Engage
Engage is ThirdSectorBee’s form builder. It lets you create web forms that supporters, service users, or volunteers can fill in online. When someone submits a form, ThirdSectorBee automatically records their data in your CRM — no manual entry required.
How a form works
A form is made up of fields — each one asks the user a question (name, email, donation amount, and so on). Each field can be mapped to a specific field in your CRM, so the answer goes to the right place when the form is submitted.
When a form is submitted:
- Contact fields (name, email, phone, address) create or update a contact record.
- Touchpoint fields (notes) create a touchpoint linked to that contact.
- Payment fields (amount) create a payment record linked to that contact.
Fields without a CRM mapping are stored in the submission record but do not create or update any CRM data.
Form statuses
| Status | Meaning |
|---|---|
| Draft | The form is being built and is not publicly accessible |
| Published | The form is live and accepting submissions |
| Archived | The form is offline. Existing submissions are preserved, but new ones cannot be made. |
Embedding a form
Once published, a form can be embedded on your website using an HTML snippet (available via the Embed button in the form builder). The form is served by ThirdSectorBee and renders inside an iframe on your page.
Submissions
Every submission is stored with a timestamp and a processing status (Received, Processed, or Failed). You can review all submissions for any form from the forms list.
For guidance on building and publishing forms, see Build and publish a form. For a full list of field types and their CRM mappings, see Form field types.