop down boxes.
Step 5: Review Additional Contact Information
Scroll further down to the next Page Break Message and you will see the Additional Contact Information that is collected by default. If you would like to change any of these options or questions, you can do so here.
Step 6: UPDATE your form
When you are finished making adjustments and edits to your form, scroll to the bottom of the form and click UPDATE FORM. This will save your changes.
Step 7: Setting up your email notifications
After you have saved your form options, click on the NOTIFICATIONS link at the top of your form to set up the email address you want your submitted forms sent to. This is NOT SET UP BY DEFAULT. If you do not complete this step, you will not receive emails when your family registration form is submitted.
Step 8: Enter the email address forms should be sent to
Once the Notifications settings open up you will see the field that contains the email address for your form submissions. By default, the email address says “yourschool@digitalpto.com”. Please delete this email address and populate it with the email address you want to have your family registration forms sent to. This is typically the email address for your parent group, but can certainly go to an individual as well.
Step 9: Adjust any other settings you wish to change
We have a separate tutorial on some of the other settings possible to set on your form notifications. We are not going to cover those in this tutorial, but if you would like details, please see our “How to Modify Form Notifications” Tutorial here. (Again, this will open in a new window for you)
Step 10: Set the “From” Email address (optional)
The Volunteer Interest forms are automatically set to send a confirmation to the person submitting the form. By default, the emails are sent from “noreply@digitalpto.com”. If you would like to add your own email address here, this will allow the form submitter (the volunteer) to respond directly to their email confirmation. Enter the email you wish to add under the FROM EMAIL field in the “Notifications to User” section further down your screen. This is optional.
Step 11: Adjust your Confirmation Message as desired
Your Family Registration form already has a nice “Thank you” message pre-built, but if you would like to change the subject of the email sent or the message itself you can do that in the SUBJECT and MESSAGE fields. To learn more about Editing your Confirmation emails, click here.
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