This section outlines and defines the common vocabulary used throughout Groopt. Please feel free to submit a comment if you find a definition to be unclear or if you'd like some vocabulary added to the list. Thanks!
The term used to describe the company, association, group or entity managed within Groopt.
The term used to describe all the people added to an organization’s database. There are three types of user contacts:
Unique labels assigned to user contacts within an organization’s database to categorize them by type, status, position, or title. Roles also allow the organization to manage user permissions, filter contacts in the directory, and assign forms and payments to multiple contacts at once.
Ex: CEO, President, Member, Alumni, Volunteer, Donor, Suspended, Deceased, etc.
A special type of record representing a subset of user contacts. Groups allow an organization to categorize contacts based on certain criteria, affiliation, region, etc.
Ex: Chapters, Universities, Companies, Regional Offices, etc.
Unique labels assigned to groups that categorize and describe the various types of groups within an organization.
Ex: University, Chapter, Company, Charity, Committee, etc.
Unique labels assigned to user contacts within groups to categorize people within the group.
Ex: Group: University, Group Roles: Chancellor, Professor, Student, Advisor, Alumni, etc.
Basic Info Field Set
Default fields used to collect basic information about user or group contacts in an organization's database
Basic Info for user contacts:
Name, Email, Phone, Address, Date of birth, Gender
For group contacts:
Name, Email, Phone, Address, Website
Custom Field Sets
Additional field sets added to a user or group contact’s profile to supplement the Basic Info field set. While Basic Info fields cannot be modified, Custom Field Sets are created and managed by the Admin(s) of the organization. Custom Field Sets have three permission types that control whether user contacts can view or update their Custom Field Sets:
Unique activities recorded and attached to a user or group contact’s profile to describe interactions with that user or group. Organizations can specify the activity type, add notes and attach files.
EX: Phone Call, Email, Award, Site Visit, General Note, Disciplinary Sanction
Payment types are unique categories admins create and apply to transactions in order to segment them by their different types.
Ex: General, Donation, Merchandise, Event
The unique grouping of one or more payments. Payment campaigns are made up of income sources. An income source can be a payment form, a group of invoices or a manually added batch of transactions. All of these can be grouped together into a payment campaign.
A unique grouping of one or more form submissions. Form Campaigns are used to send an existing form to a new group of users. Form campaigns use the same form, but can have their own unique settings like end dates, form fees and recipients.
Form Field Type Definitions
There are over 10 field types available for customizing a form. Click here to view a list with a brief description of each type of field.
Large Text Field
A basic text field for submitting short to medium text answers.
A large text area for submitting long (paragraph) text answers. The length of these fields can be customized.
Multiple-choice field that only allows one option to be selected.
Multiple-choice field that allows multiple options to be selected.
A field that only validates phone numbers in the following formats:
A field that only allows answers formatted as email addresses: firstname.lastname@example.org.
Only allows answers formatted as numbers.
A header and text area for adding instructions or notes to the top of the form.
A field that is pre-formatted to collect all the components of an address. This field can be used to run radius searches in the directory.
Multiple-choice field displayed as a dropdown and allows you to select only one option.
A field that only allows answers in the following date format:
A field for attaching files to the form. The file size limit for attachments is ##MB and you can attach up to ## Files per form submission. If the attachment upload is taking a while, you can submit the form and the file will upload in the background but your form will be time stamped when you press the “submit” button.
A special type of field that can only be used with private forms. Sync Fields link to a field on a user or group profile for two unique functions:
A blank currency field to allow the form recipient to submit a custom dollar value to be paid after filling out form. (Great for donations!)
Pay Field with Radio Buttons
A currency field for selecting only one choice from multiple payment options. The radio pay field also allows the form recipient to specify the quantity of their selection. (Great for ordering meals, tickets, etc.).
Pay Field with Check Boxes
A currency field for selecting multiple choices from multiple payment options. The check box payment field also allows the form recipient to specify the quantity of their selection. (Great for T-Shirts, group orders, selecting preferred appointment times, etc.)