Start here
- Choose a starter or begin blank. Set each question and answer type, enter choices where needed, then write your privacy notice. Volunteer interest is not an assignment or approval.
- Save the draft, preview it, and confirm Open form. Share the form address or use the homepage connection link.
- Check Forms & church inbox, filter for Needs attention, add a brief owner note, and save a follow-up status. Reply separately if appropriate. Closing a form stops new responses without removing earlier answers.
What to know
Owners can create up to 10 general inquiry forms with one to three custom questions, optional reply email and a required privacy notice. Start blank or choose Ask about a visit, Volunteer interest or General inquiry. A starter only fills a new draft; switching starters discards unsaved edits. Choose Short answer (200 characters), Long answer (1,000) or Choose one (2–8 different options, up to 80 characters each).
For Choose one, expand Set choices and enter one option per line. Leave optional question labels blank to omit them. Older forms remain long-answer forms. Write your own accurate privacy notice: starters do not supply a retention policy. Save a private draft, expand Preview saved questions, then confirm Open form.
The church website must also be public before visitors can submit. Editing an open form closes it until you preview and reopen it. Answers go to an owner-only inbox; no emails, automatic replies or newsletter enrollments are sent. Church home shows owners New, Needs attention and total inquiry counts, with direct filtered inbox links.
What needs attention adds Assigned to me, Overdue, Due today, Unassigned and Needs reassignment counts. Those five counts exclude resolved inquiries, use the church time zone, and can overlap. Assigned to me covers your own work; the other counts cover the whole church. A suggested starting button prioritizes overdue work, then today, reassignment, unassigned inquiries and your remaining work.
Reload church home after changes to refresh counts. Answers and private notes are not shown there. New is a status, not a read receipt. The inbox opens separately from form building. Filter by the form that received the inquiry and by status, then choose Newest first or Oldest first. Counts describe the selected form across all statuses; filters reset the list to page one.
Closed or draft forms remain available in the filter because their earlier inquiries are retained. Clear filters returns to all forms and statuses. Counts refresh when the page reloads; a full inbox shows a warning. Check it regularly. Assign a follow-up to yourself or another active church owner and optionally choose Follow up by.
Assignment grants no new access. Dates use the church time zone shown in the inbox; an unresolved inquiry becomes overdue the next day. Resolved inquiries never appear in Overdue or Due today. Clear the date to remove it. Use My follow-ups, Overdue follow-ups, or the assignment and date filters. If an owner loses access, Needs reassignment finds their inquiries; choose another active owner or Unassigned before saving.
No reminder email is sent. Choose New, In progress or Resolved and add optional private owner notes, then confirm Save follow-up. This does not reply. Open inquiry & follow up gives one inquiry its own editing screen; Quick follow-up update is also available in the list. Saving returns to the same form, status, assignment, date, sort and page filters.
An inquiry can disappear from the current filter when its status changes; use All inquiries if needed. A stale save shows the newer saved status, assignment, due date and notes above your entered text. Combine changes manually, choose the status to keep, confirm that you reviewed the newer notes and save again.
Another intervening save triggers another review. Invalid notes or a missing confirmation keep entered notes for correction. Oversized requests, access loss and storage failures still use separate error pages. No notes are stored in browser storage or saved automatically; save before leaving. The dedicated editing screen warns about unsaved changes when the browser supports it.
Needs attention includes everything except Resolved. Older Reviewed items keep a Previously reviewed label until an owner chooses a current status. Follow-up history shows the latest 50 updates, who made them (you or another owner), status, assignment and due-date changes and whether notes changed. Older updates explicitly say assignment/date tracking was unavailable.
It does not recover earlier note text. The pilot accepts 500 total responses per church, including resolved responses. A full inbox stops accepting answers with a clear message. Contact support for removal requests; automatic deletion and self-service removal are not available yet. Use only general inquiries, not health, confidential pastoral, financial or child information.
State your actual use and retention practice in the notice before opening a form. Separate private JSON exports include form definitions, answers, reply emails, accepted notices and current private owner notes, due dates and the assigned owner email when available (not change history or internal staff IDs); store them securely.
Combined content exports, settings backups and software packages exclude these records. Website backups can restore form definitions as private drafts, but private inquiry exports have no import or restore. If a visitor misses consent, omits a required answer or enters an invalid answer/email, the form explains the problem and keeps their entered text and valid choices for correction.
The error link focuses the field. Nothing enters the inbox until a valid submission succeeds. A choice no longer offered must be selected again. If the church changes or closes the form, the visitor must reload; old answers are not mapped onto changed questions. Oversized requests, spam checks, rate limits and service failures use separate error pages.