Learn how to add a custom form field to an existing donation form in this step-by-step guide. When setting up a campaign, there may be times when you have an existing campaign donation form, but you need to edit that form to include a custom field. This help guide will walk you through the process of adding a new custom field to an existing donation form. 

 

Prerequisite Reading for this Article

• Creating a Donation Form

 

Instructions

Step 1: Create a New Donation Form Custom Field 

To create a new donation form custom field:

 

1. Select the Settings icon in the upper right corner of the page and then select Global Settings.

2. Select Donation Custom Fields under the Fundraising heading.

3. On the Donation Custom Fields page, select New Custom Field.

4. Enter the applicable custom field question/prompt text in the Field Name field.

5. Select the applicable Display Type. This drop-down allows you to select the type of input field you wish to provide the user to enter their response to your custom field question/prompt. The selections are as follows (as seen on the following pages):

• One-Line Text - Allows the user to enter a short-answer response, such as a date or free text, to the question or prompt you provide in the Field Name field. When this display type is selected, you have the option to make a selection on the Data Type field drop-down menu (as seen below the red box in the above image on the previous page). This optional field allows you to specify the type of information you wish the user to enter in the one-line text field (for example, an integer, an amount of currency, a date, free text, etc.).
  • Example One-Line Text Custom Field: 

                        

• Drop Down - Allows the user to select a response selection option from a drop-down menu.
  • Example Drop Down Custom Field:

                        

• Checkbox - Allows the user to select one or more response options from a list of pre-determined response selections.
  • Example Checkbox Custom Field:

                            

• Radio - Allows the user to select one response option from a list of pre-determined response selections.
  • Example Radio Custom Field:

                           

• Multi-Line Text - Allows the user to enter a longer paragraph-style free text response to the question or prompt you provide in the Field Name field. Multi-Line text fields have a character limit of 1024 characters.
  • Example Multi-Line Text Custom Field:

 

                           

• File - Allows the user to upload a file as their response to the custom field question or prompt you provide in the Field Name field.
  • Example File Custom Field:

                           

At this point, if you selected Drop Down, Checkbox, or Radio in Step 5, continue with to the next page. If you selected any other option, you may skip the next page and Steps 6 and 7 to continue to Step 8.

 

If you selected Drop Down, Checkbox, or Radio in Step 5, a new section will appear, the Available Field Options section (as seen in the first image below). In this section, you must specify the responses you wish to include on the applicable drop-down menu option list, checkbox option list, or radio option list, as applicable to your selection. If you notice, the options entered in the red box in the first image below appear on the drop-down menu in the second image below.

 

Available Fields Options Section:

Example Drop-Down Menu Option List:

To create your Drop Down menu option list, Checkbox option list, or Radio option list:

6. Select Add as many times as needed to create the number of field option responses needed for the custom field. By default, only one response field option appears. (For example, if you wish to have four options on a drop-down menu, select Add three times to create four total field option lines.) Note: You may also delete a field option line by selecting the checkbox next to the line you wish to delete and then select Delete.

7. In the Field Option field, on each line, enter the applicable responses. Note: The Code field is optional and used for internal purposes only. If you wish to include a code for each response selection, enter it in the Code field. 

With all field option responses created, continue to Step 8.

 

8. The remaining text on the page pertains to legacy donation forms. If you plan to build your donation form using the legacy donation form, follow the instructions provided in this section. For most users, specifically, those using the Form Builder feature, this section does not apply. You may skip this section if you are not using a legacy donation form.

9. Select Save.

10. If you selected the Display Type of Drop Down, Checkbox, or Radio: After you select Save, a page appears on which you may reorder your answer options by dragging and dropping the options into the order you wish them to appear on the donation form. When finished, select Submit. 

 

Your new custom field will now appear on the Donation Custom Fields page. When you create your donation form, this custom field will now be available for you to select and include on your donation form.

Step 2: Add the New Custom Field to an Existing Donation Form

To add the new custom field to an existing donation form:

1. Select Forms & Pages in the navigation menu and then select Forms on the drop-down menu.

2. Select your donation form on the Forms page.

3. Select the Edit pencil icon in the upper right corner of the page.

This opens the Form Builder.

4. Select the Form Editor icon from the left menu icon menu (the second icon from the top).

5. Locate your custom field in the left column and then drag and drop it into the right column. You may then drag the tile up or down in the right column to place the custom field in your desired location on the donation form.

6. Select Publish Changes.

 

Recommended Related Articles

• Creating a Campaign