Whether you're gathering volunteer info, sponsor details, or donor preferences, custom forms give you the flexibility to ask the right questions. In this guide, you'll learn how to create a custom form, from scratch, that’s perfectly aligned with your campaign goals.
How to Create a Custom Form
1. Select Manage > Custom Forms
2. Click Add Custom Form
- Note: your grid will be empty until you've created your first form!
3. Enter a Form Title, an Internal Form Name, and select Start.
- The Form Title will be visible to participants and should clearly communicate the purpose of the form. The Internal Form Name is for administrative use only and will be visible exclusively to your SeeMyLegacy team to help with internal organization and tracking.
4. Add Fields by selecting them from the left-hand menu. Click here to learn about each field and its use-case.
To ensure consistency and accurate tracking in the Activity Log, every custom form will automatically include these required fields: First Name, Last Name, Email, Phone Number, and Organization/Business/Family Name. These fields cannot be removed or duplicated.
💡 Tips for Editing Fields
Once a field is added to your form, you’ll have several options:
Require it: Make the field mandatory for participants to complete.
Delete it: Remove the field from your form entirely.
Duplicate it: Quickly create a copy of the field if you need a similar question.
✏️ Adjusting Field Settings
For Single-Line Input or Long Text fields, you can further customize each field by clicking the General Settings icon (⚙️) on the right-hand side. Here’s what you can do:
Set a character limit to control how much text participants can enter
Add a field description to provide helpful context or instructions under the field title
Edit placeholder text to guide responses before a user begins typing
Use these options to keep your forms clear, focused, and aligned with your campaign goals.
5. Click Add
Once your form is complete, click Add to save it to your Custom Form Library. You can access and manage all saved forms at any time by navigating to Manage > Custom Forms in the platform nav bar. If you're ready to attach it to an item, click here to learn how.
Save Time with a Pre-Built Form
Prefer to start with a pre-built custom form? Click here to learn how to use templated options for a faster setup.