Board Member Application — shared by the community

Who this template is for

Board Member Application is built for charities, foundations and community groups who need to sign people up and record consent and eligibility.

• Charities, foundations and community groups working in non-profit & community.
• Teams who need to sign people up and record consent and eligibility without writing code or paying for a custom build.
• Anyone replacing volunteer and donor records living in spreadsheets with one structured record per enquiry.
• Respondents are donors, volunteers and beneficiaries — the form asks them 35 questions across 3 screens.

Why this form is useful

It removes the cost of volunteer and donor records living in spreadsheets and turns each submission into a record your team can act on immediately.

• 25 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It collects a verified email address so replies and confirmations land.
• It captures a phone number for urgent follow-up.
• It records a signature you can keep as proof of agreement.
• It pins the request to a specific date.
• It captures a full postal address.
• It allows multiple selections without free text.
• It captures a numeric value you can filter and sort on.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Board Member Application lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 5 conditional rules ship with it.

• Features conditional validation: if “Have you been a trustee or board member before?” is Yes, “Organisations and dates” becomes mandatory before the form can be sent.
• Features conditional validation: if “Do you hold any current directorships or trusteeships?” is Yes, “Details of each” becomes mandatory before the form can be sent.
• Features conditional validation: if “Do you have any connection to our staff, suppliers or funders?” is Yes, “Nature of the connection” becomes mandatory before the form can be sent.
• Features conditional validation: if “Would you be interested in an officer role?” is Yes, “Which role interests you” becomes mandatory before the form can be sent.
• Features conditional validation: if “Do you need any adjustment to take part fully?” is Yes, “Adjustment you need” becomes mandatory before the form can be sent.
• All 5 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.