> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartchange.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Create a form

You can create a fundraiser, event, or membership form from **Forms**. The form goes live as soon as you create it.

### Create a form

1. In the left menu, click **Forms**, then click **New form**. You can also click **New form** on the **Dashboard**.
2. Under **What are you setting up?**, choose a type and click **Continue**. You can't change the type later, but you can always add another form.
   - **Fundraiser**: payments of any size, one-off or monthly. This is the most used type.
   - **Event**: tickets with a date and a limit per ticket type. Sales close when the seats are full, and each guest gets a scannable pass.
   - **Membership**: recurring dues in named tiers, billed yearly or monthly, with renewal reminders.

   ![New form step 1 with the three form types](https://storage.crisp.chat/users/upload-1/website/-/8/f/e/3/8fe32a7262b6a800/new-form-step1_1kdtk1a.jpg)

3. Under **What are you raising for?**, enter a **Name** and an optional **Description**. Contributors see the name as the heading above the amounts. Short and specific works best, for example "Fund the final push".
4. Check the web address. It is made from the name and looks like smartchange.app/f/your-form-name. You can edit it.
5. Choose the visibility: **Public**, **Hidden**, or **Hidden Plus**. See Form visibility: Public, Hidden, and Hidden Plus.
6. Click **Continue**. Under **Starting values**, set a **Goal** (optional, shows a progress bar) and **Suggested amounts** (optional). The form starts with $25, $50, $100, and $250. Edit, remove, or add amounts. **Also let people enter their own amount** is on by default.
7. Click **Review it**. To set amounts later, click **Skip this**.
8. On **Ready to create it?**, check the type, name, address, visibility, and goal. Click **Add a cover image** if you have one.
9. Click **Confirm and create**.
10. Want to add more to the form? Once it's created, open the form and click the **Settings** tab. There you can:
    - Add a **Thank You email**.
    - Add **Additional questions**.
    - Add **Designations**.
    - Click **Open the designer** to design a custom look for your fundraiser. See Design your form.

![Ready to create it review with Confirm and create](https://storage.crisp.chat/users/upload-1/website/-/8/f/e/3/8fe32a7262b6a800/new-form-confirm_1e8490c.jpg)

Your form is live now and ready to take contributions. Click **Copy link** or **Share options** on the form to start sharing it.

### Create a form with the Agent

Click **Agent** in the top bar and choose **Create a new form**. The Agent can set up a fundraiser, event, or membership. It asks you to confirm before it creates anything.

**Selling merchandise?** Stores are separate from forms. Find them under **Store** in the left menu.

### Next steps

- Set amounts and giving options
- Design your form
- Set up an event
- Set up memberships

Questions? Email us at [support@smartchange.app](mailto:support@smartchange.app).