Why Use Member-Creating Forms?
Save time on data entry
Prevent duplicate records with email detection
Capture consistent, accurate information
Automate the new member onboarding process
Step 1: Start a New Form
Go to Forms in the left-hand menu.
Click Create Form.
Select a ready-made template (Member Registration, Event Sign-up, etc.) or Create a custom form.
Step 2: Add Your Questions
Use the right field type for each question:
Short text → Full Name, Address
Email → Email Address
Phone number → Mobile/Telephone
Date → Birthday, Anniversary
Multiple choice → Marital Status, Interests
💡 Tip: Add optional fields like “How did you hear about us?” to gather insights without affecting member creation.
Step 3: Enable Member Creation
Scroll down to the Enable Member Creation option.
Turn it on.
(Optional) Choose Create members as visitors if you’d like responses saved as visitors first, requiring pastor approval before portal access.
Step 4: Map Questions to Member Fields
This is where you connect form questions to Gracely’s member database fields:
Standard fields (default): Built-in fields every member can have, such as:
Full Name (Standard)
Email (Standard)
Phone Number (Standard)
Birthday (Standard)
Primary Address (Standard)
Extra fields (custom): These are additional fields your church has created for specific needs (e.g., Work Email, Anniversary Date, Notes, Age Group).
How to Map
Under each question, open the Map to member field dropdown.
Select either a Standard or Extra field, depending on what you’re capturing.
Example:
“Your full name” → Full Name (Standard)
“Your email address” → Email (Standard) (required)
“Marital status” → Marital Status (Extra)
⚠️ Important: At least one question must be mapped to the Email (Standard) field. This allows Gracely to detect duplicates and prevents creating multiple records for the same person.
Step 5: Publish & Share
Click Publish.
Copy the link and share it via your website, social media, email, or SMS.
Every submission will automatically create or update a member profile in your People database.
Best Practices
✔️ Always include Name + Email fields for accuracy.
✔️ Use multiple-choice questions to track interests (small groups, volunteering, etc.).
✔️ Map only the fields you need — unmapped answers are still stored in the form submission for reference.