Donation Form: The Basics

Understanding Donation forms is essential to a successful campaign, as they will be a primary interaction your donors will have with your campaign. Setting the right dollar handles that encourage generous donations, giving context to your cause, and gathering the right donor information are all things we'll explore in this guide.  

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Customise your Donation Amounts

Manage your donation form fields

Confirm your donation settings

Regular Giving Upsell

FAQs

Customise your donation amounts

Donation Amounts are the preset options your donors see on your form when donating.

Steps:

1. Within your campaign, from the sidebar select  Settings > Donation Form. The default tab is Amounts.
2. Customise the Donation Frequencies you would like to offer. Add, delete, and reorder frequencies from here.
3. Add, edit, or remove donation amounts available for each Donation Frequency in the Button Amounts section.
4. Add new amounts with the 'Add Amount' button at the bottom right.

Manage your Donation Form fields

You can add and remove fields on your donation form to customize the information you collect from donors. 

Steps:

1. Select the  Fields tab in Donation Settings to view the fields in your donation form.
2. Add, edit, or delete fields here.

What customization options are there for these fields?

When you click to edit a field you have the ability to edit these things:

1. Field - choose from a Custom Field that was created on an org level.
2. Mark if a field is required or not.
3. Label the field - this is what the donor will see whereas the Field Name is what will be pulled in your reports
4. Set a default value - save your donor time by pre-filling fields for them. You can read more about pre-filling form fields here: Pre-fill form fields.
5. Provide Help Text to clarify the purpose of the field if needed.
6. Add conditions for whether or not the field is visible.

What is the difference between a Visible or Hidden field?

Visible fields are fields that will show on your Donation Form in the front end. Hidden fields are best used for internal admin purposes and won’t be visible in a user's profile. 

Donation Form Settings

Under the Settings tab you'll find the ability to change the forms steps headings and setup the Thank You message pop-up (appears after payment is processed). Simply add the text you need to customise the donation experience and Save Changes. You also can preview your donation form by simply selecting Preview Donation Form.

You can also setup the Donation Form Modal (pop-up), giving you a flexible donation experience you can share with your donors. The modal is activated using the Donation Button in the page builder, where you can not only have the donation form appear but also a simple Campaign Preview outlining the cause and its funding progress.

To configure the Campaign Preview, simply:

1. Select Configure campaign preview.
2. Turn the Campaign Preview toggle on.
3. Add your Headline, Description and Appeal Photo (default is Campaign Image in Design Settings), and enable Fundraising Goal and Total Donors options if you like.
4. Once done, select Save.

Regular Giving Upsell

Enabling an Upsell opportunity can be a great way to convert those considering one-off donations to becoming regular givers. Raisely allows your donation form to have both a direct and/or a 'kind nudge' upsell option, making it easy for your donors to consider regular giving.

To enable this feature, simply:

1. Select the Regular Giving Tab.
2. You can then enable the Upsell to a monthly regular donation option with the switcher, and enter in your Heading and Upsell text. Save your changes once done.
3. You can also enable the Regular giving nudge with the switcher.

FAQ's

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# How can I preview and test my donation form?

To preview your donation form, from the campaign sidebar select Settings > Donation Form > Settings > then Preview Donation Form. If your payment account is Stripe, you can use the Test Credit Card to move through the full donor experience.

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# How can I setup GiftAid (UK customers only)?

When donations are made within the UK, a new GiftAid step is automatically added to the donation form to collect the necessary details needed for GiftAid.

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# Where are my donation form's colours coming from?

A campaign's donation form colours are set up automatically from the brand colours you've set in Design > Brand. Changing these require a bit of custom CSS, though if you don’t have the skills in-house, our support team is always happy to help!

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# I don't see all of the digital wallet options, where are they?

Digital wallets are automatically live for all campaigns. Supporters will see these payment options if they have them set up on their device or browser.

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# My campaign is an In Memoriam, confetti doesn’t feel right?

The confetti for In Memoriam campaigns is slower and softer, but we understand that it might not be the time and the place for confetti so feel free to keep this feature toggled off.

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# How do Google Pay & Apple Pay options appear on the Donation form?

Google Pay is specific to Google's Chrome Browser, whilst Apple Pay is specific to Safari, Apple's standard browser. For them to work both need to linked to a relevant account within their settings.

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# How can I encourage users to share on social media?

All Donation Forms end with a Thank You screen that includes embedded share links to Twitter, Facebook, and email.

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# Will digital wallets such as Google Pay and Apple Pay work on my embedded donation form?

Google Pay will work on digital wallets for embedded donation forms, though Apple Pay will not.

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# What happened to Express Donations?

Express donations was a feature for Raisely's Donation Form V2. New settings released in V3 made Express Donations incompatible with future updates, and the features performance metrics were below the benefits of the new V3 features.   

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# How can I enable Donation Form V3 on my campaigns with V2?

From your campaign sidebar, select Settings > Donation Form. Select Enable Version 3.0 and confirm in the popup by selecting Enable donation form v3. Do note, any CSS changes that were made to your previous V2 Donation Form will be overwritten with the new styles in V3.

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