Filter FormVite contacts by types

Many customers used FormVites to have their churches fill out a set of forms.

The problem was that they had to create a separate FormVite for each district.

Now you don't have to do this anymore. Watch this video to see how to set up your churches or contacts for filtering by "type" or "district".

The steps

  1. Go to Admin (the gear) > Registrant types and create a type for each of your districts (or however you want to tag your FormVite invitees)
  2. Go into your churches (or whichever contact.)
  3. Search by "district". For example, "churches in the circle district" and then do a "mass edit" to give all of them the "circle" registrant type.
  4. Repeat this for however many districts you have.
  5. Now your FoirmVites will allow you to filter by these registrant types.
  6. Want to limit the filtering for a particular FormVite? Click "edit FormVite" and choose only the set of "applicable registrant types" you want.