Custom Form Builder for Nonprofits

Forms That File Themselves
Into Your CRM

BetterUnite’s custom form builder turns every submission into CRM data. Forms match a contact by email or create the record automatically, update the fields you mapped, enroll submitters in groups, and file every answer in a Form Responses tab on the contact’s profile. No middleware, no exporting and re-importing.

01Form Builder

Drag-and-Drop Builder

Text, number, sliders, dates, dropdowns, checkboxes, color pickers, and file upload, each with label, help text, and a required toggle. Set fields half or full width and watch a live preview as you build.

Reorder fields by dragging them into place on the canvas, with a field palette beside the preview pane
Add a placeholder to every field, plus email, phone, radio, and date-time types the palette also carries
Build program intake, volunteer application, grant inquiry, scholarship application, event survey, and waiver forms from one palette

02CRM Matching

Forms That Feed Your CRM

Submissions match an existing contact by email or create the record. You decide per field whether a submitted value may override what the CRM holds, and every answer files onto the contact record.

Map any contact field, custom fields included, to a form question so submissions update the record
Find every response in a Form Responses tab on the matched contact's profile
Retire the middleware, since the form and the donor CRM are the same system

Contact card for Jimmy Stewart with Payments, Pledges, Membership and Volunteer Activity tabs, lifetime and year-to-date giving, donor ranking, opportunity and engagement scores, and wealth insights

03Logic & Privacy Controls

Ask only what applies.

Conditional logic shows and hides questions based on earlier answers. Form-only fields store answers as responses without touching your CRM fields.

Hide fields that collect data like source tracking without displaying them to the person filling out the form
Show only relevant questions on volunteer applications, scholarship applications, and event surveys
Write show-and-hide rules in the conditional logic rule editor, then check them in the live preview

Form Rules page: control which checkout fields are shown, hidden or required based on what the purchaser selects, with an Add Your First Rule button

04Submit Automations

The follow-up starts on submit.

A submission can trigger workflows, so an intake form tags the contact, notifies staff, and starts a sequence. Opt-ins flow straight into your segments and groups.

Show a branded thank-you confirmation page with your org logo the moment the form is submitted
Trigger emails, tasks, and letters from the workflow a submission fires, built in Fundraising Workflow Automation
Email the segments your forms build, since newsletter sign-ups land in your email segments on submit

Learn more

Submission Action panel: choose what happens after someone submits the form, with After submission set to Add to a contact group and Contact Group set to Group 1

05Analytics & Exports

Every answer counted, every answer exportable.

The dashboard opens on a 30-day count, daily average, and all-time total. Group responses by attribute so a survey reads as data, and export to Excel filtered by date range.

Open any submission's detail view for the contact link, unique reference number, and timestamps
Compare numbers across responses with the analytics, and check the last submission time from the dashboard
Read responses in three places: the submissions dashboard and detail views, the Excel export, and the contact's Form Responses tab

New Volunteer Application form dashboard with submissions in the last 30 days, daily average and all-time total, last submission date, the on-submission contact group, a date-range filter, Export Submissions, and the submissions list

06Embedded Forms

Put Forms Anywhere

Drag the Form component into a campaign, event, or landing page and it renders live in place, so the ask and the form share a page. Or embed with the page builder.

Select which form the component shows after you drop it into a Page Design Studio page
Share a form standalone as an alternative to embedding it on a custom page
Land every embedded submission on a contact record

Embed Options for a form: a recommended Embed Code snippet that works with WordPress, Squarespace, Wix and any HTML page, a Direct Link form URL, and an advanced iFrame Embed option

Frequently Asked
Questions

Do form submissions create contacts in the CRM automatically?

Yes. Submissions match an existing contact by email or create a new record, and mapped fields update the contact, with per-field control over whether form values are allowed to override existing data. Every answer also appears in a Form Responses tab on the matched contact record.

What field types are supported?

17 types, including email, phone, text, number, range sliders, date and date-time, dropdowns, radios, checkboxes, color picker, and file upload, plus hidden fields that collect data without displaying.

Can a form add people to a mailing list?

Yes. Enable auto-add to a contact group on submission, so newsletter sign-ups and opt-ins flow straight into your segments and groups, ready to email the segments your forms build.

Can I embed a form on my campaign or event page?

Yes. Drag the Form component into any page built with BetterUnite’s page builder and select the form; it renders live on the page.

Where do I see responses?

Three places: the form’s submissions dashboard and detail views, an Excel export filtered by date range, and a Form Responses tab on the matched contact’s profile.

Can a submission kick off an automation?

Yes. Forms can trigger a Workflow on submission, so an intake form tags the contact, notifies staff, and starts an email sequence. See fundraising workflow automation for what a workflow can do next.

Forms That File Themselves
Into Your CRM

Volunteer intake, surveys, waivers, applications, and every submission lands on a contact record.