Learn how to create custom donation fields in this step-by-step guide. There is a step you should take before you create custom fields. This help guide will demonstrate how to create custom donation form fields.
Recommended Reading Before You Start
Content
Create Custom Donation Form Fields
Instructions
Create Custom Donation Form Fields
1. Navigate to Settings Cog and select Global Settings.
2. Under Accounts, select All Accounts.
3. Select New Custom Field.
4. Complete the fields on this page. When finished, select Save.
|
Field Name |
Description |
|
|
A. |
Field Name |
Add the name of the field you wish to add to the donation form. This is a required field. |
|
B. |
Display Type |
Select from the drop-down what type of display you want for responses on the form. These include one-line text, drop down, checkbox, radio, or multi-line. This is a required field. |
|
C. |
Data Type |
You have the option to select the data type that will be entered into this custom field. |
|
D. |
(Legacy) Read-Only |
This will prevent logged-in constituents from editing this field on legacy forms. |
5. Your custom field will not be visible on the Account Custom Fields page.
