Learn how to create a donation form in this step-by-step guide. There are a few steps you need to take before you can build a form in the CRM. This help guide will cover how to create a donation form and navigate through the form builder.
Recommended Reading Before You Start
Content
Instructions
Creating a Donation Form
1. Navigate to Forms & Pages and select Forms
2. Navigate to New Form and select Donation
3. Complete the in General Information fields
|
Field Name |
Description |
|
|
A. |
Name this form |
This is an internal name and will not be displayed in your form. |
|
B. |
Form URL |
Customize the form URL. |
|
C. |
Amount Buttons Layout |
Select the layout for the amount button. You can select Amount Only or create a layout with Amounts & Description. |
|
D. |
Campaign |
This will allow constituents to allocate donations from this form to a specific campaign. Adding multiple campaigns will allow the donor to select which campaign to donate to. |
|
E. |
Allow constituents to select a fund or purpose |
This will give the constituents the ability to select a fund or purpose. |
4. Fill in Constituent Login & Type fields
|
Field Name |
Description |
|
|
F. |
Form Type |
Determine if this form is Individual Only, Company Only, or Individual and Company |
|
G. |
Constituent Login |
Determine whether to allow constituent login, require constituent login, or make public form only |
|
H. |
Login Prompt |
If the Account Login Prompts is enabled in global settings you will have the ability to prompt your constituents to login to their account from this form |
5. Select your Payment Options
You must select at least one payment option. You can select from Car, ACH/E-Check, Pay Later, and Card Swiper. Paypal is also available if the Paypal option is enabled in global settings.
Note: You will not be able to turn on the pop-up button feature in forms when you have PayPal added to the form.
To use the Pay Later, Pay Later system email should be enabled. System Email Overview
If someone attempts to make a Recurring Donation, they will not have the pay later option available at checkout even if it is turned on under Payment Settings.
6. Select a Design for your Form
If you have not created a theme for your form, you can make changes to this later.
7. When finished, select Create your form
Form Builder
Once in the form builder you will have the ability to edit the form.
The form builder includes these sections:
| Page Editor | |
| Form Editor | |
| Theme Editor | |
| Form Enhancements | |
| Exit Page | |
| Sharing | |
| Settings |
These sections are for editing different parts of your form. You can toggle between these sections by using the icon on the left side of the screen.
1. Open Page Editor tab
|
Field Name |
Description |
|
|
A. |
Form Alignment |
Select whether the form is aligned left, center, or right within the page. |
|
B. |
Overlay |
Choose to have a light, dark, or no overlay. This is the overlay that appears in the header of the form page and as the background of the content box. |
|
C. |
Title |
Add a title to your form |
|
D. |
Describe your cause |
Add a quick descriptor |
|
E. |
Media |
Add one photo or video to the form page. Import media using a URL, browse previously uploaded media in your system or select a free image from the Unsplash library. |
2. Open Form Editor tab
In this section you will be able to Select Page Flow and Add Fields.
Any grayed-out fields have already been selected. To add a field, drag and drop the field onto the form.
3. Open Theme Editor tab
Apply a new or existing theme.
4. Open the Form Enhancements tab.
You can show your progress towards your goal campaign using the Goal Meter.
You can show a list of your campaign donors ordered by largest donation with the Top Supporter List.
You can show a running list of the most recent donation to your campaign using the Recurring Donations List.
5. Open Exit Page tab
You can choose a Standard Exit Page or Custom Exit Page
Standard Exit Page
- Create Your Message Title and Text
- Add Buttons text and URL to direct donors elsewhere after completing this form.
- Share Social Media Links
Custom Exit Page URL
To insert a Custom Exit Page URL, copy and paste the URL into the field.
6. Open Sharing tab.
Create and download a scannable code for your print materials that helps constituents find your form.
Display a branded, animated button anywhere on your website that, when clicked, opens your form as a pop-up.
7. Open Settings tab.
This will reconfigure the donation form settings that you have previously set.
8. Under General Information, choose to Always Show reCAPTCHA by turning the toggle on.
9. Select Preview option or if Finished, select Publish.
10. Once you publish, the form URL will be generated. You can copy this URL and share it on your website, email, or social media.
Editing an Existing Form
To edit an existing form created with this Form Builder,
1. Navigate back to Forms & Pages and select Forms.
2. The forms list page will show the list of account and donation forms built with this form builder. You can filter by date created, type (Donation, Account, Membership), and status (Published or Unpublished) to view only certain forms. You can also save these filters if you'd like to see certain forms by default on this page (for example, published forms).
Note: The link icon shows the forms that are linked to the constituent portal.
3. Toggle between the compact and comfortable page view to adjust the amount of detail shown.
4. Next to each form, select the three-dot action menu to view the form, edit the form, duplicate the form, or unpublish the form.
5. To copy the link for an existing form, select the name of the form from the list, and you will be directed to the detail page for that form. From the detail page, you can view the form, copy the form URL, edit the form, and see/search all form submissions.
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