Engage lets you build forms for supporters, service users, and volunteers, then share a standalone link or embed the form on your website.
Build from what you need to know
Choose a starting purpose or a blank form, then add questions from a catalogue: names, contact details, an organisation, a message, a gift, or permission to contact the person. Each catalogue question arrives with a destination for its answer. You can adjust that destination on the question.
The builder has Questions, Money, Permission, Style, and After submission panes. After submission sets the thank-you message or redirect and summarises What gets recorded. It is a summary of your question choices, not a separate mapping wizard.
Depending on those choices, a response can create or resolve a contact using its email, link an organisation, record an inbound Form Submission touchpoint, record a confirmed card gift, or record selected consent decisions. The starting purpose does not add unsupported record types: an event-booking preset does not create an Events booking, and a membership preset does not issue a Memberships record.
Draft, publish, and share
| Status | Meaning |
|---|---|
| Draft | Saved work that is not publicly available |
| Published | Live and accepting responses; saved content edits wait for you to publish them |
| Archived | Offline, with existing submissions retained |
Saving and publishing are distinct. Opening the Publish checks does not save; confirming publication saves first and then publishes. A published form supplies an iframe snippet and a standalone URL. Renaming is saved separately and normally changes its public heading immediately.
Responses and payments
Submitted answer values are retained and can be reviewed in Submissions. Background record creation can finish after the supporter sees the confirmation screen. Descriptive text is display-only and collects no answer.
Card gifts use Stripe; recurring Direct Debit sign-up uses GoCardless. A Direct Debit submission may be processed before the supporter authorises a mandate. Submission processing explains which statuses establish record processing and where to check payment outcomes.
Start with Build and publish a form, Edit a published form, or the field reference.